Elisa Oyj (FRA:EIA)

Q3 2025 Elisa Oyj Earnings Call Transcript

Oct 23, 2025 / 09:00 AM GMT

Release Date Price: €40.92 (-7.38%)

Transcript

Key Points

Positve

Elisa Oyj (ELMUF) reported a 4.6% increase in revenue, driven by international software services and mobile service revenue.
The company's EBITDA grew by 3.7%, reaching EUR 214 million, supported by mobile service revenue growth and cost management.
Comparable cash flow increased by more than 12% from the previous quarter, attributed to higher EBITDA, strict CapEx discipline, and effective networking capital management.
The fixed broadband subscription base increased by close to 5,000, with fiber-related revenue starting to pick up.
Elisa Oyj (ELMUF) announced a transformation program aiming for EUR 40 million in annual cost savings by 2026, focusing on organizational streamlining and process optimization.

Negative

Post-pay churn in Finland increased to over 22%, indicating intense competition in the market.
Postpaid subscriptions decreased by over 20,000, with a significant portion related to machine-to-machine and IoT subscriptions.
The company faced delays in international software services projects due to tariff-related uncertainties, impacting revenue growth.
Mobile service revenue growth was challenged by intense competition, particularly in the 4G category, affecting the overall growth outlook.
Elisa Oyj (ELMUF) anticipates a challenging Q4 due to competitive pressures before cost savings from the transformation program take effect.

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

ELISA.HE - Elisa Oyj
Q3 2025 Elisa Oyj Earnings Call
Oct 23, 2025 / 09:00AM GMT

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Presentation
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Operator [1]
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Good morning everyone and welcome to ELISA's 3rd quarter 2025 analyst meeting and conference call.

I'm Wea Sahi, the head of university relations, and here together with me is a very familiar team, CEO Toy Manner and now for the last time CFO Jarie Kinnan, who will leave us in the end of the year.

We have also our incoming CFO Christian Poulola here, but now he's in the audience still.

Next week, by the way, we are in a road show together with Christian and Jari.

But now going to the agenda of the day and following the normal practice, we start the presentation followed by Q&A, and now I give word to do. Please go ahead.

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