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Masorange (MASORANGE) investor relations material
Masorange Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary29 Jul, 2025
Executive summary
Achieved 4.7% year-over-year revenue growth and double-digit EBITDA increase, driven by transformation from telco to techco, expansion into insurance, energy, and retail advertising, and strong B2B momentum.
Closed a 10-year strategic insurance partnership with Zurich, the largest retail insurance distribution deal in Spain, expected to generate €1.5 billion in premium revenues and serve 32 million customers.
Enhanced customer experience through new TV platform, Device-as-a-Service model (reducing churn by 11pp), and best-in-class connectivity.
Achieved best-in-class ESG rating in European TMT sector, leading with a Fitch score of 79.
B2B segment now represents nearly 20% of revenues, growing at 20% year-over-year.
Financial highlights
Total revenues reached €3,777m in H1 2025, up 4.7% year-over-year; service revenues +2.7%, equipment revenues +28.9%.
Reported EBITDA €1,457m (+17.2% YoY), margin 38.6% (+4.1pp); Adjusted EBITDA €1,475m (+12.9% YoY), margin 39.1%.
Operating free cash flow margin rose to 25.1% of revenues, with absolute OpFCF up 20% to €949m and conversion at 64% of Adjusted EBITDA.
Recurring net CapEx at €526m (13.9% of revenues), down 2.4% YoY.
Net debt at €12,574m, leverage 4.3x EBITDA (3.3x senior secured); target leverage to tighten to 2.75x post-NetCo closing.
Outlook and guidance
2025 guidance confirmed: continued revenue growth, over €300 million in synergies, and double-digit operating free cash flow growth.
CapEx intensity expected to decline from 17% of revenues in 2024 to around 12% within three years.
Churn reduction targeted from 15% to below 11%, with each point of churn reduction yielding €70 million in cash flow improvement.
How does DaaS impact customer churn?
Detail MasOrange's ESG linked objectives.
Explain MasStack's competitive advantages.
How will new services impact revenue growth?
What's driving Mass Orange's B2B growth?
What's the FiberCo JV EBITDA target drivers?
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Q3 202523 Oct, 2025
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Frequently asked questions
Masorange is a telecommunications provider offering fixed and mobile connectivity, broadband internet, and television services. The company serves residential and business customers with voice, data, and digital content solutions through fiber, DSL, and wireless networks. The company is headquartered in Pozuelo de Alarcon, Spain.
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