Gea Group Ag Ord (GEAGF) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good day and thank you for standing by. Welcome to the Gear Group AG Pre-Close Call Q3 2025. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press star 1, 1 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, please press star 1, 1 again. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Oliver Luckenbach. Please go ahead. Yeah, thank you very much, Heidi, and good afternoon, ladies and gentlemen. My name is Oliver. I'm the head of investor relations, and I'm joined by my deputy, Rebecca, and my colleague, Edelweiss. We welcome you to our Q3 2025 pre-close call. It's actually the first pre-close call as a DAC40 member. So, since the 22nd of September, we are now playing in the Premier League. As today's call will contain forward-looking statements, it will be conducted according to our disclaimer. I will not read the disclaimer, but please be aware of the cautionary language that is included in our safe harbor statement, which is part of our presentations, you can find on the Internet. We will now address topics which we also discussed during recent conferences and roadshows. And afterwards, you will have time to ask questions. Let me start with our guidance. We confirm our group guidance for full year 2025, which we rate in August. Organic sales growth is expected to be between 2% and 4%. EBITDA margin before restructuring expenses is expected to be in the corridor of 16.2% to 16.4%. And ROSI, return on capital employed, here we guide 34% to 38%. Second topic, customer industries. In ...