Strategic contracts and challenges …

Appearance date: May 15, 2025

You can find the complete copy of the earnings call in the complete earnings call.

• Aac Clyde Space (ACCMF) has retained a strong EBITDA this quarter, which indicates progress for profitability.

• The company received an important contract with the European space agency and the British space agency to develop a new constellation of satellites worth 350 million, half of the government being financed.

• Aac Clyde Space (ACCMF) starts its first satellite in the new data and services constellation, VIIUM, later this year and extends his business beyond the hardware.

• The company has a strong order stock and delivers 80% of the annual income that is necessary to achieve financial goals.

• AAC Clyde Space (ACCMF) has a positive relationship with space agencies and facilitates innovative programs such as bending, a public-private partnership.

• The net turnover was maintained from the previous year, but the company hoped for growth, which indicates potential challenges when achieving sales goals.

• The cash flow was negative this quarter, which will vary significantly due to the type of business.

• The order deficit has decreased to a level at which the company is not convenient, which indicates potential challenges in fulfilling future sales goals.

• The company faces external challenges such as new tariffs and market uncertainties that affect business activities.

• There are concerns about the variation of sales due to the clumpy nature of the space business, whereby large contracts cause fluctuations.

Q: Could you give an overview of Aac Clyde Space and what distinguishes him from the competition? A: Aac Clyde Space aims to use space technology to improve life on earth. The company provides both hardware and data services and focuses on maritime persecution, forest management and climate surveillance. They differentiate by the fact that they are agile and able to deliver a quick delivery compared to larger competitors such as Airbus and Lockheed Martin.

Q: How does AAC Clyde Space look at its financial results for the quarter, especially with regard to net sales and cash flow? A: Despite external challenges, the company retained its net turnover from the previous year. While the cash flow was negative, this is expected due to the type of your business that includes great procurement and variable cash flows. They emphasize their performance more annually than quarterly.

Q: What are the most important strategic milestones for AAC Clyde room next year? A: The company focuses on launching the first satellite in its new data and service constellations, expanding its maritime services and securing an important contract for weather instruments. You also work on a 350 million contract with the European and British space agencies to develop a new satellite constellation.