Invisio AB (OSTO:IVSO)

Q4 2025 Invisio AB Earnings Call Transcript

Feb 12, 2026 / 02:00 PM GMT

Release Date Price: kr322 (+27.52%)

Transcript

Key Points

Positve

Invisio AB (FRA:ICQ) reported its strongest quarter ever in Q4 2025, with record-high revenues despite challenges such as the US government shutdown.
The company entered 2026 with a robust order book valued at SEK 850 million, promising good revenues for the first half of the year.
Invisio AB secured several significant contracts, including a framework agreement with the Dutch Defense Ministry and a major order from the Irish Defense Forces.
The company has successfully expanded its product portfolio, introducing new products like the Invisio T30 headset and wireless link, which are expected to contribute positively to maintaining a healthy gross margin.
Invisio AB's scalable business model and outsourced manufacturing support a strong operating margin, which was almost 33% in Q4 and 18% for the full year.

Negative

The US government shutdown affected both sales and order intake, causing a drop in sales year-on-year in Q4.
There is a potential risk of gross margin volatility due to factors like tariffs and currency conversion impacts.
The company's OpEx increased by 13% in Q4 and 16% for the full year, driven by investments in products and sales teams.
Invisio AB faces challenges in managing complex system deliveries, which can lead to delays if certain components are unavailable.
The growth rate in 2025 was slower compared to previous years, partly due to the integration of Rakel Acoustics and market volatility.

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

IVSO.ST - Invisio AB
Q4 2025 Invisio AB Earnings Call
Feb 12, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you. Hello, everyone, and welcome to our 2025 Q4 and full year presentation. We chose to start by showing you a small video on in visio and who we are because we think that the company has developed tremendously during 2025. We are entering 26 with a brand new product portfolio. We are entering with a number of new frame order contracts and new customers in our package, and we are ready to serve many of the countries that are looking for solutions rather than products in order to be able to ramp up the military capabilities over the coming years. In vitro is the clear market leader here and we are definitely ready to help our customers with what is next.

So many of you have already seen the numbers released about an hour ago. It is, of

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