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Sonova Holding AG - H1 2025/26 Results

Independent, evidence-based investor summary

Ticker: SOON:SW · SIX Swiss Exchange
Period ended September 30, 2025
Strong local growth, weaker cash conversion
One-line verdict: Sonova delivered strong local-currency sales and normalized earnings growth, led by Hearing Instruments and Audiological Care, but Swiss-franc sales declined, reported EBITA fell, free cash flow weakened, and net debt increased.
Historical Consistency Assessment: Medium: operating performance supported the full-year guidance, but the headline relied heavily on local-currency and normalized measures while reported and cash outcomes were weaker.
CHF 1.82B
Sales
-1.0% CHF; +4.9% LC
CHF 316M
Normalized EBITA
+16.0% LC; +1.6% CHF
CHF 68.9M
Operating FCF
-33.9% YoY
CHF 1.35B
Net debt
+CHF 214M since FY

What Is Genuinely Working

Hearing Instruments and Audiological Care combined grew 7.0% in local currencies, sustaining market-share gains. Official results pp. 1-8

Normalized EBITA rose 16.0% in local currencies and normalized margin expanded 180 basis points. Official results pp. 1-8

Hearing Instruments sales grew 7.9% and Audiological Care organic sales grew 4.8% in local currencies. Official results pp. 1-8

Track Record And Consistency

Medium: operating performance supported the full-year guidance, but the headline relied heavily on local-currency and normalized measures while reported and cash outcomes were weaker. Official results pp. 1-8

What The Headline Obscures

Reported sales declined 1.0% and reported EBITA fell 6.6% in Swiss francs despite strong local-currency framing. Official results pp. 1-8

Operating free cash flow fell 33.9% to CHF 68.9 million and free cash flow fell to CHF 37.5 million. Official results pp. 1-8

Net debt increased to CHF 1,353.9 million from CHF 1,139.5 million at the prior year-end. Official results pp. 1-8

Consumer Hearing sales fell 11.6% and Cochlear Implants system sales fell 6.2% in local currencies. Official results pp. 1-8

Corporate Language, Decoded

“Strong sales and earnings growth”
Accurate in local currencies and normalized EBITA, but not in reported Swiss-franc sales, reported EBITA, or cash flow.
Confidence: High · Official results pp. 1-8
“Substantial margin improvement”
The normalized local-currency margin improved, while gross margin fell and cash conversion weakened.
Confidence: High · Official results pp. 1-8

What To Watch Next

Bull case: Core hearing businesses continue gaining share and FX pressure eases, allowing local-currency growth to translate into reported earnings and cash.

Bear case: Consumer Hearing and Cochlear Implants remain weak while FX, manufacturing changes, and working capital keep suppressing reported results and cash.

Measurable watchlist: Reported versus local-currency growth; operating free cash flow; net debt; Consumer Hearing; Cochlear Implants system sales.

Sources And Caveats

Analysis Date: 2026-06-07
Skill Version: 1.1.0
Model Version: OpenAI GPT-5.5
Source SHA-256: b9fed3413372745312b92f8bd0f9bf5515185d17146d6d3bd6a6d93fc3abdf4e