LINK Mobility Group Holding ASA (OSL:LINK)
kr 30.6 +0.80 (+2.68%) Market Cap: 8.69 Bil Enterprise Value: 9.65 Bil PE Ratio: 235.38 PB Ratio: 1.62 GF Score: 82/100
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Q1 2025 Link Mobility Group Holding ASA Earnings Call Transcript

May 14, 2025 / 08:00 AM GMT
Release Date Price: kr25.4 (-4.15%)

Key Points

Positve
  • LINK Mobility Group Holding ASA (FRA:L1N) reported strong organic gross profit growth of 9% year-over-year, driven by higher demand for advanced products with higher margins.
  • The company achieved a significant adjusted EBITA growth of 18% organically, showcasing the scalability of its business model.
  • LINK Mobility Group Holding ASA (FRA:L1N) successfully closed two new M&A transactions in the UK, enhancing its market presence and expanding its customer portfolio.
  • The company has a robust M&A pipeline with five targets in due diligence, indicating potential for further growth through acquisitions.
  • LINK Mobility Group Holding ASA (FRA:L1N) has a strong cash position with 2.5 billion in reserves, providing flexibility for future acquisitions and debt repayment.
Negative
  • The company experienced a 7% organic revenue decline in stable currency, impacted by the termination of low-value traffic in the global messaging segment.
  • Revenue in the global messaging segment declined by 28% organically due to the focus on higher-value traffic and reduced credit risk.
  • The net retention rate remains low, influenced by terminated traffic and high comparables from low-margin clients.
  • The Nordic market, particularly Norway, is experiencing challenges due to high penetration rates and stable messaging volumes post-pandemic.
  • There is uncertainty regarding the exact timing of RCS availability on iOS in additional markets, which could impact growth in advanced messaging solutions.


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

LINK.OL - Link Mobility Group Holding ASA
Q1 2025 Link Mobility Group Holding ASA Earnings Call
May 14, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the first quarter 2025 financial results presentation for Lin Mobility. My name is Chrissan Nigel, investor relation and corporate strategy manager in the company, and with me here this morning are Thomas Baier, CEO, and Martin Edwardsen, CFO, which will present the results.

After the presentation, there will be a Q&A session. Please post questions online during and after the presentation. Thomas, the word is yours.

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Unidentified_2 [2]
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Thanks for the introduction, Christian.

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