Ituran Location and Control Ltd (NAS:ITRN)

Q2 2025 Ituran Location and Control Ltd Earnings Call Transcript

Aug 19, 2025 / 01:00 PM GMT

Release Date Price: $36.34 (-9.78%)

Transcript

Key Points

Positve

Ituran Location and Control Ltd (ITRN) reported a solid quarter with steady growth despite geopolitical challenges, such as the war between Israel and Iran.
The company celebrated its 30th anniversary, marking 20 years as a public company, highlighting its long-term stability and success.
Ituran Location and Control Ltd (ITRN) added 40,000 net subscribers in the second quarter, with a target of reaching 220,000 to 240,000 new subscribers by the end of 2025.
The company launched new telematics products, including a successful product for motorcycle owners, expanding its market reach.
Ituran Location and Control Ltd (ITRN) generated $22.4 million in operating cash flow and declared a $10 million dividend, reflecting strong shareholder value creation.

Negative

The war between Israel and Iran led to a two-week suspension of economic activities, impacting new car sales and product sales.
The strengthening of the US dollar against local currencies had a deflating impact on financial results when denominated in US dollars.
Product revenues decreased by 6% year over year, affected by the cessation of new sales during the conflict.
Operating expenses were slightly higher due to a one-time expense related to the company's 30-year celebration.
Finance expenses increased to $1.3 million due to currency fluctuations, specifically the strengthening of the Israeli shekel against the US dollar.

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

ITRN.OQ - Ituran Location and Control Ltd
Q2 2025 Ituran Location and Control Ltd Earnings Call
Aug 19, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, thank you for standing by. My name is Kenny Green. I am part of the investor relations team at Iran. I would like to welcome all of you to Iran's Results Zoom webinar, and I would like to thank Iran's management for hosting this call.

All participants other than the presenters are currently muted and following the formal presentation, I'll provide some instructions for participating in the live Q&A session.

I would like to remind everyone that this conference call is being recorded and the recording will be available from the link in the earnings press release and on Iron's website from tomorrow.

With me today on the call are Mr. Aal Sharatsky's CEO Mr. Uddin

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