Werbung Gurit meldet erfolgreiches Transformationsjahr bei einem Nettoumsatz von CHF 319,6 Mio. Mitteilungen Produkte Techniken-Windkraft Windenergie Windparks Wirtschaft 2. März 2026 Hinweis: Die Bildrechte zu den Beitragsfotos finden Sie am Ende des Artikels Gurit meldet Nettoumsatz von CHF 319,6 Mio. und eine bereinigte operative Marge von 8,1 % für 2025 – ein erfolgreiches Transformationsjahr (WK-intern) – Gurit (SIX Swiss Exchange: GURN) meldet heute einen Nettoumsatz von CHF 319,6 Mio. für das Gesamtjahr 2025 und übertrifft damit die Prognose von CHF 300 Mio. . Das Unternehmen erzielte eine bereinigte operative Marge von 8,1 %, deutlich über den 6,9 % des Kalenderjahres 2024. Unter Berücksichtigung von Restrukturierungen, Wertminderungen und Verlusten aus Unternehmensverkäufen lag die operative Marge bei -13,5 %. Der Nettoumsatz ging währungsbereinigt um 22 % bzw. in CHF gerechnet um 26 % zurück, was im Wesentlichen auf aufgegebene Geschäftsbereiche zurückzuführen ist. Gurit übertraf die Erwartungen und demonstrierte eine deutlich verbesserte operative Profitabilität. 2025 war ein entscheidendes Transformationsjahr für Gurit. Gurit hat das Restrukturierungsprogramm im Laufe des Jahres erfolgreich umgesetzt und abgeschlossen. Dies führte zu einer Stärkung der operativen Grundlagen und einer Fokussierung auf die attraktivsten und profitabelsten Segmente des Portfolios. Trotz eines herausfordernden Marktumfelds, geprägt von Tarifunsicherheit, selektiver Kundennachfrage und dem geplanten Ausstieg aus nicht profitablen Aktivitäten, erzielte Gurit entscheidende Fortschritte bei der Transformation zu einem widerstandsfähigeren, innovativeren, robusteren und diversifizierteren Unternehmen. Die disziplinierte Umsetzung, die kommerziellen Erfolge und die gezielten Investitionen von Gurit sowie die verbesserte Marktdynamik – insbesondere im Bereich Windenergie – ermöglichen es Gurit, mit Zuversicht und Schwung in das Jahr 2026 zu starten. Aufbauend auf einem sich verbessernden Windenergiemarkt für strategische OEMs – unterstützt durch ein starkes Jahresendgeschäft und eine verbesserte Kundensichtbarkeit – ist Gurit bestens positioniert, um seine Multi-Market-Strategie weiter voranzutreiben, die Diversifizierung über die Geschäftssegmente hinweg zu stärken und seine starke Präsenz in den Bereichen Marine und Industrie auszubauen. Mit einer gestärkten globalen Präsenz und einer gefestigten Position als führender Anbieter von Hochleistungsmaterialien konzentriert sich das Unternehmen weiterhin darauf, Kunden durch nachhaltige und leistungsstarke Materiallösungen zu mehr Energieeffizienz zu verhelfen. Gurits hohe Innovationskraft, gepaart mit einem schlankeren Betriebsmodell und einer geschärften strategischen Ausrichtung, bildet eine solide Grundlage für verbesserte Ergebnisse und langfristige Wertschöpfung. Der Geschäftsbereich Windmaterialien erzielte 2025 einen Nettoumsatz von 190,1 Mio. CHF. Dies entspricht einem Rückgang von 29,9 % gegenüber 2024 (währungsbereinigt), hauptsächlich aufgrund des geplanten Ausstiegs aus dem Geschäft mit Kohlenstofffaser-Pultrusion. Im fortgeführten Geschäft belief sich der Nettoumsatz auf 164,1 Mio. CHF, was einem Rückgang von 3,2 % (währungsbereinigt) entspricht. Obwohl der Jahresvergleich die negativen Auswirkungen struktureller Anpassungen auf den Nettoumsatz widerspiegelt, entwickelte sich das Segment 2025 besser als erwartet. Dies wurde durch die starke Nachfrage westlicher OEMs im Laufe des Jahres sowie einen deutlichen Anstieg von Auftragseingang und Auslieferungen getragen. Der Ausstieg aus unrentablen Marktsegmenten verbesserte die Wettbewerbsfähigkeit und schärfte den Fokus auf Kernmaterialien, während gezielte Restrukturierungsmaßnahmen die Profitabilität und operative Effizienz weiter steigerten. Ein besonderes Highlight war die Unterzeichnung eines wegweisenden langfristigen Liefervertrags mit einem führenden westlichen Windkraftanlagenhersteller – der erste Großauftrag auf Basis der OptiCore-Kernkit-Technologie. Dieser Meilenstein unterstreicht die starke Marktakzeptanz der Innovationspipeline von Gurit und stärkt die Position des Unternehmens auf dem globalen Windmarkt. Mit Blick auf das Jahr 2026 blickt Gurit optimistisch auf die sich verbessernde Marktdynamik, die vertieften Kundenpartnerschaften und die robustere operative Struktur, die eine solide Basis für weiteres Wachstum bilden. Der Geschäftsbereich Manufacturing Solutions erzielte 2025 einen Nettoumsatz von 41,4 Mio. CHF, was einem leichten Rückgang von 2,2 % gegenüber 2024 (währungsbereinigt) entspricht und den Erwartungen genügt. Wie bereits angekündigt, verlief der Start in das Jahr 2025 in diesem Geschäftsbereich schwächer als erwartet. Westliche Kunden verschoben Investitionsentscheidungen aufgrund der Unsicherheit im Zusammenhang mit Zöllen sowie der anhaltenden Volatilität des globalen Marktes im ersten Halbjahr. Sie warteten auf Klarheit, bevor sie sich zu Rotorblattinstallationen oder -verlagerungen entschlossen. Trotz dieser vorübergehenden Verlangsamung zeigte das Unternehmen Widerstandsfähigkeit und stärkte seine Fundamentaldaten weiter. Der indische Markt entwickelte sich das ganze Jahr über dynamischer als erwartet, schuf vielversprechende regionale Wachstumschancen und trug dazu bei, die Schwäche in den westlichen Märkten auszugleichen. Mit der nachlassenden Unsicherheit bezüglich der Tarife konkretisierten mehrere Windkunden in der zweiten Jahreshälfte ihre Investitionsentscheidungen, was, wie erwartet, zu einer deutlichen Leistungsverbesserung zum Jahresende führte. Mit Blick auf das Jahr 2026 profitiert der Geschäftsbereich von der Umsetzung von Investitionsentscheidungen, der wiederauflebenden Kundenaktivität, abgeschlossenen Projekten und der Klarheit seines Angebots. Hinzu kommen klarere Marktsignale und eine voraussichtlich stärkere globale Nachfrage. GURIT REPORTS NET SALES OF CHF 319.6M AND AN ADJUSTED OPERATING RESULT MARGIN OF 8.1% FOR 2025, SUCCESSFULLY DELIVERING A YEAR OF TRANSFORMATION Gurit (SIX Swiss Exchange: GURN) today reports net sales of CHF 319.6 million for the full year 2025, exceeding its outlook of CHF 300 million. The company achieved an adjusted operating result margin of 8.1%, well above the 6.9% of the calendar year 2024. Including restructuring, impairments and loss on business divestments, the operating result margin was -13.5%. Net sales represented a decrease of -22% at constant exchange rates or -26% in reported CHF, largely attributable to discontinued businesses. Gurit delivered results ahead of its expectations, demonstrating significantly improved underlying profitability. 2025 marked a decisive year of transformation for Gurit. Throughout the year, Gurit successfully executed and completed its restructuring program, which has resulted in strengthening its operational foundations, and sharpening its focus on the most attractive and profitable segments across its portfolio. Despite a challenging market environment shaped by tariff uncertainty, selective customer demand, and the planned exit from non‑profitable activities, Gurit made decisive progress on its transformation into a more resilient, innovative, robust and diversified company. Gurit’s disciplined execution, commercial achievements, and targeted investments together with improved market dynamics – especially in Wind – allow Gurit to enter 2026 with confidence and momentum. Building on an improving Wind market for strategic OEMs – supported by strong year‑end activity and renewed customer visibility – Gurit is well positioned to continue advancing its multi‑market strategy, driving greater diversification across business segments and building on a strong presence in the Marine & Industrial markets. With a strengthened global footprint and a reinforced position as a leader in performance materials, the company remains focused on empowering customers to enhance energy efficiency through sustainable, high-performing material solutions. Gurit’s strong innovation capabilities, coupled with a leaner operating model and sharper strategic focus, provide a solid foundation for delivering improved results and creating long‑term value. Wind Materials recorded net sales of CHF 190.1 million for 2025. This represents a decrease of -29.9% at constant exchange rates compared to 2024, primarily due to the planned exit from the carbon fiber pultrusion business. For continued operations, net sales amounted to CHF 164.1 million, reflecting a -3.2% decrease at constant exchange rates. Although year‑on‑year comparison reflects the negative impact of structural adjustments on the net sales, the segment delivered a stronger‑than‑anticipated performance in 2025, driven by solid demand from Western OEMs during the year, with a clear acceleration in order intake and deliveries. The exit from non‑profitable market segments improved competitiveness and sharpened the focus on core materials, while targeted restructuring initiatives further improved profitability and operational efficiency. A major highlight was the signing of a landmark long‑term supply agreement with a leading Western wind turbine OEM – the first major contract based on OptiCore core‑kit technology. This milestone underscores the strong commercial traction of Gurit’s innovation pipeline and reinforces the company’s positioning in the global Wind market. Entering 2026, Gurit is encouraged by improving market dynamics, deeper customer partnerships, and a more resilient operational set-up, providing a solid basis for continued progress. Manufacturing Solutions achieved net sales of CHF 41.4 million in 2025, representing a modest decline of -2.2% at constant exchange rates compared to 2024, in line with expectations. As previously flagged, this business experienced a softer-than-expected start to the year 2025. Western customers postponed investment decisions amid tariff‑related uncertainty, along with the ongoing volatility in the global market in the first half, with customers waiting for clarity before committing to blade‑line installations or relocations. Despite this temporary slowdown, the business demonstrated resilience and continued to strengthen its fundamentals. The Indian market delivered stronger‑than‑expected momentum throughout the year, creating promising regional growth opportunities and helping offset the softness in Western markets. As tariff uncertainty eased, several Wind customers firmed-up investment decisions in the second half, leading to a notable improvement in performance toward year‑end, as anticipated. Entering 2026, the Business Unit is supported by an unlocking of investment decisions, renewed customer activity, project completions and clarity of its offering. With clearer market signals and stronger expected global demand foundations, the business is well positioned to build on this momentum. Marine and Industrial reported net sales of CHF 88.3 million in 2025, representing a decrease of -8.4% at constant exchange rates compared to 2024. The Business Unit experienced generally a soft year in 2025, influenced by tariff-related uncertainty in the U.S. and more cautious ordering patterns in the Marine segment. Despite these headwinds, the business delivered strong progress in business development across new applications and end‑markets, underscoring the strength of Gurit’s multi-market strategy and diversification efforts. A major highlight of the year was the signing of a multi‑year contract, securing Corecell structural foam supply for the subsea sector. This long‑term agreement reinforces Gurit’s position in this demanding market and confirms the growing relevance of its materials, particularly Corecell S-Foam for high-performance marine applications. Momentum also strengthened across emerging industrial end‑markets, reflecting the growing demand for lightweight solutions using recycled PET. Looking ahead, Gurit’s Marine & Industrial Business Unit is reaching a new milestone for its involvement in the subsea sector. As announced in February, Gurit has outlined its expansion into the Americas. This initiative includes the ramp‑up of its current site in Dallas, U.S., increasing regional responsiveness and supporting long-term growth in this sector. With a deepening foothold in subsea, emerging industrial applications, and a stronger Americas footprint, Marine & Industrial enters 2026 with solid prospects, although sentiment remains more cautious in the Marine market. The combination of new long‑term contracts expanded geographic presence, and focused investment in high‑value materials provides the business with a good foundation for sustained, long-term profitable development. 1 Excluding discontinued operations * Alternative GAAP measure: please refer to page 130 in the annual report Streamlining and Operational Initiatives Gurit continued to advance its streamlining initiatives in 2025, completing its strategic realignment program and the planned global footprint optimization, including site consolidations and SG&A right‑sizing. These measures created a leaner, more focused organization, strengthened operational efficiency, and improved the underlying profitability going forward. The total restructuring expenses amounted to CHF 4.3 million. With the completion of the restructuring, Gurit is more resilient and better positioned to take advantage of long-term opportunities and further improve margins going forward. Supply Chain Global logistics remained volatile in 2025, with fluctuations in freight rates and transit times. Gurit proactively relieved these pressures through disciplined market monitoring, flexible contracting, and optimized inventory levels across transit and external warehousing. Enhanced supplier collaboration and sourcing closer to demand further improved network efficiency. These measures ensured uninterrupted operations and improved customer service throughout the year U.S. Tariffs The U.S. tariffs environment continued to evolve in 2025, with ongoing policy adjustments and legal reviews creating uncertainty around duty scope and timing. Indirect effects on customer planning were more pronounced in the first half but eased as the year progressed. Gurit proactively mitigated these impacts through increased local and regional sourcing for tariff‑sensitive flows, targeted commercial pass‑throughs, and selective rerouting or origin qualification to protect service levels and total landed cost. Profitability The adjusted operating result margin improved over the full calendar year to 8.1% (2024: 6.9%). Including restructuring and impairments, the operating result margin is -13.5%. The operating result was impacted by losses on business divestments and restructuring of which CHF 64.2 million are related to non-cash loss from goodwill recycling of the discontinued carbon fiber pultrusion business. Gurit reported in 2025 a result for the year of CHF -60.4 million (2024: CHF -27.8 million). This represents earnings per share of CHF -12.90 (2024: CHF -5.97). Cash Flow and Balance Sheet Despite the transformational efforts, Gurit generated a solid net cash flow from operating activities of CHF 19.9 million, a marked improvement over the CHF 13.5 million achieved in 2024. Capital expenditures totaling CHF 8.7 million were targeted and focused, being down from CHF 10.5 million in the prior year and reflecting disciplined project execution while continuing investing in operational efficiency. In the calendar year 2025, Gurit delivered a free cash flow of CHF 12.3 million (2024: CHF 4.4 million). With strong operational and financial discipline, the company managed to reduce its net debt to CHF 55.0 million as per December 31, 2025 (CHF 62.7 million as per December 31, 2024). The existing bilateral credit lines were consolidated and replaced ahead of their maturity by a multilateral credit agreement concluded in February 2025 with a term of three years. The new credit agreement improves financial flexibility and provides Gurit with stronger resilience. Sustainability Journey – Delivering on ESG Gurit continues to advance steadily on its sustainability journey, driven by strong engagement across its production sites and a clear focus on reducing environmental impact and strengthening responsible sourcing. The company also reinforced its human rights and supplier due diligence practices, further embedding sustainability into its operations. This commitment is reflected in consistently strong external assessments: Gurit was again awarded an EcoVadis Gold Medal, confirming its leadership position, and continues to hold a solid MSCI A rating, underscoring its effective management of industry‑specific ESG risks. More details are available in the Sustainability Report which is part of the integrated Annual Report. Outlook For the financial year 2026, Gurit expects net sales from continued operations to increase at a mid-single-digit rate, at constant exchange rates, and an adjusted operating result margin improving vs. 2025. The company is closely monitoring the geopolitical situation and market developments, including currency fluctuations, and will update its outlook, as needed, as visibility improves. Post 2026, Gurit expects a mid-to-high-single-digit growth in Wind and a high-single-digit growth in non-Wind business and confirms its target of a 10% operating result margin. Publications The Gurit Annual Report 2025 is available online at https://www.gurit.com/reports/. The Sustainability Report 2025 is available as a part of the integrated Annual Report or as a separate document on the Gurit website at https://www.gurit.com/sustainability-report/. Media and Analyst Conference The results will be discussed at a joint media and analyst webcast on March 2, 2026, at 09:00 am CET. The presentation will be held in English and will be accessible as a public webcast at https://www.gurit.com/presentations/. An archived version will later be made available on the same link. Roadshow In the afternoon of March 2, 2026, Gurit Management will be available to meet investors at a roadshow on the premises of Zürcher Kantonalbank in Zurich. For more information: https://broker.zkb.ch/en/home/corporate-access/calendar.html. Annual General Meeting of Shareholders on April 16, 2026 The Annual General Meeting will be held on April 16, 2026, at 04:30 pm CET at SIX Convention Point, Zurich. The share register will close on Monday, March 16, 2026, at 05:00 pm CET. Contacts for shareholders to register their shares or for address changes: share.register@computershare.ch. The Board of Directors will propose that no dividend will be distributed for the financial year 2025, as the company aims to continue to reduce its indebtedness. Preserving financial flexibility and maintaining full compliance with the financing arrangements remain the company’s priorities. The Board of Directors will revisit the reinstatement of a dividend when conditions allow. Gurit remains confident in its long-term trajectory and is committed to disciplined execution and delivering long-term value for its shareholders. The full invitation to the AGM including all motions proposed by the Board of Directors will be available for download at least 20 days prior to the AGM at: https://www.gurit.com/general-meetings/. About Gurit The subsidiaries of Gurit Holding AG, Wattwil/Switzerland, (SIX Swiss Exchange: GURN) are specialized in the development and manufacture of advanced composite materials, composite tooling equipment and core kitting services. The product range comprises structural core materials, structural profiles, prepregs, formulated products such as adhesives and resins as well as structural composite engineering. Gurit supplies global growth markets such as the wind turbine industry, marine, building and many more. Gurit operates production sites and offices in Australia, Canada, China, Denmark, Ecuador, India, Mexico, New Zealand, Poland, Spain, Switzerland, United Kingdom, and the United States. www.gurit.com PR: Gurit Group Communications PB: Composite tooling, materials and kits for wind blades Weitere Beiträge:Öko-Institut-Studie: Seltene Erden-Aufbereitung in Malaysia ohne schlüssiges AbfallkonzeptNiedersachsens Umweltminister Stefan Wenzel nimmt an Deutschen Windenergiekonferenz 2015 teilKooperationen für die Energie- und Mobilitätswende
