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Valeo (FR) investor relations material
Valeo Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary24 Jul, 2025
Executive summary
H1 2025 saw improved profitability, with operating margin at 4.5% and free cash flow of €252M, aligning with annual objectives.
Gross margin rose to 19.6% of sales, up 1.1 pts YoY, and EBITDA margin reached 13.8%, up 1.4 pts, driven by cost reductions and operational discipline.
Order intake surged 30% to €11.8B, reflecting strong commercial momentum, especially with Chinese automakers, and recognition from GM and VW.
Cost-cutting, strict price management, and focus on higher-margin contracts drove financial improvements.
All divisions reported progress despite a challenging global automotive environment.
Financial highlights
H1 2025 sales were €10.7bn, down 1.4% like-for-like and 4% reported; EBITDA at €1.47bn (+6% YoY), operating margin at 4.5% (+0.5 pts YoY).
Net income was €104M (1.0% of sales), down from €141M (1.3%) in H1 2024.
Free cash flow after restructuring costs more than doubled to €252M.
Net debt increased to €4,183M, mainly due to adverse currency effects; leverage ratio at 1.4x EBITDA.
R&D and SG&A costs reduced by 11% and 5% YoY, respectively; investments in PP&E down 29%.
Outlook and guidance
FY 2025 sales guidance revised to ~€20.5bn (from €21.5–22.5bn) due to €750M adverse currency impact; margin and free cash flow targets reaffirmed.
EBITDA margin guidance at 13.5–14.5%; operating margin 4.5–5.5%; free cash flow after restructuring costs €450–550M.
Cumulative free cash flow for 2024–2025 expected at ~€1bn after €300M in restructuring costs.
H2 2025 margins and cash generation expected to be higher than H1.
Explain the action plan to reduce currency risk.
How did cost-cutting impact financial performance?
What factors drove the BRAIN division's EBITDA margin?
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Frequently asked questions
Valeo SE designs and manufactures automotive components and systems, including powertrain technologies, advanced driver assistance systems (ADAS), thermal systems, and lighting. The company serves automakers and the aftermarket with solutions supporting electrification and vehicle automation. The company is headquartered in Paris, France, and its shares are listed on the EPA.
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