R. STAHL AG (RSL2) Earnings Call Transcripts

R. STAHL AG's Latest Earnings Call - April 16, 2026

In the fiscal year 2025, R. STAHL AG reported revenues of approximately EUR 313 million, reflecting a decline of about 9% year-over-year, attributed to economic and geopolitical uncertainties. The company achieved an EBITDA of EUR 34 million, maintaining an 11% margin, but net profit dropped to EUR 3 million, raising concerns about cash flow, which ended at breakeven. Management provided cautious guidance for 2026, projecting revenues between EUR 285 million and EUR 300 million, indicating a challenging market outlook.

Reported metrics

Guidance from management

For fiscal year 2026, management projects revenues between EUR 285 million and EUR 300 million, indicating a cautious outlook due to ongoing geopolitical challenges. They emphasized the need to improve free cash flow and stabilize operations.

What management said

There's no good English transformation for this word. This is an employee capital program that was decided and executed in 2025. This was addressing roughly 80 people, and we have costs in the onetime for, let's say, transfer [indiscernible] itself, but also for the several let's say, one example.

Let me talk about, let's say, the EBITDA level and margin level, let's say, a bit easier, let's say, also recalibrate this with the entire, let's say, point I think on 2030, when we have the portfolio in place when we have the new organization in place, and we have been really a fully digital operating model our target must be clear to come to a double-digit margin based on EBITDA.

What analysts pressed on

Analysts expressed concerns regarding the sustainability of free cash flow and the impact of geopolitical uncertainties on future growth. Questions were raised about the effectiveness of the NEXUS program in addressing these challenges and the potential need for additional funding.

Main topics on the call

• Revenue Decline — R. STAHL experienced a revenue decline of approximately 9% year-over-year, with total sales of EUR 313 million. CEO Claus Bischoff noted, "the key reasons for the decrease in top line are externally driven, but also we n...
• EBITDA Stability — Despite the revenue drop, EBITDA remained stable at EUR 34 million, equating to an 11% margin. Bischoff stated, "the EBITDA level is very constant at 11%, what is, from my perspective, really good news from this income s...
• Free Cash Flow Concerns — Free cash flow dropped to breakeven due to increased working capital, raising concerns about liquidity. Bischoff emphasized, "this will be a key action point we need to work on in the future."
• Future Program NEXUS — Management introduced the NEXUS program aimed at stabilizing and transforming the company, with a focus on becoming a global leader in explosion protection. Bischoff indicated that "Phase 2 transformation in building... ...

Read the full R. STAHL AG transcript (April 16, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 22 R. STAHL AG earnings call transcripts on record, spanning April 21, 2020 to July 31, 2026. Based on this history, R. STAHL AG reports quarterly. The most recent call on file is dated July 31, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

RSL2

Exchange

XTRA

Country

DE

Sector

Industrials

Industry

Machinery

Calls on record

22

First call

April 21, 2020

Most recent

July 31, 2026

Reporting cadence

quarterly