LINK Mobility : Q3 2025 – Introducing shareholder return policy alongside robust M&A pipeline

About this update from Link Mobility Group Holding Asa

05 Nov 2025 06:00 CET Subscribe Issuer Link Mobility Group Holding (Oslo, 5 November 2025) - LINK Mobility reports solid Q3 performance with a reported gross profit and adjusted EBITDA of NOK 401 million and NOK 195 million, respectively, and record contract wins for the quarter of NOK 43 million. The growth momentum, including SMSPortal, resulted in organic gross profit growth of 6% in stable currency and 9% organic adj. EBITDA growth, while the adj. EBITDA margin expanded by 1.5 percentage points year over year. This quarter, LINK is introducing a shareholder return policy, targeting an ordinary distribution for 2025 of NOK 300 million through a combination of cancelling treasury shares and potential buybacks with subsequent cancellations. LINK's M&A pipeline is stronger than ever, with six targets in due diligence and 10 prioritized targets representing a potential cash EBITDA contribution of more than EUR 50 million, fueled by a high activity level and continued pipeline expansion. The SMSPortal acquisition, expected to close by the end of November, is delivering growth momentum as anticipated, with 9% year-over-year gross profit growth in the quarter. LINK announces shareholder return policy and target shareholder distribution for fiscal year 2025 • LINK targets an ordinary distribution equivalent of ~NOK 300 million (NOK 1 per share) for fiscal year 2025 through treasury share cancellations and potential buybacks, to be able to capitalize on an attractive M&A pipeline. • Future ordinary distributions are targeted to grow in nominal terms. • LINK will prioritize accretive M&A transactions that create shareholder value. In years with significant M&A activity, dividend or buyback levels may be adjusted accordingly. LINK's M&A pipeline is accelerating with attractive larger targets in structured processes and active negotiations • Robust pipeline with 10 prioritized targets, including larger opportunities through structured processes. • 6 targets in due diligence with larger targets than normal. • Total Cash EBITDA EUR >50 million for the 10 prioritized targets Strong operational performance, sustaining growth momentum despite headwind on an handful of larger clients • Organic gross profit growth excluding acquisitions was 5% in stable currency. • Organic adjusted EBITDA growth excluding acquisitions was 9% in stable currency. • R...

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