Saf-Holland Se
XETRA:SFQ

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Saf-Holland Se Logo
Saf-Holland Se
XETRA:SFQ
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Price: 14.8 EUR 1.23% Market Closed
Market Cap: 671.8m EUR

Saf-Holland Se
Investor Relations

SAF-HOLLAND SE engages in the manufacture and supply of systems and components for commercial, public, and recreational vehicles. The company is headquartered in Aschaffenburg, Bayern. The company went IPO on 2007-07-26. The firm operates in Europe and is present in the global markets manufacturing and supplying chassis related systems and components, primarily for trailers and semi-trailers, as well as for trucks and buses. The company operates through four reportable segments: EMEA, the Americas, APAC and China. The regions cover both the original equipment business and the aftermarket business with spare parts. The firm sells its products to original equipment manufacturers (OEMs) on six continents. Its aftermarket business supplies spare parts to Original Equipment Supplier (OES) service networks, as well as end customers and service centers through its global distribution network. The product line mainly consists of axle and suspension systems, fifth wheels, pivot and landing gear and is marketed under the brands SAF, Holland, Neway, KLL, Corpco, V.Orlandi and York, moreover.

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Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 13, 2025
AI Summary
Q3 2025

Sales Decline: Q3 group sales fell to EUR 417.2 million, down 5.2% year-over-year, amid softer demand and tariff-related headwinds.

Profitability: Adjusted EBIT margin was 9.1% for Q3, with adjusted EBITDA margin steady at 13.2%. Reported EPS rose 49.4% to EUR 0.31 despite lower sales.

Free Cash Flow: Operating free cash flow rebounded to EUR 38.5 million in Q3, showing improvement after a weak Q2.

Guidance Update: Full-year 2025 sales guidance was lowered to EUR 1.7–1.75 billion, while adjusted EBIT margin and CapEx guidance remain unchanged.

Share Buyback: SAF-Holland launched a share buyback program of up to EUR 40 million (up to 5% of shares), not impacting M&A ambitions.

Efficiency Program: New cost measures targeting SG&A will incur high single-digit million euro expenses by year-end, aiming to boost profitability in 2026.

Regional Trends: EMEA showed modest growth, Americas and APAC remained weak due to tariff and market uncertainties. Aftermarket business demonstrated resilience.

Market Outlook: North American truck and trailer markets expected to decline 20–30% in 2025; positive momentum in China, stable outlook for India.

Key Financials
Revenue
EUR 417.2 million
Organic Sales Decline
2.5%
Adjusted EBIT Margin
9.1%
Adjusted EBITDA Margin
13.2%
EPS
EUR 0.31
Operating Free Cash Flow
EUR 38.5 million
Net Debt-to-EBITDA Ratio
2.4x
Equity
EUR 477.2 million
Equity Ratio
26.9%
Net Working Capital
EUR 297.3 million
Net Working Capital Ratio
18.7%
Investments (CapEx)
EUR 31.7 million
Americas Sales Decline
13.6%
APAC Sales Decline
21.5%
Other Earnings Calls

Management

Mr. Alexander Geis
CEO & Chairman of Management Board
No Bio Available
Mr. Frank Lorenz-Dietz
CFO & Member of the Management Board
No Bio Available
Joerg Wahl
Vice President of Group Accounting & Controlling
No Bio Available
Mr. Christoph Gunter
President of EMEA, CTO and Senior VP of Global R&D
No Bio Available
Ms. Petra Muller
Head of Investor Relations and Corporate & ESG Communications
No Bio Available
Mr. Mike Ginocchio
President of APAC_I & China Region
No Bio Available
Mr. Kent D. Jones
President of Americas
No Bio Available
Thomas Piroth
Head of Digital & Innovation
No Bio Available
Andreas Richter
President of APAC
No Bio Available
Mr. Alf Hospes
Vice President of Group Treasury
No Bio Available

Contacts

Address
BAYERN
Aschaffenburg
Hauptstrasse 26, Bessenbach
Contacts