Semperit Holding AG
VSE:SEM
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Semperit Holding AG
Semperit Holding AG engages in the manufacture and trade of rubber products. The company is headquartered in Wien, Wien and currently employs 6,948 full-time employees. The firm operates in two sectors: Medical and Industrial. The Medical sector includes the Sempermed segment, which produces and sells gloves, including examination, protective and surgical gloves. The Industrial sector includes three segments: the Semperflex segment sells low-pressure and high-pressure hoses, which are reinforced with textiles (industrial hoses) or metal wires (hydraulic hoses); the Sempertrans segment focuses on the manufacturing and marketing of transport and conveyor belts, which are reinforced with either textile or steel carcasses, and the Semperform segment produces and markets molded and and extrusion products made of rubber and plastic. The firm has production facilities in over 15 countries on three continents, and maintains its own global distribution network with branches in Asia, Europe, the United States and Latin America.
Semperit Holding AG engages in the manufacture and trade of rubber products. The company is headquartered in Wien, Wien and currently employs 6,948 full-time employees. The firm operates in two sectors: Medical and Industrial. The Medical sector includes the Sempermed segment, which produces and sells gloves, including examination, protective and surgical gloves. The Industrial sector includes three segments: the Semperflex segment sells low-pressure and high-pressure hoses, which are reinforced with textiles (industrial hoses) or metal wires (hydraulic hoses); the Sempertrans segment focuses on the manufacturing and marketing of transport and conveyor belts, which are reinforced with either textile or steel carcasses, and the Semperform segment produces and markets molded and and extrusion products made of rubber and plastic. The firm has production facilities in over 15 countries on three continents, and maintains its own global distribution network with branches in Asia, Europe, the United States and Latin America.
Sales Decline: Revenue fell 13.8% year-on-year due to weak global demand and delays in major projects, particularly impacted by U.S. tariff uncertainty.
Margin Pressure: EBITDA dropped sharply by 51.6% to EUR 11.1 million, with the margin decreasing to 7.3% from 13% the prior year, reflecting high operating leverage.
Order Book Improvement: Order intake and order book improved in March and April, now exceeding previous year levels in most segments except Belting, which remains weak.
Cost Control & Cash Flow: Free cash flow increased to EUR 8.7 million thanks to reduced CapEx and ongoing cost efficiency efforts.
Guidance Confirmed: Full-year operating EBITDA guidance of EUR 65–85 million was confirmed, despite ongoing uncertainty.
CapEx & Dividend: CapEx was cut to EUR 12.4 million, and a EUR 0.50 per share dividend was paid out, signaling management's confidence in the long-term business outlook.
