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4C Group (4C) investor relations material
4C Group Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary18 Jul, 2025
Executive summary
Achieved record high last twelve months sales, with SEK 373M in Q2 and SEK 75.6M in net sales for the quarter, up 25% year-over-year.
Defense segment remains the largest revenue generator, with new contracts in NATO and APAC, and continued COTS progress in the US.
AI integration advanced across all products, including live wargame deployments and appointment of a Chief AI Officer.
Profitability improved, with adjusted EBIT margin at -16% versus -54% last year, and net loss narrowed to SEK -9.0 million.
Expert Services saw over 20% increase in average charge out rate year-over-year, with a strong order backlog.
Financial highlights
Net sales grew 27% year-over-year in 2025, with defense segment net sales up over 50%.
Adjusted EBIT margin improved to -16% in Q2 2025 from -54% in Q2 2024; LTM adjusted EBIT margin at 11%.
ARR reached SEK 181M in Q2, stable with Q1, up 39% year-over-year, driven by defense segment growth.
Order intake for the last twelve months exceeded SEK 500M, with Q2 order book at SEK 298M, up 156% year-over-year.
Cash position declined to SEK 20.5M, with net debt at SEK 97.4M; contract assets expected to convert in H2.
Outlook and guidance
Positive outlook for H2, with expectations of higher activity and profitability, especially in North America and Europe.
Targets average annual FX-adjusted organic net sales growth above 20% and software revenue share above 70% in the medium term.
Anticipates improved cash flow and contract asset conversion in the second half, with sufficient financing for the next 12 months.
Assess political climate impact on North America.
What is driving ACOR increase in Expert Services?
Explain the purpose of the directed share issue.
Assess AI's impact on planning efficiency.
When will contract assets convert to cash?
Explain EMEA's flat growth despite rearmament.
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Q3 20254 Nov, 2025
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Frequently asked questions
4C Group AG is a management consulting firm focused on leadership, performance, and transformation management. The company offers a comprehensive suite of services including CEO advisory, finance and controlling, compliance and regulation, digital business and innovation, and sales and client services. 4C Group's approach is tailored to support organizations through significant transitions, providing expertise in areas critical for maintaining and enhancing corporate performance in a rapidly evolving business landscape. The firm caters to a wide range of clients, from publicly traded corporations and large companies to owner-managed businesses and public sector organizations. . The company is headquartered in Munich, Germany.
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