AROBS reports solid results for the first nine months of 2025, achieving its best quarterly performance in the past two years

Cluj-Napoca, November 13, 2025 – AROBS Transilvania Software (BVB: AROBS), the largest entrepreneurial technology company listed on the Bucharest Stock Exchange, recorded consolidated revenues of 328 million lei in the first nine months of 2025, up 7% compared to the same period last year. EBITDA reached 50 million lei, a 15% increase, while net profit increased by 17%, to 19 million lei.

The results for the first nine months of the year confirm AROBS’s return to a clear growth trajectory and the achievement of the company’s best financial performance in the past two years. This performance reflects the balance between the three business segments and the positive impact of the acquisitions completed in recent years, which have strengthened the Group’s structure and enhanced the contribution of each business line. At the same time, we continue to expand our international presence, both through direct investments and strategic acquisitions, providing access to markets with higher margins and innovation opportunities. Approximately 70% of our revenues are generated abroad, ensuring stability and a balanced perspective in the face of economic cycles. The recent recognition by the Financial Times and Statista, through the inclusion of AROBS in the ‘Europe’s Long-Term Growth Champions’ ranking, confirms the strength of our business model and the strategic direction we pursue: international growth, financial discipline, and the consolidation of our technological expertise,” stated Voicu Oprean, founder and CEO of AROBS.

At the business segment level, “Software Services” generated revenues of 223.8 million lei (-9% vs.9M 2024), a result influenced by the slowdown in the Automotive vertical that began last year, the impact of which was anticipated for this year. The “Software Products” segment recorded revenues of 72.2 million lei, up 26% compared to the same period of 2024, while the “Integrated Systems” segment reached 32.5 million lei, supported by strategic projects such as the one developed for the National Public Pension House.

In Q3 2025, we recorded the best results of the past two years, with an EBITDA of 19 million lei, up 35% compared to Q2 2025 and 30% versus the same period of 2024. This performance reflects the operating costs optimization combined with a quarterly revenue increase of approximately 18%. The gross margin reached 29%, the highest level in the past two years, both in absolute and percentage terms, reflecting a more efficient structure and a balanced contribution across business segments. The results confirm the effectiveness of integrating acquired companies and the Group’s ability to maintain a solid level of profitability in a competitive environment,” stated Bogdan Ciungradi, AROBS’s CFO.

In 2025, AROBS completed three M&A transactions, representing key milestones in the Group’s accelerated growth strategy. In March 2025, the Group signed the acquisition of SVT Electronics, a Romanian company specialized in solutions for tachograph data management and analysis, strengthening the software products vertical dedicated to transport and logistics. This acquisition enhanced AROBS’s position in the digital transport management and logistics solutions market, expanding access to new customer segments, increasing its geographic footprint in Europe, and broadening its portfolio of products and services.

In June 2025, AROBS signed the acquiring of a 70% stake in Codingscape, a U.S.-based company with over 70 specialists, marking a major milestone in the Group’s expansion into the North American market, one of the most competitive and dynamic technology markets globally. Today, AROBS operates in North America through a local team of over 70 specialists, supported by an extended network of more than 1,000 professionals across Europe. Together, these teams deliver end-to-end services, from architecture and technology design to the development and implementation of enterprise software solutions for large U.S. clients. This acquisition provides AROBS with direct access to a market characterized by higher margins, strong innovation potential, and partnerships with leading global players.

At the beginning of November 2025, the Group announced the signing for the acquisition of a 65% stake in GESS Engineering, an engineering company based in Sibiu, Romania, specialized in testing and validating complex systems within the automotive industry. Through this transaction, AROBS expands its expertise in system validation, safety, and vehicle integration, strengthening its capabilities across the mobility ecosystem, autonomous vehicles, and embedded systems. The financial results of GESS Engineering will be consolidated after the completion of the transaction.

Furthermore, in October 2025, AROBS Group was included in the “Europe’s Long-Term Growth Champions” ranking, compiled by the Financial Times in partnership with Statista, which lists 300 European companies with the highest compound annual growth rate (CAGR) between 2014 and 2024. This recognition confirms the Group’s consistent performance and its ability to deliver sustainable long-term growth through a balanced business model built on international expansion, investment in advanced technologies, and maintaining financial discipline.

 

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