AutoStore Holdings Ltd (STU:1IG)

Q3 2025 AutoStore Holdings Ltd Earnings Call Transcript

Nov 6, 2025 / 07:00 AM GMT

Release Date Price: €0.9065 (+13.24%)

Transcript

Key Points

Positve

AutoStore Holdings Ltd (FRA:1IG) reported a sequential revenue growth of 4% in Q3 2025, indicating steady development from Q2.
The company maintained a strong gross margin of 73% and an adjusted EBITDA margin of 47%, reflecting consistent profitability.
Order intake increased by 6% year over year, reaching $152 million, showcasing strong demand for AutoStore's solutions.
The company introduced 7 new products and features, enhancing its value proposition and expanding its market opportunities.
AutoStore's strategy of focusing on existing customers is yielding results, with more than 50% of revenues generated from them.

Negative

Despite sequential growth, Q3 2025 revenue was down 4% year over year, indicating challenges in achieving year-over-year growth.
The backlog conversion rate remains below historical levels, suggesting ongoing challenges in converting orders to revenue.
There were no new 'order store as a service' deals signed in the quarter, which could impact future revenue streams.
The company is not providing forward guidance due to elevated levels of market uncertainty, which may concern investors.
Order intake from new customers, while positive, still reflects a market impacted by global uncertainties.

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

AUTO.OL - AutoStore Holdings Ltd
Q3 2025 AutoStore Holdings Ltd Earnings Call
Nov 06, 2025 / 07:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning and welcome to AutoStore's 3rd quarter 2025 presentation.

My name is Elva Floorchet and I'm the investor relations officer at AutoStore.

Our CEO Motso Lamvikse and our CFO Paul Harrison are standing ready to talk to you about this quarter and subsequently answer your questions.

I'll be moderating today's session.

As usual, we would like to remind you of our disclaimer with regard to forward-looking statements. It can be read here at your own convenience.

Now, moving on to our agenda, Matt will begin with an overview of our operational performance and strategic progress, including some exciting insights into this fall's product announcement.

Paul will then

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.