Schaeffler Ag Ord (SCAFF) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Ladies and gentlemen, I'm very happy to welcome you to our today's call on Scheffler's financial results Q4 and fiscal year 2025. Press release, the following presentation, and our annual report have been published today at 8 a.m. CET on our Investor Relations homepage. And for sure, we will provide the recording and the transcript of this webcast after the call. As a quick reminder, Please note that all figures for 2024 are pro forma figures unless they are marked separately as reported figures and the mentioned pro forma figures 2024 and related information are unaudited. As always, Klaus Rosenfeld, our CEO, and Christoph Haneke, our CFO, have joined the conference to guide you through the key information in our presentation. And afterwards, old gentlemen will be available for our Q&A session. And now, let me hand over to our CEO, Klaus Witt. Thank you very much, Heiko. Ladies and gentlemen, welcome to our full year 2025 call. You all received the numbers and the presentation this morning, and I would immediately jump on page four, the overview with the key messages on the numbers. We titled it with resiliency. in an increasingly volatile and challenging environment. And when this title was chosen, ladies and gentlemen, we were not aware of the attack of the US and Israel in Iran. So let me, before I come to the numbers quickly, preempt some of your questions in terms of what's going on there, what does it mean for Schaeffler, and how do we think about this? Three points there. The first one is our presence in the region is very limited. We have no production there. We have no bigger operations there. We have a small warehouse and some people in Dubai, but as such, there is very limited risk to our assets and operations. Second point is clearly the key thing to wat...