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

Investor webinar replay

Replay transcript excerpt

Welcome to Asmodee Q1 Report 2025-26. For the first part of the conference call, the participants will be in listen-only mode. During the questions and answers session, participants are able to ask questions by dialing pound key 5 on their telephone keypad. Now I will hand the conference over to CEO Thomas Kogler and CFO Andrea Gasparini. Please go ahead. Good morning and welcome to our year-end results presentation for the fiscal year 25-26, where I am happy to report a new record year for Asmodee with double-digit growth in sales, NABDA alongside margin expansion, healthy cash flow generation, and a solid financial position. With respect to the fourth quarter, looking at games published by partners sales increased by 31.6 percent and were driven by successful tcg releases including mega evolution ascended heroes and perfect order the latest pokemon trading card game expansions this was further supported by strong momentum around pokemon day on february 27th and the launch of celebrations for the franchise's 30th anniversary TCGs published by Bandai also performed well with their One Piece game, including the latest set, the Azure Seas 7, distributed in English and French by Asmodee across several geographies. The second set of Riftbound, the TCG set in the League of Legends universe, also launched successfully. This continues the diversification of the TCG portfolio that we distribute. Finally, we saw a strong reception of Magic the Gathering Teenage Mutant Ninja Turtles and Magic the Gathering Lorwyn eclipsed, the latter being further supported by a range of new accessories from our game Genic Studios as part of our strategic agreement with Hasbro Wizard of the Coast announced in Q2. Sales of games published by Asmodee Studios decreased by 9.8%. This reflects a co...