ElringKlinger AG (ZIL2) Earnings Call Transcripts

ElringKlinger AG's Latest Earnings Call - March 26, 2026

In the fiscal year 2025, ElringKlinger AG reported sales revenue of EUR 1.6 billion, reflecting a decrease due to divestments and currency headwinds, but achieved organic growth of 2.3%, exceeding prior guidance. Adjusted EBIT reached EUR 89 million, with an adjusted EBIT margin of 5.4%, slightly above the target of 5%. Management expects organic sales growth to continue in 2026, with an adjusted EBIT margin projected between 6% to 7%, despite a challenging market environment.

Reported metrics

Guidance from management

Management expects organic sales growth in 2026 to be slightly above the previous year's level, with an adjusted EBIT margin projected between 6% to 7%. They anticipate operating free cash flow to be slightly positive in 2026.

What management said

Yes, Mr. Punzet. Thank you for your questions. I will answer your first question on e-mobility. So of the EUR 61 million losses in e-mobility around EUR 21 million are related to one-off effects and the remainder is recurring related to the ramp-up of our new business, new projects.

Yes, thank you for your question. So the sales guidance includes our budgeted expectations and the plan rates we make on the other hand, it's very difficult to predict how the exchanges will develop in a very uncertain environment range. So we guess we planned with -- and we also do some hedging to offset the risk.

What analysts pressed on

Analysts expressed concerns about the impact of geopolitical tensions, particularly regarding the Iran conflict, on operational costs and supply chains. Additionally, there were questions about the expected losses in the e-mobility segment and the sustainability of the growth in the aftermarket business.

Main topics on the call

• E-Mobility Growth — ElringKlinger expects to double e-mobility sales from EUR 144 million in 2025 to around EUR 300 million by 2028, driven by ramping up large-scale orders. Management stated, "We are continuing this momentum with further r...
• Cost Reduction Initiatives — The company is implementing a streamlined program aimed at achieving EUR 50 million in cost savings by 2027. Management highlighted, "We are structurally reducing our cost base to strengthen our long-term positioning," w...
• Market Challenges — Management indicated that the global automotive market is projected to slightly decline in 2026 due to geopolitical tensions and market volatility. They noted, "The geopolitical and freight policy landscape remains chall...
• Divestments Impact — The reported revenue decline was influenced by divestments totaling EUR 160 million and currency headwinds of EUR 40 million. Isabelle Damen stated, "There have been M&A effects from the divestments of our entities," hig...

Read the full ElringKlinger AG 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 30 ElringKlinger AG earnings call transcripts on record, spanning February 19, 2020 to August 5, 2026. Based on this history, ElringKlinger AG reports quarterly. The most recent call on file is dated August 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ZIL2

Exchange

XTRA

Country

DE

Sector

Consumer Discretionary

Industry

Automobile Components

Calls on record

30

First call

February 19, 2020

Most recent

August 5, 2026

Reporting cadence

quarterly