Stabilus SE (OTCPK:SIUAF)

$ 57.3 0 (0%) Market Cap: 774.45 Mil Enterprise Value: 1.54 Bil PE Ratio: 10.48 PB Ratio: 1.13 GF Score: 80/100

Q4 2024 Stabilus SE Earnings Call Transcript

Dec 9, 2024 / 09:30 AM GMT

Release Date Price: $57.3

Transcript

Key Points

Positve

Stabilus SE (WBO:STA2) reported a solid performance in fiscal 2024 despite a challenging market environment, with revenues increasing by 7.5% to EUR 1.305 billion.
The company plans to pay a dividend of EUR 1.15 per share, representing 40% of net income, which is at the upper end of their dividend policy range.
Stabilus SE successfully integrated the acquisition of STACO, contributing to stable sales and high profitability, with a 20.44% EBIT margin.
The company achieved a significant increase in free cash flow from EUR 107 million to EUR 132 million, aided by strong cash flow generation and optimization of working capital.
Stabilus SE is optimistic about its fiscal 2025 guidance, forecasting sales between EUR 1.3 billion and EUR 1.45 billion, with an EBIT margin of 11% to 13% and free cash flow of EUR 90 to 140 million.

Negative

The company experienced a 30.3% downturn in profit, primarily due to the impact of purchase price allocation related to the STACO acquisition.
There is a challenging market environment with uncertainties, leading to a wider range in fiscal 2025 guidance to account for potential volatility.
Stabilus SE faces pricing pressure in China, with expected price deterioration of around 5-6%, which could impact margins.
The automotive sector remains challenging, with a flat or slightly decreased sales outlook, particularly in Europe, due to macroeconomic factors.
Labor cost inflation, particularly in Mexico and Romania, continues to be a challenge, with expected increases of around 5% for fiscal 2025.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

STM1.DE - Stabilus SE
Q4 2024 Stabilus SE Earnings Call
Dec 09, 2024 / 09:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning, ladies and gentlemen and welcome to the analyst and investor web conference regarding the fabulous results on fiscal 2024 and outlook for fiscal 2025. At this time, all participants have been placed on a listen-only mode. The floor will be open for questions following the presentation. Let me now turn the floor over to your host, Dr Michner.

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Unidentified_2 [2]
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Hello and welcome from our side here to our full year 24 results call you have as always Stefan Bareis, our co and myself, Michel Bis being the CEO of the ST group in the call, there will be two main

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