MOBICO GROUP PLC (NXPGF) Q4 2025 Earnings Call Transcript

SA Transcripts158.71K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call MOBICO GROUP PLC (NXPGF) Q4 2025 Earnings Call February 26, 2026 6:30 AM EST Company Participants Philip White - Executive Chairman of the BoardBrian Egan - Group CFO & DirectorFrancisco Iglesias - Group COO & CEO of AlsaPatrick Pittaway Presentation Operator Good morning, and welcome to the Mobico Group plc Investor Presentation. [Operator Instructions] Before we begin, I would like to submit the following poll. And I would now like to hand you over to Executive Chair, Phil White. Good morning to you, sir. Philip WhiteExecutive Chairman of the Board Good morning. Good morning, everyone, and welcome to our 12 months results presentation. I'm Phil White, and I'm Executive Chair at Mobico. Can I also introduce my 2 colleagues in the room sat next to me. First of all, Brian Egan, our CFO; and Paco Iglesias, our Chief Operating Officer. As usual, we'll start with the highlights with me, followed by the financial review and then operations. Turning to the highlights first. As you can see, we've delivered significant progress in 2025. Revenue increased by 6% to GBP 2.8 billion, while operating profit increased by 9% to GBP 198 million. Operationally, we achieved nearly 25 billion passenger kilometers and secured new contracts worth over GBP 1 billion, a great result. Importantly, we have reached an agreement with the 5 German PTAs in North Rhine-Westphalia on the restructuring of our rail contracts. This derisks the business and assures all our rail operations are sustainable in the long term. All of this has been achieved while making solid progress on safety throughout the whole organization. As you all appreciate, this is something which is absolutely integral to the way we operate. In terms of strategic update, before we dive into the numbers, I want to remind you of the strategy we announced