21st Austria weekly - Austriacard, Polytec, wienerberger, Strabag (13/11/2025)

kapitalmarkt-stimme.at daily voice 193/365: Warum hat die Investor Relations Abteilung von wienerberger Elon Musk kontaktiert und der sich dann sogar entschuldigt? Brigitta Schwarzer hat dazu spannende Infos und löst eine neue Serie aus. Hören: https://audio-cd.at/page/podcast/7574 Neue Serie (Un)nützliches Börsewissen aus den Podcasts von audio-cd.at: https://photaq.com/page/index/4176  >> Öffnen auf photaq.com

wienerberger: In the first nine months of the year, wienerberger delivered a resilient performance in a persistently challenging market environment. The company recorded revenues of €3.5 billion and operating EBITDA of €584 million, broadly in line with the prior-year period (€3.4 billion and €602 million respectively). While the roofing and piping solutions business grew year-on-year, a significantly weaker-than-expected market in the new residential housing segment in all geographies and inflationary cost pressure impacted the performance of the group. The extreme market volatility observed over the past three months across all end markets – most notably in the new residential housing segment – has resulted in a revised outlook for the remainder of 2025. For the current year, wienerberger expects its full-year operating EBITDA to be in line with the prior-year level.
Wienerberger: weekly performance: 5.85%

Strabag: The publicly listed European technology group for construction services Strabag SE today announced its figures for the first nine months of 2025. Output volume In the first nine months of 2025, the Strabag Group increased its output by 6% to € 14,447.07 million. Roughly half of this growth was due to the acquisition of Georgiou Group in Australia. In its established markets, Strabag recorded the strongest gains in Poland, the Czech Republic, and building construction and civil engineering in Germany, driven by major projects in the fields of mobility and energy infrastructure as well as industrial and high-tech construction. Strabag’s order backlog rose to € 31,362.00 million – surpassing the € 30 billion mark for the first time in company history. Year on year, this represents a substantial increase of 24% or € 6.0 billion. For the 2025 financial year, the Management Board is lowering its output forecast slightly to around € 20.5 billion. This still corresponds to growth of approximately 7% year on year and an increase in output across all operating segments. The EBIT margin target, on the other hand, is being raised to ≥ 5.0%.
Strabag: weekly performance: 10.92%

Polytec: The Polytec Groups's consolidated sales revenue in the months from January to September 2025 amounted to EUR 514.8 million, up 1.5% on the same period of the previous year (Q1-Q3 2024: EUR 507.1 million). The increase is mainly due to higher tooling and other engineering sales revenues. The Group’s EBIT rose from EUR 1.4 million to EUR 8.9 million in the first nine months of 2025 compared to the previous year. Consolidated earnings after tax for the months January to September 2025 turned very positive and amounted to EUR 2.4 million (Q1-Q3 2024: minus EUR 7.4 million).  The leading developer and manu­facturer of high-quality plastic components expects planned consolidated sales revenues in the range of EUR 660 million to EUR 680 million for the full 2025 financial year and is targeting an EBIT margin of around 2.5%. Furthermore, a positive result after tax is targeted for the full year 2025.
Polytec Group: weekly performance: 8.87%

Austriacard: Austriacard Holdings, the international applied technology group headquartered in Vienna, announces its 9M 2025 financial results. Group Revenues of €262.4m (14% reduction vs. 9M 2024), adversely impacted by the already realized in H1 2025 normalization in the Turkish payment card market as well as the temporary moderation vs. last year’s significant contribution of metal card sales to Fintech clients in Europe. Net Profit of €9.8m (vs. €16.3m in 9M 2024), burdened by the EBITDA reduction and by higher depreciation & amortization expenses (+12% vs. 9M 2024), despite lower financial expenses (-14% vs. 9M 2024). CEO Manolis Kontos: "Q3 2025 marked a return to growth momentum for AUSTRIACARD. Strong performance from both Document Lifecycle Management and Digital Technologies alleviated revenue headwinds from cyclical and macroeconomic factors, which burdened our Payment solutions segment performance in H1 2025.
Austriacard Holdings AG: weekly performance: 11.11%

(From the 21st Austria weekly https://www.boerse-social.com/21staustria (13/11/2025)

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1. kapitalmarkt-stimme.at daily voice 193/365: Warum hat die Investor Relations Abteilung von wienerberger Elon Musk kontaktiert und der sich dann sogar entschuldigt? Brigitta Schwarzer hat dazu spannende Infos und löst eine neue Serie aus. Hören: https://audio-cd.at/page/podcast/7574  Neue Serie (Un)nützliches Börsewissen aus den Podcasts von audio-cd.at: https://photaq.com/page/index/4176   >> Öffnen auf photaq.com

Aktien auf dem Radar:FACC, VIG, Zumtobel, Austriacard Holdings AG, Pierer Mobility, Rosenbauer, Rosgix, Andritz, SBO, BKS Bank Stamm, Oberbank AG Stamm, Amag, Flughafen Wien, Österreichische Post, Polytec Group, Strabag, salesforce.com, Volkswagen Vz., Siemens, Fresenius Medical Care, HeidelbergCement, MTU Aero Engines, DAIMLER TRUCK HLD..., BMW, Deutsche Post, Porsche Automobil Holding, CPI Europe AG, AT&S.

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