Q2 2025 AcadeMedia AB Earnings Call Transcript
Key Points
- AcadeMedia AB (FRA:V8T) reported a strong organic growth of 6.6% and overall company growth of more than 13%.
- The company has seen positive development in its international operations, particularly in Germany, where it is expanding its preschool network.
- AcadeMedia's adjusted profit margin increased to 5.6%, up from last year's 4.6%, with a significant contribution from the acquisition of Touhula in Finland.
- The adult education segment reported strong results, driven by high unemployment and better utilization rates, maintaining its market leader position with a 20% market share.
- The company has a diversified and financially strong position, with a leverage ratio of 0.6, well below the target threshold of three.
- The adjusted EBIT margin of 6.4% falls below the target range of 7.8 to 8%.
- There is uncertainty regarding future salary levels, which could impact margins, especially in the Swedish operations.
- The company faces challenges with retroactive revenue adjustments, which can affect quarterly financial results unpredictably.
- The Preschool segment in Sweden saw closures of six units last year, impacting growth in that region.
- The adult education segment, while currently strong, is subject to volatility due to changes in unemployment rates and labor market conditions.
So good morning, everybody, and welcome to this report of our Q2 to result in AcadeMedia. And today, of course, as you all have heard, Sweden wakes up one more day with sadness and sorrow. What wasn't allowed to happen has happened. What we sometimes thought about and prepared for and hope that we didn't have to use has now happened. And even today, we mourn and we think of all the affected of the terrible things that has happened in Orebo.
AcadeMedia has an extensive operation in Orebo with both secondary schools, primary schools, and adult activities. And what we know so far, nobody of our teacher and student has been affected. But security has always been important for AcadeMedia and we had our first training for all our schools in 2016 and all our school has prepared for this. But this will, of course, affect the schools in Sweden the coming time and year.
But today we also report the quarter two result of AcadeMedia. And even if this is sad times, we are very proud of what we have achieved in AcadeMedia the time
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