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Visual21 Nov 2025
Data center suppliers
Vallourec (VK) investor relations material
Vallourec Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary14 Nov, 2025
Executive summary
Q3 2025 delivered EBITDA of €210 million with a 23% margin, the highest since Q1 2024, and net income of €134 million, supported by strategic initiatives and project execution.
Tubes EBITDA per tonne rose over 25% sequentially to €621, driven by higher prices and volumes.
Robust US demand and a new long-term Petrobras contract in Brazil support market share expansion, though some international shipments were delayed.
Net debt reduced to €140 million, with positive cash flow for the 12th consecutive quarter and strong liquidity of €1.6 billion.
The company remains focused on value over volume, operational excellence, and return on invested capital.
Financial highlights
Q3 2025 revenues were €911 million, up 6% year-over-year; EBITDA was €210 million, at the midpoint of guidance.
Net income, group share, was €134 million, up from €73 million in Q3 2024; basic EPS rose to €0.57.
Adjusted free cash flow for Q3 2025 was €69 million; total cash generation was €67 million.
Net debt reduced from €201 million in Q2 2025 to €140 million; liquidity at €1.6 billion as of September 30, 2025.
Q3 2025 capex was €39 million; YTD capex: €121 million.
Outlook and guidance
Q4 2025 EBITDA expected between €195 million and €225 million; full-year 2025 EBITDA guidance confirmed at €799–829 million.
Tubes volumes and EBITDA per tonne expected to remain stable or improve slightly in Q4; mine and forest production to be around 1.4 million tonnes.
Some international orders delayed to 2026, but underlying demand remains robust.
Expected 2026 revenue from Petrobras LTA?
Actions closing Tubes EBITDA per tonne gap?
Financial impact of warrant term modification?
What drives confidence in 2026 international demand?
How will warrant flexibility impact share dilution?
US tariffs: seamless vs. welded market divergence?
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Frequently asked questions
Vallourec S.A. is a global provider of tubular solutions primarily serving the energy industry. The company specializes in the design, manufacture, and supply of seamless steel pipes used in oil and gas exploration, power generation, and industrial applications. In addition to energy, Vallourec's products cater to other sectors such as construction, mechanical engineering, and automotive industries. The company's expertise covers high-performance materials and solutions tailored for extreme operating conditions, including deepwater oil extraction and high-pressure environments. Vallourec also offers services related to the maintenance, inspection, and logistics of its products. The company is headquartered in Meudon, France, and its shares are listed on the Euronext Paris.
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