Fugro N.V. (FUGRF)
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Fugro N.V. (FUGRF) Q3 2025 Sales Call Transcript
Fugro N.V. (OTCPK:FUGRF) Q3 2025 Sales Call October 31, 2025 4:30 AM EDT Company Participants Catrien van Buttingha Wichers - Director of Investor Relations Mark Heine - Chairman of Management Board & CEO Barbara P. Geelen - CFO & Member of Board Management Conference Call Participants Luuk Van Beek - Banque Degroof Petercam S.A.
Why Fugro Is An Asymmetric Buy The Market Doesn't Understand
The market has mistakenly punished Fugro for temporary headwinds, creating a chance to buy a solid business at an exceptionally cheap price. Investors are overlooking a potential 20% FCF yield, which is currently masked by strategic growth spending. With a proven management team and multiple secular tailwinds, I believe Fugro has a clear path to generating higher cash flow growth.
Fugro: A Contrarian Long Idea
Fugro's Q1 2024 results showed weaker revenue and margins, but management remains confident in achieving mid-term EBIT margin targets. Strong free cash flow generation and a healthy balance sheet position Fugro well, with net debt at just 0.5x trailing EBITDA despite heavy capex. Current valuation is attractive, with Fugro trading at a low EV/EBITDA multiple and consensus estimates projecting significant EBITDA growth by 2027.
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Fugro N.V. Profile
| Energy Equipment & Services Industry | Energy Sector | Mr. Mark Rembold Frodo Heine CEO | OTC PINK Exchange | - ISIN |
| Netherlands Country | 11,000 Employees | 29 Apr 2025 Last Dividend | 21 Dec 2020 Last Split | - IPO Date |
Overview
Fugro N.V., established in 1962 and headquartered in Leidschendam, the Netherlands, operates globally, serving the infrastructure, energy, and water industries by providing comprehensive geo-data services. The company, through its extensive network of subsidiaries, spans its operations across Europe, Africa, the Americas, the Asia Pacific, the Middle East, and India. Fugro's mission is to deliver critical data and insights about the earth and structures, seamlessly integrating its services in the planning, design, construction, operation, and eventual decommissioning phases of various projects.
Products and Services
- Marine Site Characterization
This service encompasses a suite of solutions that include geophysical surveys, geotechnical investigations, and hydrography. These solutions are designed to support projects by providing crucial subsurface information, aiding in the assessment and management of geological risks. Additionally, Fugro's geo-consulting solutions offer ground modeling and geohazard risk assessment services, tailored to address specific challenges within marine environments.
- Marine Asset Integrity
Fugro provides comprehensive services for the integrity and operational efficiency of offshore assets. This includes real-time monitoring and forecasting of environmental conditions such as weather and currents. They also offer subscription-based signals and positioning solutions, enhancing safety and productivity in offshore operations. Furthermore, Fugro's construction support solutions cover survey systems, inspection, and monitoring solutions, which entail the acquisition and analysis of critical inspection data to ensure asset reliability and compliance.
- Land Site Characterization
Similar to its marine counterparts, Fugro's land site characterization offers geotechnical investigations, geophysical surveys, monitoring, and testing solutions. These services are crucial in comprehensively understanding the subsurface conditions of terrestrial projects, enabling informed decision-making. Geo-consulting offerings extend to geohazard risk assessment, foundation advice, water resource management, and flood control, encapsulating a wide range of environmental and geological consulting needs.
- Land Asset Integrity
Targeting infrastructure such as rail, roads, and power lines, Fugro provides geospatial data acquisition services designed to map, inspect, and advise on the integrity and condition of these assets. Through meticulous data collection and analysis, Fugro supports the maintenance, safety, and operations of vital land infrastructures, ensuring their longevity and efficiency.
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