Arendals Fossekompani ASA (OSL:AFK)
kr 131.5 (0%) Market Cap: 7.22 Bil Enterprise Value: 7.54 Bil PE Ratio: 3.22 PB Ratio: 1.42 GF Score: 78/100
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Q1 2025 Arendals Fossekompani ASA Earnings Call Transcript

May 16, 2025 / 10:59 AM GMT
Release Date Price: kr130 (-4.41%)

Key Points

Positve
  • Volume continues its strong performance with a 13% top line growth, reaching 406 million NOK in revenue.
  • SAS reported a significant revenue increase of 42% from Q1 last year, reaching 178 million NOK.
  • SAS achieved a notable margin expansion with an adjusted EBDA margin of 28%, up from 21% last year.
  • Techna's total order intake increased by 73% year on year, driven by demand for materials.
  • Arendals Fossekompani ASA maintains a solid financial position, enabling continued investment for growth and competitiveness.
Negative
  • Total group revenue decreased by 6% compared to Q1 last year, primarily due to weaker performance in the European market.
  • Operating profit declined from 115 million NOK to 75 million NOK, reflecting reduced revenue levels at Enri and NSSL Global.
  • Enri experienced a challenging quarter with a 19% decrease in operating revenue, particularly in the heat segment.
  • NSSL Global's operating profit decreased from 4.3 million pounds to 3.1 million pounds due to timing of project delivery milestones.
  • Techna's operating revenue declined by 0.3 million CAD, driven by lower activity in the systems business area.


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

AFK.OL - Arendals Fossekompani ASA
Q1 2025 Arendals Fossekompani ASA Earnings Call
May 16, 2025 / NTS GMT

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Presentation
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Unidentified_1 [1]
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Hi, I'm Benjamin Golding. Welcome to this presentation of our Q1 financial results. Total revenue for the group was 969 million.

This is 6% lower than Q1 last year, mainly due to lower revenue from Nex, which has seen a weaker European market this quarter.

Operating profit for the quarter was 75 million k.

The decline from 115 million in Q1 last year reflects the reduced revenue levels at Enri and a declining operating margin at NSSL Global. Let's take a closer look at our portfolio companies. Volume continues its strong performance. Total revenue ended at 406 million knocks, resulting in a healthy 13% top line growth.

SAS revenue was 178 million knock, up 42% from Q1 last year.

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