Indra Sistemas, S.A. (IDR.MC) Q1 2025 Earnings Call

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6 回視聴・いいね・ 2025/05/12

Indra Sistemas, S.A. (IDR.MC) Q1 2025 Earnings Call

*★★Indra Sistemas, S.A. (IDR.MC) Q1 2025 Earnings Call: Defence Drives Growth*

*★KEY HIGHLIGHTS:★*
★**Financials**★ – Q1 2025 revenues €1.164B (+4.2% YoY), net profit €59M (-3.2%), EBITDA +7.3%.
★**Operations**★ – Defence segment +18%, backlog €8.003B (+11.2%), net cash position €129M.
★**Strategy**★ – CEO José Vicente de los Mozos emphasized Defence expansion, Minsait growth.
★**Outlook**★ – Reaffirms 2025 targets: revenue €5.2B, EBIT €490M, FCF €300M.

*★TIMESTAMPS:★*
[00:00] – Opening Remarks and Introduction
[01:00] – Q1 Financial Overview (José Vicente de los Mozos)
[03:00] – Defence Segment Performance
[05:00] – Minsait and Mobility Updates
[07:00] – Backlog and Order Intake Growth
[09:00] – Financial Position and Cash Flow (Miguel Forteza)
[11:00] – 2025 Guidance and Strategic Outlook
[13:00] – Q&A Session Begins
[13:30] – Defence Margin Drivers
[15:00] – Mobility Segment Challenges
[16:30] – Tariff Impact Assessment
[18:00] – Space Technology Opportunities

*★Keywords:★* Indra Sistemas, Q1 2025 earnings, IDR.MC stock, Defence, Minsait, technology

*★Buy, Hold, or Sell?★*
Indra Sistemas, S.A. (IDR.MC) is a ★**BUY**★. Strong Defence growth and cash position outweigh profit dip.

**★Max Position**★ – Allocate ★**5-7%**★ in a diversified portfolio.

*★Comment below with your thoughts!★ 🎉 ★Subscribe for more updates!★*
*★Full Details:★* [Indra Sistemas Investor Relations](www.indracompany.com/en/investors)
*Source: GuruFocus, Investing.com, X posts*[](www.gurufocus.com/news/2835392/q1-2025-indra-siste…)[](in.investing.com/news/company-news/indra-q1-2025-s…