Hexagon AB (STU:HXGC)
€ 8 -0.1 (-1.23%) Market Cap: 22.27 Bil Enterprise Value: 25.78 Bil PE Ratio: 22.40 PB Ratio: 2.18 GF Score: 93/100

Hexagon AB To Acquire Infor's Eam Business and Form a Broader Strategic Relationship With Infor and Koch M&A Call Transcript

Jul 06, 2021 / 08:00AM GMT
Release Date Price: €12.3
Operator

Welcome to the Hexagon conference call. (Operator Instructions) I'll now hand the floor to our speakers. Please begin your meeting.

Ola RollÃ;n;publ;CEO
Hexagon AB;President & Director

© - ()- -

Thank you, everyone, and welcome to this conference regarding the agreement to acquire Infor's EAM business, where EAM stands for enterprise asset management.

If we turn to Slide 3 in the presentation, we can view EAM's business at a glance. It's a SaaS revenue business model. And the CAGR -- the SaaS revenue CAGR is roughly 35% for the last few years. Total revenue in 2021 is $184 million and the cash conversion is 110%, this business model. We are slightly north of 40%, when we do the adjusted operating margin for the business.

And at the bottom, you can see the revenue split per revenue stream. So SaaS is roughly 40% in 2021. But it's rapidly replacing perpetual licenses. And geographically, it's dominating -- the revenue is mostly in North America, which is the huge opportunity for us,

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
30-Day 100% money back guarantee
You are not charged until the trial ends. Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot