Additional European Equity News

Deliveroo (ROO LN) - H1 (GBP): Revenue 1.04bln (prev. 927.1mln Y/Y), Adj. EBITDA 96.3mln (prev. 66.2mln Y/Y). GTV growth guidance narrowed to around the top end of the previously-guided range of high single-digits percentage growth in constant currency. Adjusted EBITDA guidance narrowed to be in the upper half of the previously-guided range of GBP 170-190mln, reflecting strong H1 performance and H2 weighting of previously-flagged investments to capture future growth opportunities. (Newswires) 

Hikma (HIK LN) - H1 2025 (USD): Revenue 1.66bln (exp. 1.64bln), Operating Profit 259mln, interim dividend 0.36/shr. Reiterate FY25 guidance, which accounts for the current tariff situation; expect a return to growth in H2. CEO: " Demand across our portfolio remains robust..." & " We are also making significant strides in advancing our pipeline and increasing our investment in R&D". (Hikma)

IHG (IHG LN) - H1 (USD): IFRS Revenue 2.52bln, Adj. EPS 2.43, +19% Y/Y. Remains on track to meet FY consensus. (Newswires) 

Maersk (MAERSKB DC) - Q2 (USD): Revenue 13.1bln (exp. 12.47bln); upgrades FY25 guidance, underlying EBITDA 8-9.5bln (prev. guided 6-9bln); notes that Red Sea disruption is still exp. to last for the FY. Expect global container market volume growth between 2-4% (prev. guided -1 to 4%). "The effective container-weighted import tariff on US imports is estimated at 24% as per the Presidential Executive Order dated 31 July, up from 5% in 2024". (Newswires) 

Spectris (SXS LN) - H1 (GBP): Sales 636.1mln (prev. 589.7mln Y/Y). Adj. Op. Profit exp. to be in line with management expectations. Have broadly offset tariff impact. (Newswires) 

Siemens (SIE GY) - CEO: Welcomes the EU and U.S. trade and investment agreement, which will restore greater planning predictability. The climate of volatility is weighing on business sentiment in several core industries such as automotive and machine building. Revenue from software was lower due to a series of large licence deals booked in 2024. Orders recovered less strongly than anticipated due to continuing high uncertainty around the future tariff environment and ongoing trade disputes. CFO: Integration of Altair and transaction costs related to the Dotmatics acquisition weighed on Q3 profit margin. Ongoing tariff uncertainties and trade tensions have dampened further recovery. To mitigate tariff-related risks, Siemens is expanding its supplier network and continuing to localise value chains. Muted economic conditions continued to weigh on order growth momentum in Germany. Siemens is well-positioned to deliver double-digit cash return on revenue for the sixth year in a row. Temporary trade restrictions on EDA regarding China had a negative impact on revenue and profit in the software business. Material severance charges upwards of €200 million are expected at Digital Industries in Q4. Smart Infrastructure is expected to achieve an operational profit margin toward the upper end of the 17% to 18% range in fiscal 2025. Digital Industries is expected to reach the lower half of this range for the full fiscal 2025 year. (Newswires) 

WPP (WPP LN) - H1 (GBP): Revenue 6.66bln (exp. 5.84bln), Op. Profit Margin 8.2%, -2.9% LFL. CEO says H1 challenging given pressures on client spending and slower net business environment. To pay interim dividend of 7.5p ahead of new CEO's review of strategy. (Newswires) 

07 Aug 2025 - 07:10- ForexEU Research- Source: Newsquawk