Ambea AB (FRA:6MA)

Q3 2025 Ambea AB (publ) Earnings Call Transcript

Nov 5, 2025 / 09:00 AM GMT

Release Date Price: €11.43 (+1.15%)

Transcript

Key Points

Positve

Ambea AB (STU:6MA) reported strong financial performance with a 16% increase in net sales, driven by 13% acquired growth and 4% organic growth.
The company achieved an adjusted EBITA margin of 9.9%, surpassing its profitability target of 9.5%.
Ambea AB (STU:6MA) continues to expand its operations with a robust pipeline of new care facilities, including 4 new nursing homes and several expansions planned over the next 12 months.
The company has successfully integrated acquisitions, particularly in Finland, and expects positive earnings impact from recent acquisitions by 2026.
Ambea AB (STU:6MA) has launched a share buyback program, indicating strong cash flow and financial flexibility to invest in growth and return value to shareholders.

Negative

The company faced negative currency effects of 1%, which impacted overall growth.
In Norway, Ambea AB (STU:6MA) experienced a decline in earnings due to fluctuating occupancy and staffing challenges, resulting in a lower EBITA margin.
The recent acquisition in Finland's child welfare segment is expected to have startup and integration costs, delaying positive margin contributions in the near term.
Clara, one of Ambea AB (STU:6MA)'s segments, saw a 9% decrease in net sales due to lower demand, impacting profitability.
The company anticipates continued fluctuations in demand in Norway, which may affect short-term operational efficiency and profitability.

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

AMBEA.ST - Ambea AB (publ)
Q3 2025 Ambea AB (publ) Earnings Call
Nov 05, 2025 / 09:00AM 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 EBITDA Third quarter 2025 presentation. At this time, all participants are in a listen-only mood. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you need to press 11 on your telephone. You then hear automatic message advising your hand is raised. Please be advised that today's conference is being recorded. I'd now like to turn the call over to the first speaker today, Mr. Mark Jensen, CEO and President.

Thank you. Please go ahead.

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Unidentified_2 [2]
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