Indra Sistemas SA (XMAD:IDR)
€ 37.28 -1.12 (-2.92%) Market Cap: 6.54 Bil Enterprise Value: 6.48 Bil PE Ratio: 18.91 PB Ratio: 4.88 GF Score: 81/100
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Q1 2025 Indra Sistemas SA Earnings Call Transcript

May 06, 2025 / 07:00AM GMT
Release Date Price: €29.3 (-1.08%)

Key Points

Positve
  • Indra Sistemas SA (ISMAF) reported a strong start to 2025 with financial results aligned with annual objectives.
  • The company's backlog increased by 11%, reaching EUR8 billion, and order intake rose by 17%.
  • Free cash flow grew by 14% year-on-year, reaching EUR77 million.
  • The defense sector showed significant growth, with revenues increasing by 18% and order intake up by 27%.
  • The company is executing its 'Leading the Future' strategy, including a new organizational chart and industrial plan to enhance product and manufacturing orientation.
Negative
  • Net benefit in the first quarter dropped by 3% due to higher financial costs and taxes.
  • The defense business experienced a decline in EBIT margin year-on-year, attributed to increased fixed costs and amortization.
  • The mobility sector's sales were flat, with declines in America and EMEA offsetting growth in Europe and Spain.
  • The elections business saw a significant drop in sales compared to the previous year, impacting overall revenue growth.
  • The company faces potential impacts from tariffs, estimated to be EUR3 million to EUR4 million.
Operator

Good morning. Welcome to Indra's first-quarter 2025 results presentation. I now hand the conference over to Mr. Ezequiel Nieto, Head of Investor Relations. Please go ahead.

Ezequiel Nieto
Indra Sistemas SA - Investor Relations Director

(interpreted) Hello. Good morning and welcome to the result presentation of the first quarter of 2025. My name is, Ezequiel Nieto. I am the Investor Relations Director. First, please allow me to refer you to this slide, and that shows the legal framework under which this presentation would to be taken into account.

I would like to introduce the different speakers here today, Jose Vicente De Los Mozos, he's the CEO of Indra; Luis Abril, the Director General of Minsait; and Miguel Forteza, Financial Director of Indra.

Jose Vicente, welcome to the floor.

Jose Vicente De Los Mozos Obispo
Indra Sistemas SA - Chief Executive Officer, Executive Director

(interpreted) Welcome, everybody and welcome to the results presentation of the first quarter of 2025 of the Indra

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