ArcticZymes Technologies ASA (LTS:0DRV)

Q1 2025 Arcticzymes Technologies ASA Earnings Call Transcript

May 8, 2025 / 06:30 AM GMT

Release Date Price: kr16.9

Transcript

Key Points

Positve

ArcticZymes Technologies ASA (LTS:0DRV) achieved a record high number of orders, totaling 342, indicating strong underlying business momentum.
The company expanded its customer base to an all-time high, demonstrating successful customer acquisition strategies.
Sales in the US increased by 25% year-on-year, driven by growth in the cell and gene therapy space.
A new CDMO has onboarded ArcticZymes' SAHQ on their platform, signaling potential for future recurring business.
The company is making strategic investments in team, systems, and global footprint to lay the foundation for sustainable long-term growth.

Negative

Revenue was negatively impacted by a significant drop in orders from a major molecular tools customer, resulting in a 9 million NOK decrease compared to the previous year.
EBITDA performance was adversely affected by currency fluctuations and investments in commercial transformation.
The company experienced a decline in sales within the molecular tools segment, attributed to a planned reduction by a major OEM customer.
There was a slight decline in sales in the EMEA region by 13%, which the company is working to address.
Currency fluctuations resulted in a net loss of 0.7 million NOK for the quarter, compared to a profit of 0.5 million NOK in the previous year.

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

AZT.OL - Arcticzymes Technologies ASA
Q1 2025 Arcticzymes Technologies ASA Earnings Call
May 08, 2025 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Oh Good morning. Good morning, everyone, and welcome to Arctic Scis Q1 2025 presentation. My name is Michael Arco. I'm the CEO of Arctic Scis, and today I'm joined by Berger Silva, our CEO, as well as Paul Blackburn, our VP of sales.

As we present our Q1 2025 results, I want to start with a clear message. Despite some short-term headwinds, Artic science is making strong progress in our strategic customer transformation.

Revenue this quarter was impacted by a temporary drop from a major customer within the molecular tools. But looking beyond that, the underlying momentum in our business is clear. We're deepening our customer relationships, we're expanding our market reach, and this quarter, we hit a

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