Nagarro SE (OTCPK:NGRRF)

Q1 2025 Nagarro SE Earnings Call for Retail Investors Transcript

May 15, 2025 / 12:30 PM GMT

Release Date Price: $79.04 (+2.53%)

Transcript

Key Points

Positve

Nagarro SE (NGRRF) reported a revenue of €247 million for Q1 2025, with an adjusted EBITDA of €30.2 million, indicating a strong performance despite currency impacts.
The company experienced a significant increase in deferred revenue, which is expected to bolster future financial results.
Nagarro SE (NGRRF) is seeing increased market activity, particularly in cloud, data, and AI sectors, suggesting potential growth opportunities.
The company has announced its first-ever dividend and continues to execute a share buyback program, indicating strong shareholder returns.
Strategic growth initiatives, including expansion in Japan and partnerships in edge computing, are expected to drive future revenue growth.

Negative

The adjusted EBITDA margin for Q1 2025 was impacted by negative currency effects, resulting in a €5 million negative impact.
Horizontal tech sector continues to face pressure, affecting overall performance.
The company experienced a cash outflow of €31.3 million for the three-month period ended March 31, 2025, compared to an inflow in the previous year.
There is a noted decline in gross margin, attributed to factors such as calendar effects and a potential slowdown in growth.
Nagarro SE (NGRRF) faces challenges in the US market, particularly in horizontal tech, where peers have shown stronger rebounds.

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

NA9n.DE - Nagarro SE
Q1 2025 Nagarro SE Earnings Call for Retail Investors
May 15, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to the Nogaro Q1 2025 earnings call.

Thank you all for joining us today. At this time, I would like to turn the call over to Michael Mapp at Nagaro to begin. Please go ahead when you're ready.

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Unidentified_2 [2]
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Good afternoon to everyone, and welcome to Negaro SE's Q1 2025 earnings call. My name is Michael Knapp and I'm part of the investor relations team at Nagaro.

I'm delighted to moderate today's call. You should have received a copy of the earnings release for Negaro's first quarter 2025 and full year 2024

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