Asseco Poland Sa Unsp/Adr (ASOZY) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, ladies and gentlemen, at this conference where we will discuss Asseco's results for the nine months of 2025. As always, we will present the activity of the group and we will tell you more about the finances. In the end, we will make sure that all the questions are answered. So, in the meantime, feel free to send questions to us. Again, we would like to welcome Rydza Bajorek, CFO, and Marek Panek, who is in charge of group development. Now, Marek, I'm sure, will begin with the introduction. He's smiling, so probably he has some good news to share. So, Marek, over to you. Tell us how we've been doing in the last three quarters. Good afternoon, ladies and gentlemen. Well, It should have been my show, but still, yes, we have some positive news. We are summing up a very positive, another subsequent positive period in Asseco's activity. So now I will tell you more what were the highlights in the first three quarters. Let me start by summing up. You see here some key figures that I would like to communicate. First, results. As you can see, we've observed a very dynamic growth amounting to 11% compared to last year, amounting to 12.3 billion zlotys. Our operating profit was growing even faster, the non-IFRS one, up by 18% to 1.4 billion. And non-IFRS net profit went up by 29% to as much as 516 million zloty. Now the profitability also improved. The non-IFRS one is close to 12%. So taking all this into account, we have reasons to be happy. And indeed, the first three quarters, we believe, were very satisfying. These results are driven by the fact that we've consistently been pursuing our strategy. The strategy that was coined 30 years ago is based on our own products, our own software, and on diversification in terms of sectors and geographies where we operate...