SYS-DAT Earnings Call Transcripts
Fiscal Year 2026
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H1 2026 saw 15.7% revenue growth and 23.7% EBITDA growth, with strong cash generation and successful integration of acquisitions. The business remains diversified and resilient, with recurring revenues and no customer concentration, supporting continued confidence in full-year targets.
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Strong organic and inorganic growth is planned, leveraging proprietary vertical software, disciplined M&A, and AI-driven innovation. Financial targets include doubling revenues to €164–179 million by 2028, with EBITDA margins above 20% and a focus on recurring revenues.
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Q1 saw revenue up 16% and EBITDA margin near 20%, driven by organic growth and acquisitions. AI adoption and integration of recent deals fueled efficiency and cross-selling, with no slowdown in demand despite macro uncertainty.
Fiscal Year 2025
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Revenue grew 56% in 2025, driven by acquisitions and 9.8% organic growth, with EBITDA margin at 19.6% (excluding one-offs) and strong cash flow. Recurring and repeatable revenues rose to 83%, and the group remains well-positioned for further M&A and AI-driven growth.