Asmodee Group AB (publ) (ASMDEE_B) Q4 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.236 Welcome to Asmodee Q1 Report 2025-26. For 00:00:04.236 -- 00:00:08.720 the first part of the conference call, the participants will be in listen-only mode. 00:00:08.720 -- 00:00:13.766 During the questions and answers session, participants are able to ask questions by dialing 00:00:13.766 -- 00:00:18.992 pound key 5 on their telephone keypad. Now I will hand the conference over to CEO 00:00:18.992 -- 00:00:24.796 Thomas Kogler and CFO Andrea Gasparini. Please go ahead. 00:00:24.905 -- 00:00:30.894 Good morning and welcome to our year-end results presentation for the fiscal year 25-26, 00:00:30.894 -- 00:00:36.262 where I am happy to report a new record year for Asmodee with double-digit 00:00:36.262 -- 00:00:41.270 growth in sales, NABDA alongside margin expansion, healthy cash flow 00:00:41.270 -- 00:00:45.416 generation, and a solid financial position. 00:00:45.416 -- 00:00:50.401 With respect to the fourth quarter, 00:00:51.736 -- 00:00:57.525 looking at games published by partners sales increased by 31.6 percent 00:00:57.525 -- 00:01:02.613 and were driven by successful tcg releases including mega evolution ascended heroes 00:01:02.613 -- 00:01:06.799 and perfect order the latest pokemon trading card game expansions 00:01:06.799 -- 00:01:11.867 this was further supported by strong momentum around pokemon day on february 27th 00:01:11.867 -- 00:01:16.829 and the launch of celebrations for the franchise's 30th anniversary 00:01:16.829 -- 00:01:22.384 TCGs published by Bandai also performed well with their One Piece game, including 00:01:22.384 -- 00:01:27.537 the latest set, the Azure Seas 7, distributed in English and French by 00:01:27.537 -- 00:01:30.380 Asmodee across several geographies. 00:01:30.380 -- 00:01:34.788 The seco...