Knaus Tabbert stock rises despite revenue miss

Published 19/03/2025, 09:42
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Investing.com -- Shares of Knaus Tabbert (ETR:KTA) climbed 6.5% following the announcement of the company’s preliminary financial results for 2024 and its outlook for 2025. Despite reporting consolidated revenue of EUR1,082m for 2024, which fell 6% short of market expectations, the company’s stock moved upwards.

The German recreational vehicle manufacturer revealed an adjusted EBITDA of EUR28m, equating to a margin of 2.6%, which was in line with consensus estimates. Looking ahead, Knaus Tabbert anticipates a revenue of EUR1,000m for 2025, indicating an 8% decrease from its 2024 preliminary results and 13% below the consensus of EUR1,156m.

However, the company’s forecast for an adjusted EBITDA margin between 5.0-6.5% for 2025 surpasses the consensus estimate of 4.8%. The positive market reaction can be attributed to the company’s comprehensive improvement measures aimed at boosting future profitability.

These measures include enhancing production efficiency by streamlining the chassis portfolio, phasing out low-demand product versions, and concentrating on high-demand categories. Knaus Tabbert has also been proactive in negotiating better pricing and delivery terms with its suppliers.

In recent months, the company has successfully reduced its vehicle inventory by approximately 2,000 units through targeted incentives and a 15% reduction in headcount from October 2024 to February 2025.

The strategic hiring of industry veterans such as Jochen Hein, the incoming Chief Operating Officer with previous experience at Hymer GmbH, and consultant Matjaž Grm, former Chief Sales Officer of Adria Mobil, has also bolstered investor confidence.

The full financial report for 2024 is scheduled to be released on March 31.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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