Q4 2025 Netcompany Group A/S Earnings Call Transcript
Key Points
- Netcompany Group AS (STU:60N) achieved a strong organic revenue growth of 10% in constant currencies for Q4 2025, driven by significant growth in both the private and public sectors.
- The company successfully integrated its banking services division, resulting in improved margins and faster-than-anticipated synergy realization.
- Netcompany Group AS (STU:60N) has differentiated its offerings by focusing on platforms, products, and AI, positioning itself as a leader in the European tech industry.
- The company reported a significant increase in employee satisfaction, with an eNPS of +32 in 2025 compared to +22 in 2024, indicating strong internal support for its strategic direction.
- Netcompany Group AS (STU:60N) has secured several key contracts in both the public and private sectors across Europe, enhancing its market presence and revenue visibility for 2026.
- Currency fluctuations negatively impacted revenue growth by 0.5% points in Q4 2025.
- Netcompany Group AS (STU:60N) experienced a decrease in revenue for its banking services division by 3.3.9% compared to the previous year, due to one-off revenues in 2024.
- The company's cash conversion ratio decreased to 98% in 2025 from an exceptionally high 147% in 2024, indicating potential challenges in working capital management.
- Netcompany Group AS (STU:60N) faces geopolitical uncertainties that could impact its operations and growth prospects in 2026.
- The integration of Netcompany banking services is still in the initial phase of a significant structural reorganization, with a high attrition rate of 27.5% over the last six months.
(technical difficulty). (Operator Instructions). I would now like to introduce CEO, André Rogaczewsk; and CFO, Thomas Johansen. Speakers you may now begin.
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Thank you. Good day and welcome to this presentation of Net's results for Q4 and full year 2025. My name is André Rogaczewski, and I'm the CEO and Co-Founder of Net Company and I'm joined today by our CFO Thomas Johansen. And before we get going, there are some important disclosures that I need you to read through, so could we have slide number 2, please?
I will pause for thirty seconds here and let you all have a read through of these important disclosures and with that, can we go to slide number 3, please?
The topic of today's presentation is our performance for Q4, for full year '25, and financial guidance for '26. I start by walking you through the business highlights for Q4 and '25 in general. And once I'm done, Thomas will go through
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