Q3 2025 B2 Impact ASA Earnings Call Transcript
Key Points
- B2 Impact ASA (STU:B28) reported strong collection and ERC growth in Q3 2025.
- The company has committed NOK 3 billion for investments in 2025, indicating a robust investment strategy.
- Earnings per share are tracking ahead of the full-year target, with a significant 74% growth compared to the same quarter last year.
- The latest bond issue has reduced annual interest costs by NOK 40 million, improving financial efficiency.
- The company has achieved a 40% increase in cash collections compared to last year, driven by unsecured collection growth and high Rio sales.
- Operational expenses increased by 9% in the third quarter, mainly due to onboarding the Solva platform and high collection activity.
- Despite high cash collections, revenue only increased by 13%, indicating limited P&L impact from Rio sales.
- The company faced technical challenges during the earnings call, which may have affected communication.
- The final dividend for 2025 is still uncertain, although it is expected to be at least 1.7 per share.
- Investment activity in Q4 includes multiple ongoing transactions, but the impact on 2025 will be slightly lower due to forward flows.
Good morning, everyone. My name is Trung Kristian Andreasen. I'm the CEO of B2 Impact.
Together with me is Rasmus, who is the manager of IR and M&A, and Andrea, who is the CEO of the group. We want to welcome everyone to this presentation. It is a rainy day in Oslo, and we do believe that the presentation will give you a glimpse of sunlight.
On behalf of the employees and the board of directors of B2 Impact, I'm pleased to announce that Q3 marks yet another successful step in the B2 Impact journey.
We are proud of our achievements, the results of a sound strategy and strong collaboration between the management team, the board of directors, and not least, our dedicated employees across Europe.
After almost a full year as CEO of B2 Impact, I can confidently say there has not been a single day when we have not been focused on development and continuous improvement.
In our previous communication, we have emphasized that our shareholders expect stable growth combined with strong returns.
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