HELLA GmbH & Co. KGaA (HLLGY) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and welcome to the Hella Investor Call on the results for the nine months of fiscal year 2025. This call will be hosted by Bernhard Schäfer-Barthold, the CEO, and Philipp Viennet, the CFO of Hella. At this time, all participants have been placed in a listen-only mode. The floor will be open for questions following the presentation. Let me now turn the floor over to your host, Bernhard Schäfer-Barthold. Please go ahead. good morning to everybody very warm welcome to our nine-month result call and I'm here together with Philippe Vinet our CFO and Kathleen Doodle our head of IR so starting off the presentation on page four so if we look at our sales development we are end of September in line with what we expected. So positively, our electronics business is continuing to grow. We had a growth now in the first nine months of 8.3%, specifically our radar business, but as well our business in our product center, energy management, is continuing to grow. On the lighting side, we are not growing, so we are down 8.4%. We mentioned also earlier, mid of the year, that the end of some larger projects, but also the reduction on volumes on some programs in our order book is the reason for that, and I will come back to that and actions we have now taken for lighting. On lifecycle solutions, our business is still down in the nine months, but positively we have now seen in the third quarter that we are back to growth. We had quite a decent development in that segment in Q3. So overall, Sales is quite stable, FX adjusted, so a slight growth of 0.4%. And considering or looking at reported sales, we are at minus 1.1, considering the strong FX headwind we had. On our operating income margin, we are at 5.8% in the first nine months. Overall, I can state we continue to have a ...