All for One Group SE

Latest Results (06.11.2025):

All for One Group SE’s quarterly statement for the period October 2024 – June 2025 shows stable performance with total revenue of EUR 380.4 million, slightly surpassing the prior period’s EUR 378.8 million. Despite solid cloud services growth of 5% and a consistent share of recurring revenues at 52%, EBIT before M&A effects declined by 15% to EUR 17.5 million. The company confirmed its adjusted forecast for fiscal 2024/25, expecting revenue between EUR 505 million and EUR 520 million and EBIT margins from 5% to 6%, while navigating geopolitical uncertainties and operational challenges.

Revenue Stability and Cloud Growth

The revenue in Q3/2025 stood at EUR 380.4 million, slightly above the previous period, bolstered by a 5% increase in cloud services. This performance underscores the company’s ongoing transition towards cloud-based revenue models.

Decline in EBIT Before M&A

EBIT before M&A effects fell by 15% to EUR 17.5 million compared to EUR 20.7 million in the previous period, reflecting challenges in project launches and lower new contract intake amid geopolitical uncertainties.

Recurring Revenue and Forecast Confirmation

Recurring revenues held steady at 52% of total sales, and the adjusted forecast for 2024/25 was confirmed. The company expects total revenue to reach between EUR 505 million and EUR 520 million, with EBIT margins rising to 5%-6%.

Geopolitical Challenges and Operational Shifts

Increased geopolitical uncertainty led to delays in project launches and fewer new contracts, particularly impacting ERP migration investments. The company is managing these challenges by enhancing its global delivery model and launching initiatives to support international growth.