Arribatec Group ASA (OSL:ARR)
kr 5.3 +0.10 (+1.92%) Market Cap: 354.74 Mil Enterprise Value: 287.55 Mil PE Ratio: 10.81 PB Ratio: 1.20 GF Score: 60/100

Q3 2025 Arribatec Group ASA Earnings Call Transcript

Oct 30, 2025 / 09:00 AM GMT
Release Date Price: kr8.02 (+6.93%)

Key Points

Positve
  • Arribatec Group ASA (FRA:B7Z) reported a strong financial performance with a 20% year-over-year revenue growth in Q3.
  • The company achieved an EBITDA margin of 10.7%, marking a significant improvement from the previous year.
  • Recurring revenue now accounts for nearly 50% of the business, driven by subscription-based engagements.
  • The company has no interest-bearing debt and maintains a strong balance sheet with strategic financial flexibility.
  • Arribatec Group ASA (FRA:B7Z) has established a new partnership to provide sovereign cloud solutions, ensuring data sovereignty and security.
Negative
  • The EA and BPM segment experienced a decline in revenue due to temporary reduced operational capacity.
  • Operating cash flow was neutral in the quarter, affected by the release of deferred revenue.
  • There is a reliance on cloud migration projects as a predominant growth driver, which may pose risks if market demand shifts.
  • The company's financial performance is partly dependent on the successful execution of contracted work, which can be subject to timing effects.
  • Despite strong growth, the company faces challenges in maintaining operational capacity, as evidenced by the temporary decline in the EA and BPM segment.


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

ARRA.OL - Arribatec Group ASA
Q3 2025 Arribatec Group ASA Earnings Call
Oct 30, 2025 / 09:00AM GMT

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Presentation
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Hi and welcome to our 3rd quarter presentation. My name is Julia Kovchelvi, and I'm the interim CEO of Ribotech. Joining me today, I have with me our CFO, Magnusov Sagin. Together we will walk through some of the business highlights and financial review for this quarter. If you have any questions during the session, please do not hesitate to use the web form, submit them, and we will do our best to answer them in the end of this session.

I will start with a quick overview of Arivatech before we dive into more details. We are a team of about 300 people serving around 1,700 clients across all industries.

The 3rd quarter was a strong quarter with an EBITDA margin of 10%, and over the last 12 months, revenue has grown by
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