Full Year 2025 Planisware SA Earnings Call Transcript

Feb 26, 2026 / 07:00 AM GMT

Release Date Price: €15.04 (-3.22%)

Transcript

Key Points

Positve

Planisware SA (WBO:PLNW) achieved a 10.3% revenue growth in constant currency, aligning with their circa 10% objective.
The company reported a significant 220 basis points improvement in profitability, driven by revenue growth and operational efficiencies.
EBITDA margin reached 37.4%, surpassing the initial target of circa 35%, indicating strong financial performance.
Planisware SA (WBO:PLNW) maintained a strong financial position with a net cash position of €196 million and no financial debts.
The company is leveraging AI to enhance product development and customer offerings, positioning itself as a leader in AI capabilities for strategic portfolio and project management.

Negative

The company faced elongated customer decision cycles, particularly in the US, impacting revenue growth in the first half of 2025.
Non-recurring revenue decreased by 10.1% due to fewer perpetual licenses sold, reflecting a shift in the business model.
The project business automation segment saw a revenue decline of 14.6% in 2025, impacted by fewer new logos and downsell in the services industry.
There is uncertainty in the global environment, particularly with US dynamics, which could affect future growth projections.
The company anticipates a margin reduction in 2026 due to increased people-based activities and less profitable implementation and support services.

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

PLNW.PA - Planisware SA
Full Year 2025 Planisware SA Earnings Call
Feb 26, 2026 / 07:00AM 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 Planet where Full year 2025 results call. 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, 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 1 and 1 again. If you wish to ask a question via the webcast, please use the Q&A box available on the webcast link at any time during the conference. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Loi Sutu.

Please, sir, go ahead.

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