Q3 2025 Pandox AB Earnings Call Transcript

Oct 23, 2025 / 06:30 AM GMT

Release Date Price: kr190.9 (+2.30%)

Transcript

Key Points

Positve

Pandox AB (PNDXF) reported a 5% increase in total revenues and an 8% increase in net operating income for Q3 2025.
The company has a strong cash flow and financial position, enabling continuous profitable growth through acquisitions and investments.
The acquisition of Dalata is expected to contribute to revenue and NOI in Q4 2025, with full effects in 2026.
Pandox AB (PNDXF) has a diversified hotel property portfolio with 162 hotels across 11 countries, ensuring stable operations.
The company is actively investing in climate change projects with good returns based on validated targets.

Negative

Currency fluctuations had a negative impact on both earnings and property values due to the majority of hotel properties being outside Sweden.
The acquisition of Dalata will incur sizable one-off transaction costs in Q4 2025, impacting earnings negatively.
Some important markets, such as Germany and the UK, showed only modest growth or declines in RevPAR.
The company's loan-to-value ratio increased to 52% due to the acquisition, although it is expected to decrease over time.
There is a risk of slower demand from mid-December to mid-January, which is typical for the hotel industry.

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

PANDXb.ST - Pandox AB
Q3 2025 Pandox AB Earnings Call
Oct 23, 2025 / 06:30AM GMT

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Presentation
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Unidentified_1 [1]
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Thank you very much, and we would like to welcome all of you to this presentation of Panok's interim report for the 3rd quarter, 2025.

I'm here together with Leono, our CEO, and Angelinin Bloom, our CEO. And today we also have the pleasure of having both Ifa Rosh, Vice President at STR, and Rasmushlman, CEO at Benchmarking Alliance with us. IFA and Rasmus will provide a hotel market update on Europe and Nordics respectively.

And STR benchmarking Lions are both leading independent research firms dedicated to the hotel market, and the views they express are completely separate from pando.

And we offer these pre presentations as a service to Pando stakeholders.

Please note that Ifa and Erasmus presentations will be

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