Addnode Group AB (FRA:AR7)
€ 3.415 +0.020 (+0.59%) Market Cap: 510.73 Mil Enterprise Value: 734.24 Mil PE Ratio: 17.24 PB Ratio: 1.96 GF Score: 75/100

Q3 2025 Addnode Group AB (publ) Earnings Call Transcript

Oct 24, 2025 / 07:30AM GMT
Release Date Price: €10.3 (+0.59%)

Key Points

Positve
  • Addnode Group AB (FRA:AR7) reported a stable market with high acquisition activity and improved efficiency.
  • The company has published new financial targets, aiming for ambitious growth and profitability.
  • Addnode Group AB (FRA:AR7) completed six acquisitions, with SolidA expected to contribute significantly to EBITDA.
  • The company extended its credit facilities on more favorable terms to support future growth.
  • The process management division delivered strong growth, with a 24% increase in net sales and a 34% increase in EBITDA.
Negative
  • The German market remains weak, affecting the company's performance in that region.
  • Early contract renewals in Q2 led to a negative impact on Q3 EBITDA by 70 million.
  • The transition to a new transaction model for partner software has made it difficult to track net sales performance.
  • The company is experiencing a temporary working capital drag due to changes in Autodesk payment terms.
  • The economic and geopolitical situation remains uncertain, affecting customer decision-making for major investments.
Johan Andersson;publ;President
Addnode Group AB;Chief Executive Officer, President of the Design Management Division

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Hello everyone and welcome to the presentation of the interim report for the 3rd quarter of 2025 with ANA Group. I'm the CEO of ANA Group and I also have with me our CEO Christina E Macintosh, who will help me out today.

Looking at the agenda, we will spend some time on a a group, looking to Q3, talk about the divisions, spend some time on the financials and the balance sheet, and then we will open up for Q&A.

So as a group.

Our purpose is all about equation for a better society. We operate, acquire, and develop entrepreneurial companies that provide digital solutions.

For innovation and continuous development in close collaboration with our customers, we create digital solutions for specific needs. The software and digital solutions that we provide.

Are used to design buildings, infrastructure and cities, and also the products that we all use every day like cars and all the way to life

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