Austria's Lenzing 2025 revenue falls 2.3%, misses estimates

Lenzing AG

19/03/2026 06:46

((This story was generated using AI and automation, please see
disclaimer https://bit.ly/rtrsnai))
    
    Overview
  
    * Austria specialty fiber producer's 2025 revenue fell 2.3%, missing analyst expectations
    * Adjusted EBITDA rose 7.6% as cost savings exceeded EUR 200 mln
    * Company to cut around 600 jobs in Austria as part of cost program

    
    Outlook
  
    * Company expects generic fiber prices to remain under pressure due to further capacity additions
    * Slightly improved price trends and demand in pulp and fiber businesses observed in Q1 2026
    * Lenzing to continue transformation and premiumization strategy to enhance profitability

    
    Result Drivers
  
    * LOWER SALES VOLUMES AND PRICES - Co said revenue declined mainly due to reduced fiber sales volumes and lower prices for fibers and pulp, further impacted by currency developments
    * COST SAVINGS AND EFFICIENCY - Adjusted EBITDA rose as Lenzing implemented cost-saving measures and improved efficiency in core processes
    * MARKET EXPANSION - New customers and expansion into higher-margin markets in North America and Asia supported revenue development

    
Company press release:  ID:nEQ1myH6Ta 
    
    Key Details
  
                               
                               
 Metric    Beat/Mis  Actual    Consensu
           s                   s
                               Estimate
                               
                               
 FY        Miss      EUR 2.60  EUR 2.64
 Revenue             bln       bln (6
                               Analysts
                               )
 FY EPS              -EUR       
                     5.45      
 FY Net              -EUR       
 Income              135.20    
                     mln       
 FY Capex            EUR        
                     141.10    
                     mln       
 FY                  EUR 413    
 EBITDA              mln       
 FY                  15.90%     
 EBITDA                        
 Margin                        
    
    Analyst Coverage
  
    * The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 4 "hold" and 1 "sell" or "strong sell"
    * The average consensus recommendation for the specialty chemicals peer group is "buy."
    * Wall Street's median 12-month price target for Lenzing AG is €25.00, about 15.2% above its March 18 closing price of €21.70

    
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact .

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)