Sensys Gatso Group AB (publ) (SGG) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, and welcome to the presentation of Census GATSO Group's Q4 2025 Interim Report. My name is Lewis Miller, Group Chief Executive Officer, and joining me this morning is Simon Mulder, our Group CFO. To start our presentation, I'll provide an overview of our Q4 and full-year results. I'll then turn the presentation over to Simon to review the group's results and segment reporting in greater detail before addressing our financial outlook for 2026. Q4 marked our third consecutive quarter of strong performance, allowing us to close 2025, having made significant progress towards our operational and financial goals. We delivered profitable growth, improved our cash position, saw solid order intake, and are participating in ongoing procurement activities across our core markets, all of which has generated momentum heading into 2026. While we will continue to experience some quarter to quarter variability driven by seasonality, contract timing, political factors, and foreign exchange movements, our focus remains on delivering consistent and reliable results. With the strategy announced in our Q3 report, our technology portfolio, and our talented and experienced global team, we are well positioned to continue making progress in 2026. With that said, let's take a look at our specific Q4 and full year performance. Starting first with revenue, Q4 landed at 198 million Swedish krona in line with expectations with full year revenue growing to 719 million, a 14% increase over 2024. In constant currency, full year revenue was 757 million, up 20% year on year. Later in our presentation, Simon will provide more detail on currency impacts. Key revenue drivers for the quarter included significant contributions from our Swedish and Dutch projects and recurring revenue growth f...