Asseco Poland SA (FRA:SFB1)

Q3 2025 Asseco Poland SA Earnings Call Transcript

Dec 2, 2025 / 11:00 AM GMT

Release Date Price: €47.2 (-0.04%)

Transcript

Key Points

Positve

Asseco Poland SA (ASOZF) reported an 11% economic growth, reaching 12.3 billion zloti.
Operating profit increased by 18% to 1.4 billion zloti, with net profit up by 29% to 516 million zloti.
The company has a strong position in finance, public administration, and ERP sectors, showing significant growth.
Asseco Poland SA (ASOZF) is actively pursuing promising areas such as cloud security, cybersecurity, defense, and AI.
The company has successfully diversified its revenue streams across sectors and geographies, reducing dependency on top customers.

Negative

The exclusion of Sapiens from consolidated revenues and costs has impacted financial results.
There was a negative effect of 135 million zloti due to currency rate fluctuations.
The profitability in Q3 showed a decline due to adjustments related to activities in India.
The company experienced an 8% drop in ITC solutions revenue in Poland due to seasonal project aspects.
The acquisition of a company in India was written off, impacting the financial results negatively.

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

ACPP.WA - Asseco Poland SA
Q3 2025 Asseco Poland SA Earnings Call
Dec 02, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon ladies and gentlemen at this conference where we will discuss ASECO's results for the nine months of 2025.

As always, we will present the activity of the group and we'll tell you more about the finances. In the end, we will make sure that all the questions are answered.

So in the meantime feel free to send questions to us again, we would like to. Welcome Renza Bayorrek, CFO, and Marek Panak, who is in charge of groups development.

Now Marek, I'm sure will begin with the introduction.

He's smiling, so probably he has some good news to share. So Marek, over to you. Tell us how we've been doing in the last 3 quarters. Good afternoon, ladies and gentlemen.

Well, it should have been

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