Lenzing stock jumps on robust Q4 results and raised savings target

EditorSenad Karaahmetovic
Published 14-03-2025, 02:42 pm
© Reuters.

Investing.com -- Shares of Lenzing AG surged 9.5% following the release of their fourth-quarter financial results, which revealed higher-than-expected cost savings and an increase in EBITDA margin. The company also announced an upward revision of its cumulative savings target by 2025.

Lenzing, known for its fiber production, stated that while apparel demand remained flat, the nonwoven market was more robust. The company saw a slight increase in generic fiber prices in the second half of the year compared to the first half, with prices appearing to stabilize in the first quarter.

Despite facing sequential increases in energy and caustic soda prices in the fourth quarter, Lenzing’s cost-saving initiatives significantly exceeded expectations, contributing to the positive financial outcome.

For the second half of the year, Lenzing posted an EBITDA of approximately €252 million, a notable increase from €184 million in the first half. This improvement was partly due to a revaluation of biological assets, which had a positive impact of €10 million.

The EBITDA margin for the second half stood at 41%, up from 33% in the previous period, indicating efficient cost management and favorable pricing dynamics.

In light of these results, Lenzing has revised its cost savings goal, aiming for €180 million in cumulative savings by 2025, up from the previous target of €100 million. This ambitious new target reflects the company’s confidence in its ability to streamline operations and maintain financial discipline.

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