KSB SE & Co. KGaA (KSB) Earnings Call Transcripts

KSB SE & Co. KGaA's Latest Earnings Call - March 26, 2026

In the fiscal year 2025, KSB SE & Co. KGaA reported record revenues exceeding EUR 3 billion for the first time, achieving a turnover of EUR 3.2 billion, a 2.3% increase year-over-year. EBIT reached an all-time high of EUR 252 million, translating to a return on sales of 8.3%, or 9.2% when excluding SAP HANA project costs. Management provided cautious guidance for 2026, indicating potential flat sales and declining EBIT due to geopolitical tensions and market uncertainties, particularly in the Middle East.

Reported metrics

Guidance from management

For fiscal year 2026, management anticipates flat sales and potentially declining EBIT, reflecting caution due to geopolitical tensions and market uncertainties. They aim to navigate these challenges while maintaining operational resilience.

What management said

Thank you, Matthias. Then let's move on with our transformation project on SAP S/4HANA. First, what are the costs for the year 2026? And then is the SAP S/4HANA project meeting its deployment and cost milestones as of year-to-date 2026? And are there opportunities to lower the total deployment costs by using AI?

Then Stephan, let's move to the region, Middle East and Africa. So it saw the fastest growth this year. Do you think this growth will continue? And are there any risks finishing projects in 2026?

What analysts pressed on

Analysts expressed concerns regarding the impact of geopolitical tensions, particularly in the Middle East, on future order intake and sales. There were also questions about the profitability of the valves segment and the competitive pressures from Chinese firms.

Main topics on the call

• Record Revenue Achievement — KSB surpassed EUR 3 billion in turnover for the first time, achieving EUR 3.2 billion in order intake. CEO Dr. Stefan Timmermann stated, "This is just a great achievement," emphasizing the significance of this milestone.
• EBIT Growth Despite Challenges — The company reported an EBIT of EUR 252 million, marking a growth of approximately EUR 10-12 million compared to 2024. Timmermann noted, "We managed to grow our profitability," despite significant costs related to the SA...
• Geopolitical Risks Impacting Guidance — Management highlighted geopolitical tensions, particularly the Iran conflict, as a risk to future performance. Timmermann remarked, "We have to be a little bit more cautious definitely," indicating a potential impact on ...
• SAP HANA Project Costs — The implementation of SAP HANA incurred EUR 27 million in external costs, affecting operational efficiency. CFO Matthias Schmitz mentioned that these costs will continue at similar levels in 2026, signaling ongoing inves...

Read the full KSB SE & Co. KGaA transcript (March 26, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 6 KSB SE & Co. KGaA earnings call transcripts on record, spanning August 3, 2023 to August 6, 2026. Based on this history, KSB SE & Co. KGaA reports semi-annually. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

KSB

Exchange

XTRA

Country

DE

Sector

Industrials

Industry

Machinery

Calls on record

6

First call

August 3, 2023

Most recent

August 6, 2026

Reporting cadence

semi-annually