Ambea AB (FRA:6MA)
€ 14.23 +0.44 (+3.19%) Market Cap: 1.13 Bil Enterprise Value: 2.32 Bil PE Ratio: 18.59 PB Ratio: 2.46 GF Score: 78/100

Q2 2025 Ambea AB (publ) Earnings Call Transcript

Aug 19, 2025 / 08:00AM GMT
Release Date Price: €10.43 (+2.86%)

Key Points

Positve
  • Ambea AB (STU:6MA) achieved a 16% increase in net sales, driven by 13.1% acquired growth and 4.9% organic growth.
  • The company reported a strong adjusted EBITA margin of 9.6%, meeting its financial target.
  • Ambea AB (STU:6MA) successfully integrated Validia, contributing significantly to the group's EBITA and expanding its presence in Finland.
  • The company has a robust pipeline with plans to open new care homes, adding over 500 care places in the next 12 months.
  • Ambea AB (STU:6MA) demonstrated strong employee engagement with a high employee Net Promoter Score, reflecting a positive workplace culture.
Negative
  • Stendi's EBITA decreased by SEK32 million due to negative seasonal effects from the Easter holidays.
  • The company experienced a negative currency effect of minus 1.8%, impacting overall growth.
  • Nytida faced continued lower occupancy in some parts of the individual and family care segment.
  • Operating cash flow was affected by nonrecurring items, including a legal dispute settlement and acquisition payments, totaling SEK106 million.
  • Ambea AB (STU:6MA) reported a decrease in Stendi's EBITA margin by 3.8 percentage points compared to the same quarter last year.
Operator

Good day, and thank you for standing by. Welcome to the Ambea interim report second quarter 2025 conference call. (Operator Instructions) Please be advised that today's conference is being recorded.

I would now like to hand the conference over to your speaker today, Mark Jensen, President and CEO. Please go ahead.

Mark Jensen;publ;President
Ambea AB;Chief Executive Officer

()- -

Thank you, and welcome, everyone. Today, we will review Ambea's performance for the second quarter of 2025. My name is Mark Jensen, CEO of Ambea, and I'm joined by our CFO, Benno Eliasson. Together, we will walk you through our results and highlight the key developments during this period. After that, I will summarize the quarter and compare Ambea's performance to our financial targets before we open for questions.

I would like to begin with a brief overview of Ambea. Ambea remains the leading care provider in the four largest Nordic countries. We offer high-quality care and support across more than 1,000 care units for over 16

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