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Investing.com -- Opmobility delivered mixed first-half 2025 results, with operating margins exceeding expectations despite lower-than-anticipated revenue.
The automotive supplier reported an operating margin 8% above consensus estimates, driven by successful cost reduction initiatives. This margin improvement came as consolidated revenues reached €5,413 million, representing a 1% year-over-year decline and falling 2% below company-compiled consensus.
The margin gains were primarily fueled by improvements in the Powertrain division (+126 basis points) and Modules segment (+57 basis points), which more than compensated for a 33 basis point decrease in the Exterior & Lighting division.
While net results fell 15% to €90 million, primarily due to reorganization costs and foreign exchange effects, free cash flow outperformed expectations by 14%, reaching €165 million.
Economic revenue, which includes joint ventures, increased by 1.6% on a like-for-like basis. This represents a 1.6 percentage point underperformance compared to the 3.1% increase in global automotive production during the first half of 2025.
Regional performance varied significantly, with Opmobility outperforming the market by 7.8 percentage points in Europe and 22 percentage points in Asia excluding China. However, the company continued to underperform in China by 8.7 percentage points and in North America by 4.1 percentage points.
By division, Modules showed the strongest performance with 5% year-over-year growth, while Exterior & Lighting and Powertrain declined by 5% and 3% respectively.
Despite ongoing macroeconomic uncertainties, Opmobility confirmed its full-year 2025 guidance, projecting year-over-year improvements across all financial metrics compared to 2024, including operating margin, net result, free cash flow, and net debt.
The company cited its solid first-half performance as the foundation for maintaining this outlook.
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