Delfingen: Revenue Down 6.2% in Q1, Asia Holds Strong
Delfingen reported a revenue of €97.1 million in the first quarter of 2026, down 6.2% at constant exchange rates, affected by weak automotive demand in Western Europe and North America. However, this overall decline masks contrasting trajectories: while the automotive sector declines, the Industry segment grew by 2.2%, and geographic areas identified as having high growth potential (Asia, North Africa) showed positive performances.
The group's revenue stands at €97.1 million, down 11.7% in raw data, or -6.2% at constant exchange rates. The unfavorable exchange rate effect (€/$ parity) accounts for 5.6 percentage points of this contraction. The Automotive segment recorded €75.7 million, down 13.7% (-8.3% at constant exchange rates), reflecting persistent weak demand in Western Europe and North America. The Industry segment posted revenues of €21.4 million, down 4.0% in raw data but grew by +2.2% at constant exchange rates. Adjusted for the voluntary discontinuation of non-contributive contracts within the Fluid Transfer activity, Delfingen's decline would have been limited to 1.8% in the first quarter. This correction compares to a 3% decline in global automotive production over the quarter, suggesting some resilience of the group in its home market.
Growth Areas Partially Offset European and North American Decline
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The geographic distribution of revenue reveals diverging regional dynamics. Europe-Africa accounted for €48.4 million, down 7.4% at constant exchange rates, penalized by the decline in European markets. However, gains recorded in Morocco (+18%) and Tunisia (+42%) help partially offset this decline. The Americas generated €33.7 million, down 9.9% at constant exchange rates, mainly due to the automotive contraction. Asia, however, confirms a positive dynamic with growth of +8.0% at constant exchange rates, amounting to €15.0 million in revenue. This region is supported by India (+15%) and China (+5%). The group's textile activity saw a volume increase of +13% this quarter, driven particularly by growth in Asia. The Industry segment recorded a notable progression in the United States (+9.7% at constant exchange rates), contrasting with the general automotive weakness in North America.
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Context
Period
Period: 1S2026
Key reported figures
Revenue: 197.2M€
Guidance from the release
Notre priorité demeure l'exécution du plan IMPULSE 2026, avec une attention constante portée à la qualité de nos marges, à la génération de cash-flow et au désendettement.
Au premier semestre 2026, le chiffre d'affaires atteint 197,2 M€, en retrait de 8,4 % en publié, intégrant un effet de change défavorable de 3,9 % (parité €/$). À taux de change constants, le recul est de 4,5 % et de 1,9 % après retraitement de l'arrêt volontaire de contrats non contributifs de l'activité d'assemblage de tubes techniques dans le cadre du plan IMPULSE 2026. Les tendances restent contrastées selon les zones géographiques.
Risks mentioned
Effet de change défavorable de 3,9 % lié à la parité €/$ sur le semestre
Chiffre d'affaires semestriel en recul de 8,4 % en publié
Environnement géopolitique et économique perturbé
Sensibilité aux prix du pétrole et des matières premières plastiques
Opportunities identified
Amélioration séquentielle de l'activité au deuxième trimestre
Organisation « local-to-local » sécurisant la supply-chain
Croissance dans les zones à fort potentiel : Inde et Afrique du Nord
Positionnement sur l'électrification, la connectivité et la sécurité
Plan IMPULSE 2026 axé sur les marges, le cash-flow et le désendettement
The information presented in this article is provided for informational purposes only and does not constitute an investment recommendation, an incentive to buy or sell a financial asset, or investment advice. Readers are invited to conduct their own research before making any decision.
Investments in the stock market involve risks, including the risk of capital loss. Past performance of an asset or market is no guarantee of future results. Any investment decision should be made taking into account your personal financial situation, objectives and risk tolerance.
