Nagarro SE (OTCPK:NGRRF)

Q2 2025 Nagarro SE Earnings Call Transcript

Aug 14, 2025 / 11:00 AM GMT

Release Date Price: $59.15 (-5.81%)

Transcript

Key Points

Positve

Nagarro SE (NGRRF) reported revenue of €252 million for Q2 2025, with an adjusted EBITDA margin of 12.1%, showing operational efficiency.
The company achieved a gross margin of 33.2%, up from 30% in the previous year, benefiting from productivity gains.
Nagarro SE (NGRRF) has seen increased client engagement in AI, data, and cloud services, indicating potential future growth.
The company has a strong customer base with 188 accounts generating over €1 million each, demonstrating client loyalty and revenue stability.
Nagarro SE (NGRRF) is pursuing strategic initiatives in Japan and the German Mittelstand, aiming to expand its market presence and drive growth.

Negative

Currency fluctuations, particularly the weakening of the dollar against the euro, have negatively impacted Nagarro SE (NGRRF)'s financial results, causing non-cash accounting losses.
The company has adjusted its full-year 2025 revenue guidance to the lower end of its initial range due to currency impacts.
Adjusted EBITDA margin expectations have been revised downwards to 13.5%-14.5% from the previous 14.5%-15.5% due to currency fluctuations.
Nagarro SE (NGRRF) experienced a cash outflow of €74 million in the first half of 2025, compared to an inflow in the previous year.
The telecom, media, and entertainment sectors faced pressure, impacting overall performance in these areas.

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

NA9n.DE - Nagarro SE
Q2 2025 Nagarro SE Earnings Call
Aug 14, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone, and a warm welcome to Nogaro's first half 2025 earnings call. My name is Emily and I'll be coordinating your call today. I would now like to turn the call over to Michael Napp to begin. Please go ahead, Michael.

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Unidentified_2 [2]
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Good afternoon to everyone. Welcome to Negaro SE's first half 2025 earnings call. My name is Michael Knapp, and I'm part of the investor relations team at Negaro. I'm delighted to moderate today's call.

You should have received a copy of the earnings release for Negaro's second quarter, 2025 results. If you have not

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