Q4 2025 Addnode Group AB (publ) Earnings Call Transcript
Key Points
- Addnode Group AB (FRA:AR7) achieved a significant improvement in margins and profit, with the highest EBITD ever for a single quarter.
- The company reported a 5% increase in net sales, with a 4% currency-adjusted organic sales growth.
- Acquisitions contributed approximately 700 million in net sales and strengthened the EBITA margin.
- The process management division saw a 34% increase in EBITDA, supported by organic growth and acquisitions.
- Addnode Group AB (FRA:AR7) continues to invest in AI and product development, optimizing its organization and improving the EBITA margin.
- The product lifecycle management division posted negative growth on sales, although EBITA remained stable due to cost savings.
- Demand in Germany continued to be weak, impacting sales in the PLM division.
- Currency movements, particularly against the US dollar, reduced net sales by 97 million.
- The transition from perpetual licenses to subscription solutions in the PLM division is ongoing, affecting organic growth comparisons.
- The company experienced a temporary working capital drag due to changes in payment terms for Autodesk three-year contracts.
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Hello everyone. It seems that we had some technical trouble in the beginning, so it might be that you didn't hear me in the beginning, so I just want to start over again and thank you for listening in and we show the agenda and let's start from there.
So, AA Group's purpose is all about utilization 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 solution that we provide, design buildings, infrastructure, and cities, and also the products that we all use everyday like cars and all the way to our life science instruments.
When things have been designed and built, they need to be maintained with a life cycle perspective, and the public sector has a responsibility for the design and maintenance of our
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