Q4 2025 Sesa SpA Earnings Call Transcript
Key Points
- Sesa SpA (FRA:1S3) reported a 4.6% increase in total revenues for FY25, reaching EUR 3.36 billion.
- The company achieved a significant growth in the digital green VAS sector, with a 43% year-on-year increase, and 110% growth in Q4 alone.
- Business services saw a 35% year-on-year revenue increase, with 65% of this growth being organic.
- The company plans to increase its share buyback program from EUR 10 million to EUR 25 million, enhancing shareholder value.
- Sesa SpA (FRA:1S3) has a strong focus on sustainability, reporting a 78% reduction in waste per capita and increasing the share of green electricity to 95%.
- The ICT value-added solutions segment experienced a 3.4% decline in revenues year-on-year.
- The adjusted group net results decreased by 9.9%, reflecting challenges in maintaining profitability.
- The net financial position worsened by EUR 50 to 70 million, impacted by investments and dividend distributions.
- The company faced challenges in software system integration, with a low EBITDA margin compared to previous years.
- Sesa SpA (FRA:1S3) reported a decline in adjusted consolidated EBIT by 3.8% year-on-year.
Good afternoon. This is the CAO conference operator. Welcome and thank you for joining the full year 2025 Consolidated results conference call of FESA. As a reminder, all participants are in listen-only mode. After the presentation, there will be an opportunity to ask questions.
Should anyone need assistance during the conference call, they may signal an operator by pressing and 0 on the telephone. At this time, I would like to take the conference over to Mr. Yacopolaschetti, stakeholder relations and head of sustainability of CASA. Please go ahead, sir.
Good afternoon and thank you for attending the CETA Group presentation.
Representing the group today are Alessandro Fabroi, group CEO Catalina Gori, industrial relations and corporate finance M&A manager, and myself, stakeholder relations and head of sustainability.
This morning, the board of directors approved the consolidated financial results as of April 30, 2025 and the new industrial plan for the
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