Elmera Group ASA (OSL:ELMRA)
kr 34 (0%) Market Cap: 3.71 Bil Enterprise Value: 4.67 Bil PE Ratio: 12.41 PB Ratio: 2.41 GF Score: 74/100
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Q1 2025 Elmera Group ASA Earnings Call Transcript

May 13, 2025 / 06:00 AM GMT
Release Date Price: kr34.2 (-1.87%)

Key Points

Positve
  • Elmera Group ASA (STU:1ZK) experienced strong customer growth in both the consumer and business segments, with an accelerating trend throughout the quarter.
  • The company distributed an attractive dividend for 2024, reflecting a strong capitalized business model and dividend capacity.
  • The business segment achieved a milestone of 130,000 deliveries, demonstrating stability and consistency.
  • The power trading function has been successfully insourced, enhancing consumption forecasting accuracy and enabling intraday trading.
  • Elmera Group ASA (STU:1ZK) is actively pursuing acquisitions, with increased market opportunities observed across the Nordic region.
Negative
  • Mild weather led to a 9% decrease in volume sold year over year, impacting net revenue.
  • Net revenue adjusted ended at 502 million NOK, down from 550 million NOK in Q1 2024.
  • Operating expenses increased slightly to 327 million NOK compared to 320 million NOK in Q1 2024.
  • The Nordic segment experienced a 30% reduction in volume due to the phase-out of legacy fixed contracts and mild weather.
  • The company's financial targets for 2025 may not be met due to the mild start of the year and lower-than-expected volumes.


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

ELMRA.OL - Elmera Group ASA
Q1 2025 Elmera Group ASA Earnings Call
May 13, 2025 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to our first quarter 2025 presentation. My name is Rolf Baumann, head of the Mera Group. Our CFO Hani Ngil is as usual with me and will take us through the financials. Montal, our head of investor relation, is also with us, and we'll take questions during the presentation and address them to Hanni and myself in our Q&A session.

The first quarter of 2025 was characterized by mild weather. The temperatures were above seasonal norms, and approximately 2 °C higher than in the first quarter last year. As most of electricity consumption is negatively correlated with temperature as a significant part of the energy consumption in the Nordic countries is related to heating of homes and commercial buildings.
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