Fuchs SE (FPE3) Earnings Call Transcripts
Fuchs SE's Latest Earnings Call - April 16, 2026
In the first quarter of fiscal year 2026, Fuchs SE reported revenue of €3.6 billion, reflecting a 5.6% year-over-year increase, but fell short of its previous EBIT target of €500 million, achieving €435 million instead. Management introduced the new FUCHS100 strategy, aiming for sales growth to reach between €4 billion and €4.5 billion by 2031, with an EBIT target of €550 million to €600 million. This guidance indicates a more focused approach to growth in key segments, particularly in the automotive aftermarket and specialty lubricants, while addressing past inefficiencies and market challenges.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | €3.6B (beat) |
| EBIT | €435M (miss) |
| EBIT Margin | 12% (miss) |
| Sales Growth Target | €4B - €4.5B (positive) |
| Dividend Increase | 5% (positive) |
| Market Share in Automotive | 2% (positive) |
Guidance from management
Fuchs SE aims for sales to grow to between €4 billion and €4.5 billion by 2031, with EBIT expected to reach between €550 million and €600 million. The company is focused on improving operational efficiency and driving growth in key segments, particularly in the automotive aftermarket.
What management said
Yes. Thank you very much, Andreas. And also a very warm welcome from my side. So my name is Esma Saglik and I'm now with Fuchs since May last year. It's almost a year and being responsible for the area of the CFO. I'm looking back on 25 years of experience in several areas also as a CFO. And I have studied International Business Management and Economics, I'm a Charted accountant. And after my introduction, I would li...
Thank you, Esma. My name is Mathieu Boulandet. I am French. I'm 43 years old. I joined Fuchs the first of August 2025 as CTO, and I am a chemical engineer from background. And I did join Fuchs with more than 20 years of experience in the lubricants industry having worked for 2 of our major competitors in the past across the lubricants value chain in various geographies, in Europe, in the Middle East and in Asia. And ...
What analysts pressed on
Analysts expressed concerns regarding the company's ability to achieve its EBIT targets given the recent shortfall and the competitive landscape in the automotive sector. Questions were raised about the sustainability of margins in the automotive aftermarket and the impact of transitioning to electric vehicles on overall sales volumes.
Main topics on the call
- Revenue Growth and Strategy Transition — Fuchs SE achieved a revenue increase of 5.6% year-over-year, growing from €2.6 billion to €3.6 billion. CEO Stefan Fuchs stated, "We are stronger than we've ever been in the past," highlighting the transition to the new ...
- EBIT Shortfall and Future Targets — The company reported an EBIT of €435 million, missing its target of €500 million. Management remains optimistic, stating they will "drive profitable growth" and aim for an EBIT margin of 13% to 15% by 2031.
- Focus on Automotive Aftermarket — Management emphasized the importance of the automotive aftermarket, noting a current market share of only 2%. Timo Reister remarked, "There is a lot of heavy-duty and agricultural... opportunities for us to double and tr...
- Operational Efficiency Initiatives — CFO Esma Saglik highlighted the T2G project as a key driver for efficiency, stating, "We will work in a similar way, the same way," to identify and improve inefficiencies across the organization.
Read the full Fuchs SE transcript (April 16, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Fuchs SE
Fuchs SE (FPE3) is a publicly listed company in the Chemicals industry, within the Materials sector. It trades on XTRA and is based in DE. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 28 calls on record spanning March 19, 2020 to July 31, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 28 Fuchs SE earnings call transcripts on record, spanning March 19, 2020 to July 31, 2026. Based on this history, Fuchs SE reports quarterly. The most recent call on file is dated July 31, 2026. The full list is below — each row opens the complete, free-to-read transcript.