Semperit AG/€SEM

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About Semperit AG

Semperit AG Holding, headquartered in Vienna, Austria, develops, produces, and markets specialized polymer products for industrial applications. Its core offerings include hydraulic and industrial hoses, conveyor belts, escalator handrails, construction profiles, cable car rings, and railway superstructure products. Founded in 1824, the company has expanded its global presence with over 15 manufacturing facilities and numerous sales offices across Europe, Asia, the Americas, and Australia. In 2023, Semperit acquired the RICO Group, a technology leader in liquid silicone and mold making, enhancing its industrial product portfolio. The company's strategic focus on high-quality, mission-critical components positions it to meet diverse industrial needs worldwide.
Ticker
€SEM
Primary listing
VSE
Employees
3,935
Headquarters
Vienna, Austria

Semperit AG Metrics

BasicAdvanced
€373M
9.27
€1.96
0.55
-

Bulls say / Bears say

Semperit delivered strong H1 2026 operating momentum: revenue rose 11.1% to EUR 355.9 million, EBITDA more than doubled to EUR 66.6 million, and the EBITDA margin expanded to 18.7% from 9.6%. (Semperit)
Management raised its 2026 operating-EBITDA forecast to approximately EUR 100 million from EUR 95 million, alongside high-single-digit revenue-growth expectations; net financial debt fell to EUR 79.9 million and net debt/EBITDA to 0.7x at June 30, 2026. (Semperit)
The EUR 15.00-per-share B&C takeover bid provides a potential liquidity and valuation catalyst, representing a 25.2% premium to Semperit’s unaffected March 17, 2026 closing price; the company also noted that the offer was below its EUR 20.20 carrying value per share and analyst estimates of up to EUR 22.00. (Semperit)
Semperit expects a noticeable slowdown in the second half of 2026, with higher raw-material costs from Middle East tensions, geopolitical uncertainty, subdued cyclical demand, and limited visibility from customer project delays. (Semperit)
The company suspended its 2025 dividend, allocating earnings to reserves instead; this removes the EUR 0.50-per-share dividend paid for 2024 and reduces the stock’s near-term income appeal. (Semperit)
The raised 2026 operating-EBITDA target of approximately EUR 100 million depends on sustaining strong first-half execution, while management explicitly anticipates weaker momentum in the second half and approximately EUR 5 million of oneERP project costs. (Semperit)
Data summarised monthly by Lightyear AI. Last updated on 14 Sept 2026.

Funds containing Semperit AG

AllUSDEURGBP
Funds
Fund name
Fund size
€SEM weighting
iShares MSCI World Small Cap$WSML
$9B0.01%
iShares MSCI World Small Cap€IUSN
€7.8B0.01%
iShares MSCI World Small Cap£WLDS
£6.7B0.01%
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