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Stadler Rail AG (SRAIF) Q4 2025 Press Conference Call Transcript

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⚡ Quantum Brief
Stadler Rail reported strong 2025 financial results, confirming its guidance and projecting further revenue and EBIT growth in 2026 during its March 2026 press conference. CEO Markus Bernsteiner highlighted satisfaction with key performance metrics, citing positive trends despite challenging market conditions, signaling operational resilience. CFO Raphael Widmer emphasized multi-year investments as a driver for growth, though specific financial figures were not detailed in the opening remarks. Analysts from UBS, JPMorgan, and Citigroup participated in the Q&A, indicating strong institutional interest in Stadler’s strategic direction and financial health. The company’s outlook suggests confidence in sustained expansion, with leadership pointing to long-term contracts and innovation as core growth pillars.
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SA Transcripts159.03K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Stadler Rail AG (SRAIF) Q4 2025 Press Conference Call March 18, 2026 5:00 AM EDT Company Participants Marc Meschenmoser - Head of Corporate Communications & Public RelationsMarkus Bernsteiner - Group CEO & Member of the Group Executive BoardRaphael Widmer - Group CFO & Member of the Group Executive Board Conference Call Participants Michael Foeth - Vontobel Holding AGSimon JetzingerJohannes BrinkmannPatrick Rafaisz - UBS Investment Bank, Research DivisionAkash Gupta - JPMorgan Chase & Co, Research DivisionVivek Midha - Citigroup Inc., Research DivisionWilliam Mackie - Kepler Cheuvreux, Research Division Presentation Marc MeschenmoserHead of Corporate Communications & Public Relations [Foreign Language] Ladies and gentlemen, esteemed members of the media and analysts, I warmly welcome you to today's Stadler Rail Financial Results Press Conference. On behalf of Stadler, I would like to welcome Group CEO, Markus Bernsteiner; and Group CFO, Raphael Widmer. They will both present the results for 2025 financial year and an outlook for the current year and beyond. Afterwards, the Group CEO and CFO will, of course, be available to answer individual questions. My name is Marc Meschenmoser, Head of Group Communications. I look forward to guiding you through this event. [Foreign Language] [Interpreted] I now pass the floor to Stadler Group CEO, Markus Bernsteiner. Markus BernsteinerGroup CEO & Member of the Group Executive Board [Interpreted] Thank you very much esteemed media representatives, analysts. I would also like to warmly welcome you to the presentation of 2025 end year results. Before I present our figures to you, I'd like to give you an overview of our past financial year. In light of the framework conditions, we are very satisfied with the development of 2025. As you will see later, the relevant key figures go in the right direction. We can confirm guidance. And furthermore, in 2026, we expect further drove major growth regarding revenue and EBIT. Over these past few years, we invested

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