NYSE$SES

Ses Ai Corp · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Sesa S.p.A. reported strong financial results for the fiscal year ended April 30, 2024, with significant growth in revenues and profitability across all business sectors.

Sesa S.p.A. achieved robust growth in the fiscal year ended April 30, 2024, with consolidated revenues reaching Eu 3,210.4 million and Ebitda at Eu 239.5 million, demonstrating strong market positioning in technological innovation and digital services. The company's strategic investments in emerging technologies and human capital contributed to its continued expansion and market share gains.

  • Consolidated Revenues and Other Income increased by 10.4% year-over-year to Eu 3,210.4 million.
  • Consolidated Ebitda grew by 14.4% year-over-year to Eu 239.5 million, with Ebitda margin expanding to 7.5%.
  • Consolidated Adjusted Net profit attributable to the Group increased by 4.1% year-over-year to Eu 106.4 million.
  • The Group continued its transformation path with significant investments of Eu 142 million in Business Applications and skills, particularly in Data Science/AI, Cloud, Cyber Security, and Digital Platforms.

Headline financials

Total Revenue

$3.21B

Previous: $0.00
EPS (adj)

$0.68

Previous: -$0.03+2366.7%
Gross Margin

63.1%

No prior period
Non-GAAP Gross Margin

64.9%

No prior period
Adjusted EBITDA

-$23.2M

No prior period
Capital Expenditures

-$114K

Previous: -$3.47M+96.7%
Net Income

$83.1M

Previous: -$10.8M+872.4%
Operating Income

$157M

Previous: -$17.9M+976.0%
Gross Profit

$825M

Previous: $0.00
R&D Expense

$20.9M

Previous: $7.37M+183.4%

Revenue & EPS history

Ses Ai · Revenue · Quarterly

$3.21B

Q4 2024
Beat estimate in 2 of 3 quarters(67%)
ActualEstimate

Forward guidance

Sesa Group confirms a positive outlook for the Fiscal Year ending April 30, 2025, anticipating continued growth in revenues, employment, and operating profitability, driven by strategic investments.

Tailwinds

  • Revenues growth in the range of 5.0-10.0% Y/Y, with increased market shares in all Group sectors.
  • Ebitda growth in the range of 5.0%-12.5% Y/Y, with a steady rising trend of the Ebitda margin (7.6% vs 7.5% Y/Y).
  • Investments of about Eu 100 million in strategic areas of Cloud, Security, Digital Platforms, and Data/AI.
  • Group EAT Adjusted growth in the range of 2.5%-7.5% Y/Y.
  • Continued expansion of the growth path in terms of revenues, employment and operating profitability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+1.5%

Avg return

Earnings day

-0.7%

Avg return

5 days after

-7.7%

Avg return

30 days after

57%

12 / 21 earnings

Positive

+28.4%

Q1 2022

Best reaction

-36.3%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.9%-16.4%-0.8%
Q4 2025-36.3%-25.7%-41.8%
Q3 2025-1.8%+4.0%-2.7%
Q2 2025-23.7%-17.5%-23.4%
Q1 2025+18.5%+3.5%+9.6%
Q4 2024-5.1%-31.6%-35.2%
Q3 2024-12.7%-15.7%-32.3%
Q1 2024-5.4%-6.1%-15.5%
Q4 2023+23.2%+21.7%+20.3%
Q3 2023+5.3%+2.6%+12.2%
Q2 2023+2.7%-4.3%-22.4%
Q1 2023+10.7%+2.7%+42.3%
Q4 2022+1.5%+0.4%-11.2%
Q3 2022+7.4%+5.0%-24.5%
Q2 2022+11.6%+11.2%+3.4%
Q1 2022+28.4%+50.0%-7.1%
Q4 2021+6.6%+1.9%-26.5%
Q3 2021+5.7%+0.4%-5.4%
Q2 2021+0.2%+0.4%+1.1%
Q1 2021-0.7%-0.3%-1.2%
Q4 2020-0.7%-0.3%-1.2%
Q3 2019
Q2 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017
Q4 2016
Q3 2016
Q2 2016
Q1 2016
Q4 2015
Q3 2015

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