1Q 2025 Results Presentation & Business Update
Presenting today
Key takeaways from the past 3 months Financials results showing clear signs of rebound Continuous financial strength Limited impact on announced US tariffs "Cautiously positive" on business outlook
May 8 th, 2025
Presenting today
Massimo Mauri
Chief Executive Officer
Lorenzo Mazzini
Chief Financial Officer
Clarence Nahan
Head of Corp. Dev. & IR
Key takeaways from the past 3 months Financials results showing clear signs of rebound Continuous financial strength Limited impact on announced US tariffs "Cautiously positive" on business outlook
-
1Q25 Net sales - €47.2m, up 7% QoQ and above guidance
- Clea revenues - €5.9m, contributing 13% of our overall top line
- Gross profit margin - 53.2%, improving vs. FY24 and above guidance
- EBITDA Adj. - €9.4m, back above 20.0% margin
Adj. Net financial position - €50.2m at 31st March 2025
- Continued focus on Net Working Capital and Cash Generation
- The US is still a relatively small part of our business (c.14% in 1Q25)
- Strong pricing power demonstrated by our ability to fully pass through tariff impact
- 2025 budget, assuming good growth in the region, already mostly covered by contracted orders
- Confirmation that the destocking is indeed behind us - with clear V-shaped recovery on all KPIs
- Rebound in order intake - with most clients back to historical levels, except in DACH
- Record level project pipeline - driven by high demand for new products from industrial players
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Seco S.p.A. published this content on May 08, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 08, 2025 at 09:20 UTC.
