Stadler Rail: EBIT margin sinks, sales destination for 2024 wobbles!

Stadler Rail: EBIT margin sinks, sales destination for 2024 wobbles!

Stadler Rail, Schweiz - nag/nag editors -

The Stadler Rail share has experienced a dramatic decline after the company has issued a winning warning. On November 13, 2024, it became known that storm disasters significantly affected the production of the Zugbauer eastern Switzerland. These natural events not only disturbed the operating processes, but also corrected the forecasts for 2024 downwards. According to Cash will decrease the EBIT margin by up to 2 percentage points, while the desired sales target of CHF 3.5 to CHF 3.7 billion is no longer available.

The effects of the storms are devastating: Although the main work in Bussnang remained undamaged, several outer warehouse in Valencia and around 30 suppliers were strongly hit. These suppliers cannot deliver the required components, which leads to a deficit of 150,000 to 200,000 production hours, which must be moved into 2025. This means that the delivery of planned vehicles is significantly delayed, such as Market screener reported.

a setback for the future

The problems of Stadler Rail are not limited to the natural disasters. A large order from Berlin is also plagued by delays. The company had won a significant order from Berlin transport companies in 2019, but due to legal disputes and software problems, production has stalled. So far, only 376 of the planned 1500 cars have been ordered, which significantly impaired the work of the work in Berlin-Pankow.

The corporate management has exposed the guidance for the financial years 2025 and 2026, since the exact effects of the current situation are not yet foreseeable. Stadler Rail plans to present updated financial planning in the first quarter of 2025 in order to be able to better assess the situation. The company emphasizes that it will develop a "catch-up program", similar to aftercovid pandemic, to catch up quickly.

The reaction of the market

The reaction of the investors was correspondingly negative. Stadler Rail's share fell by over 11 percent and reached a new all -time low. Investors are concerned about the company's ability to recover from these setbacks and achieve the desired goals. The uncertainties related to the production capacities and future orders raise questions that put a great impact on the market mood.

Overall, Stadler Rail faces a challenging time. The company has brought the company into a precarious location the combination of natural disasters, production delays and legal difficulties. The coming months will be decisive to see how Stadler Rail reacts to these challenges and whether it is possible to regain the trust of investors.