Q4 2025 Information Services Corp Earnings Call Transcript

Mar 20, 2026 / 03:00 PM GMT

Release Date Price: C$46.26 (-2.53%)

Transcript

Key Points

Positve

Information Services Corp (IRMTF) achieved record revenue of $257.8 million, adjusted EBITA of $103.1 million, and adjusted free cash flow of $74.7 million in 2025.
The company reached its long-term net leverage target of 2 to 2.5 times ahead of schedule, originally anticipated for mid-2026.
Registry operations saw a 10% revenue growth year-over-year, with the Saskatchewan Land Registry being a standout performer.
The services segment achieved a 19% growth in adjusted EBITDA, with a margin improvement from 21% to 25%.
Technology solutions revenue grew by 10% to $33.2 million, with significant progress in third-party contracts and internal registry enhancements.

Negative

The services segment faced challenges due to the Ontario Notice of Security Interest ban and broader economic uncertainty.
Total expenses increased by $7.6 million compared to the prior year, driven by higher wages, salaries, and professional consulting services.
The company experienced a decrease in cash holdings from $21 million in 2024 to $19.5 million in 2025.
There was a noted drop in home sales in Saskatchewan at the start of the year, attributed to supply constraints.
The strategic review process is ongoing, with potential outcomes that could lead to significant strategic changes for the company.

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

ISC.TO - Information Services Corp
Q4 2025 Information Services Corp Earnings Call
Mar 20, 2026 / 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 4th quarter and year-end 2025 earnings conference call and webcast. At this time, all participants are in a listen-only mode. After the speaker's presentation, we'll open up for questions. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised to withdraw your question, please press 11 again.

Please be advised that today's call is being recorded. I would now like to hand it over to our first speaker, Jonathan Hackshaw, senior Director of Investor relations and Capital Markets. Please go ahead.

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