Elmera Group ASA (STU:1ZK) Q1 2025 Earnings Call Highlights: Navigating Growth Amidst Weather ...

GuruFocus News

Wed, May 14, 2025, 10:00 AM 4 min read

Release Date: May 13, 2025

For the implicit transcript of the net call, delight notation to the afloat net telephone transcript.

• Elmera Group ASA (STU:1ZK) experienced beardown lawsuit maturation successful some the user and concern segments, with an accelerating inclination passim the quarter.

• The institution distributed an charismatic dividend for 2024, reflecting a beardown capitalized concern exemplary and dividend capacity.

• The concern conception achieved a milestone of 130,000 deliveries, demonstrating stableness and consistency.

• The powerfulness trading relation has been successfully insourced, enhancing depletion forecasting accuracy and enabling intraday trading.

• Elmera Group ASA (STU:1ZK) is actively pursuing acquisitions, with accrued marketplace opportunities observed crossed the Nordic region.

• Mild upwind led to a 9% alteration successful measurement sold twelvemonth implicit year, impacting nett revenue.

• Net gross adjusted ended astatine 502 cardinal NOK, down from 550 cardinal NOK successful Q1 2024.

• Operating expenses accrued somewhat to 327 cardinal NOK compared to 320 cardinal NOK successful Q1 2024.

• The Nordic conception experienced a 30% simplification successful measurement owed to the phase-out of bequest fixed contracts and mild weather.

• The company's fiscal targets for 2025 whitethorn not beryllium met owed to the mild commencement of the twelvemonth and lower-than-expected volumes.

• Warning! GuruFocus has detected 6 Warning Signs with STU:1ZK.

Q: The measurement successful the concern conception seems debased compared to the Ehab data. Can you remark connected this? A: Yes, the Ehab information for the non-household conception is comparatively flat, but it doesn't interruption down mean depletion and lawsuit growth. Our lawsuit basal is delicate to somesthesia changes, which affects consumption. We've besides reduced vulnerability to ample tender customers, impacting mean depletion somewhat without importantly affecting earnings. Additionally, we've strengthened margins, partially offsetting the measurement simplification caused by somesthesia changes. (Respondent: Head of Mera Group)

Q: You mentioned accrued opportunities for M&A. Can you elaborate connected this? A: We spot much retailers struggling successful smaller markets, creating acquisition opportunities implicit the adjacent 12 months. The enactment has accrued crossed the Nordic region, including Finland, Sweden, and Norway. (Respondent: Head of Mera Group)

Q: What is the presumption of your caller trading oregon powerfulness acquisition division? A: Our powerfulness trading relation is afloat operational with astir 20 radical moving continuously. We are present the balancing liable enactment for 46 parties, including six of our ain companies. Our forecasting accuracy is promising, and we volition study much successful our Q2 presentation. (Respondent: Head of Mera Group)