Wacker Chemie AG H1 2025: Key Takeaways
Wacker Chemie AG: Q2 2025 Financial Results
Presented by Joerg Hoffmann, CFA – Head of Investor Relations

In this detailed financial update, Joerg Hoffmann, CFA, Head of Investor Relations at Wacker Chemie AG, presents the company’s performance for Q2 2025. While the group navigates persistent macroeconomic headwinds, FX volatility, and softer demand, Wacker remains strategically focused and financially stable with a strong balance sheet and proactive measures to improve profitability.

📊 Q2 2025 Financial Summary:
Metric      Q2 2025   Q2 2024   YoY Change
Sales       €1.41bn    €1.47bn    -4%
EBITDA      €114m    €155m    -26%
EBIT        -€11m    €38m    n.a.
Net Income    -€19m    €35m    n.a.
EBITDA Margin   8.1%    10.5%
CapEx       €96m    €177m    -46%
Net Financial Debt €1.14bn   €661m    +72%

Joerg Hoffmann attributed the earnings decline primarily to weak volume and pricing effects, unfavourable FX developments, and a planned turnaround in Polymers. Additionally, elevated working capital and dividend payments contributed to the higher net debt.

🌍 Strategic Context & Outlook:
Due to continued geopolitical uncertainty, trade-related volatility, and a challenging global economic environment, Wacker has lowered its full-year 2025 guidance:

• Sales now expected between €5.5–5.9 billion (previously €6.1–6.4 billion)

• EBITDA expected between €500–700 million (down from €700–900 million)

  
  

To address these challenges, Wacker is implementing a 3-part strategy:
Growth: Intensify sales and innovation focus
Cash: Optimise working capital and reduce investment
Cost: Improve productivity and utilisation rates across sites

🔬 Segment Performance Highlights:
🧪 Silicones
Sales: €713m | EBITDA: €104m

• Volumes higher YoY, but pricing and FX impacts continued

• Supported by insurance compensation for supply chain disruptions

• FY outlook: sales and EBITDA at prior-year level

  
  

🧱 Polymers
Sales: €363m | EBITDA: €40m

• Weaker construction demand in Europe and China

• VAM turnaround impacted results

• FY outlook: slight sales decline, stable margins

  
  

🧫 Biosolutions
Sales: €87m | EBITDA: €5m

• Market softness continued, though the BENEO partnership for human milk oligosaccharides was initiated

• FY outlook: stable sales and EBITDA

  
  

☀️ Polysilicon
Sales: €218m | EBITDA: €34m

• Strong semi-grade sales, but solar volumes down due to U.S. tariffs and policy uncertainty

• Focus remains on cost and cash management

• FY outlook: flat sales, EBITDA ~€100m

  
  

💰 Balance Sheet & Liquidity:

• Equity: €4.5bn (down €335m due to FX and dividend)

• Liquidity: €796m cash and securities

• CapEx: €96m in Q2, aligned with strategic spend reduction

• Pension liabilities: reduced to €692m
  Wacker’s financial health remains strong, with ample liquidity, although net debt rose to support dividends and investments.

  
  

🌱 Sustainability & ESG Progress:

• Product carbon footprints (PCFs) are now provided to customers

• Progress in reducing CO₂e emissions, water, and energy consumption

• Targets remain in place for Net Zero by 2045

• Continued focus on diversity, supplier sustainability, and safety

🔭 Outlook & Key Message from Joerg Hoffmann:

▶️ Other videos: 

Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ 

Company Presentation: https://seat11a.com/investor-relations-company-presentation/ 

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ 

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ 

ESG Presentation: https://seat11a.com/investor-relations-esg/ 

T&C 

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ZEAL Network SE H1 2025: Key TakeawaysZEAL Network SE: Digital Growth Momentum Continues in H1 2025Presented by CFO Andrea Behrendt on seat11a.comZEAL Network SE continues its strong digital performance in H1 2025 with an impressive 76% growth in EBITDA, expanding customer numbers, and the successful scaling of its online games and charity lottery segments. In her seat11a.com presentation, CFO Andrea Behrendt highlights the successful execution of ZEAL’s long-term digital strategy, even in a challenging jackpot environment.H1 2025 Financial Highlights (vs. H1 2024): - Revenue: €101.5 million (+32.3%) - EBITDA: €35.4 million (+76%) - EBIT: €31.1 million (+92.5%) - Net profit after tax: €19.5 million (-47%, due to one-time tax gain in 2024) - EBITDA margin: 34.8% (vs. 26.2% in H1 2024)ZEAL’s core lottery business generated €90.9 million in revenue, while the games segment surged by 49%, reaching €6.7 million. Despite only two jackpot peaks vs. six in the prior-year period, the company maintained strong billings and successfully activated new customer cohorts, demonstrating the resilience of ZEAL’s customer acquisition strategies.Customer & Platform Growth: - Lottery billings: €527.3 million (+4%) - Monthly Active Users (lottery): 1.52 million (+12%) - Average billing per user: €58.03 (slightly down due to jackpot volatility) - Games MAUs: 26k (+32%) - Games ARPU: €42.40 (+15%)While new customer registrations were down 16% due to lower jackpot incentives, ZEAL still reached 499k new users, thanks to targeted brand marketing and platform engagement strategies. Cost-per-lead (CPL) rose to €46.93, reflecting broader media testing and inflation in media costs.Games & Platform Expansion:ZEAL now offers more than 480 online games, with strong usage growth and clear monetisation upside. The company continues to develop this vertical as a strategic pillar, targeting €14 million in annual games revenue in 2025.Traumhausverlosung Update: - 3rd draw concluded in June 2025, raising €1.6 million for charity - 4th draw (St. Peter-Ording) launched in September and shows very strong momentum - Total contributions to charity to date: €5.4 million - ZEAL expects over €30 million in billings from this segment in FY2025Operational Performance and Cost Dynamics: - Personnel costs rose 21% due to a 27% increase in headcount (from 195 to 247 FTE) and management restructuring - Marketing costs increased by 14%, reflecting stronger brand activity and market tests - Direct/indirect costs increased due to developer commissions, software, consultants, and one-off housing purchases associated with the raffle business - Despite these, EBITDA margin rose to 34.8%, highlighting solid operating leverage2025 Guidance Confirmed: - Revenue: €195–205 million - EBITDA: €55–60 million - Marketing spend: €60–70 million - Ongoing investments into charity lottery and online games▶️ Other videos: Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ Company Presentation: https://seat11a.com/investor-relations-company-presentation/ Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ ESG Presentation: https://seat11a.com/investor-relations-esg/ T&C This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

Palfinger AG H1 2025: Key Takeaways

Palfinger AG H1 2025: Strategic Progress Amid Macroeconomic Headwinds

Presented by CFO Felix Strohbichler

In the first half of 2025, Palfinger AG showed solid strategic progress despite a challenging macro environment. CFO Felix Strohbichler reported a decline in revenue and earnings, as expected, but emphasised that order intake is up, the service business is growing, and the foundation is laid for a strong second half.

🟢 Key Highlights from H1 2025:

Revenue was €1,139.5 million, down slightly by -3.1% year-over-year

EBITDA came in at €136.7 million (-12.6%)

EBIT margin was 9.2%, holding relatively stable

Consolidated net result dropped to €50.1 million, down -26.7%

Free cash flow improved significantly to €28.3 million, confirming strong internal cash generation

Despite the earnings dip, Palfinger has laid the groundwork for a rebound. The order book remains robust, especially in EMEA, with stronger intake since Q4 2024. Felix Strohbichler highlights increased activity in Europe and the U.S., with local capacity being ramped up to meet demand.

🛠️ Service Business – A Strategic Growth Lever:

The service segment continues to shine, with the share of total business rising to 17.8% (up from 15.7% in 2023). This is aligned with Palfinger’s target of €700 million service revenue by 2030. Investments include:

A new sales and service hub in Madrid

A modernised site in Duisburg

A new Marine location in Singapore

🌍 Global Production Footprint & Market Position:

With 30 production sites worldwide and operations across Europe, North America, Latin America, APAC, and the marine sector, Palfinger reinforces its position as the global leader in lifting and crane solutions, offering everything from loader cranes and offshore systems to digital platforms.

Its industry diversification—spanning construction, logistics, recycling, forestry, housing, and rail—underpins resilience even in tougher cycles, providing a strong foundation for future growth.

📊 Balance Sheet & Shareholder Value:

Equity ratio improved to 36.2%

Gearing reduced to 89.6%, a significant improvement from 101.4% last year

In Q2 2025, 2.8 million treasury shares were placed, raising €100 million, earmarked for:

Growth in North America

Defence sector investment

Expansion of service operations

The increased free float enhances liquidity and potential ATX index inclusion.

📈 Outlook 2025 & Beyond:

Palfinger expects to recover revenue and EBIT losses in H2 2025, aiming to deliver the second-best year in company history. Key drivers include:

A recovering construction and logistics environment

Continued volume expansion in service and marine

Strong positioning in global infrastructure and rearmament programs (Ukraine reconstruction, RePower EU, U.S. Stargate, etc.)

2027 Targets Remain in Place:

€2.7 billion revenue

10% EBIT margin

>12% ROCE

🧭 Conclusion by CFO Felix Strohbichler:

“We are on track operationally, financially, and strategically. With improving order intake, strong cash flow, and targeted investments, we’re well-positioned to turn the second half into a strong finish and achieve our long-term goals.”

▶️ Other videos: 

Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ 

Company Presentation: https://seat11a.com/investor-relations-company-presentation/ 

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ 

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ 

ESG Presentation: https://seat11a.com/investor-relations-esg/ 

T&C 

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Carl Zeiss Meditec AG Deep Dive

Carl Zeiss Meditec: China Strategy Deep Dive and Growth Outlook

Presented by Sebastian Frericks, Head of Group Finance & Investor Relations

In this comprehensive China-focused investor presentation, Sebastian Frericks, Head of Group Finance & Investor Relations at Carl Zeiss Meditec, provides a strategic deep dive into the company’s operations and growth opportunities in one of the world’s most dynamic and promising healthcare markets.

🇨🇳 China – A Strategic Growth Engine

China is Carl Zeiss Meditec’s largest single-country market, now contributing approximately 26% of group revenue — up from just 6% a decade ago. This growth has been driven by:

- Rapid urbanization

- Rising middle-income population

- High myopia prevalence

- Aging demographics fueling demand for cataract and retinal solutions

Despite short-term challenges such as anti-corruption reforms, post-COVID consumer sentiment softness, and volume-based procurement (VBP) schemes, Carl Zeiss Meditec has remained resilient. The long-term fundamentals in China remain intact and highly attractive.

🔍 Segment Highlights

👁 Refractive Surgery

ZEISS is the undisputed market leader in China with an estimated >50% market share

Over 1,200 installed VISUMAX femtosecond lasers, with more than 15% due for replacement

New platforms VISUMAX® 800 and PRESBYOND® launched for high-growth refractive and presbyopia treatments

SMILE procedure accounts for 70% of volume, significantly ahead of LASIK (30%)

Despite macro headwinds, market share continues to grow

👁 Intraocular Lenses (IOL) & Cataract Surgery

Fastest-growing surgical segment for ZEISS in China

IOL volumes growing ~20% CAGR in FY23/24, driven by VBP pricing reset and increased access

Strong performance in premium IOLs (multifocal & presbyopia-correcting), with ~30% growth

Significant runway to close the cataract surgery volume gap with the US

🧬 Retina & Surgical Solutions

ZEISS among the top 3 global players in posterior segment surgery

Integration of DORC expanding ZEISS’ retinal surgery workflow

New product approvals in FY24 enabling rollout in China

🏭 ZEISS Local Presence in China

ZEISS is deeply embedded in the Chinese healthcare ecosystem through:

Manufacturing facilities in Suzhou and Guangzhou

China-specific R&D capabilities and product design

Experienced local regulatory and clinical affairs teams

Extensive sales and service infrastructure across the country

Remarkably, ZEISS brand awareness in China exceeds that of its home market, Germany — a legacy of decades of optical innovation in telescopes, eyewear, and imaging systems.

📉 Addressing Short-Term Headwinds

VBP tenders have reduced prices (~40%) but expanded patient access

Post-COVID overstocking in refractive consumables has normalized

“Buy local” policies are offset by ZEISS’ Chinese manufacturing footprint

📈 Long-Term Strategy & Growth Levers

Promote full refractive portfolio, especially VISUMAX® 800 and PRESBYOND®

Accelerate premium IOL penetration and clear lens exchange programs

Expand DORC-based retinal surgery platform

Deepen localization to navigate regulatory and cost environments

Capitalize on brand strength, IP leadership, and ongoing innovation to stay ahead of domestic competitors

▶️ Other videos: 

Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ 

Company Presentation: https://seat11a.com/investor-relations-company-presentation/ 

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ 

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ 

ESG Presentation: https://seat11a.com/investor-relations-esg/ 

T&C 

This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

eDreams ODIGEO's FY 2025 Key Takeaways

eDreams ODIGEO FY25: Record Performance and the Future of Subscription-Based Travel

Presented by CFO David

In this in-depth video presentation, CFO David of eDreams ODIGEO — Europe’s largest online travel company and a global leader in dynamic packages — walks viewers through the company’s record-breaking FY25 financial results, strategic achievements and long-term growth outlook. The presentation highlights the successful completion of their 3.5-year transformation plan, the exponential growth of their Prime subscription model, and robust profitability metrics, positioning eDreams ODIGEO at the forefront of travel tech innovation.

🔹 A Game-Changing Strategic Transformation

CFO David begins by outlining the completion of the 3.5-year strategic roadmap launched in 2021, a plan that has fundamentally reshaped the company’s business model. This strategy, which focused on transitioning from a transactional, flight-centric platform to a subscription-based, customer-centric business, with Prime at its core, has been a game-changer for eDreams ODIGEO. Not only did it ensure stronger recurring revenue streams, but it also differentiated eDreams from competitors, setting the stage for the company’s future growth and success.

By FY25, the company successfully achieved — and in some cases exceeded — its long-term targets well ahead of schedule, despite the challenges posed by the COVID-19 pandemic. eDreams now operates on a solid foundation, with predictable and profitable growth levers, making it one of the few online travel businesses to generate both scale and resilience, a testament to its adaptability and strategic planning.

🔹 Record Financial Performance

CFO David then breaks down the FY25 numbers, revealing a year of record revenues, profitability, and margins:

Revenues exceeded expectations, reaching €621 million, representing a 10% year-on-year increase.

Adjusted EBITDA came in at €128 million, marking a 23% increase vs FY24 and reaffirming the effectiveness of the subscription model.

Record net income, with improvements in both absolute terms and margins, reflects operational efficiency and customer loyalty.

Margins have expanded thanks to AutoDue, dynamic packaging, and AI-driven personalisation throughout the booking journey. These innovations have enhanced the customer experience while improving unit economics.

🔹 Prime: The Heart of the Growth Engine

A cornerstone of the presentation is the phenomenal performance of eDreams Prime, the world’s first travel subscription platform. The subscriber base grew to 6.1 million members in FY25, up from 5.3 million the prior year — a growth of over 15%.

Prime customers are more loyal, generate higher lifetime value (LTV), and book more frequently, contributing significantly to profitability. The current focus is on monetisation and retention, with opportunities in cross-selling, hotel add-ons, and dynamic packages. Prime functions as both a retention tool and a data ecosystem, enabling targeted marketing and intelligent product development.

▶️ Other videos: 

Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ 

Company Presentation: https://seat11a.com/investor-relations-company-presentation/ 

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ 

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ 

ESG Presentation: https://seat11a.com/investor-relations-esg/ 

T&C 

This publication is intended solely for informational purposes and does not constitute investment advice. By using this website, you agree to our terms and conditions as outlined on www.seat11a.com/legal and www.seat11a.com/imprint.

BRAIN Biotech AG: Elevator Pitch von CFO Michael Schneiders

Ein Pionier der nachhaltigen industriellen Biotechnologie

In diesem überzeugenden Elevator Pitch stellt Michael Schneiders, CFO der BRAIN Biotech AG mit Sitz in Zwingenberg, Deutschland, das Unternehmen als Vorreiter in der nachhaltigen industriellen Biotechnologie vor. BRAIN nutzt die Natur als Blaupause, um einige der drängendsten Herausforderungen der industriellen Produktion weltweit zu lösen.

Biotechnologische Innovation für globale Herausforderungen

BRAIN wendet biotechnologische Prinzipien an, um die Effizienz, Nachhaltigkeit und Gesundheitsverträglichkeit industrieller Produktionsprozesse zu verbessern – insbesondere in den Bereichen Lebensmittel, Getränke und Life Sciences. Zu den Innovationen gehören Enzymlösungen zur Energieeinsparung, alternative Proteine zur Reduzierung von Monokulturen und Viehzucht sowie biobasierte Inhaltsstoffe – alles mit dem Ziel, die globale Ernährungssicherheit und das Wohlbefinden zu fördern.

Zwei zentrale Geschäftsbereiche

Das Unternehmen operiert in zwei zentralen Segmenten:

BRAIN Biocatalysts

Die Produktdivision erwirtschaftet rund 47,5 Millionen Euro Jahresumsatz und ein bereinigtes EBITDA von 5,1 Millionen Euro. Sie konzentriert sich auf Enzyme, Mikroorganismen und biobasierte Inhaltsstoffe, die vor allem in der Lebensmittelverarbeitung und anderen industriellen Anwendungen eingesetzt werden. Die Sparte ist profitabel, investiert rund 5 % des Umsatzes in F&E und verfolgt das mittelfristige Ziel, den Umsatz auf 100 Millionen Euro und die bereinigte EBITDA-Marge auf 15 % zu steigern – ein klares Signal für wachstumsorientierte Geschäftsentwicklung.

BRAIN BioIncubator

Der Innovationsarm des Unternehmens konzentriert sich auf die Entwicklung vielversprechender Biotech-Projekte, insbesondere in den Bereichen Lebensmittel, Getränke und Pharma. Im letzten Jahr wurden hier 7,1 Millionen Euro Umsatz erzielt. Der Bereich steht im Zentrum der langfristigen Wertschöpfungsstrategie von BRAIN, mit Fokus auf die Monetarisierung bahnbrechender Technologien und dem Aufbau margenstarker Lizenzpartnerschaften.

Ein vollständig integrierter Enzymlösungsanbieter

BRAIN deckt die gesamte Wertschöpfungskette in der Enzymentwicklung ab:

Entdeckung (in der Natur oder durch eigene Entwicklung)

Stammentwicklung und Expression (auf Basis von Bakterien, Pilzen oder Hefen)

Fermentation (im industriellen Maßstab am Standort Cardiff)

Enzymformulierung und weltweite Distribution

Drei Marktzugangsmodelle

Kunden werden über drei Go-to-Market-Kanäle bedient:

Produktvertrieb: vor allem an die Lebensmittel- und Getränkebranche (Milchprodukte, Backwaren, Wein, Stärke)

Auftragsforschung: kundenspezifische F&E-Lösungen

Auftragsentwicklung und -fertigung (CDMO): Unterstützung bei der Bioprozessoptimierung und industriellen Fermentation

Hochwertige BioIncubator-Projekte

CFO Schneiders hebt zwei aktuell kommerzialisierte Leuchtturmprojekte hervor:

Royalty-Pharma-Transaktion

BRAIN hat frühe Rechte an einem pharmazeutischen Wirkstoffkandidaten monetarisiert und dabei eine Vorabzahlung von 18,4 Millionen Euro erzielt – mit potenziellen Gesamterlösen von bis zu 138 Millionen Euro...

▶️ Other videos: 

Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/ 

Company Presentation: https://seat11a.com/investor-relations-company-presentation/ 

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/ 

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/ 

ESG Presentation: https://seat11a.com/investor-relations-esg/ 

T&C 

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BRAIN Biotech AG Elevator Pitch: Key Takeaways

BRAIN Biotech AG: Elevator Pitch from CFO Michael Schneiders

A Pioneer in Sustainable Industrial Biotechnology

In this compelling elevator pitch from CFO Michael Schneiders of BRAIN Biotech AG, headquartered in Zwingenberg, Germany, the company positions itself as a pioneer in sustainable industrial biotechnology, utilising nature as a blueprint to tackle some of the world’s most pressing industrial production challenges.

Biotechnological Innovation for Global Challenges

BRAIN applies biotechnological principles to improve the efficiency, sustainability, and health impact of industrial production, especially in food, beverage, and life sciences. Its innovations include enzyme solutions that contribute to energy savings, alternative proteins that reduce the need for monocultures and livestock farming, and bio-based ingredients, all of which contribute to global food security and well-being.

Two Core Business Divisions

The company operates via two core divisions:

BRAIN Biocatalysts

A commercial products division generating approx. €47.5 million in annual revenues and €5.1 million in adjusted EBITDA. It focuses on enzymes, microorganisms, and bio-based ingredients used widely in processed food and other industrial applications. The segment is profitable, maintains a strong 5% R&D investment ratio, and aims to reach €100 million in sales with a 15% adjusted EBITDA margin in the medium term, demonstrating strong revenue growth.

BRAIN BioIncubator

The innovation arm is dedicated to incubating high-potential biotech projects, primarily in the space of food, beverage and pharmaceuticals. Last year, it generated €7.1 million in revenue. It is central to the company’s long-term value creation strategy, with a focus on monetising breakthrough technologies and entering high-margin licensing partnerships.

Fully Integrated Enzyme Solutions Provider

BRAIN is a fully integrated enzyme solutions provider covering the entire value chain:

- Discovery (in nature or via own engineering)

- Strain development and expression (bacteria, fungi, or yeast-based bio-factories)

- Fermentation (industrial-scale in Cardiff)

- Enzyme formulation and global distribution

Three Go-to-Market Channels

The company serves customers via three go-to-market channels:

- Product sales: Especially to the food & beverage sectors (dairy, baking, wine, starch)

- Contract research: Custom R&D for client-specific solutions

- Contract development and manufacturing (CDMO): Supporting client bioprocess optimisation and industrial fermentation

High-Value BioIncubator Projects

CFO Schneiders highlights two high-value BioIncubator projects now being commercialised:

Royalty Pharma Transaction

BRAIN monetised early-stage rights to an investigative pharmaceutical compound, securing €18.4 million upfront with potential total proceeds of up to €138 million.

▶️ Other videos:

Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/

Company Presentation: https://seat11a.com/investor-relations-company-presentation/

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/

ESG Presentation: https://seat11a.com/investor-relations-esg/

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Wacker Chemie AG Q1 2025: Key Takeaways

Wacker Chemie AG Q1 2025: Resilience, Margin Discipline, and Strategic Focus

Presented by Jörg Hoffmann, Head of Investor Relations

In this strategic and transparent quarterly update, Jörg Hoffmann, Head of Investor Relations at Wacker Chemie AG, presents the company’s Q1 2025 results, highlighting the company’s resilience in the face of continued pressure across global chemical markets. Wacker Chemie AG maintains stability despite the challenges, which is reassuring for our stakeholders.

Quarterly Financial Overview

Sales for the first quarter totalled €1.52 billion, a decrease of 16% year-on-year. This reflects weaker demand and lower prices in several product areas, particularly polysilicon and silicone specialities. However, EBITDA came in at €226 million, with a solid margin of 14.9%, a testament to Wacker’s strong operational discipline and cost control, instilling confidence in our stakeholders.

Net income reached €74 million, down from €179 million in Q1 2024, primarily due to lower volumes and pricing. However, the report also highlights positive aspects, such as free cash flow turning positive at €44 million, driven by strict working capital management and reduced investment spending, instilling optimism in our stakeholders about Wacker Chemie’s future.

Segment Performance Breakdown

Jörg Hoffmann breaks down the segment performance:

WACKER SILICONES, a significant contributor to our overall sales, generated €623 million in sales, down 19% year-on-year. The decline was primarily due to volume pressure in standard applications, which had a noticeable impact on our overall performance, though high-value speciality products remained more stable.

WACKER POLYSILICON reported €417 million in revenue, with EBITDA impacted by falling market prices and higher energy costs. Nevertheless, cost efficiencies helped limit the downside.

WACKER BIOSOLUTIONS remained a bright spot, showing slight growth and contributing to group resilience through its diversified customer base.

WACKER POLYMERS also declined due to lower construction industry demand, though margins held up better than expected.

Outlook and Strategic Guidance

Despite market headwinds, Wacker Chemie confirmed its full-year 2025 guidance, expecting:

Group sales of €6.4 to €6.8 billion

EBITDA of €800 to €1,000 million

CapEx around €650 million, with a focus on strategic projects and sustainability initiatives

Financial Strength and Sustainability Investments

Hoffmann highlights the company’s financial strength, noting a net cash position of €424 million and a robust balance sheet that enables continued investment in R&D, capacity expansion, and energy transition efforts.

Wacker is also accelerating its sustainability roadmap, including projects to reduce emissions, implement circular material flows, and expand its green energy sourcing.

Conclusion: Stability and Innovation Through Market Cycles

In summary, Q1 2025 showed that Wacker Chemie navigates a tough environment with resilience, maintains margins, generates cash, and stays fully committed to long-term growth and innovation.

▶️ Other videos:

Elevator Pitch: https://seat11a.com/investor-relations-elevator-pitch/

Company Presentation: https://seat11a.com/investor-relations-company-presentation/

Deep Dive Presentation: https://seat11a.com/investor-relations-deep-dive/

Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/

ESG Presentation: https://seat11a.com/investor-relations-esg/

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BRAIN Biotech AG Q1 2024/25: Key Takeaways

BRAIN Biotech AG H1 FY 2024/25: Innovation Momentum and Strategic Focus

Presented by Michael Schneiders, Chief Financial Officer

In this strategic and transparent financial update, Michael Schneiders, Chief Financial Officer of BRAIN Biotech AG, guides investors through the company’s final H1 FY 2024/25 results, providing insights into both operational progress and long-term positioning in the industrial biotechnology sector.

Revenue Stability and Margin Strength

Despite macroeconomic challenges, BRAIN Biotech AG has demonstrated resilience, with group revenue reaching €27.3 million, a modest year-over-year increase of 1.5%. This growth was primarily driven by the BioScience segment, which posted double-digit growth, and the company maintained a solid gross margin of 31.6%, a testament to our favourable product mix and operational efficiency gains.

Segment Highlights

The BioScience division, focused on R&D services and tailor-made enzyme solutions, continues to thrive. With strong project demand and recurring customer business, this segment remains the primary growth engine and a testament to BRAIN’s unwavering commitment to innovation-driven strategy.

The BioIndustrial segment, which includes proprietary product sales, showed a temporary decline due to destocking effects in the nutritional ingredients business. However, CFO Michael Schneiders highlights that this is expected to normalize in the second half of the fiscal year.

Strategic Innovation: Akribion Genomics

One of the strategic highlights of the presentation is the continued progress in BRAIN’s genome editing platform, particularly within Akribion Genomics, a BRAIN subsidiary focused on CRISPR-based cell targeting technologies. The company recently strengthened its IP portfolio and is progressing toward preclinical validation, positioning itself for potential out-licensing and industrial applications.

Key Financial Metrics

- Adjusted EBITDA at €0.6 million, showing positive operational leverage

- Improved cost structure, with lower R&D and admin expenses compared to last year

- Cash and equivalents at €9.4 million, ensuring liquidity for innovation and growth

FY 2024/25 Outlook

BRAIN Biotech confirms its full-year 2024/25 guidance, expecting:

- Group revenue growth in the mid-single-digit percentage range

- Further expansion in the BioScience segment

- Strong progress on strategic partnerships and tech licensing models

Strategic Transformation and Growth Path

CFO Schneider emphasizes that BRAIN is transitioning from a pure service model to a dual-track model, combining revenue from both high-margin services and scalable biotech innovations. This strategic shift underscores the company’s focus on unlocking value through deep-tech enzyme engineering, sustainable bioprocesses, and advanced genome editing, instilling confidence in our future direction.

Conclusion: A Future-Driven Biotech Enabler

The presentation concludes with a confident outlook, reaffirming BRAIN Biotech’s ambition to become a leading enabler in industrial biotechnology, particularly in green transformation, food innovation, and medical bioengineering.

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Financial Results Presentation: https://seat11a.com/investor-relations-financial-results/

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JOST Werke SE Financial Results Q1 2025 | Regional Performance and Outlook with IR

JOST Werke SE Q1 2025: Key Takeaways

JOST Werke SE Q1 2025: Margin Expansion and Global Demand Resilience

Presented by Romy Acosta, Head of Investor Relations

In this sharp and informative investor presentation, Romy Acosta, Head of Investor Relations at JOST Werke SE, outlines the company’s Q1 2025 financial results, highlighting continued operational strength, margin improvement, and resilient global demand in a mixed macroeconomic climate.

Financial Performance Highlights

JOST Werke, a global leader in safety-critical systems for commercial vehicles, reported sales of €312.4 million in the first quarter of 2025, nearly stable year-on-year despite persistent economic headwinds in Europe. The company’s performance reflects solid customer demand, especially in the aftermarket and agricultural segments.

EBIT Margin Expansion and Profitability

A key positive highlight is the improvement in EBIT margin, which rose to 8.7% (up from 8.4% in Q1 2024). EBIT increased to €27.1 million, even as top-line growth remained flat. This margin expansion underscores cost discipline, improved operational efficiency, and a favourable business mix with increased contributions from high-margin regions and services.

Adjusted earnings per share (EPS) increased to €1.60, clearly reflecting our ability to maintain earnings momentum while managing global uncertainty. This achievement should instil confidence in our financial management.

Regional Performance Overview

Europe: The market is still challenging due to high inflation and cautious fleet investment, yet JOST maintained a stable position with robust aftermarket sales.

North America: Continued positive momentum supported by solid demand in OEM and aftermarket channels.

Asia-Pacific-Africa: A standout performer again, particularly due to strong agricultural equipment demand in India, which continues to be one of JOST’s fastest-growing markets.

Full-Year 2025 Guidance

Romy Acosta also reaffirms JOST’s guidance for FY 2025, which includes:

Stable or slightly increasing group sales

Further margin enhancement driven by mix and efficiency

High focus on free cash flow generation and disciplined capital expenditure

Strategic Growth Drivers

The company’s aftermarket and agricultural equipment divisions remain strategic growth drivers, supported by megatrends such as global logistics expansion, agricultural mechanisation, and fleet digitalisation.

Conclusion: Operational Resilience and Long-Term Focus

In closing, Acosta highlights JOST’s strong balance sheet, innovation roadmap, and ongoing commitment to delivering reliable components to truck and trailer manufacturers worldwide, with the flexibility to adapt to changing global conditions.

Q1 2025 confirms that JOST remains on track operationally, with resilience across all key regions and a clear focus on profitability and long-term growth.

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