Link Mobility Group Holding ASA
OSE:LINK
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Link Mobility Group Holding ASA
LINK Mobility Group Holding ASA provides a mobile messaging and communication platform as a service (CPaaS) solutions for customer engagement serving enterprise, SME and government customers. The company is headquartered in Oslo, Oslo. The company went IPO on 2020-10-21. The company is a provider of mobile solutions and communication platform as a service (CPaaS). The firm offers a wide range of mobile solutions, creating digital convergence between businesses and customers, platforms and users.
LINK Mobility Group Holding ASA provides a mobile messaging and communication platform as a service (CPaaS) solutions for customer engagement serving enterprise, SME and government customers. The company is headquartered in Oslo, Oslo. The company went IPO on 2020-10-21. The company is a provider of mobile solutions and communication platform as a service (CPaaS). The firm offers a wide range of mobile solutions, creating digital convergence between businesses and customers, platforms and users.
Growth & Margins: LINK delivered solid Q3 results with reported revenue up 2% and gross profit up 12% year-on-year, underpinned by margin expansion and strong cash flow.
Shareholder Returns: Announced a new shareholder return policy, targeting NOK 300 million in ordinary distributions for 2025 (about NOK 1 per share), via share buybacks and cancellations.
Organic Trends: Pro forma gross profit grew 6% year-on-year, with margins up 2.3 percentage points to 24.3%, driven by stronger product mix and higher-value solutions.
Enterprise Headwinds: Growth was tempered by reduced spend from a handful of large enterprise clients, impacting overall growth by 2–3 percentage points, expected to fade by 2026.
Conversational Solutions: Continued strong adoption of high-margin OTT channels (RCS up 134%, WhatsApp volumes up 368% YoY) and conversational messaging, especially in banking, logistics, and retail.
M&A Pipeline: M&A activity is high with a robust pipeline of 10 prioritized targets representing over EUR 50 million in cash EBITDA; SMS Portal acquisition expected to close by end of November.
Financial Strength: Strong balance sheet with net interest-bearing debt at NOK 809 million (1x adjusted EBITDA) and cash generation supporting both acquisitions and shareholder payouts.
