Q4 2025 AcadeMedia AB Earnings Call Transcript
Key Points
- AcadeMedia AB (FRA:V8T) reported a stable development with a 5.4% growth in Q4, driven by international expansion and acquisitions.
- The company achieved an adjusted profit margin increase to 9.1%, up from 8.5% the previous year.
- A dividend increase to SEK2.25 per share has been proposed, along with a potential share redemption or buyback program.
- The number of students grew by approximately 7% over the past year, with a stable start to the new school year showing a 3% growth.
- International operations now account for approximately 30% of the group's total sales, with significant growth in Germany and the Netherlands.
- The adjusted EBIT margin of 6.7% for the full year is below the target range of 7% to 8%, indicating room for improvement.
- The Finnish acquisition, Touhula, has lower margins compared to the rest of the segment, requiring further improvements over the next two years.
- The political landscape in Sweden presents challenges, with ongoing inquiries into profit, school vouchers, and transparency in the independent sector.
- The adult education segment's high margins, driven by high unemployment rates, may not be sustainable long-term.
- The company's leverage ratio remains low, which could limit aggressive acquisition strategies if not managed carefully.
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So good morning everybody. Now a few minutes to introduce you and present our Q4 report, and it will be me, Marcus, and Petter that will make this presentation.
And this time of the year, it's really a great year for -- time for AcadeMedia. We meet a lot of new students. We start our schools. It's a very exciting and very good time. And when we sum up this year, we can say that we have had a very good and very stable development in AcadeMedia during '24, '25. And the end of the year, Q4, was in the same line as overall this year.
We have kept on growing. We had made a lot of international expansion. All the segments are developing in a positive way, and that is very positive also when we look into the future. We have also focused on quality, and we have made a lot of investment to also handle the demographic challenges in our mature markets.
And when we look at the pre-school, where we have entered swimming lessons for free, we have traffic lessons for free, a lot of focus on reading and all of
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