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Fuchs SE (FUPBY) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Fuchs SE held its Q4 2025 earnings call on March 20, 2026, led by CEO Stefan Fuchs and CFO Esma Saglik, presenting annual results and 2026 outlook to analysts and investors. The call focused on financial performance, operational highlights, and strategic priorities, with Fuchs emphasizing resilience amid market challenges and growth in specialty lubricants. CFO Saglik detailed revenue trends, cost management, and margin improvements, noting regional variations and supply chain optimizations as key drivers. Analysts from firms like JPMorgan and Barclays questioned growth forecasts, R&D investments, and sustainability initiatives during the Q&A session. The company reaffirmed its 2026 guidance, stressing innovation in high-performance lubricants and expansion in emerging markets as core growth levers.
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SA Transcripts159.07K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Fuchs SE (FUPBY) Q4 2025 Earnings Call March 20, 2026 7:00 AM EDT Company Participants Andreas Schaller - Head of Investor RelationsStefan Fuchs - Chairman of Executive Board & CEOEsma Saglik - CFO & Member of the Executive Board Conference Call Participants Martin Roediger - Kepler Cheuvreux, Research DivisionMichael Schaefer - ODDO BHF Corporate & Markets, Research DivisionAnil Shenoy - Barclays Bank PLC, Research DivisionAngelina Glazova - JPMorgan Chase & Co, Research DivisionMatthew Yates - BofA Securities, Research DivisionSebastian Bray - Joh. Berenberg, Gossler & Co. KG, Research Division Presentation Operator Dear ladies and gentlemen, welcome to the Full Year Results 2025 Analyst Conference Call of FUCHS SE. This conference will be recorded. [Operator Instructions] May I now hand over to Andreas Schaller, Head of Investor Relations at FUCHS SE, who will start the meeting today. Please go ahead. Andreas SchallerHead of Investor Relations Thank you, Nadia. Good afternoon, ladies and gentlemen. This is Andreas Schaller speaking. On behalf of FUCHS SE, I wish you a very warm welcome to today's conference call on the annual results of 2025 and the outlook for 2026. With me on the call today is our CEO, Stefan Fuchs; and our CFO, Esma Saglik. As always, Esma and Stefan will run you through the presentation, which is then followed by a Q&A session. All the documents for this call are available on our homepage, and we assume that you have them in front of you. Please be also aware of our disclaimer on the last page of our presentation. And now it's my pleasure to hand over the call to Stefan for some introductory remarks. Please go ahead, Stefan. Stefan FuchsChairman of Executive Board & CEO Yes. Hello also from my side with the best regards from sunny Mannheim. So I don't

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