Q4 2025 B2 Impact ASA Earnings Call Transcript

Feb 12, 2026 / 07:30 AM GMT

Release Date Price: kr8.96

Transcript

Key Points

Positve

B2 Impact ASA (FRA:B28) achieved a 57% growth in earnings per share for 2025, indicating strong financial performance.
The company reported a 17% growth in cash collections with flat operating expenses due to increased automation and cost reductions.
B2 Impact ASA invested 3.7 billion with 1.2 billion already committed for 2026, showcasing strong investment activity.
The company maintained a leverage ratio of 2.1 while accelerating investment levels, supporting continued EPS growth.
The board proposed a dividend of 1.9 per share for 2025, reflecting a 100% payout ratio of the adjusted net profit.

Negative

Despite strong performance, the company did not disclose specific profitability metrics or return levels on investments.
The cost to collect metric was not shared, and there was a focus on total cost reduction rather than specific geographic cost variations.
The company faced slightly lower positive reevaluations for the full year of 2025 compared to 2024.
There was a one-off positive putback of NOOC 64 million impacting reported collections, which was excluded from underlying growth figures.
The company did not provide concrete details on any current M&A targets or backbook purchases, indicating uncertainty in future acquisitions.

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

B2I.OL - B2 Impact ASA
Q4 2025 B2 Impact ASA Earnings Call
Feb 12, 2026 / 07:30AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning, everyone. Welcome to the Q4 presentation.

I'm pleased to announce that Q4 marks yet another successful step in the B2 impact journey.

Before we begin, I'd like to take a moment to reflect on the journey of B2 Impact.

Quarter by quarter we have delivered on our financial targets and created strong returns for our shareholders.

More importantly, we have built momentum, and that journey is far from over.

It will continue with even greater speed and ambition ahead.

We are often asked why we don't invest even more.

The simple answer is that we aim to remain a solid company with a well-balanced capital structure.

This enables to combine attractive dividend yield

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.