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Pva Tepla Ag Earnings Calls
| Release date | Nov 12, 2025 |
| EPS estimate | $0.203 |
| EPS actual | $0.223 |
| EPS Surprise | 9.64% |
| Revenue estimate | 69.987M |
| Revenue actual | 65.478M |
| Revenue Surprise | -6.44% |
| Release date | Aug 13, 2025 |
| EPS estimate | $0.236 |
| EPS actual | $0.153 |
| EPS Surprise | -35.02% |
| Revenue estimate | 80.103M |
| Revenue actual | 71.578M |
| Revenue Surprise | -10.64% |
| Release date | May 14, 2025 |
| EPS estimate | $0.168 |
| EPS actual | $0.186 |
| EPS Surprise | 11.15% |
| Revenue estimate | 65.749M |
| Revenue actual | 64.469M |
| Revenue Surprise | -1.95% |
| Release date | Feb 12, 2025 |
| EPS estimate | $0.456 |
| EPS actual | $0.181 |
| EPS Surprise | -60.26% |
| Revenue estimate | 79.712M |
| Revenue actual | 74.329M |
| Revenue Surprise | -6.75% |
Last 4 Quarters for Pva Tepla Ag
Below you can see how TPLKF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Feb 12, 2025 |
| Price on release | $14.46 |
| EPS estimate | $0.456 |
| EPS actual | $0.181 |
| EPS surprise | -60.26% |
| Date | Price |
|---|---|
| Feb 06, 2025 | $14.46 |
| Feb 07, 2025 | $14.46 |
| Feb 10, 2025 | $14.46 |
| Feb 11, 2025 | $14.46 |
| Feb 12, 2025 | $14.46 |
| Feb 13, 2025 | $14.46 |
| Feb 14, 2025 | $14.46 |
| Feb 17, 2025 | $14.46 |
| Feb 18, 2025 | $14.46 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
| Release date | May 14, 2025 |
| Price on release | $19.50 |
| EPS estimate | $0.168 |
| EPS actual | $0.186 |
| EPS surprise | 11.15% |
| Date | Price |
|---|---|
| May 08, 2025 | $19.50 |
| May 09, 2025 | $19.50 |
| May 12, 2025 | $19.50 |
| May 13, 2025 | $19.50 |
| May 14, 2025 | $19.50 |
| May 15, 2025 | $19.50 |
| May 16, 2025 | $19.50 |
| May 19, 2025 | $19.50 |
| May 20, 2025 | $19.50 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
| Release date | Aug 13, 2025 |
| Price on release | $23.30 |
| EPS estimate | $0.236 |
| EPS actual | $0.153 |
| EPS surprise | -35.02% |
| Date | Price |
|---|---|
| Aug 07, 2025 | $23.30 |
| Aug 08, 2025 | $23.30 |
| Aug 11, 2025 | $23.30 |
| Aug 12, 2025 | $23.30 |
| Aug 13, 2025 | $23.30 |
| Aug 14, 2025 | $23.30 |
| Aug 15, 2025 | $23.30 |
| Aug 18, 2025 | $23.30 |
| Aug 19, 2025 | $23.30 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
| Release date | Nov 12, 2025 |
| Price on release | $24.25 |
| EPS estimate | $0.203 |
| EPS actual | $0.223 |
| EPS surprise | 9.64% |
| Date | Price |
|---|---|
| Nov 06, 2025 | $28.00 |
| Nov 07, 2025 | $32.40 |
| Nov 10, 2025 | $28.00 |
| Nov 11, 2025 | $28.00 |
| Nov 12, 2025 | $24.25 |
| Nov 13, 2025 | $24.00 |
| Nov 14, 2025 | $24.25 |
| Nov 17, 2025 | $24.00 |
| Nov 18, 2025 | $24.00 |
| 4 days before | -13.39% |
| 4 days after | -1.03% |
| On release day | -1.03% |
| Change in period | -14.29% |
Pva Tepla Ag Earnings Call Transcript Summary of Q3 2025
Key points for investors:
- Q3 results: Revenue of EUR 55.8m (significantly below expectations) due primarily to customer-side, trade/transportation and authorization delays; management emphasizes these are timing shifts rather than cancellations. 9M gross margin ~32% YTD; Q3 gross margin dipped to 29.4% due to lower capacity utilization and a temporary product-mix effect.
- Order intake and demand: Strong order intake in Q3 (~EUR 33m), book-to-bill of 1.3 (best since Q3 2023). Metrology remains a key growth driver; Materials Solutions (including SiC synthesis and high-tech anode materials) showed notable uptick.
- Guidance and outlook: FY2025 guidance updated to revenue EUR 235m–255m and EBITDA EUR 25m–30m to reflect timing delays. Management expects operational timing issues to normalize during H1 2026 and a gradual recovery in 2026. Official FY2026 guidance will be published with preliminary FY2025 numbers (by early Feb 2026).
- Profitability and investments: Q3 EBITDA and margin pressured by lower revenue plus deliberate increases in R&D and sales/sales infrastructure (fixed overheads). Management signals continued disciplined CapEx and expects margins to improve as volumes recover and fixed-cost absorption increases.
- Cash and working capital: Cash down to ~EUR 13m at quarter end due to timing of customer receipts; larger customer payments were received in October, improving cash thereafter.
- Operational/strategic initiatives: Cross-training of service/installation teams, shop-floor improvements, modularization/standardization of products, consolidation of China offices, vertical integration (desconpro) completed, clean-room expansion to support a potential doubling of automated metrology capacity. New 300mm SiC system planned for market introduction in 2026.
- Market exposure and opportunities: Growing opportunities in silicon carbide (crystal growth, metrology, synthesis), advanced battery anode materials (R&D projects beginning to convert to orders), potential defense and transparent SiC (VR, advanced packaging) demand, and increasing activity in Asia and North America.
Overall takeaway: Short-term revenue timing/operational delays hit Q3, but order momentum, product pipeline (metrology, SiC, battery-related R&D) and operational improvements position the company for recovery in 2026 once customer-side delays are resolved.
