Fuchs SE delivered improved Q3/25 EBIT margins across most regions, beating expectations despite flat sales and challenging macro conditions. FX headwinds and acquisition-related costs masked underlying volume growth, with forex-adjusted sales up over 3% year-over-year, signaling market share gains for FUPEF. The company maintains a strong balance sheet, local production advantages, and stands to benefit from potential German stimulus and future corporate tax cuts.
Fuchs SE (OTCPK:FUPBY) Q3 2025 Earnings Call October 31, 2025 7:00 AM EDT Company Participants Andreas Schaller Esma Saglik - CFO & Member of the Executive Board Stefan Fuchs - Chairman of Executive Board & CEO Conference Call Participants Sebastian Bray - Joh. Berenberg, Gossler & Co. KG, Research Division Constantin Hesse - Jefferies LLC, Research Division Michael Schaefer - ODDO BHF Corporate & Markets, Research Division Martin Roediger - Kepler Cheuvreux, Research Division Anil Shenoy - Barclays Bank PLC, Research Division Lars Vom Cleff - Deutsche Bank AG, Research Division Presentation Operator Good day ladies and gentlemen, welcome to the third quarter results 2025 analyst conference call of FUCHS SE.
German tax cuts from 2028 will boost Fuchs SE's net profit margins, a catalyst overlooked by the market. Short-term outlook is muted due to weak demand, trade tensions, and a lower 2025 guidance, but cost-cutting will help offset sluggish sales. Long-term prospects remain strong: Fuchs is positioned to gain market share thanks to tariffs on many of its competitors.
| Specialty Retail Industry | Consumer Discretionary Sector | Mr. Stefan Rudolf Fuchs CEO | OTC PINK Exchange | 35952Q106 CUSIP |
| DE Country | 6,818 Employees | 9 May 2025 Last Dividend | - Last Split | - IPO Date |
Fuchs SE, with a rich history dating back to 1931 and headquartered in Mannheim, Germany, stands as a distinguished producer and distributor of lubricants and related specialties globally. Serving diverse markets across Europe, the Middle East, Africa, the Asia Pacific, and the Americas, the company has built a reputation for innovation in creating high-quality lubrication solutions. Initially known as Fuchs Petrolub SE until July 2023, the company underwent a name change to Fuchs SE, marking a new chapter in its storied existence. Through its offerings, Fuchs SE aims to fulfill the lubrication needs across automotive, industrial, metal processing, and several other specialized applications, promising both quality and sustainability in its products and services.
Fuchs SE's portfolio encompasses a wide array of lubricants and lubrication solutions catering to various sectors: