Strabag SE (STR) Earnings Call Transcripts

Strabag SE's Latest Earnings Call - June 12, 2026

In the second quarter of fiscal year 2026, Strabag SE reported a construction output of over EUR 22 billion, marking an 8% increase year-over-year. The company achieved an EBIT margin of 5% to 5.5%, reflecting strong operational performance despite a challenging economic environment. Management proposed a dividend of EUR 2.90 per share, up 16% from the previous year, signaling confidence in future growth and profitability.

Reported metrics

Guidance from management

Management expects construction output to increase by 8% in 2026, reaching approximately EUR 22 billion, with an EBIT margin projected between 5% and 5.5%. This guidance reflects confidence in continued operational success and strategic execution.

What management said

Thank you very much, shareholders. I'd like to use the occasion to briefly introduce myself I was born in Hungary, I studied construction, engineering, and then I worked for the Hungarian role administration. Before in 2003, I became a technical head of concessions at Strabag. Most recently, I've been responsible as division manager for the regions South East and East. I think the great strength of Strabag is to work...

If you want to speak, we will call you when the time comes. I would ask you not to disrupt our AGM. Once again, I would ask you not to disrupt our AGM. The management board would like to continue with the report. Once again, you are disrupting our AGM. I will therefore have you accompanied out of the room. If you want to deposit your votes, I allow you to give someone a proxy to exercise your right to vote. I apolo...

What analysts pressed on

Analysts expressed concerns about the subdued residential construction market in Austria and Germany, questioning the potential impact on future growth. Additionally, there were inquiries regarding the effects of ongoing sanctions on certain shareholders and their implications for stock liquidity.

Main topics on the call

• Record Construction Output — Strabag achieved a construction output of over EUR 20 billion in 2025, a 6% increase, and anticipates an 8% increase to approximately EUR 22 billion in 2026. Management noted, "This makes us one of the most financially s...
• Increased Order Backlog — The order backlog reached over EUR 30 billion, a 24% increase, which secures capacity utilization through 2028. Management stated, "This allows us to be even more flexible in our project selection."
• Dividend Increase — The proposed dividend of EUR 2.90 per share represents a 16% increase from the previous year, reflecting strong financial performance. Management expressed, "We would like to share this success with you."
• Focus on Growth Markets — Management outlined a strategic focus on four growth markets: mobility infrastructure, energy and water infrastructure, high-tech buildings, and building decarbonization. This strategy is expected to drive sustainable gr...

Read the full Strabag SE transcript (June 12, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 23 Strabag SE earnings call transcripts on record, spanning April 29, 2020 to June 12, 2026. Based on this history, Strabag SE reports quarterly. The most recent call on file is dated June 12, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

STR

Exchange

WBAG

Country

AT

Sector

Industrials

Industry

Construction and Engineering

Calls on record

23

First call

April 29, 2020

Most recent

June 12, 2026

Reporting cadence

quarterly