Q2 2025 CENIT AG Earnings Call Transcript

Aug 1, 2025 / 08:00 AM GMT

Release Date Price: €7.38 (+0.27%)

Transcript

Key Points

Positve

Cenit AG (XTER:CSH) reported a 4.4% increase in revenues, marking the strongest revenue figures in company history for the first half of the year.
The company achieved a gross margin close to 60%, attributed to a shift towards more services and software.
Cenit AG (XTER:CSH) has a strong cash position with close to 21 million in cash and an operating cash flow of 10 million, indicating financial stability.
The backlog has increased by close to 10% compared to last year, driven by recurring business and larger customer engagements.
The company has successfully signed significant projects with major clients like Prima Power and Stadler, indicating strong business relationships and future revenue potential.

Negative

The acquisition of Analysis Prime in the United States has not met revenue expectations, resulting in a significant forecast adjustment and a 1.6 million loss in the first half of the year.
Cenit AG (XTER:CSH) is facing a challenging European economic environment, with major customers like those in the automotive sector reducing forecasts and investments.
There is a 2% churn in licenses due to customer staff reductions, impacting revenue negatively.
The company has adjusted its full-year revenue guidance downward, now expecting to end the year with revenues better than 205 million, down from the initial forecast of 229 to 234 million.
Cenit AG (XTER:CSH) is projecting a full-year EBIT loss of 1.5 million, a significant deviation from the previously guided positive EBIT range of 6.8 to 7.3 million.

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

CSHG.DE - CENIT AG
Q2 2025 CENIT AG Earnings Call
Aug 01, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and a warm welcome to today's earnings call of the Senate Aggie following the publication of the Q2 and H1 figures of 2025. The CEO Peter Schneck and the CFO, Dr. Johannes Fuss will speak in a moment and guide us. Through the presentation and the results after the presentation, we will move on to a Q&A session where you have the possibility to place your questions directly to the management. We are looking forward to the presentation, and with this I hand over to you, Mr. Schnick.

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Unidentified_2 [2]
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Thank you very much and good morning ladies and gentlemen.

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