Q2 2025 BTS Group AB Earnings Call Transcript
Key Points
- BTS Group AB (FRA:BX1B) achieved double-digit growth in two out of three units, with BTS Europe experiencing a 31% revenue growth and BTS other markets achieving 19% growth.
- The company's executive coaching business saw a profit increase of 34% in the second quarter, with high win and renewal rates.
- BTS Group AB's AI-related revenue grew by 425% compared to the same period last year, with SEK8 million in bookings.
- The acquisition of Sounding Board has been successful, contributing to new client wins and expanding existing accounts.
- BTS Europe has maintained a high win rate of over 60% for large competitive global deals, significantly above the company average.
- BTS North America faced a significant profit loss of SEK36.3 million in Q2, primarily due to one-time expenses and a decline in revenue.
- The unfavorable US dollar exchange rate negatively impacted BTS North America's financial performance.
- The company experienced a 23% drop in EIA in Q2, largely attributed to challenges in North America.
- BTS Group AB lowered its outlook for 2025, expecting results to be worse than in 2024.
- The APG unit in North America was adversely affected by the overall market malaise, leading to reduced project scopes and delays.
Good morning and welcome to BTS Group Q2 report 2025. During the Q&A, you can press pound 5 on your telephone keypad to ask the question. You can also write your question directly in the webcast. With no further ado, I hand the conference over to CEO.
Thank you. Hello, dear investors.
Thank you for joining and for those of you I'll see you later today, I'm looking forward to the time with you. Let's talk about Q2 2025.
No doubt it was absolutely defined by a big problem, right? EIA dropped 23% in the second quarter, and if you unpack that, you will see that that is due to one issue, that is the operations of BTS North America.
And within BTS North America's profit performance, we lost about SEK36.3 million in the second quarter. Half of that was due to one-time expenses of severance and legal fees associated with the sounding board acquisition and also part of the dropping unfavorable US dollar exchange rate. The other drop was 100% because of the decline in
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