Enad Global 7 Ab · OMXSTO:EG7
Enad Global 7 Ab — Q2 2025 Earnings Presentation
15 slides from Enad Global 7 Ab's earnings presentation, Aug 15, 2025
Slide 1: Investor Presentation Q2 2025
x Investor Presentation Q2 2025 2025/ 08/ 15
Slide 2: Q2 2025 Key Performance Figures
EG7 Q2 2025 INTERIM REPORT Q2 2025 Key Performance Figures NET REVENUE ADJUSTED EBITDA Y-O-Y NET REVENUE GROWTH ADJUSTED EBITDA MARGIN 379MSEK 38 MSEK 7.4 Percent 9.9 Percent ▪ 7.4% Net Revenue growth y-o-y ▪ Excluding FX impact, Net Revenue growth of 17% ▪ Excluding FX and Palia, organic growth of
Slide 3: Palia Update
EG7 Q2 2025 INTERIM REPORT Palia Update ▪ Successful release on PlayStation 5, Xbox Series X/S on May 13 th ▪ Now available on all console and PC platforms ▪ Elderwood expansion content release ▪ Significant increase in performance ▪ Life-to-date, 8+mm players ▪ 215k peak DAU, representing more than
Slide 4: Additional Updates
EG7 Q2 2025 INTERIM REPORT Additional Updates ▪ Piranha’s MechWarrior game plan ▪ Successfully released the first DLC for MechWarrior 5: Clans in Q2 ▪ Next up is DLC 7 for MechWarrior 5: Mercenaries – Sep 2025 target release ▪ Plans to support both Mercenaries and Clans with on-going DLC releases go
Slide 5: Financial Discussion
Financial Discussion
Slide 6: Net Revenue, Adjusted EBITDA and EBIT
EG7 Q2 2025 INTERIM REPORT Net Revenue, Adjusted EBITDA and EBIT QUART ERLY LT M (MSEK) 600 40% 2 000 40% 1 787 1 813 513 1 725 1 713 1 673 500 466 455 35% 35% 1 500 400 379 30% 30% 353 300 25% 25% 25% 1 000 22% 200 20% 20% 19% 19% 19% 19% 129 18% 102 100 74 16% 15% 500 334 338 342 15% 295 326 33 37
Slide 7: More predictable part of Net Revenue
EG7 Q2 2025 INTERIM REPORT More predictable part of Net Revenue QUART ERLY LT M (MSEK) 600 90% 2500 90% 80% 513 80% 80% 500 77% 466 455 74% 73% 2000 72% 71% 70% 72% 70% 70% 70% 1725 1787 1813 65% 1673 1713 400 379 60% 60% 353 335 332 1500 319 50% 50% 1245 1237 1247 1269 1276 283 290 300 40% 40% 1000
Slide 8: Net Revenue and Adjusted EBITDA Mix
EG7 Q2 2025 INTERIM REPORT Q2 NE T REVENUE CON TRIBUTION Daybreak Net Revenue and 190 50% Big Blue Bubble 61 16% Rest of the group 128 34% Adjusted EBITDA Mix Group total 379 100% Q2 ADJ EBI T DA CON T RIBUT ION Daybreak 2 6% Big Blue Bubble 25 66% Rest of the group 10 27% Group total 37 100% (MSEK)
Slide 9: Net Revenue and Adjusted EBITDA Mix
EG7 Q2 2025 INTERIM REPORT Q2 NE T REVENUE CON TRIBUTION Piranha Net Revenue and 23 6% Toadman 7 0% Rest of the group 349 94% Adjusted EBITDA Mix Group total 379 100% Q2 ADJ EBI T DA CON T RIBUT ION Piranha 13 33% Toadman -2 1% Rest of the group 26 65% Group total 37 100% (MSEK) PIRANHA QUARTERLY TO
Slide 10: Net Revenue and Adjusted EBITDA Mix
EG7 Q2 2025 INTERIM REPORT Q2 NE T REVENUE CON TRIBUTION Fireshine Net Revenue and 74 19% Petrol 30 8% Rest of the group 275 73% Adjusted EBITDA Mix Group total 379 100% Q2 ADJ EBI T DA CON T RIBUT ION Fireshine 3 8% Petrol 1 % Rest of the group 33 89% Group total 37 100% (MSEK) FIRESHINE QUARTERLY
Slide 11: Figures in perspective (Focus on FX fluctuations)
EG7 Q2 2025 INTERIM REPORT Figurers in perspective (Focus on FX fluctuations) NET REVENUE Q2 2023 Q3 2023 Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Net Revenue 2025 FX rate 482 871 049 517 340 460 473 106 289 381 712 345 352 670 110 465 702 786 512 911 718 455 298 631 378 761 219 Net R
Slide 12: Net Cash Position
EG7 Q2 2025 INTERIM REPORT Net Cash Position (MSEK) Cash Flow Q2 YTD 700 Cash OB 579 322 600 579 Operation* -22 -4 500 455 Investing** -78 -157 Financing*** -16 324 400 317 322 Delta Cash -116 163 300 219 Currency fluctuations in -8 -30 200 liquidity 100 Cash CB 455 455 0 *Change in Working Capital
Slide 13: Summary
Summary
Slide 14: Looking Ahead
EG7 Q2 2025 INTERIM REPORT Looking Ahead ▪ A Stable Quarter ▪ Solid Net Revenue growth of 7 percent Y-o-Y ▪ Primary growth drivers where: ▪ Palia release on PS5 and Xbox Series X/S ▪ First DLC for MechWarrior 5: Clans ▪ Strong Position ▪ Solid cash flows from the live service portfolio, lean operati
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