Fractal Gaming Group AB (OSTO:FRACTL)

Q1 2025 Fractal Gaming Group AB Earnings Call Transcript

May 8, 2025 / 09:00 AM GMT

Release Date Price: kr36.65 (+4.56%)

Transcript

Key Points

Positve

Fractal Gaming Group AB (FRA:5HS) reported a strong start to 2025 with a year-over-year net sales increase of 18%, reaching 226 million.
The company achieved its second strongest quarter ever, only surpassed by Q2 2023.
Sales out from track partners increased by 29%, indicating strong consumer demand and market acceptance.
Fractal Gaming Group AB (FRA:5HS) has a solid financial position with net cash growing to 105 million, providing flexibility for future growth.
The launch of new products, such as the North XLRC and upcoming Scape gaming headset, is expected to drive further growth and market presence.

Negative

The EBDA margin decreased slightly to 16.5% due to increased trade costs and inventory optimization efforts.
Freight costs more than doubled compared to the same period last year, negatively impacting product margins.
The company faces challenges from global business uncertainties, particularly US tariffs, which may impact sales and earnings in the second half of the year.
Product mix changes, including an increase in lower-margin products like shares, negatively affected overall margins.
The company is navigating an uncertain macro environment that could impact demand and profitability in the latter half of 2025.

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

FRACTL.ST - Fractal Gaming Group AB
Q1 2025 Fractal Gaming Group AB Earnings Call
May 08, 2025 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hi, everyone, and welcome to today's presentation of the 2025 Q1 report for Fractal Gaming Group.

Today, we'll be presenting the key highlights from our just released Q1 reports focusing on the business status and financial performance for FRO during the first quarter of 2025.

We've had a strong start of the year and a good momentum now when we're moving into Q2, but at the same time, we are navigating an uncertain micro environment that could impact, especially the second half of the year.

We'll go a bit deeper into that today, and as usual, we're of course happy to answer any questions you might have either in the end of the call or if you reach out to us individually.

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