Q4 2025 Omda AS Earnings Call Transcript

Feb 26, 2026 / 07:30 AM GMT

Release Date Price: kr38.9 (+2.64%)

Transcript

Key Points

Positve

Omda AS (FRA:6Q1) reported a record revenue of 135 million Norwegian kroner for Q4 2025, marking a 17% growth compared to Q4 2024.
The company achieved a full-year sales revenue of 496 million Norwegian kroner in 2025, exceeding their guidance and reflecting a 16% growth from 2024.
Omda AS (FRA:6Q1) maintained a strong EBITA margin of 24% for the full year 2025.
The company is leveraging AI as a productivity accelerator, enhancing efficiency in development processes.
Omda AS (FRA:6Q1) has a high level of recurring revenue, with approximately 95% of its income being predictable and stable.

Negative

The large hardware order in Q4 2025 was an anomaly, and adjusting for it, the company would be within the upper range of their guidance.
Despite strong performance, the company faces high interest costs, which are the largest cash items in their P&L.
Networking capital dynamics were a drag on cash generation in 2025, with some invoices being paid later than expected.
The analytics part of Omda AS (FRA:6Q1)'s business may face increased competition due to AI advancements.
The current bond agreement restricts the company from deleting buyback shares, limiting their ability to manage capital allocation effectively.

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

OMDA.OL - Omda AS
Q4 2025 Omda AS Earnings Call
Feb 26, 2026 / 07:30AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone. I am here with my colleague and CFO Einar Bonavi, and we thank you all for joining today.

Let me start clearly. The fourth quarter, 2025 was a record quarter, and 2025 was a record year.

So we have interesting topics for you to go through today, and these are the main highlights. We're going through the 4th quarter highlights, the full year 25, and of course AI, which is important. We'll go through that deeply.

And then my colleague Aar, we go through the financials and our guidance for 26, and then of course also a status when it comes to M&A.

And as you see, we will have a presentation for about 25, 30 minutes, and we will have a Q&A session at the end of the session.

So, please,

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