Information Services Corp (TSX:ISC)
C$ 32.5 (0%) Market Cap: 603.86 Mil Enterprise Value: 766.53 Mil PE Ratio: 22.11 PB Ratio: 3.27 GF Score: 90/100
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Q1 2025 Information Services Corp Earnings Call Transcript

May 7, 2025 / 03:00 PM GMT
Release Date Price: C$26.8 (-0.15%)

Key Points

Positve
  • Information Services Corp (IRMTF) reported a 5% increase in revenue for Q1 2025 compared to the same period in 2024, driven by increased volumes in the Saskatchewan Registries division.
  • The company's net income rose significantly to $7.5 million, or $0.40 per share, from $0.4 million, or $0.02 per share, in Q1 2024, due to lower share-based compensation and strong adjusted EBITDA results.
  • The recovery solutions division showed strong growth, contributing to the company's performance despite the loss of the nosy business in Ontario.
  • Adjusted EBITDA increased to $21.8 million from $19.4 million in Q1 2024, with a margin improvement from 34.5% to 36.7%.
  • The board of directors approved a quarterly cash dividend of $0.23 per share, reflecting confidence in the company's financial health and commitment to returning value to shareholders.
Negative
  • The unexpected ban on nosy services by the government of Ontario in June 2024 led to a decrease in services revenue.
  • Net cash flow from operating activities decreased by $4.7 million compared to Q1 2024, primarily due to timing differences in trade and other receivables and accounts payable.
  • The company experienced increased income tax expenses, which partially offset the gains from lower share-based compensation and strong adjusted EBITDA.
  • Cash holdings decreased to $16.8 million from $21 million at the end of 2024, reflecting the company's deleveraging efforts.
  • The company is facing ongoing challenges related to the OBR contract, which may continue to be a headwind for a few more quarters.


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

ISC.TO - Information Services Corp
Q1 2025 Information Services Corp Earnings Call
May 07, 2025 / 03:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good day and thank you for standing by. Welcome to the ISC quarter 1 2025 earnings conference call and webcast.

At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone, and then you will hear an automated message advising your hand is raised. To withdraw your question, please press 11 again.

Please be advised that today's conference is being recorded.

I would now like to hand the conference over to your first speaker today, Jonathan Hackshaw, senior director of Investor Relations and Capital Market. Please go ahead.

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