Germany · Delayed Price · Currency is EUR SNP Schneider-Neureither & Partner SE Earnings Call Transcripts
Fiscal Year 2025
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Revenue grew 16% and EBIT 66% year-over-year, with software now over half of total business and strong EMEA growth. 2026 guidance targets continued backlog build, mid- to high single-digit revenue growth, and low double-digit EBIT growth.
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Record Q3 results with all key metrics improving, including 22% software revenue growth and a 91% EBIT increase year-over-year. Full-year 2025 guidance was raised, and strong performance was seen across all regions, especially in LATAM and the EXA segment.
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The session detailed two global SAP carve-outs, highlighting the importance of strong governance, iterative test migrations, and collaboration to ensure business continuity and data integrity. Lessons learned from the first project led to improved efficiency in the second, with ongoing efforts focused on post-carve-out data management.
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Q2 2025 saw record revenue and strong order entry, with EBIT growth despite negative one-offs. Guidance for 2025 is confirmed, backlog remains stable, and strategic investments continue, including full EXA AG acquisition and IT/process improvements.
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Strong Q1 performance with significant EBIT margin improvement, robust software growth, and a solid cash position. Guidance for 2025 remains stable, with expanded M&A flexibility following the Carlyle transaction and continued momentum in key markets.
Fiscal Year 2024
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Record revenue, EBIT, and cash flow were achieved, driven by strong partner business, international expansion, and strategic clarity. Guidance for 2025 remains conservative amid macroeconomic uncertainties, with continued growth expected in all segments and regions.
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Record Q3 results with 24% revenue growth, 70% higher EBIT, and strong cash flow led to a second guidance raise for 2024. All segments and regions showed growth, with software and partner business expanding and new platforms like Kyano driving future opportunities.
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H1 2024 saw robust revenue and EBIT growth, driven by strong software and partner business, with major deals and improved margins. Guidance for 2024 was raised, and a key legal dispute was resolved, supporting a positive outlook.