Stock Markets April 29, 2026 02:07 AM

Andritz posts modest first-quarter revenue gain, logs record orders and tightens 2026 outlook

Hydropower mid-sized orders lift intake while service units expand; company sets 2026 revenue and EBITA margin targets

By Jordan Park ANDR
Andritz posts modest first-quarter revenue gain, logs record orders and tightens 2026 outlook
ANDR

Austrian industrial technology firm Andritz reported modest year-over-year revenue growth of 1.7% in the first quarter, a 2.9% rise in net income to 91.8 million euros, and record order intake driven by mid-sized Hydropower contracts. The service business expanded, led by gains in Pulp & Paper and Hydropower. Management published a 2026 revenue range of 8.0 to 8.3 billion euros with a comparable EBITA margin target of 8.7% to 9.1%.

Key Points

  • First-quarter revenue increased 1.7% year-over-year, with net income up 2.9% to 91.8 million euros - impacts corporate financials and investor assessment of Andritz.
  • Record order intake in the quarter was driven by mid-sized Hydropower contracts and demand for renewable energy projects in Asia, South America, and Africa - relevant to the renewable energy and hydropower equipment sectors.
  • Service business expansion (overall +4%) was led by Pulp & Paper (+7%) and Hydropower (+3%), underscoring the importance of aftermarket and services for industrial equipment providers.

Andritz announced that first-quarter revenue climbed 1.7% compared with the same period a year earlier, while quarterly net income increased 2.9% to 91.8 million euros.

The company said it achieved a record level of order intake in the quarter. Management attributed this intake to a concentration of mid-sized orders within its Hydropower division. Those orders were supported by what the company described as strong demand for renewable energy projects across Asia, South America, and Africa. Andritz cautioned, however, that the quarter's intake should not be automatically extrapolated to future reporting periods.

Service activities expanded during the quarter, with the overall service business rising 4%. Within services, Pulp & Paper led growth with a 7% increase, while Hydropower services were up 3%.

Looking ahead to 2026, Andritz provided a consolidated revenue outlook of between 8.0 billion and 8.3 billion euros. For the full year, the company projects a comparable EBITA margin in the range of 8.7% to 9.1%.


Context and implications

The quarterly figures combine modest top-line expansion and a slightly stronger bottom-line outcome, alongside a notable rise in order intake concentrated in Hydropower. Service-segment growth was led by Pulp & Paper and Hydropower, reinforcing the role of recurring services in the groups performance. Management has set a specific revenue and margin framework for 2026 based on current expectations.

Summary

  • Revenue up 1.7% year-over-year in Q1.
  • Net income rose 2.9% to 91.8 million euros.
  • Record order intake driven by mid-sized Hydropower orders and demand for renewable projects in Asia, South America, and Africa.
  • Service business grew 4%; Pulp & Paper services +7%, Hydropower services +3%.
  • 2026 guidance: revenue 8.0-8.3 billion euros; comparable EBITA margin 8.7%-9.1%.

Risks

  • Company warned against extrapolating the quarters record order intake to future periods - creates uncertainty for revenue visibility in project-driven sectors such as Hydropower and renewables.
  • Service growth and order intake are concentrated in specific segments and regions (Hydropower; Asia, South America, Africa), which could expose performance to regional project fluctuations that affect industrial suppliers and renewable project contractors.

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