Q2 2025 SP Group A/S Earnings Call Transcript

Aug 19, 2025 / 01:00 PM GMT

Release Date Price: $29.71

Transcript

Key Points

Positve

SP Group AS (OCSE:SPG) experienced its best quarter ever in Q1, with record top-line and bottom-line results.
The company has made new agreements in the healthcare and defense sectors, which are expected to contribute to future growth.
Efforts to reduce complexity and improve efficiency have led to improved margins.
The new US factory has started well, marking one of the company's largest investments in new facilities.
SP Group AS (OCSE:SPG) has increased its share buyback program, indicating confidence in its financial position.

Negative

Q2 saw a slowdown in growth, with a 10.7% decrease in top-line revenue compared to the previous year.
Sales of SP Group AS (OCSE:SPG)'s own products decreased by 11.5%, impacting overall performance.
Earnings per share fell by 6.2% due to reduced sales and postponed orders.
The company had to adjust its full-year revenue growth outlook from 3-10% to 3%, reflecting challenges in the market.
There is ongoing uncertainty due to trade wars and tariffs, affecting customer confidence and order placements.

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

SPGP.CO - SP Group A/S
Q2 2025 SP Group A/S Earnings Call
Aug 19, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Growth in Q1. It was actually the best quarter ever, both on top line and on bottom line.

And it was followed by a Q2 where we saw some slowdown.

Totally seen in the first half, we had a reduced sale of our own products, but we have a sub supplier products on a slightly upward trend.

We had, we have, made many new agreements on, new projects for both healthcare and for Kintech, which we expect to contribute to growth in the future. We have also made the agreements on new projects for the defense industry, and for us, that part is in the category as we call OA, which I'll come back to.

We have had a focus on reducing complexity, improving efficiency, and that has contributed to improve martins. We have decided to

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