NTG Nordic Transport Group AS (OCSE:NTG)

Q3 2025 NTG Nordic Transport Group AS Earnings Call Transcript

Nov 11, 2025 / 09:00 AM GMT

Release Date Price: kr183.6 (+3.03%)

Transcript

Key Points

Positve

NTG Nordic Transport Group AS (FRA:NRSA) achieved double-digit growth in gross profit driven by organic performance and recent acquisitions.
Adjusted EBIT increased by 40% year-on-year, primarily due to organic growth in Denmark, Sweden, and other regions.
The integration of DTK is nearly complete, with minor synergies expected to be realized by the end of the year.
Gross profit increased by 44% to 657 million Danish crowns, with a gross margin improvement of 2.4 percentage points.
The company has successfully launched a pilot of the new group GMS system, with full implementation expected in Q1 2026.

Negative

Market conditions in Germany continue to impact performance, with persistent macroeconomic challenges in the logistics industry.
The ITC division is facing difficulties adapting to the current market environment, with a longer recovery process anticipated.
Net revenue for the air and ocean division decreased by 13% due to lower freight rates and reduced volumes.
Return on invested capital before tax declined to 18% from 25.5% last year, primarily due to acquisitions.
The company faces continued pressure on freight rates in the subdued European road market, with muted demand.

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

NTGNT.CO - NTG Nordic Transport Group AS
Q3 2025 NTG Nordic Transport Group AS Earnings Call
Nov 11, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome everybody to our Q3 2025 conference call and thank you for dialing in. My name is Matthias Jensen Windstor and I'm the group CEO of NCG and I have Christian Jacobsen, our group CFO, with me today.

We will spend the next 20 to 30 minutes taking you through the highlights for the third quarter of 2025 and finish off with answering questions from the callers.

We flip to the next page. We kindly ask you to read the forward-looking statement provided in the slide. And on page number 3, you see the agenda for today's conference call which as always includes the quarterly highlights including a short M&A update, and a review of the financial performance of the group followed by the two

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