)
CAG Group (CAG) investor relations material
CAG Group Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Acquisition of Clara Financial Consulting strengthened the Banking & Finance segment, enhancing expertise in asset management and IT services.
Defence segment maintained a strong position, contributing about 35% of revenue, with major contracts and new assignments from key clients.
IT Service Operations experienced growth, with recurring revenue exceeding 20%.
Margins increased and revenue remained stable in Q4 and FY 2025, despite a slight year-over-year decline.
Positive trends in utilization and pricing supported profitability.
Financial highlights
Q4 2025 revenue was 227.5 MSEK, down 1.8% year-over-year; adjusted EBITA margin at 9.5%.
FY 2025 revenue reached 849.0 MSEK, a 2.6% decrease year-over-year; adjusted EBITA margin improved to 8.8%.
After-tax profit for FY 2025 was 47.8 MSEK; profit per share 6.67 SEK.
Cash flow from operations increased to 87.2 MSEK for FY 2025.
Board proposes a dividend of 4.30 SEK per share for 2025.
Outlook and guidance
FY2026 expected to benefit from a slightly higher number of working days, supporting 0.8% growth.
Medium-term targets: 10% annual net sales growth, adjusted EBITA margin above 10%, net debt not exceeding 1.5x adjusted EBITDA, and at least 50% of net income distributed as dividends.
Expectation to return to positive net recruitment in 2026.
Continued focus on strengthening Banking & Finance and Defence segments.
Next CAG Group earnings date
Next CAG Group earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
)
)
)
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage