Montana Aerospace AG (MTASF) Q4 2025 Earnings Call Transcript

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By news.saerio.com


Patrick Maurer
Chief Financial Officer

Welcome to the Annual Results Call of 2025. It’s another year with strong financial performance and a year in which we successfully divested the Energy segment, and thus became a focused aerospace company.

It’s my first earnings call as CFO of Montana Aerospace after taking over in January from Michael Pistauer. Because Kai cannot make it today, I’m joined by our CHRO, Vicky Welvaert; and as always, by Marc Vesely.

Before we dive into the presentation, let me briefly remind you why Montana Aerospace is so well positioned as a pure-play aerostructure company following the divestment of the E-mobility segment in 2024 and the Energy segment in 2025. From the beginning of our journey, our ambition has been to become a game changer in the global aerospace industry, with deep vertical integration, multi-material competence and a global best cost country footprint.

This combination gives us a competitive advantage in lead times and cost efficiency, flexibility, but also in ESG performance versus our peers. And on top, reduce complexity for our customers and give us a sustainable competitive advantage with attractive margin levels.

Over the past years, we invested more than EUR 800 million anti-cyclically into our state-of-the-art best cost footprint facilities to support the industry ramp-up and the long-term perspectives of the aerospace industry. These investments have become fully operational now and underpin our scalable growth model.

At the same time, our disciplined acquisitions have been complementary, where we



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