Vusion (CHIX:VUp)

Full Year 2025 Vusion SA Earnings Call Transcript

Feb 26, 2026 / 05:00 PM GMT

Release Date Price: €127.75 (+1.47%)

Transcript

Key Points

Positve

Vusion (SRBEF) achieved over 50% organic growth in 2025, reaching over €1.5 billion in adjusted revenue.
EBITDA increased by 73%, with the EBITDA margin improving by more than 2 points to over 18% of sales.
The company reported a strong financial structure with €480 million in cash and only €41 million in debt.
Vusion (SRBEF) forecasts another year of growth in 2026, with an expected 15-20% increase in revenue and a 100 basis point improvement in margin.
The company has a strong pipeline and backlog, with significant growth expected in both Europe and the rest of the world.

Negative

Revenues in Europe showed a 16% decrease for the full year, despite growth in order entries.
The company faces challenges with the volatility of the EUR/USD exchange rate, impacting revenues.
There is a significant negative impact on IFRS revenues due to the amortization of the fair value of warrants granted to Walmart.
The company anticipates a negative impact on free cash flow due to the consumption of down payments collected.
The rollout of new technologies like EdgeSense and Captana may face challenges in scaling and adoption in new markets.

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

VU.PA - Vusion SA
Full Year 2025 Vusion SA Earnings Call
Feb 26, 2026 / 05:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the Fusion Full year 2025 results conference call and webcast. At this time, all participants are in listen-only mode. After the speaker's presentation, there will be the question-and-answer session. To ask a question during the session, you need to press 11 on your telephone keypad. You will then hear an automatic message advising your hand is raised. To withdraw a question, please press 1 and 1 again.

Please be advised that today's conference is being recorded. I would now like to hand the conference over to Olivier Gernand, Fusion's investor relations officer. Please go ahead, sir.

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Unidentified_2

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