The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Johan L÷nnqvist SundTn - Carnegie Investment Bank - Analyst
: Good morning, Mark and Pet, and congratulations to a strong result. First question from my side is -- it's just to better understand the margin pick
up and that you referred to that the margins benefited from some retroactive revenue in this quarter. And normally you highlight the -- you could
you quantify the amount; you haven't done this this time. Can you give some ballpark how much of a contribution that was in the various segments?
Question: Johan L÷nnqvist SundTn - Carnegie Investment Bank - Analyst
: Yeah, and I understand your reasoning. You just -- I think it would be good if we have some kind of guidance or if there's any kind of amount that
normally end up in Q3, Q4 that now happened in Q2 so we don't extrapolate this higher margin than it should be sustainable for you.
Question: Johan L÷nnqvist SundTn - Carnegie Investment Bank - Analyst
: Sorry, I think you wrote about the preschool business that there was some compensation that normally takes place in Q3 and Q4 that now happened
in Q2 instead.
Question: Johan L÷nnqvist SundTn - Carnegie Investment Bank - Analyst
: Yeah. I understand that and I see that in numbers as well. If we stop on the kind of the finish acquisition and just to get a feeling for the seasonal
pattern within the year, we had some headwinds in Q1 now it seems as there wasn't that much of a headwind. Should we -- how is the money
profile looking throughout the year for Touhula?
Question: Johan L÷nnqvist SundTn - Carnegie Investment Bank - Analyst
: Okay. So stable kind of level from here, basically. And then on vouchers, seems as it would be best to compensate in 2025. Do you think even that
there's some room for you regaining a bit on the modern side with regards to the lower kind of rent increases that is coming.
Question: Johan L÷nnqvist SundTn - Carnegie Investment Bank - Analyst
: Yeah. Makes sense. And the final question from my side, it's on the adult business which showed the strong margin for the second quarter in a row
here. And you have historically talked about this kind of corridor of 9% to 11% where you should be.
And do you still think that that corridor is relevant for this year or do you think you can overachieve this year? And how kind of sustainable should
those money be given the kind of swings in the labor market, et cetera? Think about say, '25, '26.
Question: Johan L÷nnqvist SundTn - Carnegie Investment Bank - Analyst
: Excellent. Those were my questions; I'll get back in line. Thanks a lot.
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FEBRUARY 06, 2025 / 8:30AM, ACADE.ST - Q2 2025 AcadeMedia AB Earnings Call
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