)
Visual21 Nov 2025
Data center suppliers
TKH Group (TWEKA) investor relations material
TKH Group Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary11 Nov, 2025
Executive summary
Achieved 8% organic turnover growth in Q3 2025, driven by Vision Technology and Electrification segments.
Adjusted EBITA declined 6.4% organically in Q3 2025, with return on sales (ROS) at 9.2% versus 10.7% a year earlier.
Dewetron divestment completed in October; total turnover divested since 2019 is €458 million, with an additional €250 million in non-core turnover, including Digitalization, to be divested.
Signed a new contract for 140 km inter-array cables for the Gennaker offshore wind farm, strengthening the order book.
Financial highlights
Q3 2025 turnover reached €419.4 million, up from €393.3 million in Q3 2024, with added value at 50.2%.
EBITA for Q3 2025 was €38.7 million, down from €42.1 million in Q3 2024.
Smart Vision systems turnover grew 11.4% organically; Smart Connectivity systems up 21.2%; Smart Manufacturing systems declined 8.9%.
Q3 output limited by new cable type releases and type approval tests; EBITDA down due to higher costs and underutilization in connectivity, especially offshore wind.
Orderbook at quarter-end was €1,028 million, down from €1,080 million at June 30, 2025.
Outlook and guidance
Turnover and adjusted EBITDA/EBITA for H2 2025 expected to be substantially higher than H1 and above H2 2024, driven by large secured orders and improved output.
Smart Vision and Smart Connectivity systems projected to continue strong growth in H2 2025; Smart Manufacturing systems expected to see lower turnover and EBITDA/EBITA due to a lower orderbook.
Onshore energy demand growth anticipated to continue; Digitalization expected to benefit from lower costs and higher utilization.
Guidance for H2 2025 EBITDA is at least €108 million, matching H2 2024 levels.
Rationale for Digitalization divestment
Eemshaven plant utilization outlook
Drivers for Tire Building order intake improvement
Offshore cable market share strategy
Smart Manufacturing order intake confidence basis?
Digitalization divestment valuation drivers?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next TKH Group earnings date
Q4 20255 Mar, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
TKH Group N.V. is an internationally active group of companies specializing in the development and delivery of innovative Telecom, Building, and Industrial Solutions. Founded in the Netherlands, TKH Group N.V. focuses on technology-driven solutions across a broad spectrum of industries, emphasizing automation, digitalization, and electrification to drive growth and efficiency. The company's portfolio includes smart vision systems, smart manufacturing systems, and smart connectivity systems, catering to a diverse range of market needs and applications. Through its strategic focus on high-end innovative technologies, TKH aims to enhance the efficiency, safety, and security of its customers' operations. The company's mission is to leverage its technological expertise to provide superior solutions that meet the evolving demands of its global clientele. TKH Group N.V. is headquartered in Haaksbergen, Overijssel, Netherlands, and its shares are listed on the Euronext Amsterdam under the ticker symbol TWEKA.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage