Romi SA (BSP:ROMI3) Q1 2025 Earnings Call Highlights: Strong Order Growth Amid Profit Margin ...

Release Date: April 16, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

Negative Points

Q & A Highlights

Q : Can the BW machines gain more market share in the US and Asia sectors? A : BW manufactures heavy machines with complete turnkey solutions for major projects globally, including the US, Asia, China, Europe, and Nordic countries. The market is oriented towards such solutions, and BW is recognized for its large engine solutions for energy generation systems. The demand for BW's products is tied to the global demand for energy station generators, with a solid order backlog for 2025 and 2026. Respondent: CEO

Q : What are the key drivers behind the significant growth in order entry and net revenue? A : The growth in order entry and net revenue is driven by a 31.2% increase in the roaming machines business unit and a doubling of order entry in the BW German subsidiary. This reflects customer trust and the effectiveness of delivering customized, complex technological solutions. Respondent: CEO

Q : How did the agricultural segment perform, and what is the outlook? A : The agricultural segment showed signs of recovery, with expectations for gradual normalization of productivity over the coming quarters. This is expected to drive growth in production volumes, particularly in rough and machined cast iron parts. Respondent: CFO

Q : What impact did the Plastic Brazil fair have on Romi's performance? A : The Plastic Brazil fair was very positive, providing an opportunity to launch new machines, particularly in blowers and injection. The fair contributed to positive results and increased exposure for Romi. Respondent: CFO

Q : How is Romi's financial position and cash flow management? A : Romi maintains a solid financial position with strong cash reserves. The company is positive about cash generation from its order backlog and remains financially solid, with loans covered by cash volumes. Respondent: CFO

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

This article first appeared on GuruFocus .