)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
Nagarro (NA9) investor relations material
Nagarro Q2 2025 (Retail Investors) earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 (Retail Investors) earnings summary14 Aug, 2025
Executive summary
Achieved moderate revenue growth in H1 2025 (3.4% YoY to €498.9M), with strong operational efficiency and margin improvements, though results were masked by significant FX fluctuations and noncash accounting losses.
Strategic focus on accelerating double-digit growth through AI, data, cloud, new partnerships, and governance enhancements, with clients increasingly recognizing AI benefits.
Acquisition of Notion Edge France expanded SAP Customer Experience capabilities and European market presence.
Continued increase in clients generating over €1 million in revenue and high client satisfaction (NPS 66–67, CSAT 93.8%).
Wage inflation and attrition remained moderate, with a net reduction in workforce and ongoing search for a new CFO.
Financial highlights
Q2 2025 revenue: €252M (+3.2% YoY); H1 2025 revenue: €498.9M (+3.4% YoY); adjusted EBITDA: €30.5M for Q2, €60.8M for H1; adjusted EBITDA margin: 12.1% for Q2, 12.2% for H1.
Gross margin improved to 33.2% in Q2 and 31.9% in H1, up from 30–30.5% YoY, driven by productivity gains.
Net profit for H1 2025: €19.6M (down from €28.6M YoY); basic EPS: €1.51 (down from €2.14).
Net leverage ratio at 1.8x; net debt €245.8M; cash balance €121.8M–€122M; financial liabilities €274.7M–€300.7M.
Top 5 clients contributed 14.8–15% of revenue; operating cash flow for H1 2025: €26.1M (down from €27.6M YoY).
Outlook and guidance
Full-year 2025 revenue expected near the lower end of €1,020M–€1,080M guidance; gross margin target maintained at ~30%.
Adjusted EBITDA margin revised to 13.5–14.5% (previously up to 15.5%) due to FX impacts; margins expected to normalize if rates stabilize.
Management sees medium-term strength for digital specialists, with AI and digital transformation as growth drivers.
Why did Gartner revise IT spending growth?
How did currency impact Adjusted EBITDA?
Explain the treasury share repurchase.
How will Nagarro mitigate devaluation impacts?
What's driving gross margin improvements?
Update on the search for a CFO role?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Nagarro earnings date
Q3 202514 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, 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.
)
Leroy DaleyApp Store
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.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
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.
Leroy DaleyApp Store
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.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
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.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
Nagarro SE is a digital engineering company providing digital engineering and technology solutions in North America, Central Europe, rest of Europe, and internationally. Their core competencies are in the Digital Engineering, Digital Marketing, Software Solutions, Mobile Applications and IoT. Furthermore. they also provide COTS software development services and technology solutions to niche markets worldwide. Nagarro SE has become a popular choice among technical professionals, systems integrators, system manufacturers, and other choosing high performance, cost-effective solutions.
Quartr provides global coverage of all investor relation material from public companies.
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.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage