Voestalpine AG (VOE) Earnings Call Transcripts

Voestalpine AG's Latest Earnings Call - June 3, 2026

In the first quarter of the fiscal year 2025-2026, Voestalpine AG reported a revenue of EUR 3.5 billion, down from EUR 4.18 billion year-over-year, primarily impacted by lower raw material prices and U.S. tariffs. The company achieved an EBITDA of EUR 1.5 billion, reflecting a significant increase of EUR 140 million compared to the previous year. Management maintained guidance for EBITDA between EUR 1.6 billion and EUR 1.85 billion, citing geopolitical uncertainties and ongoing tariff pressures as key factors influencing their outlook.

Reported metrics

Guidance from management

Management expects EBITDA for the fiscal year to be between EUR 1.6 billion and EUR 1.85 billion, maintaining their previous guidance despite increased uncertainties due to geopolitical factors and tariffs.

What management said

Good afternoon, ladies and gentlemen, and a warm welcome to our results presentation today of the business year 2025, 2026. With me is the complete Board of Voestalpine and [indiscernible] as the gentlemen will give you a brief overview of what has happened in the last business year as well as where we stand today as well as what our outlook expectations are. After the presentation, we will be very happy to answer qu...

I already reported on automotive components. I also referred back to the market that we do see that the market is even weaker than we thought in the beginning. So we will look into more cost measures. If we talk about cost measures that consists of different elements. I talked about procurement an order of magnitude here is difficult to say. I will not do it here, but there is more that we can gain. But I think the b...

What analysts pressed on

Analysts expressed concerns regarding the wider guidance range and the impact of U.S. tariffs on future performance. There were questions about the potential for revenue growth in light of ongoing geopolitical tensions and market conditions.

Main topics on the call

• Revenue Decline — Voestalpine's revenue decreased by EUR 680 million year-over-year, attributed to lower raw material prices and U.S. tariffs, which had a 'high double-digit million' negative impact. Management noted, 'we had a positive e...
• Strong EBITDA Performance — The company reported an EBITDA of EUR 1.5 billion, up EUR 140 million from the prior year, driven by cost-cutting measures and stable deliveries in key segments. The Steel division's performance was highlighted as a sign...
• Free Cash Flow Improvement — Voestalpine achieved a free cash flow of EUR 530 million, an increase from EUR 300 million in the previous year, indicating strong cash generation capabilities. This was supported by 'higher results' and 'changes in work...
• Guidance Maintenance — Management maintained their EBITDA guidance for the fiscal year at EUR 1.6 billion to EUR 1.85 billion, citing uncertainty due to geopolitical factors and tariffs. They stated, 'uncertainty is higher this year,' which co...

Read the full Voestalpine AG transcript (June 3, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 18 Voestalpine AG earnings call transcripts on record, spanning June 3, 2020 to June 3, 2026. Based on this history, Voestalpine AG reports semi-annually. The most recent call on file is dated June 3, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

VOE

Exchange

WBAG

Country

AT

Sector

Materials

Industry

Metals and Mining

Calls on record

18

First call

June 3, 2020

Most recent

June 3, 2026

Reporting cadence

semi-annually