Q3 2025 Carasent AB (publ) Earnings Call Transcript

Oct 16, 2025 / 06:00 AM GMT

Release Date Price: $0.15

Transcript

Key Points

Positve

Carasent AB (publ) (OSTO:CARA) reported a 16% organic ARR growth in the quarter, with more than 90% of revenue being recurring.
The company achieved a significant improvement in AC, increasing from 2.2 million in Q3 last year to 12.2 million this year.
Carasent AB (publ) (OSTO:CARA) has several long-term development projects reaching the market, which are expected to drive growth for many years.
The company is implementing a major project in Norway, replacing six different HR systems with Meulia, which is expected to generate significant recurring revenue.
Carasent AB (publ) (OSTO:CARA) has maintained a net revenue retention rate of 111%, indicating strong customer loyalty and upsell potential.

Negative

The company faced a one-time hit of approximately 1 million in the quarter due to invoicing errors, which will impact annual recurring revenue by about 2 million each year.
There is a risk of revenue delays from two major implementation projects, which could affect financial performance in the short term.
Consulting revenues were very low in the quarter, contributing to a lower total organic growth rate of 13%.
The healthcare industry is slow-moving, meaning that new product rollouts will not result in immediate revenue growth.
Carasent AB (publ) (OSTO:CARA) faces challenges in increasing market penetration in Stockholm, where many potential customers are still unfamiliar with their Webdoc system.

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

CARAS.ST - Carasent AB (publ)
Q3 2025 Carasent AB (publ) Earnings Call
Oct 16, 2025 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to our presentation of the 3rd quarter.

We will start with me giving a general update, and then Marty will continue with the financial update.

First, just a quick overview of the business. As you all know, we are a fast growing sales company folks on healthcare and especially HR systems. We have 16% organic AR growth in a quarter, more than 90% recurring revenue, and the net revenue retention of 111%.

Looking a bit on the highlights of the third quarter, we have really good improvements, I think, and roughly according to plan, I'm especially happy about the the AC improvement from 2.2 million Q3 last year to 12.2 million this year. This is based on continuing growth and good cost

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