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Investor Relations14 Oct 2025
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Brdr. A & O Johansen (AOJ) investor relations material
Brdr. A & O Johansen Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary15 Aug, 2025
Executive summary
Q2 2025 revenue grew 15%, with 7.3% organic and 7.7% acquisitive growth, despite one less sales day.
B2B and B2C segments delivered strong results; B2C revenue rose 71.3% and B2B up 7.8% in Q2.
Acquisitions in 2024 significantly boosted B2C growth, with AO Workwear and AO Sweden expanding and integrating well.
Swedish expansion continued with two new stores in Q2, outperforming forecasts and further openings planned.
EBITDA and gross margins improved year-over-year, driven by segment mix and acquisitions.
Financial highlights
Q2 2025 revenue: DKK 1,496.7m (Q2 2024: DKK 1,301.8m); H1 2025 revenue: DKK 2,982.8m (H1 2024: DKK 2,552.8m).
Q2 EBITDA: DKK 93.2m (Q2 2024: DKK 75.1m); H1 EBITDA: DKK 186.7m (H1 2024: DKK 143.3m); margin 6.2% in Q2.
Q2 net profit: DKK 39.8m (Q2 2024: DKK 29.1m); H1 net profit: DKK 79.8m (H1 2024: DKK 55.9m).
Gross margin improved to 24.0% in Q2 2025 from 22.8% in Q2 2024.
Earnings per share (EPS) for H1 2025: DKK 2.9 (H1 2024: DKK 2.1).
Outlook and guidance
2025 revenue guidance narrowed to DKK 5,950–6,100m, up from DKK 5,800–6,100m; growth expected at 9–12%.
EBITDA guidance for 2025 narrowed to DKK 420–450m; EBT to DKK 245–275m.
Main risks include persistent margin pressure, low basket sizes, and macro/geopolitical uncertainty.
How will US tariff policy affect AO?
Explain Sweden's geographical expansion.
Detail B2C's EBITDA margin target.
Assess sustainability of AO Workwear's growth.
Quantify startup costs for new Swedish stores.
When is material gross margin improvement expected?
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Next Brdr. A & O Johansen earnings date
Q3 202530 Oct, 2025
Next Brdr. A & O Johansen earnings date
Q3 202530 Oct, 2025
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Frequently asked questions
Brødrene A & O Johansen A/S sells and distributes technical installation materials and tools in Denmark, Sweden, and Norway. The company sells installation materials, such as heating systems, ventilation, cables and cable accessories, valves, pipes and pipe accessories, water meters, automation products for domestic appliances and industrial applications; heating solutions comprising commercial heat pumps for the pre-heat customers to supply the local supermarket chain with hot water for washing vegetables; industrial furnaces for civil engineering contractors; district heating solutions for hospitals; solar heating solutions for detached houses; municipal waste-to-energy plants; calculation tools for heat pump design and selection
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