LINK Mobility – Q3 2025 – Introducing shareholder return policy alongside robust M&A pipeline

05 Nov 2025 06:00 CET

(Oslo, 5 November 2025) – LINK Mobility reports solid Q3 performance with a
reported gross profit and adjusted EBITDA of NOK 401 million and NOK 195
million, respectively, and record contract wins for the quarter of NOK 43
million. The growth momentum, including SMSPortal, resulted in organic gross
profit growth of 6% in stable currency and 9% organic adj. EBITDA growth, while
the adj. EBITDA margin expanded by 1.5 percentage points year over year. This
quarter, LINK is introducing a shareholder return policy, targeting an ordinary
distribution for 2025 of NOK 300 million through a combination of cancelling
treasury shares and potential buybacks with subsequent cancellations. LINK’s M&A
pipeline is stronger than ever, with six targets in due diligence and 10
prioritized targets representing a potential cash EBITDA contribution of more
than EUR 50 million, fueled by a high activity level and continued pipeline
expansion. The SMSPortal acquisition, expected to close by the end of November,
is delivering growth momentum as anticipated, with 9% year-over-year gross
profit growth in the quarter.

LINK announces shareholder return policy and target shareholder distribution for
fiscal year 2025
• LINK targets an ordinary distribution equivalent of ~NOK 300 million (NOK 1
per share) for fiscal year 2025 through treasury share cancellations and
potential buybacks, to be able to capitalize on an attractive M&A pipeline.
• Future ordinary distributions are targeted to grow in nominal terms.
• LINK will prioritize accretive M&A transactions that create shareholder value.
In years with significant M&A activity, dividend or buyback levels may be
adjusted accordingly.

LINK’s M&A pipeline is accelerating with attractive larger targets in structured
processes and active negotiations
• Robust pipeline with 10 prioritized targets, including larger opportunities
through structured processes.
• 6 targets in due diligence with larger targets than normal.
• Total Cash EBITDA EUR >50 million for the 10 prioritized targets

Strong operational performance, sustaining growth momentum despite headwind on
an handful of larger clients
• Organic gross profit growth excluding acquisitions was 5% in stable currency.
• Organic adjusted EBITDA growth excluding acquisitions was 9% in stable
currency.
• Reported EBITDA for the quarter of NOK 171 million

“With the upcoming closing of the SMSPortal acquisition, LINK will further
strengthen its cash flow generation. Combined with our solid growth trajectory,
this strong cash position enables us to pursue accretive M&A opportunities
alongside allocating capital for shareholder distributions. We remain committed
to creating long-term value for our shareholders through an attractive
combination of organic growth, M&A, and shareholder distributions” says Thomas
Berge, CEO of LINK.

The quarterly results will be presented in an audio webcast at 10:00 CET today
by Thomas Berge, CEO and Morten Edvardsen, CFO & VP Investor Relations.

The audio webcast targets investors, analysts and media. Attendees will be able
to post questions in a Q&A session following the webcast.

To join the audio webcast and post questions, please go to:
https://channel.royalcast.com/landingpage/hegnarmedia/20251105_3/
The webcast is also available from LINK’s investor relations pages:
https://linkmobility.com/investor-relations/

For further information, please contact
Morten Løken Edvardsen, CFO & VP Investor Relations
+47 90 56 15 89
ir@linkmobility.com
About LINK Mobility

LINK is an award-winning, leading global provider of mobile messaging and
communications platform as a service (CPaaS) solutions for increased engagement.
The company serves enterprise, SME and government customers. LINK offers a wide
range of innovative and scalable mobile solutions, creating valuable digital
convergence between businesses and customers, governments and citizens,
platforms and users. LINK has 60,000 active customer accounts globally and
exchanges more than 23 billion messages a year. LINK is listed on the Oslo Stock
Exchange under the ticker LINK. For more information about LINK, please see
www.linkmobility.com and follow LINK Mobility on LinkedIn.

This information is subject to the disclosure requirements pursuant to section
5-12 of the Norwegian Securities Trading Act.

More information:
Access the news on Oslo Bors NewsWeb site

658727_LINK 3Q25 report.pdf
658727_LINK 3Q25 presentation.pdf