Q3 2025 Stroeer SE & Co KgaA Earnings Call Transcript
Key Points
- Stroeer SE & Co KGaA (SOTDY) reported a 1% increase in overall revenues for the first nine months of 2025, reaching €1.47 billion.
- The company's digital out of home (DOOH) segment grew by 10%, with programmatic digital out of home (BDOOH) outpacing the market at 13% growth.
- Stroeer's core business, combining digital and traditional out of home advertising, achieved a solid 5% growth, outperforming many local peers.
- The company has successfully integrated new clients into its top 10 digital out of home ranking, including Lindt and Unilever.
- Stroeer's strategic investments in digital out of home and programmatic advertising solutions are validated by increasing demand and market share gains.
- Adjusted EBITA declined by around 9% due to increased depreciation and amortization compared to the prior year.
- Net income adjusted decreased by 10% to €86 million, down from €96 million in the same period of 2024.
- Free cash flow adjusted for the reporting period was significantly lower at €19.1 million compared to €78.3 million in 2024, mainly due to higher working capital requirements.
- The overall advertising market in Germany remained flat, with traditional media facing headwinds and TV advertising down by 4%.
- Stroeer's digital media segment saw a decline in revenues from third-party assets, contributing to a decrease in overall segment performance.
I Ladies and gentlemen, welcome to the Q3 Figures 2025 conference call. I am Sandra, the chorus call operator.
I would like to remind you that all participants have been listen-only mode and the conference is being recorded.
The presentation will be followed by a Q&A session. You can register for questions at any time by pressing and 1 on your telephone.
For operator assistance, please press 0. The conference must not be recorded for publication or broadcast. At this time. It's my pleasure to hand over to Christian Smaltzel. Please go ahead, sir.
Dear ladies and gentlemen, the investors and analysts, welcome to our Q3 call.
Let's jump straight into the presentation and give you a brief overview of the developments in the 1st 9 months of fiscal year 2025 and introduce you to some of our news and topics from the last three months.
Henning will then comment on the developments and effects of our Q3 figures
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