Stratec SE
XETRA:SBS
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Stratec SE
STRATEC SE engages in the design and manufacture of automated analyzer systems in the fields of clinical diagnostic and biotechnology. The company is headquartered in Birkenfeld, Baden-Wuerttemberg and currently employs 1,398 full-time employees. Its business activities are divided into three segments: Instrumentation, which designs and manufactures fully automated analyzer systems for its clinical diagnostics and biotechnology customers; Diatron, which offers systems, system components, consumables, and tests for the low throughput hematology and clinical chemistry applications, and Consumables, which develops and sells scientific materials, such as nucleic acid purification and designs and produces smart consumables in the fields of diagnostics, life sciences, and medical technology. In addition, the Company develops workflow software for networking various analyzer systems, as well as develops and sells scientific materials and technologies.
STRATEC SE engages in the design and manufacture of automated analyzer systems in the fields of clinical diagnostic and biotechnology. The company is headquartered in Birkenfeld, Baden-Wuerttemberg and currently employs 1,398 full-time employees. Its business activities are divided into three segments: Instrumentation, which designs and manufactures fully automated analyzer systems for its clinical diagnostics and biotechnology customers; Diatron, which offers systems, system components, consumables, and tests for the low throughput hematology and clinical chemistry applications, and Consumables, which develops and sells scientific materials, such as nucleic acid purification and designs and produces smart consumables in the fields of diagnostics, life sciences, and medical technology. In addition, the Company develops workflow software for networking various analyzer systems, as well as develops and sells scientific materials and technologies.
Sales Growth: Stratec returned to sales growth in H1 2025, with revenue up 5.2% to EUR 118.6 million, mainly driven by strong development activities.
Margin Pressure: Adjusted EBIT margin declined by 160 basis points to 7.2% in H1, largely due to negative currency effects and one-off costs.
FX Impact: Currency translation resulted in a EUR 1.7 million headwind in H1, with up to another EUR 1 million risk possible in H2 if the dollar continues to weaken.
Business Mix Shift: Service Parts and Consumables contributed most to growth in H1, but management expects Analyzer System sales to drive results in the second half.
Guidance Confirmed: Full-year sales and margin guidance were confirmed, with anticipated low- to mid-single-digit sales growth and an EBIT margin of 10–12%.
Inventory & Cash Flow: Operating and free cash flow were negative, mainly due to tax arrears and inventory build, but significant improvement is expected by year-end.
Tariff Exposure: Recent US tariffs on Swiss imports are borne by Stratec's customers, not directly by Stratec, but could affect customer behavior longer term.
M&A Pipeline: Management described a robust and opportunistic M&A pipeline, with deals ranging from smaller targets to potential technology-driven acquisitions.
