Fluence Corp Ltd (ASX:FLC)

Q2 2025 Fluence Corporation Ltd Earnings Call Transcript

Jul 30, 2025 / 11:30 PM GMT

Release Date Price: A$0.058 (+1.75%)

Transcript

Key Points

Positve

Fluence Corp Ltd (EMFGF) reported a 65% revenue growth in the first half of 2025 compared to the same period in 2024.
The Ivory Coast Addendum project significantly contributed to revenue, with a $12 million increase over the first half of 2024.
Smart Product Solutions (SPS) revenue increased by 19.3% in the first half of 2025.
Gross margins improved in industrial wastewater and biogas, and industrial water reuse sectors.
The company successfully reduced SGNA and R&D fixed costs by $1 million compared to the previous year.

Negative

Q2 2025 performance was slightly behind expectations.
New orders in the first half of 2025 were down by 9.1% compared to the first half of 2024.
Backlog decreased by $4 million as of June 30, 2025, primarily due to progress on the Ivory Coast addendum.
Potential tariff-based project delays and continued weakness in the China market pose downside risks.
Q3 2025 operating cash flow is forecasted to be negative due to delayed vendor payments.

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

FLC.AX - Fluence Corporation Ltd
Q2 2025 Fluence Corporation Ltd Earnings Call
Jul 30, 2025 / 11:30PM GMT

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Presentation
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Unidentified_1 [1]
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Okay, and your interest in influence.

Unfortunately, Tom was unavailable today, but I'm pleased to present you with an update on our business as well as our financial and operational performance through the first half of 2025.

Through the first half of 2025, the business continued its strategic transition focused on growing our high margin smart product solutions and recurring revenue products and solutions through our realigned and market-based business units.

We also continue to align and integrate our global operations around the world, focusing on our one influence approach.

This has led to significantly more collaboration and partnership around the world, ultimately unlocking greater

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