Axactor ASA (STU:2LJ)

Q2 2025 Axactor ASA Earnings Call Transcript

Aug 14, 2025 / 08:00 AM GMT

Release Date Price: €0.629772 (-2.57%)

Transcript

Key Points

Positve

Axactor ASA (FRA:2LJ) successfully prolonged its revolving credit facility (RCF) by two years at attractive terms and placed a new EUR 125 million bond with a significantly lower interest rate.
Collection performance was strong, achieving 102% for the quarter, marking the second consecutive quarter of exceeding forecasts.
The 3PC segment showed impressive growth with a 14% year-over-year increase in revenues, particularly strong in Norway and Spain.
The company is well-positioned for future growth with large new contracts in the 3PC segment that have not yet started.
Axactor ASA (FRA:2LJ) reported a strong EBITDA margin of 51%, reflecting successful cost reduction and revenue growth initiatives.

Negative

Gross revenue for the group decreased by 9% compared to the second quarter of 2024, primarily due to the sale of portfolios in Spain and low investment levels.
The NPL segment's gross revenue decreased by 4% compared to Q2 2024, excluding the sale of Spanish portfolios.
The contribution margin for the 3PC segment declined from 36% to 31% year-over-year due to the implementation and buildup phase of new contracts.
Cash EBITDA decreased to EUR 50 million from EUR 61 million in the corresponding quarter of 2024, mainly due to the sale of Spanish portfolios.
The company faces competition in the NPL market, with typically 3-4 competitors in each bid, which could impact future portfolio acquisitions.

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

ACR.OL - Axactor ASA
Q2 2025 Axactor ASA Earnings Call
Aug 14, 2025 / 08:00AM GMT

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Conference Call Participants
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* Johnny Vasili
* Nina Mortensen

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Presentation
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Operator [1]
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Hello, everyone, and welcome to the Axactor Q2 2025 Results. My name is Nadia, and I'll be coordinating the call today. (Operator Instructions) I will now hand over to your host, Johnny Tsolis, CEO, to begin. Johnny, please go ahead.

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Johnny Vasili, [2]
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Good morning, and welcome to Axactor's second quarter presentation. By my side, I have Nina Mortensen, our CFO. This presentation will be divided into 4 parts. First, I will take you through

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