Stock Markets May 28, 2026 03:37 AM

Novem Posts 5.6% Revenue Drop as Demand Softens in Europe and Americas

Adjusted EBIT falls sharply while free cash flow strengthens and order intake tops €60 million

By Jordan Park

Novem Group, a supplier of automotive interior components, reported preliminary fiscal 2025/26 results showing revenue of €510.90 million, down 5.6% year-on-year, and adjusted EBIT of €31.80 million, a 35% decline. The company recorded a near 70% increase in full-year free cash flow to €48.10 million and secured order intake in excess of €60 million, including new business in China. Weak customer call-offs in Europe and the Americas and negative foreign-exchange effects weighed on quarterly revenue, while Tooling benefited from favorable project phasing. Novem expects a leaner cost base after a severance program in Germany is completed but flagged ongoing headwinds from protectionism, tariffs and macroeconomic uncertainty.

Novem Posts 5.6% Revenue Drop as Demand Softens in Europe and Americas

Key Points

  • Full-year revenue of €510.90 million, down 5.6% year-on-year, driven by weak customer demand in Europe and the Americas.
  • Adjusted EBIT declined 35% to €31.80 million, while full-year free cash flow improved nearly 70% to €48.10 million.
  • Order intake topped €60 million during the period, including wins in China; Tooling benefited from favourable project phasing.

Novem Group, which supplies interior components to the automotive sector, released preliminary figures for fiscal year 2025/26 showing top-line pressure driven by subdued customer demand. The company reported full-year revenue of €510.90 million, representing a 5.6% decline versus the prior period.

Profitability was more significantly affected: adjusted EBIT fell by 35%, landing at €31.80 million. Despite this deterioration in operating profit, Novem recorded a marked improvement in cash generation, with full-year free cash flow rising by nearly 70% to €48.10 million.


Quarterly details show a mixed performance across Novem's businesses. The Tooling division delivered strong results in the fourth quarter, a benefit the company attributed to favourable project phasing. By contrast, Series revenue continued to contract as weak customer call-offs persisted - a trend the company highlighted as especially evident in Europe and the Americas. The quarter was further impacted by negative foreign-exchange movements, which weighed on reported revenue.

On the commercial front, Novem said order intake during the period exceeded €60 million, and included new business wins in China. Management indicated that cost structure improvements are expected once a severance program in Germany is completed, implying lower ongoing personnel-related charges going forward.

At the same time, the company cautioned that broader external pressures remain. Novem pointed to sustained headwinds from protectionist measures, tariffs and macroeconomic uncertainties as factors that continue to affect its operating environment.


This set of preliminary results presents a mixed picture: declining revenue and a significant drop in adjusted EBIT on the one hand, and strengthened free cash flow plus robust order intake on the other. The company is banking on the combination of completed restructuring in Germany and new orders - including from China - to stabilise its outlook amid persistent external risks.

Risks

  • Ongoing weak customer call-offs, particularly in Europe and the Americas, which directly affect Series revenue and the automotive supply chain.
  • Negative foreign-exchange effects that erode reported revenue and could continue to affect quarterly results.
  • Persistent external headwinds from protectionism, tariffs and macroeconomic uncertainty, creating unpredictable demand and cost pressures.

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