Switzerland · Delayed Price · Currency is CHF Ascom Holding AG Earnings Call Transcripts
Fiscal Year 2025
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Revenue grew 3.8% at constant currency to CHF 292 million, with EBITDA up 60% and net profit quadrupling. Operational improvements and organizational streamlining boosted margins, while 2026 guidance targets low to mid-single digit growth and a 10%-12% EBITDA margin.
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First half 2025 saw flat revenue at constant currencies, improved EBITDA margin, and a stronger cash position, despite FX headwinds and U.S. market volatility. Guidance for low single-digit revenue growth and 9%-10% EBITDA margin in 2025 is reaffirmed.
Fiscal Year 2024
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2024 saw revenue and profitability decline due to macro volatility and one-off effects, but a strong balance sheet and backlog position the company for a 2025 recovery. Guidance targets low single-digit revenue growth and improved EBITDA margin, with a focus on operational efficiency and recurring revenues.
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Revenue declined 2.7% in constant currency to CHF 142 million in H1 2024, while EBITDA margin held steady at 7.4% due to cost control. Strong order intake in the US and rest of world, plus a robust backlog, support expectations for a stronger H2. Guidance for 2024 is more cautious, with revenue flat year-over-year and EBITDA margin of 9-10%.