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Drägerwerk AG & Co. KGaA (DGWPF) Q4 2025 Earnings Call Transcript

Seeking Alpha

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Drägerwerk reported record 2025 net sales of €3.5 billion, surpassing pandemic-era peaks without COVID-19 tailwinds, marking the highest revenue in its 135-year history. Both divisions and all global regions drove growth. EBIT surged over 20% year-over-year, reflecting strong operational momentum and cost discipline. The company exceeded its own forecast, signaling robust demand across medical and safety technology sectors. CEO Stefan Dräger emphasized sustainable growth, noting the results stemmed from organic performance rather than external crises. The firm highlighted innovation in respiratory care and workplace safety as key drivers. CFO Gert-Hartwig Lescow outlined strategic IT investments to enhance digital health solutions, including AI and data analytics. These initiatives aim to future-proof operations amid evolving healthcare and industrial safety needs. Analysts probed margin sustainability and R&D priorities during the Q&A, with leadership reaffirming long-term targets. The call underscored Drägerwerk’s shift from pandemic dependency to structural resilience.

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SA Transcripts159.1K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Drägerwerk AG & Co. KGaA (DGWPF) Q4 2025 Earnings Call March 24, 2026 10:00 AM EDT Company Participants Stefan Dräger - Chairman of the Executive Board - Drägerwerk Verwaltungs AGGert-Hartwing Lescow - CFO, Executive Board Member for IT & Vice Chairman of Executive Board - Drägerwerk Verwaltungs AG Conference Call Participants Oliver Reinberg - Kepler Cheuvreux, Research DivisionHarald Hof - mwb research AGPierre-Yves Gauthier - AlphaValue SA Presentation Operator Ladies and gentlemen, welcome to the Drägerwerk Full Year 2025 Earnings Call. I'm Moritz, your Chorus Call operator. [Operator Instructions] The conference is being recorded. [Operator Instructions] The conference must not be recorded for publication or broadcast. At this time, it's my pleasure to hand over to Stefan Drager, CEO. Please go ahead, sir. Stefan DrägerChairman of the Executive Board - Drägerwerk Verwaltungs AG Very good afternoon, and thank you for joining our conference call on our financial results for the fiscal year 2025. I have with me today Gert-Hartwig Lescow, CFO, as well as Tom Fischler and Nikolaus Hammerschmidt, both Investor Relations. We would like to take you through the results with the presentation that we made available on our web page this morning. Following the presentation, we will open the floor to your question. Let's get started on Page 5 with the business highlights. In 2025, we continued our successful course and generated the highest net sales in our company's history. Both divisions and all regions contributed to this. At around EUR 3.5 billion, net sales were slightly above our last forecast and around EUR 25 million above the level of the exceptionally strong coronavirus year 2020. Unlike during the pandemic, this is a new record that we achieved entirely without a special economic situation. Thanks to the operating momentum, our earnings before interest and taxes also developed very well. EBIT rose by more than 20% to

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