Germany · Delayed Price · Currency is EUR Scout24 SE Earnings Call Transcripts
Fiscal Year 2025
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Delivered 15% revenue growth and 17% EBITDA increase in 2025, driven by strong B2B and B2C subscriptions, AI integration, and margin expansion. 2026 guidance targets 16%-18% revenue growth, up to 61% EBITDA margin, and continued disciplined capital returns.
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Revenue and EBITDA grew 15% year-over-year, with strong double-digit organic growth and margin expansion driven by AI innovation and platform improvements. Guidance was raised to the upper end for both revenue and margin, and the Spain acquisition is expected to become accretive by 2027.
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Q2 and H1 2025 saw double-digit revenue and EBITDA growth, record customer numbers, and strong cash flow. Upgraded 2025 guidance reflects robust core business and accelerating AI innovation, with continued market share gains and positive outlook for 2026.
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The AGM highlighted strong financial growth, with double-digit increases in sales, EBITDA, and dividends. Leadership transitions, strategic acquisitions, and a focus on AI and sustainability were emphasized, while the company remains cautious amid ongoing market challenges.
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Q1 2025 delivered 16% revenue growth and 18% EBITDA growth, with strong expansion in both professional and private segments. Guidance for 12%-14% revenue growth and margin expansion is reaffirmed, despite macro uncertainties and rising mortgage rates.
Fiscal Year 2024
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Delivered 11.2% revenue growth and a 61.5% EBITDA margin in 2024, with strong Q4 acceleration and robust free cash flow. 2025 guidance targets 12%-14% revenue growth and further margin expansion, supported by acquisitions and continued subscription momentum.
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Q3 2024 saw 8.5% revenue growth and strong margin expansion, driven by robust agent and private subscription growth, with guidance raised to the upper end for both revenue and EBITDA margin. The business remains confident in continued double-digit growth as the real estate market recovers.
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Double-digit revenue and EBITDA growth continued in Q2 and H1 2024, driven by strong core agent and private subscription businesses. Guidance for 2024 is reaffirmed, with ongoing innovation and customer growth despite a slow real estate market recovery.