EQS-Adhoc: STRATEC REPORTS SUPPLY CHAIN-RELATED PRODUCTION DELAYS, ADJUSTMENT TO 2025 SALES GUIDANCE AND PRELIMINARY RESULTS FOR 9M/2025
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EQS-Ad-hoc: STRATEC SE / Key word(s): Preliminary Results/Change in Forecast STRATEC REPORTS SUPPLY CHAIN-RELATED PRODUCTION DELAYS, ADJUSTMENT TO 2025 SALES GUIDANCE AND PRELIMINARY RESULTS FOR 9M/2025 Birkenfeld, October 30, 2025 STRATEC SE, Birkenfeld, Germany (Frankfurt: SBS; Prime Standard, SDAX), expects to witness temporary interruptions to the supply of input materials for some of its system lines in the fourth quarter of 2025. In particular, in connection with trade policy tensions a supply chain interruption has arisen in recent weeks for a specific type of magnet with impurities relating to export-restricted rare earths (0.1% share of affected production batch). Against this backdrop, delivery backlogs already arose for system deliveries in the third quarter of 2025. Following close communication with its suppliers, STRATEC now no longer expects to receive sufficient quantities of input materials to make up for these delivery backlogs or for the production volumes originally planned for the fourth quarter of 2025. Furthermore, global tariff conflicts are leading to greater fluctuations in customers’ order behavior and to associated inventory optimization measures. These particularly affect the Service Parts and Consumables business. In view of these factors, the Board of Management has decided to adjust its sales guidance for the 2025 financial year. STRATEC now expects its consolidated sales at constant currency to approximately match the previous year’s figure (previously: “consolidated sales at constant currency to show growth in a low to medium single-digit percentage range”). Despite the lower sales base hereby forecast and negative currency items, STRATEC nevertheless expects to achieve the lower end of the forecast corridor of around 10.0% to 12.0% for its adjusted EBIT margin. This expected intra-year rise in profitability in the fourth quarter of 2025 is attributable to benefits of scale, efficiency measures, and higher earnings contributions from the realization of high-margin development sales. Based on preliminary figures and despite the delivery backlogs that have already arisen, in the first nine months of 2025 STRATEC was able to increase its consolidated sales at constant currency year-on-year by 2.5% to € 175.6 million (9M/2024: € 173.0 million). The adjusted EBIT margin for the first nine months is expected to amount to 7.3% (9M/2024: 8.8%). STRATEC will publish its definitive results and its Quarterly Statement for the first nine months of 2025 as planned on November 7, 2025. FURTHER INFORMATION IS AVAILABLE FROM: End of Inside Information
30-Oct-2025 CET/CEST The EQS Distribution Services include Regulatory Announcements, Financial/Corporate News and Press Releases. |
| Language: | English |
| Company: | STRATEC SE |
| Gewerbestr. 37 | |
| 75217 Birkenfeld | |
| Germany | |
| Phone: | +49 (0)7082 7916 0 |
| Fax: | +49 (0)7082 7916 999 |
| E-mail: | info@stratec.com |
| Internet: | www.stratec.com |
| ISIN: | DE000STRA555 |
| WKN: | STRA55 |
| Indices: | SDAX |
| Listed: | Regulated Market in Frankfurt (Prime Standard); Regulated Unofficial Market in Berlin, Dusseldorf, Hamburg, Hanover, Munich, Stuttgart, Tradegate Exchange |
| EQS News ID: | 2221306 |
| End of Announcement | EQS News Service |
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2221306 30-Oct-2025 CET/CEST
Boersengefluester.de (BGFL) provides an overview of the key figures on sales, earnings, cash flow and dividends to help you better assess the fundamental development of the respective companies. All information is entered manually in our database - the source is the respective annual reports. All estimates for future figures are provided by BGFL.
| The most important financial data at a glance | ||||||||
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025e | ||
| Sales1 | 214,16 | 250,10 | 287,34 | 274,63 | 261,91 | 257,62 | 258,00 | |
| EBITDA1,2 | 35,60 | 56,27 | 66,43 | 58,07 | 40,08 | 46,98 | 44,00 | |
| EBITDA-Margin3 | 16,62 | 22,50 | 23,12 | 21,15 | 15,30 | 18,24 | 17,05 | |
| EBIT1,4 | 17,19 | 33,68 | 48,18 | 41,14 | 22,39 | 27,54 | 26,00 | |
| EBIT-Margin5 | 8,03 | 13,47 | 16,77 | 14,98 | 8,55 | 10,69 | 10,08 | |
| Net Profit (Loss)1 | 14,41 | 25,18 | 39,96 | 29,22 | 13,07 | 16,02 | 15,40 | |
| Net-Margin6 | 6,73 | 10,07 | 13,91 | 10,64 | 4,99 | 6,22 | 5,97 | |
| Cashflow1,7 | 21,26 | 31,85 | 63,47 | 10,28 | 19,43 | 48,71 | 38,00 | |
| Earnings per share8 | 1,20 | 2,07 | 3,28 | 2,41 | 1,07 | 1,32 | 1,26 | |
| Dividend per share8 | 0,84 | 0,90 | 0,95 | 0,97 | 0,55 | 0,60 | 0,65 | |
1 in Mio. Euro; 2 EBITDA = Earnings before interest, taxes, depreciation and amortisation; 3 EBITDA in relation to sales; 4 EBIT = Earnings before interest and taxes; 5 EBIT in relation to sales; 6 Net profit (-loss) in relation to sales; 7 Cashflow from operations; 8 in Euro; Source: boersengefluester.de
Auditor: PricewaterhouseCoopers
All relevant valuation ratios, dates and other investor information on your share at a glance. Good to know: All data comes from boersengefluester.de and is updated daily. This means you are always up to date. You can get brief explanations of the key figures by moving the cursor or mouse over the relevant field.
| INVESTOR-INFORMATION | ||||||
| ©boersengefluester.de | ||||||
| Stratec | ||||||
| WKN | ISIN | Legal Type | Marketcap | IPO | Recommendation | Plus Code |
| STRA55 | DE000STRA555 | SE | 278,42 Mio € | 25.08.1998 | Halten | 8FWCVH7J+C5 |
| PE 2026e | PE 10Y-Ø | BGFL-Ratio | Shiller-PE | PB | PCF | KUV |
| 16,13 | 30,90 | 0,52 | 13,14 | 1,20 | 5,72 | 1,08 |
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Dividend '2023 in € |
Dividend '2024 in € |
Dividend '2025e in € |
Div.-Yield '2025e in % |
| 0,55 | 0,60 | 0,65 | 2,84% |
| Annual General Meeting | Q1-figures | Q2-figures | Q3-figures | Annual press conference |
| 27.06.2025 | 30.05.2025 | 19.08.2025 | 07.11.2025 | 19.05.2025 |
| Distance 60-days-line | Distance 200-days-line | Performance YtD | Performance 52 weeks | IPO |
| -10,61% | -11,93% | -23,15% | -21,84% | +676,27% |
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