London · Delayed Price · Currency is GBP · Price in GBX Baltic Classifieds Group Earnings Call Transcripts
Fiscal Year 2026
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Revenue and EBITDA grew 7% year-over-year, with a 78% EBITDA margin and strong cash generation. Real estate led growth, while automotive faced headwinds from Estonian tax changes. The group accelerated share buybacks, increased dividends, and expects 10% revenue growth in 2027.
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Revenue and EBITDA each grew 7% year-over-year, with strong cash generation and a net cash position achieved. Real Estate led segment growth, while Estonian auto faced headwinds; investments in AI and product innovation continue, and a fully transactional Generalist platform is expected within six months.
Fiscal Year 2025
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Revenue and EBITDA grew 15% and 17% year-over-year, with strong performance across all segments and a 78% EBITDA margin. The group reduced leverage, returned €30 million to shareholders, and expects continued growth, especially in real estate and jobs, while becoming debt-free next year.
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Revenue and EBITDA grew 17% and 18% year-over-year, with margin expanding to 79% and strong cash generation. All core verticals saw double-digit ARPU and yield growth, and the outlook for H2 is upgraded with at least 15% revenue growth expected.
Fiscal Year 2024
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Record year with 19% revenue and 20% EBITDA growth, industry-leading 77% margin, and strong cash generation. All business lines grew, with services and core verticals leading. Guidance for 2025 is 15% revenue growth and further margin expansion.