Dovalue SpA (MIL:DOV)

Q2 2025 Dovalue SpA Earnings Call Transcript

Aug 7, 2025 / 08:30 AM GMT

Release Date Price: €2.66 (+8.85%)

Transcript

Key Points

Positve

Dovalue SpA (FRA:1DB0) reported a strong year-on-year revenue growth of 52%, reaching 281 million, driven by non-NPL products.
The company achieved a significant increase in free cash flow, with a year-on-year rise, and is on track to meet its full-year guidance of 60 to 70 million.
Dovalue SpA (FRA:1DB0) has successfully integrated Garden, achieving important milestones and cost synergies, with full effects expected by 2026.
The acquisition of COI is proceeding smoothly, with regulatory approval expected without risk, enhancing diversification and growth.
The company has a robust pipeline, with an 18-month pipeline expansion to 49 billion, indicating strong future business prospects.

Negative

Operating costs have increased due to consolidation and variable compensation, although cost containment measures are in place.
There is a temporary negative impact on cash flow due to the timing of MBO payments, which may affect short-term liquidity.
Revenue in Spain declined slightly due to lower disposals, despite improvements in other categories.
Servicing revenues in Greece are declining year-on-year, attributed to lower sales in the second quarter.
The company faces challenges in maintaining a stable operating cost base, with ongoing efforts required to optimize costs across regions.

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

DOVA.MI - doValue SpA
Q2 2025 Dovalue SpA Earnings Call
Aug 07, 2025 / 08:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. This is the chorus call conference operator. Welcome and thank you for joining the Dualue first half 2025 financial results presentation.

As a reminder, all participants are in listen-only mode.

After the presentation, there will be an opportunity to ask questions.

Should anyone need assistance during the conference call, they may signal an operator by pressing star and 0 on their telephone.

At this time, I would like to turn the conference over to Mr. Daniele De la Ceta, head of Group M&A strategic Finance and Investor Relations of due value. Please go ahead, sir.

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Unidentified_2 [2]
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