Elmera Group ASA (OSTO:FKRAFTo)
kr 45.9 +0.25 (+0.55%) Market Cap: 5.01 Bil Enterprise Value: 7.07 Bil PE Ratio: 25.91 PB Ratio: 3.42 GF Score: 75/100

Q4 2025 Elmera Group ASA Earnings Call Transcript

Feb 12, 2026 / 07:00 AM GMT
Release Date Price: kr35.2 (-14.46%)

Key Points

Positve
  • Elmera Group ASA (STU:1ZK) improved its adjusted EBIT by 3.1% year-on-year despite a 5% reduction in volume sold.
  • The business segment delivered a strong financial quarter with significant improvement in operating profit year-on-year.
  • Approximately 50% of Norwegian households have selected Norgis Priess, indicating strong market penetration.
  • The company maintained its market share in the consumer segment despite increased churn following the August launch.
  • Elmera Group ASA (STU:1ZK) continues to observe positive momentum for M&A transactions, indicating potential future growth.
Negative
  • Net revenue adjusted ended at 463 million NOK, down from 486 million NOK in Q4 of the previous year.
  • The consumer segment experienced an initial churn increase in October following the August launch.
  • Mild weather reduced average consumption per delivery by 2% year-on-year.
  • The Nordic segment faced credit-related headwinds in parts of the Swedish portfolio, expected to continue into 2026.
  • Increased sales and marketing costs and strategic costs affected profitability for both mobile and Alliance segments.


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

ELMRA.OL - Elmera Group ASA
Q4 2025 Elmera Group ASA Earnings Call
Feb 12, 2026 / 07:00AM GMT

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Presentation
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Good morning and welcome to our 4th quarter presentation from 2025. My name is Rolf Baumann, head of Elmera Group. Our CFO Hanni Nogu is also, as usual with me and will take us through the financials. Motopth, head of investor relations, is also with us and we will take questions during the presentation and address them to Hanni and myself during the Q&A session.

So in general, the group improved our habit adjusted year on year by 3.1% compared to fourth quarter 2024. Taking into consideration a 5% reduction in volume sold, this is a really solid performance. The weather has been warm in all of 2025, and the fourth quarter was no exception. The quarter was characterized by mild weather compared to both 4th quarter 2024 and
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