Jun. 6 at 7:37 AM
$ESAB $NIFTY50.NSE
Investor Presentation on 'ESAB Corporation' for Q4 2024 shows resilient performance with total sales of
$633 million, flat on an organic basis but down 3% YoY due to forex headwinds. Adjusted EBITDA rose 2% YoY to
$129 million with margins expanding 90 bps to 20.3%. The Americas region posted
$282 million in sales, down 8% YoY, while EMEA and APAC delivered
$351 million, up 3% YoY. EBITDA margins improved significantly in the Americas to 21.6% (+210 bps), supported by pricing actions and the SUMIG acquisition.
For the full year 2024, ESAB reported revenue of
$2.59 billion and adjusted EBITDA of
$511 million (19.7% core margin). Adjusted EPS came in at
$5.06, exceeding guidance. The company maintained strong cash generation with adjusted free cash flow of
$320.5 million and reduced net leverage to 1.6x. Strategic investments of
$100 million were deployed across automation, branding, and AI initiatives. The EBX framework continues to support cost optimization, margin expansion, and operational agility.
Looking ahead to FY2025, ESAB expects core organic growth of 0–2%, sales in the range of
$2.54–
$2.59 billion, and adjusted EBITDA of
$515–
$530 million. Adjusted EPS guidance is
$5.10–
$5.25. FX headwinds are anticipated (~3.5%), offset partially by M&A tailwinds (~1.5%). The company is also focused on expanding its consumables portfolio and executing disciplined M&A with ROIC targets above 10% in three years. With robust fundamentals and an active acquisition pipeline, ESAB is well-positioned to achieve its 2028 goals.
