Micro Systemation AB (FRA:W98)
€ 8.16 +0.020 (+0.25%) Market Cap: 149.88 Mil Enterprise Value: 143.31 Mil PE Ratio: 23.48 PB Ratio: 11.53 GF Score: 67/100

Q2 2025 Micro Systemation AB (publ) Earnings Call Transcript

Jul 18, 2025 / 08:00 AM GMT
Release Date Price: €5.14

Key Points

Positve
  • Micro Systemation AB (LTS:0FBM) reported a slight increase in sales, with an 8% growth when adjusted for currency fluctuations.
  • The company has seen good growth in the APEC region and anticipates continued potential in this market.
  • The launch of the new product, Unifi, has resulted in the first contract in Canada, with a promising pipeline in the US.
  • Investments in product development, particularly in XY Pro and iOS FFS, have enhanced capabilities, making them top-selling products across regions.
  • The company maintains a strong balance sheet, which supports future growth and strategic investments.
Negative
  • Currency headwinds have negatively impacted revenue outcomes, with 95% of revenue being in foreign currency.
  • Sales in the EEA and Americas regions performed below expectations due to delayed orders and political uncertainties.
  • Operational costs have increased due to investments in marketing and consultancy, although these are expected to decrease as consultants are replaced by permanent staff.
  • There is a noted shift in budget allocations from administration to defense, affecting sales in certain regions.
  • The company experienced a negative cash outcome for the first half of the year, although it expects improvement in the second half.


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

MSABb.ST - Micro Systemation AB (publ)
Q2 2025 Micro Systemation AB (publ) Earnings Call
Jul 18, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. Welcome to MSAB. Just want to check that you can, hear us loud and clear. If you could just give us a thumbs up in the chat, that would be great.

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Unidentified_2 [2]
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Taking thumbs up from.

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Unidentified_1 [3]
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So we're ready to start, so I'm going to hand over for an introduction to our CEO Peter Ya.

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