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Serge Ferrari Group (SEFER) investor relations material
Serge Ferrari Group Q4 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Full-year 2025 revenues reached €347.5 million, up 7.4% at current scope and exchange rates year-over-year.
Growth driven by strong commercial activity, market share gains, and recovery in key regions.
The group maintained momentum despite a volatile geopolitical and economic environment.
Financial highlights
Q4 2025 revenues were €88.2 million, a slight decline of 0.9% at constant scope and exchange rates compared to Q4 2024.
Americas region saw a 42.7% revenue increase year-over-year; APMEA grew 12.2%; Europe grew 1.2%.
Over 80% of annual revenue was generated outside France.
Outlook and guidance
Entering 2026 with a diversified business portfolio and strengthened financing structure.
Management remains cautious due to ongoing uncertainty in the global environment.
- TimeTickerHeadlineOpen
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Strong pachinko sales drove revenue growth, with major treasury stock cancellation planned. - 6723
AI and industrial demand drive growth; timing business sold for $3B; inventory targets raised. - 032640
Net income surged 61.9% on strong mobile, AIDC, and enterprise growth, with B2B focus for 2026. - BPT
H1 FY26 revenue hit $1B, with strong gas prices and LNG cargoes offsetting lower production. - CPAY
Record 2025 results and 2026 outlook driven by strong segment growth and capital deployment. - LOT
A$76M equity raise supports Kayelekera ramp-up and Letlhakane development amid strong uranium demand. - SYM
Revenue up 29% to $630M, net income $13.36M, $22.3B backlog, strong cash, legal risks persist. - TENB
Record 2025 results with double-digit growth, strong cash flow, and expanding AI-driven platform. - DHX
Q4 2025 revenue down 10% YoY; FY 2026 guidance targets $118M–$122M revenue. - COHR
Q2 FY26 revenue up 17% to $1.69B, with strong EPS growth and robust datacenter demand.
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