Invisio AB (STU:ICQ)
€ 18.3 -1.23 (-6.3%) Market Cap: 840.30 Mil Enterprise Value: 820.63 Mil PE Ratio: 37.62 PB Ratio: 7.98 GF Score: 91/100

Q4 2024 Invisio AB Earnings Call Transcript

Feb 13, 2025 / 02:00 PM GMT
Release Date Price: €29.1 (-0.34%)

Key Points

Positve
  • Invisio AB (FRA:ICQ) reported a record-breaking quarter with revenues close to 600 million SEK and a strong order intake of around 550 million SEK.
  • The company has a well-filled order book of approximately 830 million SEK, providing a strong start for 2025.
  • Operating margin reached a record high of almost 33% in Q4, showcasing the agility and efficiency of their business model.
  • The acquisition of the Ultrains product line presents a new growth opportunity, enhancing their product portfolio for modern soldier systems.
  • Invisio AB (FRA:ICQ) has seen a significant increase in order intake, up 80% compared to the previous year, indicating strong demand across North America and Europe.
Negative
  • Cash flow was impacted as many revenues were invoiced late in the quarter, with payments expected in Q1.
  • The company anticipates higher depreciation costs in 2025 due to large projects reaching final development stages.
  • Despite strong performance, the company acknowledges that operating margins can fluctuate between quarters.
  • The integration of the Ultrains product line may require additional product development and manufacturing adjustments.
  • The market for the new Ultrains product line is still developing, and significant revenues are not expected until 2026.


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

IVSO.ST - Invisio AB
Q4 2024 Invisio AB Earnings Call
Feb 13, 2025 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Side of law enforcement. So we've been taking those products that have been so successful for so long in the military special operations community and moving them over and applying them to our law enforcement partners and so that's been hugely successful so far.

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Unidentified_2 [2]
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Welcome to Invisio Q4 Report 2024.

Today I am pleased to present CEO Lars Heigard Hansen and CFO Thomas Larson.

For the first part of the call, all participants will be in listen-only mode.

During the questions and answer session, participants are able to ask
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