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Arcure H1 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2025 earnings summary18 Sep, 2025
Executive summary
Revenue for H1 2025 was €6.3M, down from €10.1M in H1 2024, reflecting a significant decline due to challenging macroeconomic conditions and the end of a major OEM contract.
Net income for H1 2025 was -€1.123M, impacted by lower revenue and reduced investments from vehicle fleet owners and manufacturers.
Gross margin reached a historic high of 60%, up from 57% in 2024, driven by a favorable product mix shift toward higher-margin Blackster Origin and Blackster 5.
The company is executing a cost reduction plan targeting €1.5–2M in annual savings, focusing on procurement and headcount reductions, especially internationally.
Strategic partnerships were signed with Burwell and Cytech, and a major integration agreement was reached with Jungheinrich, expected to drive future growth.
Financial highlights
EBITDA for H1 2025 was -€0.09M, down from €2.3M in H1 2024, including €1.2M in capitalized R&D.
Operating loss stood at -€1.085M, versus a profit of €0.81M in H1 2024.
Net financial loss was €0.5M, mainly due to interest expenses and unfavorable EUR/USD exchange rates.
Cash at June 2025 was €2.9M, with positive operating cash flow of €1.4M, supported by R&D tax credits and client financing.
Investments totaled €1.3M, mainly in R&D; debt reduction continued with €0.5M repaid.
Outlook and guidance
Management expects a gradual recovery in H2 2025, with a more significant ramp-up in 2026 and massive OEM deployment in 2027.
The cost-saving plan will reach full effect by early 2026, targeting a return to profitability without additional market financing.
No specific revenue or profitability guidance was provided; investors are referred to analyst consensus.
Medium-term outlook remains favorable, with strategic opportunities in logistics, industrial, and construction markets as AI adoption grows.
Quantify OEM pipeline beyond Jungheinrich?
Cost plan impact on R&D or sales capacity?
Can new Blaxtair sustain gross margin at 60%?
OEM pipeline conversion outlook for 2026-2027?
Cost reduction plan: full impact on profitability?
Autonomous vehicle vision: how will Arcure differentiate?
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Frequently asked questions
Arcure S.A. specializes in developing and manufacturing intelligent safety solutions for the industrial sector. The company primarily focuses on creating vision systems and artificial intelligence (AI) technologies to enhance the safety of industrial vehicles, such as forklifts and construction machinery. Arcure’s flagship product, Blaxtair, is a pedestrian detection system designed to prevent collisions between vehicles and people in high-risk environments like construction sites, warehouses, and industrial facilities. The company is headquartered in Paris, France, and its shares are listed on the Paris Stock Exchange.
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