Q2 2025 Nkt A/S Earnings Call Transcript

Aug 15, 2025 / 08:00 AM GMT

Release Date Price: $87.75

Transcript

Key Points

Positve

NKT AS (NRKBF) achieved a historic milestone with operational EBITDA exceeding €100 million for the first time, marking a 22% increase from the previous year.
The company reported a strong organic growth of 13% in Q2 2025, driven by high activity levels across all business lines.
Revenue guidance for 2025 has been upgraded, with expectations now set between €2.65 to €2.75 billion, up from the previous range of €2.33 to €2.52 billion.
The acquisition of Solidal contributed positively to revenue and operational performance, particularly in the applications business line.
NKT AS (NRKBF) is making solid progress on its capacity expansion projects, with new facilities expected to be operational by 2027, supporting long-term growth ambitions.

Negative

The construction-related segment remains subdued, with volumes and prices still below the previous year's levels, despite slight improvements.
Variation orders, while contributing to revenue, are executed at lower margins, impacting overall profitability.
Free cash flow for Q2 2025 was negative, driven by changes in working capital and high investment levels.
The company's net result decreased to €54 million from €75 million in the same period last year, partly due to the absence of one-time gains from divestments.
The high voltage order backlog decreased slightly as orders were executed, and no conversion of the €3.5 billion booking commitments is expected within the year.

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

NKT.CO - NKT A/S
Q2 2025 Nkt A/S Earnings Call
Aug 15, 2025 / 08:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Welcome to NKT's presentation of the interim report for the first half of 2025. For the first part of this call, all participants are in the listen-only mode, and afterwards there will be a question and answer session. To ask a question, please press 5 star on your telephone keypad.

This call is being recorded.

Today's speakers are President and CEO Clawister Li and CFO Dean Andrea.

Please begin your meeting.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Thank you. Good morning everybody and welcome to this conference call covering our interim report for the first half of 2025

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.