Also Holding shares rise on H1 revenue growth, EPS misses estimate

Published 22/07/2025, 11:02
© Reuters

Investing.com -- Shares of Also Holding AG (SIX:ALSN) rose more than 3% on Tuesday after the company reported a sharp rebound in first-half revenue, driven by growth across its core business segments. Earnings per share declined slightly, weighed by a sharp increase in financial expenses.

Revenue for the six months ended June rose 39% year over year to €5.93 billion, including the impact of acquisitions. 

Organically, revenue rose 8%, reversing the 2% growth seen in the second half of 2024. The reported figure was marginally below consensus estimates of €5.96 billion.

Segment-wise, Supply revenue increased 50% from a year earlier, Solutions rose 16% and Services climbed 26%. 

Cloud revenue, excluding purchase value adjustments, rose 28% to €845 million. The number of unique users increased 34% to 5.5 million, while monetization rose 8% to €262 million.

Gross profit increased 30% to €414 million. Operating costs grew 28%. EBITDA rose 34% to €126 million, exceeding the consensus forecast of €123 million. 

The EBITDA margin was 2.1%, in line with expectations. Acquisitions contributed €25 million to EBITDA, partly offset by €6 million in related costs.

Net financial expenses increased 139% to €28 million. As a result, earnings per share fell 1% to €3.38, below the UBS estimate of €5.66.

Free cash flow stood at negative €248 million, compared with €173 million in the same period last year. 

The decline was primarily attributed to working capital movements of negative €319 million. The company did not comment on synergy targets related to its Westcoast acquisition.

Also reaffirmed its full-year 2025 EBITDA guidance of €285 million to €325 million and its medium-term target of €425 million to €525 million. 

According to UBS estimates, full-year revenue is expected to reach €13.56 billion, with diluted EPS forecast at €13.41.

“The company flags that these results were driven by operational excellence, digital platforms and acquisitions, but we would also flag that the end markets (PCs especially) has recovered given looming end of support for Windows 10 - with evidence across the ecosystem,” UBS added.

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