Datwyler with Sharpened Growth Strategy and a Clear Focus on High‑Value Components Mittwoch, 19. November 2025 - 06:32

Datwyler, a leading provider of system‑critical elastomer components, is presenting a sharpened strategy and confirming its mid‑term growth and financial targets today at its Capital Markets Day in Zurich. The company is outlining how it will leverage the attractive potential of its markets to drive profitable growth and further expand its strong position. Central elements of this growth strategy are Datwyler’s core competencies in Material Expertise, Solution Design, and Product Industrialization. By combining these capabilities, Datwyler creates measurable added value for its customers – from material development and joint solution design to efficient industrialization across global production networks. Regional technology centers in Asia, the United States, and Europe strengthen customer proximity and pool resources to advance technological expertise across markets and applications.

With its sharpened strategy, Datwyler is consistently focusing on high‑value components and market segments and applications that offer long‑term growth trends and strong differentiation potential, as well as sustainable entry barriers. In its Healthcare division, the company is clearly positioned for strong, profitable growth thanks to the ramp‑up of new projects and the end of customer inventory destocking. Additional momentum comes from structural trends such as the increasing importance of biologic medicines, stricter regulatory requirements (Annex 1), successful new therapies such as GLP‑1 for weight loss, and the trend towards dual sourcing for particularly high‑volume drugs.

In its Industrial division, Datwyler is strengthening its operational foundation and improving margins by leveraging synergies and pursuing targeted growth in applications with high entry barriers. Examples include high‑value sealing components for electric powertrains and high‑voltage connectors in transportation applications, where Datwyler particularly benefits from its strong presence in China. In the coffee capsule business, the company is participating in the shift towards aluminum solutions and the above‑average growth of alternative capsules for the Nespresso system.

The ForwardNow transformation program is progressing according to plan and already delivering substantial improvements. It focuses on four key strategic areas: optimizing the global production network, strengthening commercial excellence, streamlining the product portfolio, and building a future‑proof, scalable operating model. With the sustainable improvements from ForwardNow, long‑term growth trends, and a strong market position in both divisions, Datwyler is optimally positioned to grow profitably. In a normal business environment, the company expects annual organic revenue growth in the higher single‑digit percentage range and an EBIT margin of more than 17 percent in the mid-term. This corresponds to around 8% annual organic revenue growth and an EBIT margin of approximately 22% in the Healthcare division. In the Industrial division, this implies some 4% organic revenue growth and a mid-term EBIT margin of around 12%.

Investments are expected to be between 5% and 8% of revenue in the short to medium term. With improved capital utilization, Datwyler anticipates an increase in return on capital employed (ROCE) to above 17%. Continuous improvements in profitability and free cash flow provide the foundation for maintaining the company’s proven dividend policy and for reducing the net debt ratio (net debt to EBITDA) to below 1.5 in the mid-term.

At today’s Datwyler Capital Markets Day, CEO Volker Cwielong, members of the Executive Management Team and representatives of the extended management group will together present the sharpened growth strategy and the progress achieved through the ForwardNow transformation program.

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