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Exsitec (EXS) investor relations material
Exsitec Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary11 Jul, 2025
Executive summary
Q2 2025 delivered stable margins and adjusted EBITDA/EBITA of 44 MSEK, matching or slightly exceeding last year's performance.
Net sales grew 8% year-over-year in Q2, driven by acquisitions, with organic growth at -2%.
Order intake reached record levels, up over 40% year-over-year, with Sweden as the main contributor.
Recurring software revenue grew 21% in Q2 and 28% LTM, now representing 24% of total revenue.
Customer sentiment remains passive, with most growth from new sales rather than existing customers.
Financial highlights
Q2 net sales: 228–235 MSEK (8% growth year-over-year); H1 net sales: 468 MSEK (11% growth year-over-year).
Adjusted EBITA/EBITDA Q2: 44 MSEK (up 1% or flat year-over-year); H1: 90 MSEK (up 7%).
Recurring software revenue LTM: 207 MSEK, up 28% year-over-year.
Q2 earnings per share: 1.75 SEK (down 11% year-over-year); H1: 3.78 SEK (up 1%).
Cash flow from operating activities Q2: 47 MSEK (up 12% year-over-year); H1: 85 MSEK (up 22%).
Outlook and guidance
Focus on sales execution, operational excellence, and M&A integration for 2025.
Targets at least 15% annual net sales and adjusted EBITA per share growth; net debt below 2x EBITDA; dividend payout of 20–40% of profit after tax.
Strong order intake and pipeline suggest a positive outlook for H2/autumn, especially for software and new business.
Organic growth expected to depend on new customer wins, as existing customers remain passive.
Explain the Norway segment's margin improvement.
Detail the LTI program's potential share dilution.
Assess consulting revenue challenges and outlook.
How will passive customer sentiment affect revenue mix?
What drove the improved Norway EBITA margin?
How can Exsitec influence renew sales?
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Q3 202523 Oct, 2025
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Frequently asked questions
Exsitec Holding AB is a provider of business support software and services in the Nordic region. The group operates in two segments including a sales organization, which is responsible for the sales, service and marketing of Exsitec´s products, as well as their implementation in customer environments; and development organisation, which is responsible for product development, maintenance of software components used by customers and solution architecture. The company is based in Linköping, Sweden.
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