Sinch AB (publ) (SINCH) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello everyone and very welcome to CIMS Q4 2025 presentation. My name is Minara Dander and I'm Head of Investor Relations and Sustainability. And with me here in the room today, I have our CEO, Linda Pang and CEO, Jonas Dahlberg. So today you will hear Lorinda and Jonas present the quarter, and thereafter we will have time for questions. To ask your questions, please push pound key and five on your telephone keypad. But I'll come back to that again. So once again, very welcome, and I hand over to you, Lorinda. Thank you so much, Mia. And thanks, everyone, for joining us today. 2025 was a year of disciplined execution where we achieved record high profitability while regaining our growth momentum. The fourth quarter marks a strong finish to the year, and I'm pleased to report another period of continued organic gross profit growth and improved profitability. Let's turn to slide two to look at the highlights from the quarter. The fourth quarter shows that we are firmly on the path to regained growth, with solid momentum in our largest businesses, the Americas, and our API platform, which was partially offset by headwinds in EMEA and APAC. We are closing the year with record high profitability. Gross profit grew 3% organically, and our gross margin expanded by 2 percentage points to 35%. Combined with our disciplined cost control, this resulted in an adjusted EBITDA margin of 14%, an increase of one percentage point year over year. And our cash conversion for the quarter was a solid 84%. Finally, we continue to return value to our shareholders. We have now repurchased 8.8% of our outstanding shares, and we have called an extraordinary general meeting later this week to seek approval for canceling these shares. This cancellation is a strategic step as it will enable the ...