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LightOn (ALTAI) investor relations material
LightOn Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
FY 2025 revenue increased by 54% year-over-year, reaching €1.7 million, driven by strong demand for secure generative AI solutions in business and public sectors.
Paradigm license sales nearly tripled, offsetting a planned decline in Forge-type services as part of a SaaS transition.
Strategic partnerships and expanded offerings, including a hybrid cloud solution and new features like LightOnOCR-210, supported growth despite hardware supply constraints.
Financial highlights
Revenue for 2025 was €1.7 million, up 54% from 2024, with most sales in France.
Annual recurring revenue (ARR) reached €1.9 million at year-end, growing more moderately due to contract delays.
Paradigm license revenue rose from €538k in 2024 to €1.495 million in 2025.
Forge services revenue declined from €455k in 2024 to €127k in 2025.
Outlook and guidance
Anticipates improved hardware access and accelerated AI adoption in Europe in 2026.
Expects continued business growth, new geographic expansion (notably the Middle East), and a transition to profitability by end of 2026.
- TimeTickerHeadlineOpen
- 7 FebMGL
Strong revenue growth offset by lower margins and profit; interim dividend declared. - 7 FebPGIL
Strong revenue and margin growth, with India set for further expansion and upgraded ratings. - 7 Feb504614
Strong revenue and profit growth in Q3 FY26, led by power and steel segments. - 7 FebCHEMPLASTS
Net losses widened and revenue fell year-over-year amid regulatory and market headwinds. - 7 FebSBIN
Q3 FY26 net profit reached ₹21,028.15 crore, driven by robust income and strategic divestments. - 6 FebHTOO
Resale registration for 71,429 shares via warrant, with proceeds only on exercise; financial risks persist. - 6 FebVSAT
Q3 revenue up 3% to $1.16B, net income $25M, strong cash flow, Ligado boost, satellite focus. - 6 FebWEC
Targets 7–8% EPS growth, $37.5B capex, and coal exit by 2032 amid surging data center demand. - 6 FebBR
Q2 FY26 recurring revenue grew 8% and adjusted EPS guidance was raised to 9-12%. - 6 FebFFWM
Merger vote includes new non-voting stock class with limited conversion and no voting rights.
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