Q2 2025 Invisio AB Earnings Call Transcript
Key Points
- Invisio AB (FRA:ICQ) reported strong revenue growth, reaching approximately SEK430 million for the quarter.
- The company secured a significant order from a new large European customer for its X7 in-ear communication solutions.
- Order intake increased significantly from SEK245 million last year to SEK401 million in Q2 2025.
- The company has updated its financial targets, aiming for an average annual operating margin of at least 20% over time.
- Invisio AB (FRA:ICQ) continues to expand its product portfolio with new offerings like the V60 Gen II audio unit and the INVISIO Link control intercom system app.
- The company's gross margin was impacted by lower-margin third-party radio sales and currency effects, reducing it to just below 60%.
- Invisio AB (FRA:ICQ) faced challenges from the strong Swedish krona against the dollar and British pound, affecting financial performance.
- US tariffs negatively impacted the gross margin by approximately SEK4 million in the first half of the year.
- Operating expenses increased due to the acquisition of UltraLYNX and expansion in R&D and sales, affecting profitability.
- The company anticipates potential short-term impacts on gross margins due to ongoing tariff negotiations between the EU and the US.
Welcome to INVISIO Q2 Report 2025. Today, I am pleased to present CEO, Lars Højgård Hansen;and CFO, Thomas Larsson. (Operator Instructions)
Now I will hand the conference over to CEO, Lars Heigard Hansen. Please go ahead.
Thank you, and good morning, everybody. Welcome to our conference call. And for the Q2 report, we have chosen the headline high levels of market activity continues. That is definitely what we see and which is also, to some extent, reflected in our reporting. So, our financial highlights for the quarter is revenues around SEK430million, order intake around SEK400 million, operating margin 14%, and the order book at the end of the quarter at SEK705 million.
A couple of things have impacted us during this quarter. We had a little delivery of remaining third-party radio sales from last year with a lower gross margin. We have also been impacted by the strong Swedish krona towards both dollar and British pound, and we have also had a little impact by the US
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