Avensia AB (publ) (AVEN) Q1 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello and welcome to today's broadcast. We have with us Avencia and the CEO Robin Gustafsson who will present the Q1 report for 2025. If you want to ask questions via the form on the right of the broadcast, please do so during the Q&A session after the presentation. With that said, Robin, please go ahead. Thank you very much, Martin, and welcome everyone to this presentation and the Q1 report for January to March 2025. I will talk about our financial report, of course. I will talk a little bit about a market update, how the situation looks for Avensia and Avensia's market. I will give an operational report, how the business is doing, and of course I will ask some questions at the end. If we look at the quarter as usual, it is a record quarter for Avensia. The fact is that it is the highest turnover we have ever had in a quarter and the highest turnover we have ever had in a quarter. Omställningstillväxten för kvartalet blev 15%. Segmentrapporterar vi numera våra två segment, Commerce och Information Management. Commerce, den största delen av verksamheten, växer med hela 18% till 99,6 miljoner från förra året 1984. Information Management däremot är oförändrat på 18,7 miljoner. If you look around the industry, we see that noted business colleagues lost 10-20% organically. I have seen someone who has dropped 5%. But in general, I would dare to claim that we are taking market shares. Gladly enough, this revenue growth has also been transferred to a turnover result that has increased from 6 million to 15 million for the quarter. And that means a turnover margin of 13% or 12.9%, which is more than a doubling from the previous year. Even here, it comes as a lot of burden to us with a 19% margin, which is more than a doubling from the previous year. Information management, t...