Schouw & Co A/S
CSE:SCHO

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Schouw & Co A/S
CSE:SCHO
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Price: 619 DKK -0.48% Market Closed
Market Cap: 15.5B DKK

Schouw & Co A/S
Investor Relations

Schouw & Co. A/S embodies a compelling narrative of transformation and diversification within the Danish business landscape. Initially established in 1878 as a textile company, Schouw & Co. has since evolved into a diversified industrial conglomerate, a testament to its strategic vision and commitment to sustainable growth. The company operates through a portfolio of businesses, each a leader in its respective field, including BioMar in aquaculture feed, Fibertex Personal Care and Fibertex Nonwovens in the nonwovens industry, HydraSpecma in hydraulic solutions, Borg Automotive in automotive spare parts, and GPV in electronics manufacturing. Each subsidiary effectively taps into its sector's trends and demands, propelling Schouw & Co. into robust financial performance and operational resilience.

At the core of Schouw & Co.'s financial success is its strategic model of empowering its subsidiaries to operate independently, enabling them to focus deeply on their specialized markets while leveraging the conglomerate’s expansive resources. This decentralized structure fosters entrepreneurial agility and innovation, ensuring each business unit meets the dynamic needs of its clients and the market. The company's revenue streams are diversified across multiple sectors, mitigating risks associated with any single industry. By investing in businesses that supply essential products and services—from aquaculture feed crucial for sustainable fish farming to critical components in the automotive and electronics sectors—Schouw & Co. secures robust cash flows and positions itself as a pivotal player in the global supply chain. This approach not only fuels its profitability but also reinforces its commitment to long-term value creation and sustainability.

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SCHO
OMX Copenhagen 25
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Last Earnings Call
Fiscal Period
Q2 2025
Call Date
Aug 15, 2025
AI Summary
Q2 2025

Revenue Decline: Schouw & Company reported Q2 revenue down 2% to DKK 8.5 billion due to turbulent market conditions.

EBITDA Drop: EBITDA fell 4% to DKK 706 million, impacted by several one-off costs but in line with expectations.

Strong Cash Flow: Cash flow was strong at DKK 542 million, and net interest-bearing debt decreased by DKK 1.3 billion year-on-year.

Guidance Narrowed: Full-year EBITDA guidance for the group was narrowed to DKK 2.83–3.09 billion, with key subsidiaries also updating guidance.

BioMar Growth: BioMar delivered 14% volume growth but saw revenue and EBITDA decline slightly; guidance was narrowed with an expected strong H2.

Mixed Subsidiary Results: GPV saw improved EBITDA despite lower sales; HydraSpecma continued solid growth; Borg Automotive faced significant declines.

IPO Update: BioMar IPO plans progressed with a banking syndicate formed and a potential float in H1 2026, market volatility permitting.

Key Financials
Revenue
DKK 8.5 billion
EBITDA
DKK 706 million
Cash Flow
DKK 542 million
Net Interest-Bearing Debt
DKK 1.3 billion lower YoY
BioMar Revenue
DKK 3.97 billion
BioMar EBITDA
DKK 349 million
BioMar Volume
382,000 tonnes
BioMar Working Capital
DKK 1.7 billion
GPV Revenue
DKK 2.2 billion
GPV EBITDA
DKK 155 million
HydraSpecma Revenue
DKK 826 million
HydraSpecma EBITDA
DKK 96 million
Borg Automotive Revenue
DKK 484 million
Borg Automotive EBITDA
DKK 20 million
Fibertex Personal Care Revenue
DKK 426 million
Fibertex Personal Care EBITDA
DKK 48 million
Fibertex Nonwovens Revenue
DKK 581 million
Fibertex Nonwovens EBITDA
DKK 57 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Jens Bjerg Sørensen
President, CEO & Member of Management Board
No Bio Available
Mr. Peter Kjær
Executive VP & Member of Management Board
No Bio Available
Thomas Hansen
Chief Financial Officer
No Bio Available
Mr. Kasper Okkels
Vice President of Business Development, Strategy & IR
No Bio Available
Ms. Anne Sophie Friis
General Counsel & Chief Legal Officer
No Bio Available
Ms. Christina Bisgaard Lassen
Head of Tax
No Bio Available
Kasper Schmidt
Sustainability Director
No Bio Available
Jonatan Oris Hojbjerg
Controller
No Bio Available
Mr. Kristian Foged Schmidt
Group Treasurer
No Bio Available

Contacts

Address
Aarhus
Chr. Filtenborgs Plads 1
Contacts
+4586112222.0
www.schouw.dk