Bobst Group Reports Revenue Drop as ECB Flags Delayed Inflation from Middle East Tensions

Bobst Group said its order intake in the first six months of 2026 was about 11% lower than in 2025, leading to a 12% decline in revenue to CHF 590 million and an operating loss of CHF 25 million. The net loss widened to CHF 33 million and net debt rose to CHF 242 million. The company attributed the weaker performance to ongoing geopolitical tensions in the Middle East, uncertainty over U.S. trade and customs policy, and persistent inflation pressure, which have lengthened investment cycles. Bobst expects a stronger second half but notes that the same uncertainties could continue to affect its results.

European Central Bank director Ante Zigman warned that shocks from the Middle East can affect inflation only with a time lag, pushing up energy prices and squeezing margins in energy‑intensive sectors. He highlighted that delayed price impacts may complicate monetary‑policy decisions and affect credit conditions for companies.