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Visual31 Oct 2025
Three decades of Rolls-Royce
Thermador Groupe (THEP) investor relations material
Thermador Groupe Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary20 Oct, 2025
Executive summary
Q3 2025 turnover reached €128.8m, down -1.2% year-over-year, with total nine-month sales at €383.1m, a -1.9% decrease from last year.
Integration of QUILINOX and C2AI aligns with long-term industry and export strategy, expanding the workforce to 911.
13 subsidiaries recorded Q3 revenue growth, reversing over two years of decline.
Management continuity ensured with existing shareholders and new chairman representation.
Recent acquisitions financed by seven-year fixed-rate loans without guarantees, maintaining key banking relationships.
Financial highlights
Equity rose to €384m, and cash position reached a record €85m, up from €46.8m last year.
Loans and financial debt increased to €47.6m, while inventories decreased to €165.3m, representing 196 days of stock.
Q3 turnover at constant scope increased by 2.2%, with Alto Metering and C2AI contributing €5m.
Third-quarter revenue rose 4.5% year-over-year (2.2% at constant scope), but annual revenue is down 3.2% at constant scope.
10-year total return: 10.3% vs. 8.6% for CAC 40.
Outlook and guidance
Short-term outlook is cautious due to political uncertainty in France, especially affecting new housing, public works, and DIY sectors.
Energy renovation incentives (MaPrimeRénov', CEE) and pricing strategies are expected to influence future performance.
Industry segment expected to drive turnover next year, with stable PMI indicators around 50.
Price effect expected to stabilize at -1.5% for H2, with slight inflation anticipated in 2026 as suppliers announce price increases.
Actively seeking further acquisitions, especially abroad in industrial valve or water cycle markets.
Which 13 subsidiaries drove Q3 growth?
Explain inventory days increase vs value decrease.
Mitigation for DIY sector's political uncertainty?
Address rising absenteeism rates
Impact of CEE grant scheme decree delay?
Rationale for avoiding share buybacks?
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Next Thermador Groupe earnings date
H2 20252 Mar, 2026
Next Thermador Groupe earnings date
H2 20252 Mar, 2026
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Frequently asked questions
Thermador Groupe SA is a French holding company that specializes in the distribution of equipment for fluid circuits in construction, industry, and public works. The company operates through several subsidiaries, each focused on different aspects of fluid control, including the distribution of plumbing materials, domestic pumps, heating and ventilation systems, and industrial valves. Its products serve a wide range of customers, including wholesalers, DIY stores, and professionals in construction and industrial sectors. Thermador Groupe is headquartered in Saint-Quentin-Fallavier, France, and its shares are listed on the Euronext Paris.
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