Axactor ASA (OSL:ACR)

Q4 2025 Axactor ASA Earnings Call Transcript

Feb 12, 2026 / 09:00 AM GMT

Release Date Price: kr7.29 (-7.24%)

Transcript

Key Points

Positve

Axactor ASA (FRA:2LJ) delivered revenue growth with a 3% increase in NP gross revenue and an impressive 16% growth in the 3PC segment year over year.
The company achieved a solid cash EBITDA of €54 million, up from €51 million the previous year, with a cash EBITDA margin increase from 63% to 64%.
Axactor ASA (FRA:2LJ) successfully divested smaller portfolios in Germany and Spain at a solid premium to book value, strengthening the balance sheet.
The 3PC segment showed strong performance with double-digit growth in Norway, Spain, and Germany, supported by successful partnerships.
The company implemented a large cost initiative by changing its IT infrastructure supplier, reducing IT infrastructure costs by approximately 30%.

Negative

Gross revenue for the group ended at €99 million in Q4, down 39% compared to the fourth quarter of 2024, affected by portfolio sales.
The company ended below its target range for NPL investments in 2025, partly due to holding back on investments until refinancing was executed.
The contribution margin in the Antel segment was slightly down due to higher legal activation in Italy during the quarter.
The board recommended not to pay a dividend based on the 2025 results to prioritize deleveraging and improve the cost of funding.
The competitive environment remains aggressive, with fewer competitors but those remaining being relatively aggressive, impacting investment decisions.

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

ACR.OL - Axactor ASA
Q4 2025 Axactor ASA Earnings Call
Feb 12, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Be me.

So let.

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Unidentified_2 [2]
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Good morning or good afternoon all. Welcome to the Exactor ASA presentation of Q4 results. My name is Adam and I'll be your operator today. If you'd like to ask a question during the Q&A portion of today's call, you may do so by pressing 401 on your telephone keypad or by submitting a text question through the webcast. I will now hand the floor to Johnny Solis, CEO, to begin.

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Unidentified_1 [3]
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