Geodrill Ltd (FRA:7GD)
€ 1.55 +0.010 (+0.65%) Market Cap: 76.56 Mil Enterprise Value: 74.67 Mil PE Ratio: 0 PB Ratio: 0.79 GF Score: 81/100

Q3 2025 Geodrill Ltd Earnings Call Transcript

Nov 13, 2025 / 03:00 PM GMT
Release Date Price: €2.2

Key Points

Positve
  • Geodrill Ltd (GEODF) reported a 14% increase in revenue for Q3 2025, reaching $39 million, driven by strategic expansion into South America.
  • The company has doubled its rig count in South America, supporting major multi-phase drilling contracts, indicating strong growth potential in the region.
  • Geodrill Ltd (GEODF) achieved 7.8 million man hours without a lost time injury, showcasing a strong safety record.
  • The company's bidding pipeline is highly active, and commodity prices remain favorable, suggesting potential for future growth.
  • Geodrill Ltd (GEODF) maintains a strong balance sheet with $11.1 million in net cash, providing financial flexibility for future growth initiatives.
Negative
  • The gross profit for Q3 2025 was significantly lower at $2.4 million, representing only 6% of revenue compared to 24% in Q3 2024.
  • West Africa operations contributed to 66% of the gross profit decline due to wet season slowdown, wage inflation, and currency appreciation.
  • South America operations faced operational delays and upfront costs due to rapid rig expansion, impacting short-term profitability.
  • The company reported a net loss of $1.5 million for Q3 2025, compared to a net income of $2.6 million in Q3 2024.
  • Operational challenges in South America, including onboarding delays and high altitude job limitations, affected the overall performance.


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

GEO.TO - Geodrill Ltd
Q3 2025 Geodrill Ltd Earnings Call
Nov 13, 2025 / 03:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning everyone and welcome to GeoDrill's 3rd quarter 2025 financial results conference call. At this time, all participants are in a listen-only mode. Following the presentation, we will conduct a question-and-answer session. Instructions will be provided at that time for you to queue up for questions. If anyone has difficulties hearing the conference, please press 0 for operator assistance at any time. I would like to remind everyone that this conference call is being recorded today, November 13, 2025. Before we begin, certain statements made on today's call. Management may be forward-looking in nature and as such are subject to various risks and uncertainties. Please refer to the company's press release and MD&A for more details on these
Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot