Q3 2025 Invisio AB Earnings Call Transcript
Key Points
- Invisio AB (FRA:ICQ) secured a 10-year framework agreement with the US Coast Guard valued up to SEK930 million, marking a significant milestone for the company.
- The company entered into a 5-year framework agreement with the Netherlands, with an option for an additional two years, valued up to SEK365 million.
- Invisio AB (FRA:ICQ) has a strong product pipeline with several new products expected to contribute significantly to revenues starting in 2026.
- The company reported a solid gross margin close to 60% over the last four quarters, excluding third-party radio deliveries.
- Invisio AB (FRA:ICQ) has seen strong underlying order intake across different geographies and customer areas, indicating robust demand for its products.
- The company experienced delivery delays impacting revenues, with more than SEK100 million worth of orders pushed from Q3.
- Tariffs in the US and currency fluctuations, particularly between the Swedish krona and the dollar, negatively impacted the gross margin.
- The operating margin was significantly affected by lower revenues, resulting in a 1% margin for the quarter.
- There is increased complexity in the supply chain due to the growing number of product lines, which could lead to further delivery delays.
- The company faces potential risks from FX headwinds and tariffs, which could continue to impact financial performance in the coming quarters.
Welcome to Invisio's presentation of the interim report January to September 2025. (Operator Instructions)
Now I will hand the conference over to the CEO Lars Hojgard Hansen. Please go ahead.
Thank you and welcome everyone. So, the outcome of our third quarter 2025 is to a great degree already know since we published the key figures some weeks ago and therefore, I will focus on some of the operational and business highlights in the quarter.
It has been a very busy quarter on all, parameters. We have seen, high levels of activities in all geographies and all customer areas. And we saw the results in terms of strong underlying intake of small and medium sized orders and the delivery delays that we announced some weeks ago, this means that the audit that we have at the end of the quarter has been significantly strengthened.
Even though we also still see some impact from tarrifs in the US, we still maintain a healthy mars, but the fact of the matter is that this quarter from a
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