AddLife AB (FRA:1AD1)

Q1 2025 AddLife AB Earnings Call Transcript

Apr 25, 2025 / 07:00 AM GMT

Release Date Price: €14.32 (+1.70%)

Transcript

Key Points

Positve

AddLife AB (FRA:1AD1) reported significant EBITDA margin improvements in both Labtech and Medtech business areas, with Labtech achieving a 12.1% margin and Medtech 13.5%, marking a nearly 2% improvement over the previous year.
The company experienced a healthy revenue development across most geographies, with notable growth in Spain and Italy, which saw year-over-year increases of 22% and 29%, respectively.
Operating cash flow improved significantly compared to the previous year, helping to reduce net debt to EBITDA to 2.8%, below the company's target of 3.0%.
AddLife AB (FRA:1AD1) successfully completed the acquisition of Edge Medical, a company with high margins and strong growth potential in the orthopedic surgery segment.
The company is well-positioned to handle global trade disruptions, with over 90% of revenues and 80% of suppliers based in Europe, reducing exposure to international trade uncertainties.

Negative

There was a slight weakness in the UK market due to a large instrument order in the previous year that was not repeated this quarter.
Medtech's organic growth was flat, primarily due to strong instrument sales in the UK last year that were not replicated this quarter.
The company noted some hesitation in academic research investments, which could impact future growth in that segment.
There was a slight weakness in demand in the home care area, driven by external factors such as government hesitancy to spend on large construction projects.
Despite improvements, some subsidiaries are still not achieving the desired double-digit margins, indicating ongoing challenges in certain areas.

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

ALIFb.ST - AddLife AB
Q1 2025 AddLife AB Earnings Call
Apr 25, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and welcome to the Ad Life 1st quarter presentation. Christina and I will take you through the numbers and the highlights of the quarter today. Then we will open up for a Q&A, as always, and then as a reminder, I would like to ask you to stay on after the Q&A as well, because as usual, we have a very interesting video of one of our portfolio companies, Holman Halbi, that we will be able to show you.

So now let's dig into the highlights of the first quarter. So the companies within AdLife had a great start to 2025.

We saw significant e beta margin improvements in both business areas, and this is, as you probably remember, our highest priority.

In lab tech, we achieved 12.1% e beta margin. That's

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