Nemetschek SE
XETRA:NEM
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Nemetschek SE
In the heart of Germany, Nemetschek SE has firmly rooted itself as a global leader in software solutions for the architecture, engineering, and construction (AEC) industry. Founded in 1963 by Professor Georg Nemetschek, the company has leveraged decades of experience to innovate and expand its offerings rapidly. Initially known for its early venture into structural engineering software, Nemetschek has since diversified its portfolio to encompass an impressive range of design, construction, and facility management tools. The company's strategy targets the intricate needs of the AEC sector by providing software that enhances productivity throughout the building lifecycle, notably with its Building Information Modeling (BIM) technology, which allows seamless collaboration and information exchange among professionals.
Nemetschek's business model thrives on a combination of software licenses, service contracts, and maintenance agreements, catering to a diverse clientele that spans architects, engineers, contractors, and building managers worldwide. It segments its operations into four key areas: design, build, manage, and media & entertainment, thus ensuring a comprehensive approach to serving its market. By capitalizing on the industry's shift towards digitalization and smart construction techniques, Nemetschek has embedded itself as a fundamental player in driving efficiency and innovation. The company's continual growth trajectory is fueled by organic development and strategic acquisitions, consistently underlining its commitment to sustainability and technological advancement in the built environment.
In the heart of Germany, Nemetschek SE has firmly rooted itself as a global leader in software solutions for the architecture, engineering, and construction (AEC) industry. Founded in 1963 by Professor Georg Nemetschek, the company has leveraged decades of experience to innovate and expand its offerings rapidly. Initially known for its early venture into structural engineering software, Nemetschek has since diversified its portfolio to encompass an impressive range of design, construction, and facility management tools. The company's strategy targets the intricate needs of the AEC sector by providing software that enhances productivity throughout the building lifecycle, notably with its Building Information Modeling (BIM) technology, which allows seamless collaboration and information exchange among professionals.
Nemetschek's business model thrives on a combination of software licenses, service contracts, and maintenance agreements, catering to a diverse clientele that spans architects, engineers, contractors, and building managers worldwide. It segments its operations into four key areas: design, build, manage, and media & entertainment, thus ensuring a comprehensive approach to serving its market. By capitalizing on the industry's shift towards digitalization and smart construction techniques, Nemetschek has embedded itself as a fundamental player in driving efficiency and innovation. The company's continual growth trajectory is fueled by organic development and strategic acquisitions, consistently underlining its commitment to sustainability and technological advancement in the built environment.
Strong Revenue Growth: Q3 revenue grew 15.8% reported and 20% FX-adjusted, with annual recurring revenue (ARR) up 22% reported and 26.4% FX-adjusted.
Profitability Improvement: EBITDA margin reached 32.5% in Q3, and earnings per share rose 40.7%, despite prior year nonoperating effects.
Subscription Transition: 92% of group revenue is now recurring, driven by rapid SaaS and subscription growth; license revenue now only 5% of total.
Guidance Confirmed: Management fully confirmed the raised 2025 outlook, targeting the upper end of 20–22% FX-adjusted revenue growth and around 31% EBITDA margin.
Build Segment Outperformance: Build segment revenue grew 47.2% (51.1% FX-adjusted) in nine months, with ongoing strong demand for Bluebeam and GoCanvas.
AI Strategy Gains Traction: Significant investments in AI are delivering new features and products across segments, with additional AI monetization strategies planned.
Media Segment Recovery: Media is recovering from earlier payment provider insolvency and expects return to low double-digit growth in 2025.
Continued Margin Leverage: Operational efficiency and strong cash generation support healthy margins, even as investments in growth and innovation continue.
