Rieter Holding AG (0QKA) Q3 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Rieter Holding Ag.

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.166 -- 00:00:05.271 thank you and good morning ladies and gentlemen a warm welcome also from my 00:00:05.271 -- 00:00:06.692 side 00:00:06.692 -- 00:00:11.736 this is the agenda we will briefly look at the key messages deep dive into 00:00:11.736 -- 00:00:17.281 the current trading results review the status of the planned bar mark acquisition 00:00:17.281 -- 00:00:22.426 and provide an update on our strategy execution and close with the 00:00:22.426 -- 00:00:24.368 outlook 00:00:24.368 -- 00:00:29.933 before we look into the details let me say a word about the current environment 00:00:29.933 -- 00:00:35.138 The market situation continues to be characterized by investment restraint 00:00:35.138 -- 00:00:39.382 due to trade policy uncertainty in key markets. 00:00:39.382 -- 00:00:44.728 Although Rieta registered growing interest for new machine projects, 00:00:44.728 -- 00:00:50.213 many requests did not yet lead to binding orders 00:00:50.213 -- 00:00:55.418 intake as customers postponed their investment decisions until 00:00:55.418 -- 00:01:00.864 the 2026 financial year. Lower volumes in the machinery business 00:01:00.864 -- 00:01:05.992 and the associated weak demand for installation services, along with 00:01:05.992 -- 00:01:11.320 cost-saving measures by customers, are delaying the conversion of orders 00:01:11.320 -- 00:01:16.348 into sales. And they're also waiting on the earnings of the after-sales and 00:01:16.348 -- 00:01:18.969 component divisions. 00:01:19.312 -- 00:01:24.160 So now to the key messages on slide number four. 00:01:24.160 -- 00:01:26.954 Let's start with the green boxes on the left. 00:01:26.954 -- 00:01:30.178 Order intake at 559 00:01:30.178 -- 00:01:35.665 million Swiss banks was only 11% lower than the prior year period...