Energeia (ENERG) Investor Presentation summary

Q2 2025 highlights

• Completed acquisition of DTK, with general cargo business fully integrated by June 1.

• Adjusted EBIT rose 11.5% year-over-year, mainly due to DTK acquisition.

• Updated full-year 2025 adjusted EBIT guidance to DKK 560–610 million.

• Group net revenue increased to DKK 2,857 million, up 23.9% from Q2 last year.

• Group EBIT impacted by prior year earn-out settlement and FX effects.

M&A update

• Acquired DTK, adding DKK 1,156m revenue and DKK 94m EBIT, strengthening Nordic market position.

• Acquired EDS Worldwide and Rolls Freight, expanding UK-Ireland traffic and service offerings.

• Mergers aimed at greater scale and efficiency in Danish general cargo.

• Enhanced capabilities in temperature-controlled transportation.

Financial review

• Net revenue for Q2 2025 was DKK 2,857m, up 23.9% year-over-year.

• Gross profit increased 39.2% to DKK 661m.

• Adjusted EBIT declined 12.1% to DKK 145m, affected by prior year one-off earn-out.

• Operating margin reflects subdued European road market and lower margins from German acquisitions.