q.beyond AG (0CHZ) Q2 2021 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good afternoon, ladies and gentlemen, and welcome to the QBeyond conference call regarding the second quarter results 2021. At this time, all participants have been placed on a listen-only mode. The floor will be open for questions following the presentation. Let me now give the floor to Mr. Jürgen Herrmann. Thank you very much, and a warm welcome from my side to our Q2 conference call. Together with me, like always, is Arne Thull, our head of... investor relations and M&A. Yes, ladies and gentlemen, in a nutshell, our profitable growth is increasingly gaining momentum. And with this growth, as always mentioned from my side, our profitability is rising. Order entry is developing well and the sales pipeline is there also. And on top of that, we are on track concerning the execution of our M&A transactions. as well as on track concerning the sale of our co-location business. And with that, I would like to start with a presentation on page three, where you can see the results of this quarter compared to the Q2 last year. And you can see that revenues increased by 4.3 million, and 77% of these revenues in the second quarter are recurring. And based on the 4.3 million increase in revenues, EBITDA rose by 2 million to 1.2 million the second quarter. And like in the last quarter this year, the marginal return came to more than 40 percent. Coming to our order entry as an important KPI on the next slide. In the second quarter this year, new orders even more than doubled to 87.5 million. And for the first six months, we achieved 160 million, which is an increase of 67% compared to the first six months of last year. Of course, and you know that Röhlig Logistics, as a new customer and a new focus sector, played a big role in this order entry. And this was a driver as well for th...