NFON AG: Positive Outlook Following AI Roadmap and Botario Acquisition

NFON AG recently held a virtual Capital Markets Day, where management shared insights into their AI roadmap following the botario acquisition. The company presented several promising AI projects, including a comprehensive AI customer assistant and a chat bot solution with live sentiment analysis. These innovations are expected to be launched in 2025, potentially providing a competitive edge in the crowded business communication market.

The botario acquisition is also expected to enhance NFON's ability to up- and cross-sell, particularly to larger customers and in highly regulated industries like health and insurance.

Integration of Deutsche Telefon Standard (DTS) is progressing, with expected synergies to bolster profitability.

Looking ahead, NFON aims for a double-digit top-line CAGR by 2027, with recurring revenues making up over 90% of sales and an EBITDA margin exceeding 15%. The botario unit is forecasted to grow at a CAGR of more than 40%, achieving EBITDA margins over 30%.