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.
Investors with an interest in Chemical - Specialty stocks have likely encountered both FUCHS SE - Unsponsored ADR (FUPBY) and Hawkins (HWKN). But which of these two stocks offers value investors a better bang for their buck right now?
Fuchs SE (OTCPK:FUPBY) Q2 2025 Earnings Conference Call July 31, 2025 6:00 AM ET Company Participants Esma Saglik - CFO & Member of the Executive Board Lutz Ackermann - Head of Investor Relations Stefan Rudolf Fuchs - Chairman of Executive Board & CEO Conference Call Participants Constantin Harald Hesse - Jefferies LLC, Research Division Konstantin Wiechert - Baader-Helvea Equity Research Martin Roediger - Kepler Cheuvreux, Research Division Michael B. Schaefer - ODDO BHF Corporate & Markets, Research Division Oliver Schwarz - Warburg Research GmbH Operator Dear ladies and gentlemen, welcome to the Half Year Results 2025 Analyst Conference Call of FUCHS SE.
I rate Fuchs SE a buy, citing its consistent ability to outgrow a flat industry by winning market share through R&D and customization. FUPBY is well-positioned to benefit from structural megatrends like e-mobility, sustainability, and digitalization, driving both revenue and margin expansion. Its localized global manufacturing footprint provides defensive strength against geopolitical risks and supply chain disruptions, while enabling further market share gains.
Investors with an interest in Chemical - Specialty stocks have likely encountered both FUCHS SE - Unsponsored ADR (FUPBY) and RPM International (RPM). But which of these two stocks presents investors with the better value opportunity right now?
Fuchs SE is a highly profitable, niche-focused lubricant leader with strong pricing power, a net-cash balance sheet, and 23 years of consecutive dividend growth. The current market undervalues the company due to misunderstood sector headwinds, but its resilient business model and recent investment cycle set up years of margin and earnings expansion. Voting shares trade at a steep discount, offering potential upside from capital structure simplification or a buyout, on top of robust organic growth and buybacks.
Investors with an interest in Chemical - Specialty stocks have likely encountered both FUCHS SE - Unsponsored ADR (FUPBY) and RPM International (RPM). But which of these two stocks is more attractive to value investors?
Investors interested in stocks from the Chemical - Specialty sector have probably already heard of FUCHS SE - Unsponsored ADR (FUPBY) and RPM International (RPM). But which of these two companies is the best option for those looking for undervalued stocks?
Investors looking for stocks in the Chemical - Specialty sector might want to consider either FUCHS SE - Unsponsored ADR (FUPBY) or RPM International (RPM). But which of these two stocks presents investors with the better value opportunity right now?
Fuchs SE (OTCPK:FUPBY) Q1 2025 Earnings Conference Call April 30, 2025 6:00 AM ET Company Participants Lutz Ackermann – Head of Investor Relations Stefan Fuchs – Chief Executive Officer Isabelle Adelt – Chief Financial Officer Conference Call Participants Michael Schaefer – ODDO BHF Martin Roediger – Kepler Cheuvreux Matthew Yates – Bank of America Lars Vom Cleff – Deutsche Bank Sebastian Bray – Berenberg Operator Dear ladies and gentlemen, welcome to the First Quarter Results 2025 Analyst Conference Call of Fuchs SE. This conference will be recorded.