Q4 2025 adesso SE Earnings Call Transcript

Mar 31, 2026 / 10:59 AM GMT

Release Date Price: $130.04

Transcript

Key Points

Positve

Adesso SE (FRA:ADN1) achieved a 14% organic sales growth, reaching EUR 1.47 billion.
EBITDA increased by 30% to EUR 123.6 million, meeting the upper end of the guided range.
The company has a diversified revenue stream with no single sector contributing more than 20% of total revenues.
Strong growth in sectors such as health (30%) and utilities (24%), driven by significant project wins.
Adesso SE (FRA:ADN1) became the largest IT service provider of German origin in Germany.

Negative

Net working capital increased by 28%, which was higher than the revenue growth rate, leading to a need for additional financial debt.
The IT solutions segment is still not contributing positively to EBITDA, with further restructuring needed.
Daily rates faced pressure due to a tough market environment, impacting potential revenue growth.
The company had to restate its 2024 figures, impacting revenues and EBITDA due to reclassification of certain projects.
The macroeconomic environment remains challenging, with potential negative impacts from geopolitical tensions and rising energy prices.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ADNGk.DE - adesso SE
Q4 2025 adesso SE Earnings Call
Mar 31, 2026 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Martin Melman of Adessa IR speaking. First of all, I'd like to thank you for joining our Q4 and full-year earnings call regarding our annual report we have published today.

Within our release this morning, you found Adessa confirming the preliminary full-year 2025 figures published in February. But as I showed another year of extraordinary growth, sales reached eur1.47 billionos and was up by 14% purely organic.

EBITDA of EUR123.6 million rose by 30% and reached the upper end of the guided range, so targets were fully met.

Outlook for 2026 sees further growth in sales and earnings for the company, although macroeconomic situation remains challenging.

I'd now like to welcome as well our CFO, Michael Knopp, who will give

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