Germany's Nemetschek fiscal 2025 revenue meets expectations

Nemetschek SE

29/01/2026 06:09

Overview

Germany software provider's preliminary fiscal 2025 revenue meets analyst expectations

Fiscal 2025 EBITDA slightly missed analyst estimates

Company achieved record revenue and expanded portfolio through acquisitions

Outlook

Nemetschek expects further strong, sustainable, and profitable growth in 2026 and beyond

Company to publish detailed 2026 forecast with annual report on March 19, 2026

Result Drivers

ACQUISITION IMPACT - Revenue growth included contributions from the acquisition of GoCanvas

AI STRATEGY - AI-first strategy and acquisitions like Firmus AI enhance growth potential, per CEO Yves Padrines

NON-OPERATING EFFECT - EBITDA margin improvement partly due to non-operating effect from service provider insolvency

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
FY Revenue
Meet
EUR 1.19 bln
EUR 1.19 bln (20 Analysts)
FY EBITDA
Slight Miss*
EUR 371.10 mln
EUR 373.006 mln (20 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 7 "hold" and 2 "sell" or "strong sell"

The average consensus recommendation for the software peer group is "buy"

Wall Street's median 12-month price target for Nemetschek SE is €122.50, about 60% above its January 28 closing price of €76.55

The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 48 three months ago

Press Release: ID:nEQ75xtxDa

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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.)