Axactor ASA (OSL:ACR)
kr 8.1 -0.80 (-8.99%) Market Cap: 2.45 Bil Enterprise Value: 12.22 Bil PE Ratio: 0 PB Ratio: 0.61 GF Score: 57/100
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Q1 2025 Axactor ASA Earnings Call Transcript

May 7, 2025 / 08:00 AM GMT
Release Date Price: kr5.86 (+12.69%)

Key Points

Positve
  • Axactor ASA (FRA:2LJ) reported a collection performance of 101% for Q1, affirming the accuracy of their updated forecasts.
  • The company achieved a 28% growth in the T3PC segment, indicating strong performance and increased margins.
  • EBTA increased by 23% year over year, reaching over €32 million, driven by margin expansion and cost reductions.
  • Annualized return on equity reached an all-time high of 12%, aligning with 2026 financial targets.
  • Axactor ASA (FRA:2LJ) successfully extended its RCF with banks by two years, demonstrating strong support from financial partners.
Negative
  • Gross revenue for the group decreased by 2% compared to Q1 2024, despite a 7% increase when adjusted for portfolio sales.
  • The company experienced an increase in personal expenses due to a rise in FTEs and salary increases.
  • Operating costs were driven up by one-off expenses related to IT platform migration.
  • The competitive landscape in key markets like Spain remains active, potentially impacting future profitability.
  • CapEx remains low, with significant investments expected towards the end of the year, particularly in the Spanish market.


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

ACR.OL - Axactor ASA
Q1 2025 Axactor ASA Earnings Call
May 07, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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2025 results. My name is Becky and I'll be your operator today.

During the presentation, you can register a question by pressing star followed by 1 on your keypad. If you change your mind, please press star followed by 2.

I'll now hand over to your host, Johnny Tovis, CEO to begin. Please go ahead.

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Unidentified_2 [2]
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Good morning and welcome to AAO's 1st quarter presentation.

By my side, I have Nina Martinson, our CFO.

This presentation will be divided into 4 parts.

First, I will take you through Q1 highlights, then the
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