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Propel Holdings Inc. (PRL:CA) Q4 2025 Earnings Call Transcript

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Propel Holdings reported Q4 2025 earnings missing expectations, with EPS of $0.26 (vs. $0.53 estimate) and revenue of $213.11M (14.6% YoY growth), falling $6.47M short of projections. CEO Clive Kinross and CFO Sheldon Saidakovsky led the March 3, 2026 earnings call, addressing investor concerns over financial underperformance while highlighting strategic growth initiatives. Analysts from Canaccord, Raymond James, and Stifel questioned operational challenges, including margin pressures and market competition, during the live conference. The company emphasized forward-looking statements, cautioning investors about risks outlined in its Q4 2025 MD&A and annual filings on SEDAR+. Non-IFRS metrics were referenced, with executives directing participants to the MD&A for definitions and reconciliations.
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SA Transcripts158.79K FollowersFollow5ShareSaveCommentsQ4: 2026-03-02 Earnings SummaryPlay CallPlay CallEPS of $0.26 misses by $0.27 | Revenue of $213.11M (14.64% Y/Y) misses by $6.47M Propel Holdings Inc. (PRL:CA) Q4 2025 Earnings Call March 3, 2026 8:30 AM EST Company Participants Devon Ghelani - Vice President of Capital Markets & Investor RelationsClive Kinross - Co-Founder, CEO & DirectorSheldon Saidakovsky - Co-Founder & CFONoah Buchman - Co-Founder, President & Chief Revenue Officer Conference Call Participants Matthew Lee - Canaccord Genuity Corp., Research DivisionStephen Boland - Raymond James Ltd., Research DivisionRob Goff - Ventum Financial Corp., Research DivisionJeffrey Fenwick - ATB Cormark Capital Markets Inc., Research DivisionSuthan Sukumar - Stifel Nicolaus Canada Inc., Research DivisionAndrew Scutt - ROTH Capital Partners, LLC, Research Division Presentation Operator Good morning, everyone. Welcome to the Propel Holdings Fourth Quarter and Year-End 2025 Financial Results Conference Call. As a reminder, this conference call is being recorded on March 3, 2026. [Operator Instructions] I will now turn the call over to Devon Ghelani, Propel's Vice President, Capital Markets and Investor Relations. Please go ahead, Devon. Devon GhelaniVice President of Capital Markets & Investor Relations Thank you, operator. Good morning, everyone, and thank you for joining us today. Propel's fourth quarter and year-end 2025 financial results were released yesterday after market close. The press release, financial statements and MD&A are available on SEDAR+ as well as on the company's website, propelholdings.com. Before we begin, I would like to remind all participants that our statements and comments today may include forward-looking statements within the meaning of applicable securities laws. The risks and considerations regarding forward-looking statements can be found in our Q4 2025 MD&A and annual information form for the year ended December 31, 2025, both of which are available on SEDAR+. Additionally, during the call, we may refer to non-IFRS measures. Participants are advised to review the section entitled Non-IFRS Financial Measures and Industry Metrics in the company's Q4 2025 MD&A for definitions of our non-IFRS measures and the

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