Cellnex Telecom SA (XMAD:CLNX)
€ 33.14 -0.050 (-0.15%) Market Cap: 22.59 Bil Enterprise Value: 43.84 Bil PE Ratio: 101.35 PB Ratio: 1.67 GF Score: 85/100
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Q1 2025 Cellnex Telecom SA Earnings Call Transcript

May 9, 2025 / 12:30 PM GMT
Release Date Price: €33.41 (-3.16%)

Key Points

Positve
  • Cellnex Telecom SA (CLNXF) reported a solid performance with revenues reaching €964 million, representing an organic growth of 6.3%.
  • The company achieved an EBITDA after lease of €566 million, implying an organic growth of 8.7%.
  • Cellnex successfully completed the sale of its operations in Ireland, allowing for portfolio streamlining and increased financial flexibility.
  • A new syndicated loan of $625 million was secured for refinancing purposes at competitive terms.
  • The company executed a significant share buyback program, acquiring shares worth approximately €755 million, reinforcing its commitment to returning value to shareholders.
Negative
  • The reported numbers were impacted by a change of perimeter, with no contribution from Austria and only two months from Ireland.
  • There is a notable churn in Spain due to the contract with Mas Orange, which allows network flexibility but results in short-term site disconnections.
  • The macroeconomic and geopolitical situation is impacting financial market performance, posing challenges for the company.
  • The company faces potential risks from land aggregators who may seek unfair returns on land leases.
  • There is uncertainty regarding the future growth of build-to-suit contracts in the event of client mergers, which could affect expected revenue growth.


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

CLNX.MC - Cellnex Telecom SA
Q1 2025 Cellnex Telecom SA Earnings Call
May 09, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon everyone. My name is Wang Gaitan, director of Investor Res at Celex, and thank you for joining us today for our K1 2025o conference call.

Today I'm joined by our CEO Marco Patuano and our CFO Ramon Trias, who will go through the key highlights of the period, and then we will open the line for your questions. If you wish to ask a question, please press star 5 on your screen to raise your hand.

So without further ado, over to you, Marco.

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Unidentified_2 [2]
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Thank you. Good morning. Good afternoon, everyone, and thank you so
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