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DKSH Holding AG (CH:DKSH)
:DKSH
Earnings Data
Report Date
Jul 21, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
1.41Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a broadly positive picture: DKSH delivered modest revenue growth, stronger core EBIT expansion (+6.7%), high free cash flow and exceptional cash conversion (95.2%), sustained margin progress and accelerated M&A activity while maintaining a progressive dividend policy. Operational improvements (notably CHF 35m logistics savings and AI pilots) and strong performance in Healthcare and Asia‑focused Performance Materials were notable strengths. Headwinds include Swiss franc translation effects (−3.1% sales, −5% EBIT), macro uncertainty and H1 softness, volatility in Performance Materials and near‑term delays in Technology investment. On balance the highlights and financial improvements significantly outweigh the lowlights.Company Guidance
Revenue Growth and Acceleration
Net sales increased 2.9% at constant exchange rates to CHF 11.1 billion in 2025, with stronger acceleration in H2 (3.6% growth) and organic net sales growth of 2.5% (H1 2.1% → H2 3.6%).
Core EBIT Expansion
Core EBIT rose to CHF 349 million, up 6.7% year-on-year, with core EBIT margin improving from 3.1% to 3.2% (+0.1 percentage points). Organic core EBIT growth was 5%, twice the rate of organic net sales.
Very Strong Cash Generation
Free cash flow of CHF 215.5 million with cash conversion of 95.2% — the sixth consecutive year above the 90% target — supported a positive net cash position and disciplined capital allocation.
Accelerated M&A Activity and Capital Return
Announced 9 accretive M&A transactions in 2025 (part of a total of 35 acquisitions between 2019–2025 vs 16 between 2012–2019). Board proposed ordinary dividend increased to CHF 2.50 per share (+6.4%), marking the 13th consecutive annual increase; 5‑year average dividend growth ~5.1%.
Healthcare Business Outperformance
Healthcare (largest BU) grew net sales 4.6% to CHF 5.8 billion. Core EBIT reached CHF 174.2 million with a core EBIT margin of 3%, marking the fourth consecutive year of margin improvement and a growing share of higher‑value commercial outsourcing (55%).
Consumer Goods Recovery in H2
Consumer Goods net sales +1.2% for the year and accelerated +2.8% in H2. Core EBIT increased to CHF 89.7 million (+5.4%), with a ~10 basis point margin expansion and very strong H2 momentum (core EBIT growth ~14% in past 6 months; H2 core EBIT margin ~3%).
Performance Materials Resilience in Asia
Performance Materials net sales +1.4% to CHF 1.4 billion; Asia Pacific (≈60% of BU sales) grew 5.5%. Core EBIT up 1.9%, core EBIT margin improved to 8.2%, and core EBITA reached CHF 120.4 million (core EBITA margin 8.9%), supported by pricing discipline and 3 acquisitions.
Technology BU Strategic Moves and Digital Growth
Technology delivered results around 2024 levels amid macro uncertainty while completing 5 strategic Scientific Solutions acquisitions, divesting non‑core cable businesses, and achieving strong digital sales growth.
Operational Efficiency and Cost Savings
Logistics & distribution costs reduced by ~CHF 35 million over five years, contributing ~30 basis points to core EBIT margin improvement. Low capex (0.3%–0.5% of net sales) and optimized working capital (matching 8.6% of sales two years ago) reinforced asset‑light model.
Multi‑year Financial Improvements
5‑year CAGR: net sales +4.2% and core EBIT +11.6%. Core conversion (core EBIT as % of gross profit) rose to 21.4% (+70 bps over prior year), and core EBIT margin up 60 bps over five years to 3.2%. Core ROE 12.4% (+30 bps) and improved equity ratio to 33.1%.
CH:DKSH Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CH:DKSH Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | CHF60.20 | CHF64.60 | +7.31% |
Jul 17, 2025 | CHF63.90 | CHF59.50 | -6.89% |
Feb 12, 2025 | CHF69.94 | CHF68.00 | -2.77% |
Jul 16, 2024 | CHF59.39 | CHF64.13 | +7.98% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does DKSH Holding AG (CH:DKSH) report earnings?
DKSH Holding AG (CH:DKSH) is schdueled to report earning on Jul 21, 2026, Before Open (Confirmed).
What is DKSH Holding AG (CH:DKSH) earnings time?
DKSH Holding AG (CH:DKSH) earnings time is at Jul 21, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of DKSH Holding AG stock?
The P/E ratio of DKSH Holding AG is N/A.
What is CH:DKSH EPS forecast?
Currently, no data Available