Arendals Fossekompani ASA (OSL:AFK)

Q3 2025 Arendals Fossekompani ASA Earnings Call Transcript

Nov 7, 2025 / 08:00 AM GMT

Release Date Price: kr130.5 (-3.69%)

Transcript

Key Points

Positve

Volu delivered 24% revenue growth year on year and a cash EBITDA margin of 19%, marking its second consecutive quarter as a rule of 40 company.
NSSL Global achieved a strong quarter with a 19% operating margin, driven by high airtime traffic and project completions.
Techna reached an important milestone by delivering its first positive EBITDA quarter since IPO, supported by strong materials growth and cost reductions.
The company completed the divestment of Volu's infrastructure business unit, realizing a 1.8 billion NOK gain.
Arendals Fossekompani ASA (FRA:5VZ) maintains a solid financial position with available liquidity of 2.8 billion NOK and a net debt of 131 million NOK.

Negative

Group revenue declined by 6% year on year, primarily due to a challenging quarter for Enrix and lower hydropower production.
Enrix experienced a revenue decline of 12% and a negative operating profit due to challenging market conditions, particularly in North America and China.
Hydropower production was down 48% from last year, resulting in lower revenue and operating profit.
The market for industrial induction charging remains at an early stage, leading to lumpy revenue and order intake for Enrix.
The company expects operating profit for the group in 2025 to be lower than last year, driven by forecasted lower hydropower production and expected reduction in operating profit from NSSL Global and Enrix.

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

AFK.OL - Arendals Fossekompani ASA
Q3 2025 Arendals Fossekompani ASA Earnings Call
Nov 07, 2025 / 08:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning and welcome to the Q3 update for Arnold's Fossil Company. My name is Benjamin Golding, and I'm the CEO of Arnold's Fossil Company. And together with me here today is CFO Lars Perder Fensley.

Arnold's fossil Company is a long-term industrial investment company. We invest in B2B growth companies operating within the energy and or technology space, and we drive sustainable value creation in our portfolio companies through active ownership.

Today, Arnalds Fossil Company holds 6 main investments in addition to a number of smaller assets. Our companies have a presence across the globe.

Over time, AFK has built a diversified portfolio of B2B companies focusing on industrial technology and

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...

7-Day Free Trial · Cancel Anytime

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.