Overview
Germany digital solutions provider's preliminary fiscal 2025 revenue rose 53% yr/yr
Preliminary adjusted operating EBITDA for fiscal 2025 grew 62% yr/yr
Company says automation and AI-driven process improvements drove EBITDA growth
Outlook
Chapters expects 2026 organic revenue growth in the high single digits
Company sees 2026 organic recurring revenue growth exceeding overall organic revenue growth
Chapters expects 2026 organic EBITDA growth in the mid-teens
Result Drivers
AUTOMATION & AI - Automation and AI-driven process improvements were key drivers of organic EBITDA growth, per CEO Jan Mohr and CFO Marlene Carl
M&A & SYNERGIES - M&A activity and merger synergies, especially in Public Sector and Financial Technologies segments, contributed to revenue and EBITDA growth
ACCOUNTING EFFECTS & WRITE-OFFS - Revenue growth was reduced by write-offs of unrealizable revenue and first-time deferral of revenues due to accounting changes
Company press release: ID:nEQ70GRhGa
Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Beat
EUR 193 mln
EUR 173.80 mln (2 Analysts)
FY Adjusted EBITDA
EUR 49 mln
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"
The average consensus recommendation for the software peer group is "buy"
Wall Street's median 12-month price target for CHAPTERS Group AG is €55.00, about 91% above its March 11 closing price of €28.80
The stock recently traded at 64 times the next 12-month earnings vs. a P/E of 83 three months ago
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)