Ework Group AB (LTS:0MCB) Q1 2025 Earnings Call Highlights: Navigating Challenges with ...
  • Net Sales: SEK 3.5 billion, a decline of 17% from last quarter's SEK 4.2 billion.

  • Gross Margin: Increased to 4.1% from 3.8% last year.

  • EBIT: SEK 34.3 million, down from SEK 44.7 million last year.

  • Financial Net: SEK 12.9 million, impacted by currency effects.

  • Order Intake: SEK 4.2 billion, lower due to phase-out of certain client contracts.

  • Revenue in Nordics: Approximately 18% lower than the previous year.

  • Revenue in Poland and Slovakia: Increased by approximately 5%.

  • Order Intake in Denmark: Increased by 6% compared to the same quarter last year.

Release Date: May 14, 2025

For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Positive Points

  • Ework Group AB (LTS:0MCB) reported an increase in gross margin to 4.1% from 3.8% last year, driven by growth in add-on services.

  • The company experienced strong growth in Denmark and Poland, with Poland benefiting from increased nearshoring demand.

  • Ework Group AB expanded its operations into Belgium, aligning with its strategy for European expansion.

  • The company launched a new internal digital platform aimed at increasing scalability and long-term efficiency, with AI and automation playing key roles.

  • Ework Group AB secured several new frame agreements with both new and existing clients, indicating renewed confidence in their services.

Negative Points

  • Net sales declined by 17% to SEK3.5 billion, primarily due to the phase-out of unprofitable client contracts and fewer workdays.

  • The company faced challenges in Sweden and Norway, with lower volumes impacting overall results.

  • Operating profit decreased to SEK34.3 million from SEK44.7 million last year, affected by lower business volumes.

  • The public sector consulting and telecom industries remained restrained, contributing to a decline in these segments.

  • Ework Group AB's financial net was negatively impacted by currency effects, particularly related to an inter-company loan to the Polish business.

Q & A Highlights

Q: Have you extended the scope of phasing out unprofitable contracts, or does it mainly reflect the contracts announced in early 2024? A: We have mainly phased out one big contract as communicated in 2024. The current volume drop is related to this, but we continuously assess contracts to ensure profitability. - Karin Schreil, CEO

Q: Is it fair to expect gradually improved growth in gross profit given the uncertain market and phased-out contracts? A: Yes, we focus on improving gross margins by discontinuing nonprofitable agreements and adding more high-margin services. However, market uncertainty remains a challenge. - Karin Schreil, CEO and Johanna Eriksson, CFO