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Axactor (ACR) investor relations material
Axactor Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Refinancing completed with a two-year RCF extension and a new €125M bond at over 3 percentage points lower interest, reducing refinancing risk and extending maturities.
Strategic focus is shifting from refinancing to NPL investments and growth, supported by new large contracts and a strong 3PC pipeline.
Collection performance reached 102% for the quarter, exceeding forecasts for the second consecutive quarter.
3PC segment delivered 14% year-over-year revenue growth, with strong results in Norway and Spain and major new agreements secured.
Annualized return on equity was 8% (12% excluding non-recurring items) for the quarter, and 10% year-to-date.
Financial highlights
Gross revenue for Q2 2025 was €81M, down 9% year-over-year due to Spanish portfolio sales, but only 1% lower excluding divestments.
Total revenue grew 8% year-over-year to €63.8M, with NPL collection performance at 102%.
3PC segment revenue was €15M, up 14% year-over-year, with all markets contributing to growth.
EBITDA margin was 51% (54% excluding non-recurring items); cash EBITDA was €50M, down from €61M in Q2 2024 due to Spanish portfolio sale.
Net profit after tax for Q2 was €6.9M; EPS was €0.023.
Outlook and guidance
No major debt maturities are expected before late Q3 2027; RCF matures mid-2028.
NPL investments are expected to accelerate in H2 2025, with annual investment guidance of €100–200M for 2024–2026.
Collection performance is expected to remain around 100% going forward.
Quarterly OpEx is expected to decrease by €800K post IT migration, with full savings from Q4 2025.
3PC segment momentum remains strong, with further growth anticipated across all active countries.
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