Full Year 2025 ISS A/S Earnings Call Transcript
Key Points
- ISS AS (STU:QJQ) reported financial results in line with expectations, demonstrating stability and consistency.
- The company announced 25 new contracts in 2025, with 22 being positive, laying a strong foundation for 2026.
- ISS AS (STU:QJQ) expects organic growth of above 5% in 2026, driven by net new wins and volume growth.
- A new share buyback program of DKK2.5 billion was announced, reflecting a commitment to shareholder value.
- The company successfully completed two bolt-on acquisitions in Spain and Austria, enhancing local presence and delivering synergies.
- The tragic incident at a customer site in Hong Kong in 2025 resulted in the loss of life, impacting the company emotionally and operationally.
- Organic growth in 2025 was primarily driven by price increases, with net new wins negatively impacted by contract trimming and exits.
- The Americas region faced headwinds from contract exits and restoration work, affecting overall performance.
- The arbitration proceedings with Deutsche Telekom remain unresolved, creating uncertainty around potential financial outcomes.
- Investments in the US market have yet to yield significant returns, impacting margins and requiring continued focus.
Welcome to ISS annual report 2025 presentation. Today's call is being recorded. If you have any objections to this, please disconnect your phone line. All participants will be in a listen-only mode throughout the presentation, and afterwards, there will be a question-and-answer session. Today's speakers will be CEO Kasper Fangel and CFO Mads Holm.
First, I would like to hand it over to Head of Investor Relations, Michael Hvidtfeldt Rasmussen. Michael, please begin.
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Thank you very much, and good morning, everyone, and welcome to our conference call. We appreciate you joining us today to discuss our 2025 results, which were released earlier this morning.
As said, I'm Michael Hvidtfeldt Rasmussen, heading up Investor Relations here at ISS. Joining me in the room today is our CEO, Kasper Fangel; our CFO, Mads Holm; and Anne-Sophie Riis from the IR Team. Before we begin, please take a quick view at the disclaimer, and then I will hand it over to Kasper to
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