Half Year 2025 Arcadis NV Earnings Call Transcript

Jul 31, 2025 / 12:00 PM GMT

Release Date Price: $49.81

Transcript

Key Points

Positve

Arcadis NV (ARCAY) reported stable net revenues year-on-year, with strong demand in North America and Europe.
The company's backlog grew organically by 12% year-on-year, reaching €3.6 billion, providing visibility into 2026 and beyond.
Strong performance in energy transition solutions, particularly in Germany, and water optimization in the US contributed to revenue growth.
The operating EBITA margin improved to 11.3% in Q2, up from 10.8% the previous year, demonstrating effective strategic priorities and operational discipline.
Arcadis NV (ARCAY) continues to invest in digital platforms and AI, enhancing its service offerings and operational efficiency.

Negative

The UK market experienced an 8% organic revenue decline in the first half, impacting overall growth.
The Australian infrastructure sector remained soft, affecting revenue performance.
Free cash flow was negative €136 million for the half year, influenced by seasonal patterns and timing of tax payments.
Delays in large capital expenditure decisions in industrial manufacturing and property sectors impacted growth.
The company faced challenges in the UK and Australia due to policy uncertainties and market conditions.

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

ARDS.AS - Arcadis NV
Half Year 2025 Arcadis NV Earnings Call
Jul 31, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. I am Gay, your chorus call operator. Welcome and thank you for joining the Arcadis conference call my webcast to present and discuss the second quarter and half year 2025 results. At this time, I would like to turn the conference over to Ms. Christine Dis, investor relations director. Ms. Dish she may now proceed.

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Unidentified_2 [2]
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Thank you, Gailly. Good day, everyone, and welcome to our 2025 half year results conference call. My name is Cindy, investor relations director. With me on this call are Adam Brooks,

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