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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Synexo Group
Synexo Group (SYNEXO) investor relations material
Synexo Group Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Presentation summary2 Jan, 2026
Business overview and growth strategy
Focuses on niche B2B software with high recurring revenue and low churn, targeting profitable organic growth and accretive M&A.
Operates with a diversified customer base of over 1,000 clients and 45 resellers, emphasizing data security and low customer churn.
Management and board have significant industry experience and own 48.5% of shares, aligning interests with shareholders.
M&A strategy targets non-cyclical, mission-critical software companies, with 16 targets in the pipeline and 4 in active discussions.
Inspired by Constellation Software's long-term value creation model, focusing on quality acquisitions and reinvestment.
Financial performance and key metrics
Achieved SEK 4.7m ARR as of November 2025, up 46% year-over-year pro forma, with signed ARR at SEK 9.0m.
Net retention rate at 116% and customer churn at 3.1% LTM, reflecting strong customer loyalty and upsell.
Gross margin at 62% LTM, with Cash-EBITDA at SEK -0.9m LTM; both subsidiaries are cash-flow positive.
Lean organization with 3.5 FTEs, supporting scalable growth and significant operating leverage.
No interest-bearing debt, SEK 3.2m cash, and no potential earn-outs; self-funded with positive operating working capital.
Market opportunity and outlook
Operates in the global Backup-as-a-Service market, projected to grow at 31.8% CAGR to USD 33.18bn by 2030.
Internal market includes resellers seeking to switch suppliers, representing additional ARR potential.
Targets >20% average organic annual growth and >70% gross margin in the medium term.
2026 goals: live ARR of SEK 12m (100% organic growth), total signed ARR >SEK 18m, and continued cost discipline.
Profits to be reinvested in acquisitions or distributed to shareholders, maintaining a solid balance sheet.
Funding strategy for SEK 19m M&A pipeline
Timeline to convert SEK 9m signed ARR to live?
How to achieve >70% gross margin and scale EBITDA?
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Next Synexo Group earnings date
Q4 202520 Feb, 2026
Synexo Group
Next Synexo Group earnings date
Q4 202520 Feb, 2026
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