SMA Solar Technology AG (SMTGF)
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SMA Solar Technology AG (SMTGF) Q2 2025 Earnings Call Transcript
SMA Solar Technology AG (OTCPK:SMTGF) Q2 2025 Earnings Conference Call August 7, 2025 7:30 AM ET Company Participants Jurgen Reinert - CEO, Head of Operations, Technology, Strategy, Sales & Service and Chairman of Managing Board Kaveh Rouhi - Chief Financial & Legal Officer and Member of Managing Board Conference Call Participants Anis Zgaya - ODDO BHF Corporate & Markets, Research Division Constantin Harald Hesse - Jefferies LLC, Research Division Guido Hoymann - Metzler Equities, Research Division Jeffrey David Osborne - TD Cowen, Research Division Lasse Stueben - Joh. Berenberg, Gossler & Co. KG, Research Division Operator Ladies and gentlemen, welcome to the SMA Solar Technology AG Half Year Financial Results 2025.
SMA Solar Technology: Still A Buy, But More Conservative Outlook
SMA Solar Technology faces new challenges like potential US import tariffs but holds a strong position in the utility-scale inverter market. Despite a 19.6% YoY revenue drop in FY24, SMA's restructuring aims for €200 million EBIT improvement by FY27, with €80 million expected by FY25. German fiscal stimulus and increased demand for utility-scale PV systems present growth opportunities, but oversupply and competition pose risks.
SMA Solar Technology AG (SMTGF) Q4 2024 Earnings Call Transcript
SMA Solar Technology AG (OTCPK:SMTGF) Q4 2024 Earnings Conference Call March 27, 2025 8:30 AM ET Company Participants Barbara Gregor - Chief Financial Officer Jurgen Reinert - Chief Executive Officer & Chairman of Managing Board Olaf Heyden - Chief Transformation Officer and COO Conference Call Participants Constantin Hesse - Jefferies Lasse Stueben - Joh. Berenberg Guido Hoyaman - Metzler Roberto Casoni - Otus Capital Management Ltd.
SMA Solar Technology AG (SMTGF) Q3 2024 Earnings Call Transcript
SMA Solar Technology AG (OTCPK:SMTGF) Q3 2024 Results Conference Call November 14, 2024 7:30 AM ET Company Participants Barbara Gregor - Chief Financial Officer Jurgen Reinert - Chief Executive Officer & Chairman of Managing Board Conference Call Participants Constantin Hesse - Jefferies Lasse Stueben - Joh. Berenberg Sebastian Growe - BNP Paribas Jeff Osborne - TD Cowen Operator Ladies and gentlemen, welcome and thank you for joining the SMA 9 Months Financial figures for 2024.
SMA Solar Technology: Market Overreaction Signals Undervalued Opportunity
SMA Solar Technology achieved 78.64% revenue growth in FY23 but faced a 73.55% YTD market price collapse in FY24 due to oversupply from Chinese manufacturers. Despite market challenges, SMA's Large Scale & Project Solutions unit performed strongly, contributing to a net income of €44.1mln in H1 FY24. The global inverter market is expected to grow at a 16% CAGR, driven by policies like RePowerEU and the Inflation Reduction Act.
SMA Solar Technology AG (SMTGF) Q2 2024 Earnings Call Transcript
SMA Solar Technology AG (OTCPK:SMTGF) Q2 2024 Results Conference Call August 8, 2024 7:30 AM ET Company Participants Barbara Gregor - Chief Financial Officer Jurgen Reinert - Chief Executive Officer & Chairman of Managing Board Conference Call Participants Lasse Stuben - Berenberg Sebastian Growe - BNP Paribas Exane Constantin Hesse - Jefferies Anis Zgaya - ODDO BHF Nikolas Demeter - Bankhaus Metzler Operator Ladies and gentlemen, welcome, and thank you for joining the SMA Conference Call for the First Half Financial Results 2024. [Operator Instructions].
