Q4 2025 Sinch AB (publ) Earnings Call Transcript
Key Points
- Sinch AB (CLCMF) achieved record high profitability in 2025, with a gross profit growth of 3% organically in Q4.
- The company's gross margin expanded by 2 percentage points to 35%, and the adjusted EBITDA margin increased by 1 percentage point to 14%.
- Sinch AB (CLCMF) successfully repurchased 8.8% of its outstanding shares, with plans to cancel these shares to enable further buybacks.
- The Americas region and API platform products were significant contributors to growth, with the Americas delivering 7% gross profit growth.
- Sinch AB (CLCMF) was recognized as a market leader by IDC, ROCCO, and Gartner, highlighting its strong market position and platform leadership.
- Sinch AB (CLCMF) faced strong FX headwinds, with a negative impact of minus 10% on net sales and minus 11% on gross profit.
- The company experienced headwinds in EMEA and APAC regions, affecting overall growth momentum.
- There was a reduction in organic revenue due to the phasing out of low-margin contracts, particularly in EMEA.
- Competitive pressure in Australia and a decline in India impacted the APAC region's performance.
- Despite strong growth in RCS volumes, it still accounts for only 3% of Sinch AB (CLCMF)'s total messaging volume, indicating limited current impact on overall revenue.
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Hello, everyone, and very welcome to Sinch Q4 2025 presentation. My name is Mia Nordlander, and I'm Head of Investor Relations and Sustainability. And with me here in the room today, I have our CEO, Laurinda Pang; and our CFO, Jonas Dahlberg. So today, you will hear Laurinda and Jonas present the quarter and thereafter, we will have time for questions.
(Event Instructions) So once again, very welcome, and I hand over to you, Laurinda.
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Thank you so much, Mia, and thanks, everyone, for joining us today. 2025 was a year of disciplined execution where we achieved record high profitability while regaining our growth momentum. The fourth quarter marks a strong finish to the year, and I'm pleased to report another period of continued organic gross profit growth and improved profitability.
Let's turn to slide 2 to look at the highlights
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