Ovzon AB (publ) (OVZON) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome, SATCOM company Avsson have published their year-end report for 2025 this morning. We will now be given a presentation about results and activities and this is done by CEO Per Norén and CFO André Löfgren. After the presentation there will be a Q&A by equity analysts and investors. And by that, welcome Per and André. Thank you, Mattias. So arrows and graphs are pointing in the right direction. How would you in brief describe 2025 for Ovsson? Thank you and good morning everyone. The year has been a systemic shift. I would say a breakthrough for Ovsson when it comes to our financial performance, but also when it comes to scaling up the company. We saw a 120% increase in revenue and quite considerable increase in EBITDA improvement from basically plus minus zero in 2024 to 291 million SEK in 2025. So it's been a phenomenal year and numbers are numbers and they don't lie. However, I think the upscaling of both delivering on the big order we took in May in 2025 as both on the Satcom services side, building networks and delivering services to our customers, as well as scaling up the terminal side is the most prominent thing that stands out to me. And that's delivered good results this year. Okay, then please go ahead with your presentation. Thank you, Mattias. Well, we're of course quite excited and delighted to be here today to talk about our fourth quarter and our full year 2025. Let's go back to the basics first and talk about who we are. Most of you are very familiar with this, of course, but we do see ourselves having a greater calling than I would say most other companies. We have a vision of connecting and protecting people, societies and organizations for a safer world. And one can easily say that with the geopolitical tensions that are in the world, this is...