Cembre S.p.a. MIL:CMB

Cembre S p A : ANNUAL FINANCIAL REPORT 2024

Published

Source: MarketScreener

Cembre S.p.A.

Head Office: Via Serenissima 9, Brescia, Italy Share Capital: EUR 8,840,000 (fully paid-up).

Registration no: 00541390175 (Commercial Register of Brescia)

This document contains translations of the draft statutory annual financial statements and consolidated annual financial statements prepared in the Italian language for the purpose of the law.

This document is not compliant with the provisions of the

Commission Delegated Regulation (EU) 2019/815.

Contents

CONTENTS

REPORT ON OPERATIONS FOR THE 2024 FINANCIAL YEAR

Report on Operations for the 2024 Financial Year

Section 1 - Operating performance 1

Attachment 1: Comparative Consolidated Income Statement 22

Attachment 2: Corporate Boards 23

Section 2 - Sustainability Report 25

Certification of the Sustainability Report pursuant to article 154-bis of Legislative

Decree 58/98 159

CONSOLIDATED FINANCIAL STATEMENTS OF THE CEMBRE GROUP AT DECEMBER 31, 2024

Consolidated Financial Statements at December 31, 2024 of the Cembre Group

Consolidated Statement of Financial Position 160

Consolidated Comprehensive Income Statement 161

Consolidated Cash Flow Statement 162

Statement of Changes in the Consolidated Shareholders' Equity 163

Notes to the Consolidated Financial Statements 164

Certification pursuant to article 154-bis of Legislative Decree 58/98 212

DRAFT FINANCIAL STATEMENTS OF CEMBRE S.P.A. AT DECEMBER 31, 2024

Draft Financial Statements at December 31, 2024 of Cembre S.p.A.

Statement of Financial Position 213

Statement of Comprehensive Income 214

Statement of Cash Flows 215

Statement of Changes in the Shareholders' Equity 216

Notes to the Financial Statements 217

Attachment 1: Comparative Income Statement 261

Attachment 2: Compensation for auditing services and other services 262

Certification pursuant to article 154-bis of Legislative Decree 58/98 263

Annual Financial Report 2024

Report on Operations for the 2024 Financial Year

SECTION 1 - OPERATING PERFORMANCE

Operating review

FY 2024 closed with satisfactory results for the Cembre Group. Consolidated revenues reached €229.7 million, an increase of 3.2% over 2023.

The performance of consolidated sales by geographical areas shows 2.3% growth in the

Italian market, with sales equal to €98.9 million. Sales in the rest of Europe grew by 6.2% on the previous year to €108.6 million while sales in the rest of the World were 5.7% lower, reaching €22.2 million. In 2024, sales revenues to the Italian market represented 43.0% of the total (43.4% in 2023), sales to the rest of Europe 46.9% (46.0% in 2023) and sales in the rest of the world represented 9.7% of total sales (10.6% in 2023).

Sales by geographical area:

(euro '000)

2024

2023

Change

2022

2021

2020

2019

Italy

98,892

96,691

2.3%

84,385

70,406

55,955

58,469

Rest of Europe

108,574

102,280

6.2%

93,214

78,772

64,050

68,757

Rest of the World

22,247

23,580

(5.7%)

21,197

17,657

17,132

19,070

Total

229,713

222,551

3.2%

198,796

166,835

137,137

146,296

Revenues by Group company (net of intragroup sales):

(euro '000)

2024

2023

Change

2022

2021

2020

2019

Parent Company

123,031

121,141

1.6%

109,318

91,708

73,578

76,917

Cembre Ltd. (UK)

31,186

27,247

14.5%

25,293

22,633

16,688

19,274

Cembre S.a.r.l. (F)

15,303

14,223

7.6%

12,124

11,258

9,557

10,654

Cembre España S.L.U. (E)

23,079

20,539

12.4%

16,988

12,471

11,107

11,765

Cembre GmbH (D)

22,510

24,437

(7.9%)

21,935

18,875

15,587

15,149

Cembre Inc. (USA)

14,604

14,964

(2.4%)

13,138

9,890

10,620

12,537

Cembre BV (NL)

-

-

n.a.

-

-

-

-

Cembre El. Conn. Shanghai Limited (CN)

-

-

n.a.

-

-

-

-

Total

229,713

222,551

3.2%

198,796

166,835

137,137

146,296

Cembre B.V. and Cembre Electrical Connections Shanghai Limited, established in

September 2024, began operating in 2025.

Overall, sales of the foreign subsidiaries increased by 5.2% from €101.4 million in FY 2023, or 45.6% of consolidated revenue, to €106.7 million in FY 2024, accounting for 46.4% of total consolidated revenue.

Revenues from sales of the various companies prior to consolidation are outlined below:

Revenues from sales prior to consolidation

(euro '000)

2024

2023

Change

2022

2021

2020

2019

Cembre S.p.A.

175,932

173,061

1.7%

149,516

125,696

101,410

108,809

Cembre Ltd. (UK)

33,998

29,812

14.0%

25,574

24,318

18,207

21,254

Cembre S.a.r.l. (F)

15,356

14,295

7.4%

12,403

11,532

9,748

10,799

Cembre España S.L.U. (E)

23,119

20,589

12.3%

17,001

12,518

11,111

11,779

Cembre GmbH (D)

22,620

24,649

(8.2%)

22,063

19,002

15,662

15,237

Cembre Inc. (USA)

14,614

15,058

(2.9%)

13,193

9,917

10,663

12,572

Cembre BV (NL)

-

-

n.a.

-

-

-

-

Cembre El.Con.Shanghai Lim. (CN)

-

-

n.a.

-

-

-

-

In 2024, Group companies reported the following results:

Net result prior to consolidation

(euro '000)

2024

2023

Change

2022

2021

2020

2019

Cembre S.p.A.

37,200

39,629

(6.1%)

29,117

23,420

16,455

22,600

Cembre Ltd. (UK)

2,754

1,471

87.2%

2,449

2,113

1,408

2,062

Cembre S.a.r.l. (F)

(274)

236

n.a.

647

(327)

221

338

Cembre España S.L.U. (E)

2,370

1,953

21.4%

1,530

682

491

443

Cembre GmbH (D)

981

1,277

(23.2%)

1,360

1,096

515

367

Cembre Inc. (USA)

391

128

n.a.

491

705

385

666

Cembre BV (NL)

-

-

n.a.

-

-

-

-

Cembre El.Con.Shanghai Lim. (CN)

(16)

-

n.a.

-

-

-

-

For a more direct assessment of the effect of foreign exchange translations, we include below sales figures of Group companies operating outside the euro area in the respective currency:

Curren

Revenues from sales prior to consolidation

(euro '000)

cy

2024

2023

Change

2022

2021

2020

2019

Cembre Ltd. (UK)

Gbp

28,783

25,930

11.0%

23,514

20,904

16,198

18,656

Cembre Inc. (USA)

US$

15,817

16,282

(2.9%)

13,893

11,730

12,179

14,075

Cembre El. Con. Shanghai.(CN)

Cny¥

0

-

n.a.

-

-

-

-

Curren

Net result prior to consolidation

(euro '000)

cy

2024

2023

Change

2022

2021

2020

2019

Cembre Ltd. (UK)

Gbp

2,359

1,280

84.3%

2,088

1,816

1,253

1,810

Cembre Inc. (USA)

US$

439

138

n.a.

517

834

439

833

Cembre El.Conn. Shanghai L. (CN)

Cny¥

(128)

-

n.a.

-

-

-

-

To provide a better understanding of the consolidated financial performance for 2024, a

Comparative Consolidated Income Statement for the previous year showing percentage changes is enclosed as Attachment 1.

Gross operating profit for the period amounted to €66,177 thousand, representing a 28.8% margin on sales, down 0.6% on 2023 when it amounted to €66,569 thousand, representing a 29.9% margin on sales. The incidence of cost of sales on revenue has slightly decreased compared to 2023, dropping from 32.1% to 31.9%.

The incidence of personnel costs on revenue has increased, rising from 25.5% to 26.8%.

The average number of employees engaged by the Group during the period grew from 863 in 2023 (including 91 temporary workers) to 903 in 2024 (including 86 temporary workers).

Consolidated operating profit for the period amounted to €52,804 thousand, representing a 23.0% margin on sales, down 2.1% on €53,964 thousand in 2023, when it represented a 24.2% margin on sales.

Consolidated profit before taxes amounted to €52,726 thousand, representing a 23.0% margin on sales, down 2.0% on €53,828 thousand in 2023, when it represented a 24.2% margin on sales.

Consolidated net profit for the year amounted to €42,590 thousand, representing a 18.5% margin on sales, up by 4.3% compared to 2023, when it amounted to €40,828 thousand and represented a 18.3% margin on sales.

It should be noted that the net result for the 2024 financial year includes an extraordinary tax benefit related to the 2021 financial year amounting to €1.88 million and an extraordinary tax benefit related to the 2022 financial year amounting to €2.06 million, following the signing of a specific agreement with the Italian Revenue Agency regarding the "Patent Box" tax relief for the 2020-2024 tax years. The tax benefits for the years 2023 and 2024 are still being determined and will be accounted for when they can be calculated with the appropriate accuracy.

For further information on this agreement, please refer to the note on Income Taxes in the Notes to the 2024 Financial Statements.

The consolidated net financial position went from a surplus of €18.2 million at December 31, 2023 to a surplus of €1.9 million at December 31, 2024.

See the notes and the statement of cash flows for further detail.

Capital expenditure

Capital expenditure by the Group in 2024 with regard to fixed assets, growth of amortization and depreciation, is broken down as follows:

(euro '000)

2024

2023

Change

Capital expenditure on intangible fixes assets

1,341

1,407

(66)

Capital expenditure on tangible fixes assets

28,178

13,162

15,016

Total

29,519

14,569

14,950

More detail is provided in the notes under Property, plant and equipment.

Results of the Parent Company

Results of the Parent Company for the last two financial years are shown in the table below.

(euro '000)

2024

%

2023

%

Change

Revenue from contracts with customers

175,932

100

173,061

100

1.7

Gross operating profit

55,089

31.3

57,657

33.3

(4.5)

Operating profit

44,771

25.4

47,777

27.6

(6.3)

Pre-tax result

45,282

25.7

51,103

29.5

(11.4)

Net profit/loss for the year

37,200

21.1

39,629

22.9

(6.1)

In 2024, Cembre S.p.A. recognised €484 thousand in dividends from its subsidiaries as compared with €3,413 thousand in 2023.

Revenues from sales and services of Cembre S.p.A. were up by 1.7%, from €173,061 thousand in 2023 to €175,932 thousand in 2024. Domestic sales grew by 2.3%, sales to other European countries posted an 2.7% increase and sales in the rest of the World decreased by 6.2%.

Area (euro '000)

2024

2023

Change

Italy

98,892

96,691

2,201

Rest of Europe

62,155

60,497

1,658

Rest of the World

14,885

15,873

(988)

Total

175,932

173,061

2,871

Reclassified Balance Sheet of Cembre S.p.A

(euro '000)

12.31.2024

12.31.2023

Trade receivables, net Inventories

Other non-financial assets Trade payables

Other non-financial liabilities

34,723

52,387

5,875

(18,194)

(9,232)

31,522

49,300

1,879

(14,180)

(10,924)

A)

Net current assets

65,559

57,596

(working capital)

Property, plant and equipment and investment property Intangible fixed assets

Goodwill

Assets for rights of use on leased assets Deferred tax assets

Other non-current assets

92,900

4,012 -

2,224

1,185

100

78,342

3,611 -

2,376

1,197

69

B)

Net fixed assets

100,421

84,398

C)

Non-current assets available for sale

-

-

D)

Employee Termination Indemnity and other personnel benefits

1,412

1,478

E)

Provisions for risks and charges

376

691

F)

Deferred tax liabilities

2,383

2,509

G)

Net capital employed

(A+B+C-D-E-F)

161,809

138,513

Financed by:

H)

Shareholders' equity

182,818

175,579

Long-term financial payables

Cash and short-term financial receivables Other financial assets

Short-term financial payables

1,286 (4,167)

- 4,082

1,470 (14,676) (4,000) 1,051

I)

Net Debt/(Availability)

1,201

(16,156)

J)

Total sources of funds (H+I)

184,019

159,423

Definition of alternative performance indicators

In compliance with CONSOB Communication n. DEM/6064293 dated July 28, 2007, below we define the alternative performance indicators used in the present document to illustrate the financial and operating performance of the Group:

Gross Operating Result (EBITDA): defined as the difference between sales revenues and costs for materials, of services received, and the net balance of operating income and charges. It represents the profit prior to depreciation, amortization and write-downs, financial flows and taxes.

Operating Result (EBIT): defined as the difference between the Gross Operating Result and the value of amortization/impairment. It represents the profit before cash flows and taxes.

Net Financial Position: represents the algebraic sum of cash and cash equivalents, financial receivables and current and non-current financial debt.

Reclassified Consolidated Statement of Financial Position

(euro '000)

12.31.2024

12.31.2023

Trade receivables, net Inventories

Other non-financial assets Trade payables

Other non-financial liabilities

46,182

73,791

6,889

(19,877)

(14,053)

42,493

68,743

2,833

(14,829)

(15,982)

A)

Net current assets

92,932

83,258

(working capital)

Property, plant and equipment and investment property

Intangible fixed assets

Goodwill

Assets for rights of use on leased assets Deferred tax assets

Other non-current assets

109,320

4,901

4,608

8,204

3,616

183

90,981

4,712

4,608

6,422

3,447

83

B)

Net fixed assets

130,832

110,252

C)

Non-current assets available for sale

-

-

D)

Employee Termination Indemnity and other

1,617

1,751

E)

Provisions for risks and charges

376

691

F)

Deferred tax liabilities

4,015

3,570

G)

Net capital employed

(A+B+C-D-E-F)

217,756

187,498

Financed by:

H)

Shareholders' equity

219,743

205,719

Long-term financial payables

Cash and short-term financial receivables Other financial assets

Short-term financial payables

6,213 (13,471)

- 5,271

4,693 (20,882) (4,000) 1,968

I)

Net Debt/(Availability)

(1,987)

(18,221)

J)

Total sources of funds (H+I)

217,756

187,498