BRIEF

on LEM HOLDING SA (isin : CH0022427626)

LEM HOLDING SA Reports Stable Sales and Updates Financial Ambitions

LEM HOLDING SA reported stable sales at constant exchange rates for the first half of 2025/26, with minor adjustments reflecting currency impacts. Reported sales declined by 5.3% to CHF 148.3 million, though growth was seen in sectors such as Automotive and Track. Bookings decreased slightly, aligning with market volatility.

The gross margin rebounded from 38.2% to 41.1% in the second quarter, driven by improved pricing strategies. EBIT for the first half reached CHF 11.4 million, with a net profit of CHF 6.8 million. The "Fit for Growth" program supported margin improvements despite ongoing challenges.

Looking ahead, LEM anticipates sales between CHF 265 to 290 million for 2025/26, with a focus on efficiency and market adaptation amid global uncertainties. The company revised mid-term goals, targeting 4 to 7% average annual sales growth and an EBIT margin between 10 to 15%.

R. E.

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