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Andritz AG
XMUN:AZ2

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Andritz AG
XMUN:AZ2
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Price: 78 EUR 4%
Market Cap: €7.7B

Andritz AG
Investor Relations

Andritz AG builds industrial machinery and complete plant systems for heavy industry. Its biggest businesses include equipment for hydropower plants, machines used in pulp and paper mills, and systems for metals processing and separation. It also supplies parts, upgrades, and maintenance services for the equipment it sells. Its customers are mainly industrial companies and public or private operators that need large, engineered systems rather than standard off-the-shelf products. Andritz earns money by designing and selling equipment, installing plants, and supporting them over time with spare parts, service work, and modernization projects. That mix gives it both project-based sales and recurring aftermarket revenue. What makes Andritz different is that it sits near the top of the industrial value chain: it is not a mass producer of generic machinery, but a specialist that combines engineering, manufacturing, and lifecycle service for complex assets. Many of its products are tied to essential infrastructure and process industries, so customers rely on it for long-term performance, efficiency, and technical support.

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Last Earnings Call
Fiscal Period
Q1 2026
Call Date
Apr 29, 2026
AI Summary
Q1 2026

Record intake: ANDRITZ reported record-high order intake of EUR 3.6 billion, driven mainly by Hydropower and Pulp & Paper, with book-to-bill above 2.

Backlog surge: Order backlog reached a new all-time high of EUR 12.4 billion, up 22% year over year, giving the company a strong base for coming quarters.

Stable profitability: Revenue rose despite negative FX effects, while EBITA margin held steady at 8.2% and net income came in at EUR 92 million.

Hydro strength: Hydropower had an exceptional quarter with EUR 1.9 billion of orders, which management said was partly a timing-driven accumulation and not a new quarterly run rate.

Guidance unchanged: Management confirmed 2026 guidance for revenue of EUR 8.0 billion to EUR 8.3 billion and comparable EBITA margin of 8.7% to 9.1%, and reiterated 2027 midterm targets.

Key Financials
Order intake
EUR 3.6 billion
Revenue
EUR 1.8 billion
Order backlog
EUR 12.4 billion
EBITA
EUR 147 million
EBITA margin
8.2%
Net income
EUR 92 million
Net profit margin
5.1%
EBITDA
EUR 190 million
EBITDA margin
10.6%
Operating cash flow
EUR 89 million
Free cash flow
EUR 25 million
Liquidity
EUR 724 million
ROIC
19.5%
Operating net working capital
EUR 961 million
Service share of revenue
46%
Pulp & Paper order intake
above EUR 1 billion
Hydropower order intake
EUR 1.9 billion
Metals comparable EBITA margin
5.3%
Environment & Energy service share
50%
Revolving credit facility
EUR 500 million
2027 revenue target
EUR 9 billion to EUR 10 billion
2027 comparable EBITA margin target
above 9%
Other Earnings Calls

Management

Dr. Joachim Schönbeck
President, CEO & Chairman of the Executive Board
No Bio Available
Mr. Norbert Nettesheim
CFO & Member of the Executive Board
No Bio Available
Mr. Frederic Sauze B.E., M.B.A.
Member of the Executive Board
No Bio Available
Mr. Jarno Matias Nymark Eng., M.Sc.
Member of Executive Board
No Bio Available
Mr. Matthias Pfeifenberger
Head of Investor Relations
No Bio Available
David Bumsted
Senior VP & Group General Counsel
No Bio Available
Dr. Michael Buchbauer
Head of Group Finance & Corporate Communications
No Bio Available
Mr. Gerhard Schiefer
Chief Automation Officer
No Bio Available

Contacts

Address
STEIERMARK
Graz
Stattegger Strasse 18
Contacts
+4331669020.0
www.andritz.com
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