The recent news of Sesa's shares rising by 9.5% has captured the attention of investors and technology experts alike. This surge followed the company's announcement of substantial revenue growth and strong results within its business services segment, indicating confidence amid a growing demand in the IT industry.
According to the latest report, Sesa's total revenue for the third quarter of 2025 reached approximately €1 billion, which marks an 11.7% increase compared to the same period last year. A significant aspect of this growth was the full consolidation of GreenSun, strengthening Sesa's market position and improving its financial metrics.
The increase in revenue can be attributed to the successful development of several key areas:
Value-Added Services (VAS): This segment experienced a revenue increase of 7.7%, reaching €662 million. The consistent growth in VAS is the result of a recovery following slower growth in previous quarters.
Business Services: This segment posted an impressive revenue growth of 45.1%, reaching €41 million. This reflects a strong demand for business services and successful implementation of optimization strategies.
Systems Solutions Integration (SSI): This sector showed slight revenue growth of 0.3%, amounting to €242 million. The sluggish performance is linked to internal restructuring, which aligns with long-term investment strategies.
Despite the encouraging revenue trends, it is worth noting that Sesa's EBITDA margin decreased slightly to 6.9%. In comparison, it was 7.1% in the second quarter and 7.5% in the third quarter of the previous year. This decline can be attributed to two main factors:
Dilution Effects from the acquisition of GreenSun;
Investments in the SSI business, which require time to yield results.
EBITDA for the third quarter amounted to €69 million, a 2.7% increase year-on-year, confirming that the company continues to generate stable cash flows.
To maintain favorable dynamics, Sesa needs to focus on the following key areas:
Continued implementation of innovative solutions within the VAS and Business Services segments;
Completion of restructuring efforts and effective management of the SSI business;
Sustained growth in the customer base and expansion of market presence.
Overall, Sesa's excellent financial results and successful expansion in business services present new opportunities for further growth. The sustained interest from investors and positive changes in the business model allow for optimistic projections regarding revenue and EBITDA growth in the coming years.
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