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Investor Relations14 Oct 2025
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Seco (IOT) investor relations material
Seco Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary8 Sep, 2025
Executive summary
Net sales for H1 2025 reached €98.4 million, up 3.2% year-over-year, with Q2 revenues of €51.2 million, a 9% sequential increase, driven by strong performance in the USA and APAC, despite EMEA declines.
Gross profit margin improved to 53.4%, exceeding guidance, with adjusted EBITDA at €20.1 million (20.5% margin), and adjusted net income nearly doubling to €7.3 million.
Clea software revenues contributed €12 million (12% of total), with recurring software revenue rising to 36% of Clea sales.
Innovation highlights include the launch of Clea 2.0, Application Hub, and Developer Center to accelerate AI edge adoption and software monetization.
Strong order intake and backlog growth, with book-to-bill ratio at or above 1 year-to-date, and strategic partnerships supporting future growth.
Financial highlights
Edge computing revenue grew 4% year-over-year to €86.4 million, with US and APAC growth outpacing other regions.
Adjusted EBITDA margin for H1 2025 was 20.5%, up from 16.6% in H1 2024; adjusted net income margin rose to 7.4%.
OpEx reduced by €2.5 million year-over-year, mainly from lower outsourcing and increased in-house production.
Net financial position improved to €50.3 million as of June 30, 2025, with net financial debt rising mainly due to higher trade receivables.
Financial income decreased by €1 million due to a one-off dividend in H1 2024.
Outlook and guidance
Full-year revenue expected to exceed €200 million at constant FX, with gross margins above 50%.
Acceleration in growth anticipated in H2 2025, with Q4 expected to be the strongest quarter.
Order backlog strengthened by new design wins, supporting a gradual recovery in revenue trajectory.
Over €20 million in additional revenue for 2026 already secured from new and existing clients.
Profitable growth anticipated, supported by strong design wins and expanding project pipeline.
Quantify Clea recurring revenue growth from new launches?
Outlook for trade receivables management?
Strategy to address Germany's economic weakness?
German market recovery impact on H2 growth?
Future OpEx savings from in-house production?
When will new Clea initiatives drive revenue?
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Next Seco earnings date
Q3 20257 Nov, 2025
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Frequently asked questions
Seco S.p.A. is an Italian technology company specializing in the miniaturization of computers and Internet of Things (IoT) solutions, covering the entire supply chain. The company offers a diverse range of products and services across two main segments: Products and Services. Its product offerings include various types of customizable circuits, while its services encompass design, development, project support, and IoT solutions that include both software and hardware solutions, such as prototyping tools and connectivity. Seco S.p.A. operates globally across several industries, including transportation, industrial automation, medical, domotics, utilities, and security, demonstrating a broad application of its technologies. The company is headquartered in Italy, and its shares are listed on the Milan Stock Exchange.
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