Hemnet Group AB (OTCPK:HMNTY)

Q4 2025 Hemnet Group AB (publ) Earnings Call Transcript

Jan 29, 2026 / 09:00 AM GMT

Release Date Price: $16.77 (+6.27%)

Transcript

Key Points

Positve

Hemnet Group AB (HMNTY) demonstrated strong resilience in a challenging market, with net sales increasing by 9% for the full year 2025.
The company achieved a significant ARPL (Average Revenue Per Listing) growth of 28% for the full year, driven by strong demand for value-added services.
Hemnet Group AB (HMNTY) plans to roll out several exciting product launches in 2026, including 'Sell First, Pay Later', which has shown promising pilot results.
The company maintains a strong financial position with a robust cash generation, allowing for continued capital returns to shareholders.
Hemnet Group AB (HMNTY) is leveraging AI to enhance user experience and operational efficiency, positioning itself as a leader in the Swedish property market.

Negative

Net sales decreased by 4.4% in Q4 2025 due to a significant decline in listing volumes.
EBITDA declined by 12.8% in Q4, impacted by lower listing volumes and reduced fixed cost leverage.
The Swedish property market has experienced longer selling times and a shift towards a 'sell before buy' mentality, affecting market efficiency.
The company faces challenges in the B2B segment, with revenue from property developers decreasing by 40% due to fewer project starts.
There is uncertainty regarding the adoption and impact of the 'Sell First, Pay Later' model on revenue and market share.

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

HEM.ST - Hemnet Group AB (publ)
Q4 2025 Hemnet Group AB (publ) Earnings Call
Jan 29, 2026 / 09:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Welcome to Hemnet's Q4 and full year 2025 conference call. For the first part of the conference call, the participants will be in listen-only mode. During the questions and answer session, participants are able to ask questions by dialing 5 on their telephone keypad. Now I will hand the conference over to the speakers. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Good morning everyone and a warm welcome to this 2025 Q4 release call and full year review for Hemnet Group.

My name is Jonas Gustafson and I'm the group CEO of Hemnet. With me here on my

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.