Semperit AG Holding: US tariff policy and lower global order activity lead to adjustment of EBITDA guidance for 2025 – Guidance 2026 suspended due to current high uncertainties

Vienna, April 8, 2025 – The tariffs imposed by the US on imports of varying amounts, as well as a continued slowdown in order intake and the resulting capacity adjustments will have a significant impact on the current business performance of Semperit AG Holding based on current forecasts. Against this background and assuming that the recently announced tariffs will remain unchanged for Semperit’s main production sites, the Executive Board expects an operating EBITDA in the range of EUR 65 million to EUR 85 million (originally: EUR 70 million to EUR 90 million) for the 2025 financial year.

In view of the current high level of uncertainty regarding further or modified protectionist measures and the start of a broader economic recovery, the medium-term target, according to which operating EBITDA should reach around EUR 120 million in 2026, has been suspended for the time being.

In the 2024 financial year, the US market accounted for around EUR 76 million of revenue (total revenue: EUR 676.6 million). The tariffs imposed by the US on imports are expected to lead to additional costs and unfavorable shifts in volume, particularly in the Semperit Industrial Applications division (SIA, mainly affecting hoses).

The Semperit Engineered Applications (SEA) division is characterized by continued restrained order activity due to the market environment. Against this backdrop, Semperit’s Executive Board has decided to adjust capacities temporarily.

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About Semperit

The publicly listed Semperit AG Holding is an internationally oriented group of companies that develops, produces and sells high-quality elastomer products and applications for industrial customers in over 100 countries worldwide through its two divisions, Semperit Industrial Applications and Semperit Engineered Applications. With its highly efficient production and cost leadership, the Semperit Industrial Applications division focuses on industrial applications in connection with large-scale production, including hydraulic and industrial hoses as well as profiles. The Semperit Engineered Applications division comprises the production of escalator handrails, conveyor belts, cable car rings, other engineered elastomer products, as well as the Rico Group, and focuses on customized technical solutions. The traditional Austrian company was founded in 1824 and is headquartered in Vienna. The Semperit Group employs around 4,000 people worldwide and has 16 production sites and numerous sales offices in Europe, Asia, Australia and America. In the 2024 financial year, the Group generated revenue of EUR 676.6 million and EBITDA of EUR 84.9 million.