Aumann AG (AAG) Earnings Call Transcripts

Aumann AG's Latest Earnings Call - March 31, 2026

In the fiscal year 2025, Aumann AG reported a significant revenue decline of 35% year-over-year, totaling EUR 204 million, primarily due to a challenging automotive market. Despite this, the company maintained strong profitability with an EBITDA margin of 13.8%, up from 11.5% the previous year. Management has provided guidance for 2026, projecting total revenue of around EUR 160 million and an EBITDA margin of 6% to 8%, indicating a cautious outlook as the company navigates ongoing market challenges.

Reported metrics

Guidance from management

For 2026, Aumann expects total revenue of around EUR 160 million and an EBITDA margin of 6% to 8%, indicating a cautious outlook for the year ahead.

What management said

Yes. The recurring revenue from after sales and services is approximately 10%. What we see in investment reluctance phases like 2025 and maybe also in '26 that some customers have higher volumes of retrofits of production lines, and this could, as long as the general CapEx is low, give maybe an additional increase on the aftersales side.

Yes. So M&A, as you know, is an important pillar of our strategy, that's for sure. That's not new. So as we said also in other calls before, so we switched a little bit the direction. So we are now looking especially for targets in the area of Next Automation. That's where we would like to expand our portfolio, and that's clear our target for 2026 to acquire a company in this area.

What analysts pressed on

Analysts expressed concerns regarding the decline in order intake and backlog, questioning the sustainability of profitability amid a challenging investment climate. There were also inquiries about the potential impact of competition from Chinese entrants in the EV market.

Main topics on the call

• Revenue Decline — Aumann's revenue fell to EUR 204 million, a 35% decrease from the previous year, driven by a 37% decline in the E-mobility segment. Management noted, "We entered the year aware that revenue would face a decline primarily...
• Strong Profitability — Despite lower revenue, Aumann achieved an EBITDA of EUR 28.2 million, resulting in a margin increase to 13.8%. This reflects effective cost management and operational efficiency, with management stating, "We reached EUR ...
• Next Automation Growth — The Next Automation segment saw a 54% increase in order intake year-over-year, reaching EUR 56.5 million. Management highlighted that this segment is gaining momentum, stating, "The Next Automation segment continues to g...
• Order Backlog Reduction — Aumann's order backlog decreased from EUR 184 million to EUR 122 million, indicating a contraction in future revenue potential. The CEO noted, "The overall investment climate remains challenging," which has impacted orde...

Read the full Aumann AG transcript (March 31, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 11 Aumann AG earnings call transcripts on record, spanning November 14, 2023 to May 12, 2026. Based on this history, Aumann AG reports quarterly. The most recent call on file is dated May 12, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

AAG

Exchange

XTRA

Country

DE

Sector

Industrials

Industry

Machinery

Calls on record

11

First call

November 14, 2023

Most recent

May 12, 2026

Reporting cadence

quarterly