Redeye notes that InfraCom’s Q3 2025 report aligned with net sales estimates, but EBITDA was weighed on by higher-than-anticipated operating expenses (OPEX). However, EBIT margins continue to increase with subscription volumes remaining and subscription sales reaching a balance. The adjusted EBIT margin reached 13%, placing it at the lower end of InfraCom’s target range of 15% ± 2% for the first time since Q3 2023. InfraCom’s share price performance has been weak since the previous report; Redeye expects a relief rally following these results, potentially a 5-10% gain, and foresees limited estimate revisions.
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