Full Year 2025 Rakon Ltd Earnings Call Transcript

May 27, 2025 / 11:00 PM GMT

Release Date Price: NZ$0.57 (+1.79%)

Transcript

Key Points

Positve

Rakon Ltd (NZSE:RAK) achieved a significant reduction in operating expenses, down approximately 10% year on year, which helped preserve earnings despite challenging market conditions.
The aerospace and defense segment delivered record revenue with double-digit year-on-year growth, continuing a positive trend for the last three years.
There was a strong pick-up in telecommunications order volumes in the second half of the year, indicating stabilizing market conditions and selective global 5G investments.
Rakon Ltd (NZSE:RAK) successfully reduced inventory by $8.5 million, releasing additional cash and improving working capital management.
The company made significant strides in expanding into high-growth areas such as AI and cloud computing infrastructure, positioning itself for future revenue growth.

Negative

FY25 revenue was down 19% year on year, reflecting tough conditions in core telecommunications and positioning markets.
Rakon Ltd (NZSE:RAK) posted a net loss after tax of $5.8 million, including $3.6 million in one-off restructuring and transaction costs.
The telecommunications segment faced a 33% year-on-year revenue decline due to continued demand weakness and inventory overhang at customers.
Positioning revenue decreased by 21% from the prior year, with market weakness leading to lower order volumes.
Gross margin percentage decreased to 43.1% due to loss of efficiencies from low production levels and fixed costs.

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

RAK.NZ - Rakon Ltd
Full Year 2025 Rakon Ltd Earnings Call
May 27, 2025 / 11:00PM GMT

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Presentation
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Unidentified_1 [1]
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Aon's FY25 results and business updates. If you would like to ask a question during the presentation, please submit your questions into the question and answer box on your screen at any time.

I must advise that this presentation is being recorded today, Wednesday, the 28th of May 2025. I would now like to hand over to Raycon's investment relations manager, Nick Laurent.

Thank you and please go ahead.

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Unidentified_2 [2]
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Kia ora and good morning and welcome to Raikon's full year 2025 Financial results and business update. Joining us today are Raikon

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