Andritz (ANDR) Company presentation summary

Financial performance

• Q1–Q3 2026 order intake was €8.1bn (+17%), revenue €5.9bn (+7%) and order backlog €12.7bn (+18%) vs. Q1–Q3 2025.

• Q1–Q3 comparable EBITA was €515m (+9%), with an 8.7% margin vs. 8.5%; EBITA was €488m (+9%), with an 8.3% margin vs. 8.1%.

• Q1–Q3 2026 net income including non-controlling interests was €328m, up 8% YoY.

• FY2025 order intake rose 8% to €8.9bn and backlog rose 7% to €10.5bn; revenue fell 5% to €7.9bn vs. 2024.

• FY2025 comparable EBITA was €698m (-6%) at an 8.9% margin; EBITA was €648m (-9%) at an 8.2% margin, and net income was €457m (-8%) vs. 2024.

Business mix and reach

• Four business areas accounted for 2025 revenue: Pulp & Paper 38%, Metals 21%, Hydropower 22%, and Environment & Energy 19%.

• Estimated global positions include Pulp #1, Paper #3, Metals forming #1 and processing #1–2, Hydropower #1–2, and Environment & Energy #1–3.

• Operations span 80+ countries and 280+ locations, with 30,700+ employees worldwide.

• Lifecycle services cover retrofits and upgrades, capital systems, parts and consumables, and field services; 10,000 service employees support 15,400 customers across 180+ locations.

Growth strategy and customer solutions

• Long-term profitable growth priorities are revenue, profitability and service-share growth, supported by decarbonization, digitalization and customer service.

• Green-transition offerings include carbon capture, green hydrogen, renewable fuels, battery production for e-mobility and textile recycling, with lifecycle support from project development through operations and maintenance.

• The Salzgitter Flachstahl project includes a 100 MW alkaline electrolyzer for 9,000 t/y of green hydrogen; the project is in execution, with start-up planned for 2027 and stated CO₂ reduction of 200,000 t/y.

• At Rohrdorfer, an industrial carbon-capture plant has operated since 2022, producing 2 t/day of food-grade CO₂ for industrial reuse.

• Textile recycling at Nouvelles Fibres Textiles uses automated sorting and contaminant removal for high-purity recycling streams; capacity is 5,000 t/y, with start-up in 2023.