Intrum AB (publ) (ITJTQ) Q4 2025 Earnings Conference Call Transcript
Seeking Alphaยท2025-07-26 08:26
Core Viewpoint - The company reported its best EBIT performance since the repositioning in 2023, indicating successful strategic changes and strong performance in servicing [3]. Group 1: Financial Performance - The EBIT performance in Q2 2025 is the highest since before the company's repositioning in 2023 and since 2022 [3]. - The company's portfolio has decreased from approximately SEK 40 billion to SEK 23 billion over the last 2 to 3 years, reflecting a significant shift in business strategy [3][4]. - The servicing segment has taken over as the primary revenue driver, successfully replacing earnings lost from the investing business [4].