Aumann AG (AUUMF) Q1 2025 Earnings Call Highlights: Strategic Expansion Amid Revenue Challenges

GuruFocus News

Wed, May 14, 2025, 2:01 PM 3 min read

Release Date: May 13, 2025

For the implicit transcript of the net call, delight notation to the full net telephone transcript.

• Aumann AG (AUUMF) maintained a beardown profitability with a double-digit borderline of 10.9% successful Q1 2025.

• The institution reported a 5% summation successful gross for the immobility segment, reaching 51 million.

• Aumann AG (AUUMF) has a coagulated fiscal instauration with 133 cardinal successful nett cash, allowing flexibility for marketplace opportunities.

• The institution completed a palmy stock buyback program, returning 20.4 cardinal to shareholders.

• Aumann AG (AUUMF) is strategically expanding into maturation industries beyond automotive, specified arsenic aerospace, cleanable tech, and beingness sciences.

• Overall gross for Q1 2025 decreased by 6.2% twelvemonth implicit twelvemonth to 60.5 million.

• Order intake and backlog person decreased significantly, with a 32% diminution successful bid intake twelvemonth implicit year.

• The institution anticipates a diminution successful gross for 2025, with projections betwixt 210 and 230 million.

• The marketplace situation remains challenging, with a noticeable reluctance to put successful the automotive sector.

• The adjacent automation conception experienced a 40% year-over-year gross alteration owed to the lack of ample orders similar those successful the erstwhile year.

• Warning! GuruFocus has detected 2 Warning Sign with AUUMF.

Q: What is the outlook for the Next Automation conception arsenic a percent of income moving forward? A: CEO Sebastian Wall explained that the Next Automation segment, which accounted for astir 16.5% of income successful Q1, is expected to turn significantly. The institution is focusing connected aviation and defense, with a income pipeline that is increasing. They purpose to execute income successful the scope of 40 to 150 cardinal euros per quarter, depending connected securing ample projects, peculiarly successful defense.

Q: How did Aumann AG execute financially successful Q1 2025? A: CFO Jan Henrik Pulli reported that Aumann AG achieved a gross of 60.5 cardinal euros, somewhat beneath the erstwhile year, with a beardown profitability borderline of 10.9%. The bid intake was 51.3 cardinal euros, and the bid backlog was 173 cardinal euros. The institution maintains a beardown equilibrium expanse with 133 cardinal euros successful nett cash.

Q: What are the cardinal maturation areas for Aumann AG beyond the automotive industry? A: CEO Sebastian Wall highlighted that Aumann AG is expanding its absorption to industries specified arsenic aerospace, cleanable tech, and beingness sciences. These sectors are experiencing maturation owed to factors similar accrued defence budgets, investments successful renewables, and an aging population, which align with Aumann's strategical goals.