Daetwyler Holding AG Refines FY2026 Guidance, Shares Decline
Daetwyler Holding AG (SIX:DAE) announced that its full‑year 2026 guidance has been refined, now projecting sales and profitability to increase gradually versus fiscal 2025, a shift from the earlier outlook that anticipated a direct increase. Following the guidance update, the company’s share price fell 5.01% on the day of the announcement.
For the first half of fiscal 2026, Daetwyler reported group sales of CHF583 million, representing 4.6% organic year‑on‑year growth and surpassing the LSEG consensus of CHF574 million. Reported EBIT for the period was CHF76 million, yielding an EBIT margin of 13.0%, which was marginally below the consensus estimate of CHF77 million and the expected margin of 13.3%. Net income amounted to CHF41 million, compared with the consensus expectation of CHF44 million.
Segment performance was mixed. The Healthcare Solutions segment generated CHF242 million in sales, driven by 9.5% organic growth, supported by the ramp‑up of new customer projects and higher volumes in existing applications. This segment reported EBIT of CHF51 million, corresponding to a 21% margin. The Industrial Solutions segment recorded CHF342 million in sales, reflecting 1.1% organic growth amid subdued demand in industrial and automotive end markets, and posted EBIT of CHF25 million, resulting in a 7.3% margin.
According to LSEG consensus, fiscal 2026 sales are expected to reach CHF1.17 billion with 6.0% organic growth and an adjusted EBIT margin of 13.8%. The updated guidance indicates a low‑single‑digit to mid‑single‑digit downside risk to the consensus EPS estimates for fiscal 2026.