Directa Plus ((GB:DCTA)) has held its Q2 earnings call. Read on for the main highlights of the call.
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The recent earnings call for Directa Plus conveyed an optimistic outlook, highlighting notable achievements in revenue growth, cost reduction, and strategic partnerships. Despite these successes, the company faces challenges, including workforce reductions and contract delays.
Revenue Increase
Directa Plus reported a 15% increase in revenue for the first half of 2025. This growth is attributed to the company’s new strategic focuses and actions, which have successfully driven financial performance.
EBITDA Improvement
The company achieved a 38% reduction in EBITDA, a result of stringent cost control and optimization measures. This improvement underscores Directa Plus’s commitment to enhancing operational efficiency.
Production Line Upgrade
Directa Plus has successfully re-engineered and redesigned its production line, achieving full automation. This advancement is expected to significantly reduce operational costs and improve time-to-market efficiency.
Strategic Partnerships
The company has secured significant partnerships, including a sole-source contract with a leading governmental defense agency. These partnerships are pivotal for Directa Plus’s strategic growth and market expansion.
Strong Intellectual Property Portfolio
Directa Plus boasts a robust intellectual property portfolio with 116 granted patents and 39 pending. This focus on innovation protection is crucial for maintaining a competitive edge in the market.
Setcar Workforce Reduction
Setcar, a subsidiary of Directa Plus, has reduced its workforce from 165 to 144, with plans to further decrease to 130. This restructuring reflects the challenges the company faces in optimizing its operations.
Delay in Setcar Contract
A significant EUR 1.5 million MIDIA order experienced delays due to external factors, impacting the scheduled timeline. This delay highlights some of the operational challenges Directa Plus is navigating.
Forward-Looking Guidance
Directa Plus has provided forward-looking guidance with an optimistic projection for the graphene sector, expecting a compound annual growth rate between 20% and 40% over the next decade. The company plans to leverage its strong cash position and intellectual property portfolio to expand into the environmental and textile verticals, and explore opportunities in the battery anode market.
In summary, Directa Plus’s earnings call reflects a positive sentiment with substantial achievements in revenue growth and strategic partnerships. While challenges such as workforce reductions and contract delays persist, the company’s forward-looking guidance suggests a promising future with significant growth potential in the graphene sector.