Ems Chemie stock falls on tepid FY-25 outlook

Published 07/02/2025, 11:40
© Reuters.

Investing.com -- Shares of Ems Chemie (SWX:EMSN) slipped 1% following the company’s announcement of its financial results for the fiscal year.

Despite reporting a 9% increase in EBIT to CHF 539 million year-on-year (YoY) for FY-24, Ems Chemie’s forward guidance projected only a "slight" EBIT increase of less than 10% YoY for FY-25, with potential sales decline due to foreign exchange headwinds.

The company’s net earnings showed a marginal rise, attributed to a tax benefit in FY-23, and a dividend increase from CHF 16.00 to CHF 17.25 was announced. Fourth-quarter sales were notably weak, coming in at CHF 482 million, a 2% decrease YoY, matching Stifel’s estimates but falling short of the consensus forecast of CHF 491 million. Organic growth in Q4 was reported at 1.4% YoY from a low base.

The second half of FY-24 saw EBIT meeting expectations at CHF 248 million, marking a 17% increase YoY. This growth was partially due to a particularly low base in the previous year, which included an inventory impact of approximately CHF -30 million in Q4-23. Ems Chemie had previously indicated that Q3 EBIT was significantly up, by more than 10%.

Analysts at Stifel commented on the earnings release, stating: "The FY-25 earnings momentum will be most likely back-end loaded towards H2-25, in our view."

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