Verisure plc (STO:VSURE)
Sweden flag Sweden · Delayed Price · Currency is SEK · Price in EUR
11.43
+0.12 (1.06%)
May 29, 2026, 5:29 PM CET

Verisure Earnings Call Transcripts

Fiscal Year 2026

  • Q1 2026 saw double-digit ARR and revenue growth, margin expansion, and positive free cash flow, with strong portfolio growth and stable attrition. Guidance for 2026 is reaffirmed, including a first dividend in H2, while major rebranding and AI-driven innovation support long-term growth.

Fiscal Year 2025

  • Strong Q4 and 2025 results featured double-digit revenue and ARR growth, margin expansion, and record customer additions. Guidance for 2026 includes 10% ARR growth, EBIT margins above 26%, and the first interim dividend, with continued focus on AI-driven efficiency and market expansion.

  • Q3 delivered strong, broad-based growth with revenues up 9.9% and ARR up 10.2% year-on-year. Profitability expanded, with adjusted EBIT up 17.1% and margin at 26.8%. 2025 guidance reaffirmed for over 12% ARR growth and EUR 940–950 million adjusted EBIT.

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