Stabilus SE Q3 2025 Earnings Call Transcript

The following is excerpted from the question-and-answer section of the transcript.

Question: Akshat Kacker - JPMorgan Chase & Co - Analyst : Akshat from JPMorgan. I have three questions, please. The first one on the demand environment. Could you just give us more details on OEM call-offs within the automotive sector and also some order intake trends across your different industrial businesses. Are you seeing any signs of stabilization? Or are there areas within the business that are starting to do better because when I think about your Q4 guide, the implied Q4 guide, you're basically guiding for a sequentially flattish quarter in terms of revenues and adjusted EBIT? So any more color there would be helpful. That's the first question. The second question is on APAC Powerise and China pricing. This is the third quarter where we have seen organic revenues down 15% within APAC Powerise. We have discussed customer mix before, could you just give us some details and your sense on when can we expect this to stabilize? And when can we expect Stabilus to return to growth in that specific business segment? And also, obviously, a linked question what does that mean for your pricing discussions with OEMs in that region? And the last one, I did hear you talking a lot about cost actions, variable and structural in the near and long term. Are you in a position today to give us some numbers or quantify the total amount of cost actions that you're taking going into next year, please?

Question: Akshat Kacker - JPMorgan Chase & Co - Analyst : Yes, it does.