Q4 2025 Cambi ASA Earnings Call Transcript
Key Points
- Cambi ASA (FRA:3W7) reported a revenue increase to NOK245 million for Q4 2025, up from NOK234 million in the same quarter of 2024.
- The company maintained a strong order backlog above NOK1 billion, indicating sustained demand and future revenue potential.
- Cambi ASA successfully launched a new service offering for heat exchange cleaning, which is expected to improve heat transfer and reduce downtime.
- The board plans to propose a two-step dividend payout, reflecting confidence in the company's financial health and commitment to shareholder returns.
- Cambi ASA's technology segment reported steady project deliveries and the inclusion of CNP Cycles, contributing to revenue growth.
- The solution segment experienced a negative EBITDA of NOK5 million in Q4, reflecting seasonal variations and impacting overall performance.
- Gross margins decreased to 52% in Q4 2025 from 58% in the same quarter of 2024, due to changes in revenue mix and currency effects.
- The company's order backlog decreased from NOK1.1 billion in the previous quarter to NOK1 billion at the end of Q4 2025.
- Cambi ASA expects a weaker financial result in 2026 compared to 2025 due to delays in new orders.
- Operating expenses increased in 2025, mainly due to higher payroll expenses and organizational buildup, impacting profitability.
Good morning and welcome to Cambi's fourth quarter and full year 2025 results webcast. I'm Dragos Talvescu, Senior Corporate Relations Manager. Over the next half hour or so, CEO Per Lillebo and acting CFO Per Olav Collin will share the key highlights for the quarter and the full year covering operational achievements, financial performance, and recent developments.
The full annual report and the sustainability report will both be published on April 15, Questions will follow the walkthrough of the report. You can submit them at any time by scanning the QR code displayed on your screen. We also take questions we have received during the silent period and could not be answered in the last 30 days.
The aim is to address all questions before the session closes. Please note that today's presentation may include forward-looking statements based on current expectations and assumptions. Actual outcomes may differ due to risks and uncertainties. With that, I am pleased to hand over to Cambi's CEO Per Lillebo.
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