Fluence Corp Ltd (ASX:FLC)
A$ 0.072 +0.0020 (+2.86%) Market Cap: 80.10 Mil Enterprise Value: 80.83 Mil PE Ratio: 0 PB Ratio: 0 GF Score: 0/100

Q4 2025 Fluence Corporation Ltd Earnings Call Transcript

Jan 29, 2026 / 10:30 PM GMT
Release Date Price: A$0.089

Key Points

Positve
  • Fluence Corp Ltd (EMFGF) reported strong Q4 and fiscal 2025 results, demonstrating significant progress over the past few years.
  • The company achieved record orders in Q4 and has a strong backlog, positioning it for a robust fiscal 2026.
  • Fluence Corp Ltd (EMFGF) has expanded gross margins and a lower cost base, contributing to sustained profitability and positive cash flow.
  • The company has strengthened its executive management team with the addition of experienced leaders, enhancing its strategic capabilities.
  • Fluence Corp Ltd (EMFGF) is optimistic about achieving double-digit growth on total revenue of $78 million in fiscal 2026.
Negative
  • Fluence Corp Ltd (EMFGF) has faced challenges in collecting outstanding accounts receivable, particularly from the New Mansoura water treatment plant.
  • The company had to take a reserve of $4.5 million for accounts receivable at IWS, impacting financial results.
  • There is uncertainty regarding the future of the IWS operations, with Fluence considering all available alternatives for the business.
  • No revenue was recognized from the interim maintenance work on the Ivory Coast plant during fiscal 2025 due to the absence of a contract.
  • The geopolitical situation with Venezuela and PDVSA remains unresolved, with no changes in the sanctions environment affecting negotiations.


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

FLC.AX - Fluence Corporation Ltd
Q4 2025 Fluence Corporation Ltd Earnings Call
Jan 29, 2026 / 10:30PM GMT

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Conference Call Participants
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* Ben Fash
Fluence Corporation Ltd - Chief Executive Officer, Managing Director, Director

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Presentation
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Ben Fash, Fluence Corporation Ltd - Chief Executive Officer, Managing Director, Director [1]
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(audio in progress) business operationally. Minority government relations and operational support were required. Since 2018, IWS has successfully executed a number of municipal and industrial water treatment projects, including the $20 million New Mansoura water treatment plant that was commissioned in 2023.

IWS continues to support the New Mansoura project through an ongoing O&M contract. Unfortunately, despite efforts of local and executive
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