Nagarro SE (OTCPK:NGRRF)

Q1 2025 Nagarro SE Earnings Call Transcript

May 15, 2025 / 11:00 AM GMT

Release Date Price: $79.04 (+2.53%)

Transcript

Key Points

Positve

Nagarro SE (NGRRF) reported a revenue of €247 million and an adjusted EBITDA of €30.2 million, with a margin of 12.2%, indicating strong financial performance.
The company has a high Net Promoter Score (NPS) of 69, reflecting strong customer satisfaction.
Nagarro SE (NGRRF) is actively diversifying across industries and regions, reducing dependency on any single market or client.
The company is pursuing strategic partnerships, such as with Siemens and Advantech, to drive growth and expand its market presence.
Nagarro SE (NGRRF) is implementing capital allocation initiatives, including share buybacks and a proposed dividend, to enhance shareholder value.

Negative

Deferred revenue increased to €5.5 million, which, if recognized, would have bolstered financial results.
Negative currency effects, particularly from EUR/USD exchange rates, impacted adjusted EBITDA by €5 million.
The horizontal tech sector remains under pressure, affecting certain segments of the business.
The company faces challenges in increasing brand awareness in new markets like Saudi Arabia, where established brands dominate.
Nagarro SE (NGRRF) has limited direct exposure to public expenditure in Germany, which could be a missed opportunity for growth.

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
May 15, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Thanks everybody for joining this call.

From past experience, we know that a lot of you have also joined the previous call that we have, the earnings call. So as in past earnings calls, we will keep this a little brief by way of presentation and open up more time for Q&A. So with that, maybe we just go straight into quarter 1 and the results of quarter 1. We have revenue of â¬247 million and adjusted IIA of â¬30.2 million which is an adjusted IIDA margin of 12.2%. And as I said on the on the earnings call, the performance is in fact a little better than it looks for a couple of reasons. One, we have a few million of deferred revenue from this quarter. What we call deferred revenue is when we have done the work but the contracting isn't

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