Axactor ASA (OSL:ACR)

Q1 2026 Axactor ASA Earnings Call Transcript

May 29, 2026 / 08:00 AM GMT

Release Date Price: kr5 (-2.06%)

Transcript

Key Points

Positve

Axactor ASA (FRA:2LJ) announced a transformational transaction with Fortress becoming a major shareholder, enhancing investment capacity.
The company successfully issued a new EUR 100 million bond at favorable terms, significantly reducing funding costs.
Axactor ASA (FRA:2LJ) has established a co-investment partnership with Fortress, ensuring strong investment capacity and capital-light revenue growth.
The CCC segment reported a 5% increase in revenue, indicating solid performance and growth potential.
Operating expenses were reduced by 5% compared to the first quarter of 2025, reflecting effective cost management initiatives.

Negative

Gross revenue for the group declined by 3% compared to the first quarter of 2025, primarily due to portfolio sales and low investment levels.
The NPL segment experienced a decrease in gross revenue and a reduction in contribution margin, impacted by negative net evaluations.
Total revenue at the group level decreased from EUR 65 million to EUR 53 million, driven by lower gross revenue and negative revaluations.
The NPL collection performance was 94%, affected by a challenging collection environment in several countries.
The reported EBITDA margin was impacted by revaluations, ending at 42% for the quarter.

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

ACR.OL - Axactor ASA
Q1 2026 Axactor ASA Earnings Call
May 29, 2026 / 08:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Hello and welcome to Assector ASA presentation of first quarter 2026 results call. Please note that this call is being recorded. After the prepared remarks, there will be a question-and-answer session. If you would like to ask a question during that time, please press star followed by one on your telephone keypad. You can also ask questions via webcast platform by clicking the Q&A icon. I'd now like to hand the call over to Johnny Tsoulis, CEO of Asacor. Please go ahead, sir.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Good morning and welcome to Asacor's first quarter presentation.

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.