1. What Happened at Nuriflex?

Nuriflex’s H1 2025 results reveal a significant decline in revenue and a shift to negative operating and net income compared to the same period last year. The poor performance of its subsidiary, Nurivista, further exacerbated the situation.

2. Why the Decline?

The downturn is attributed to a combination of external factors like the global economic slowdown, high interest rates, and increased competition in the Energy IoT and VoIP solutions market, as well as internal factors such as foreign exchange losses.

3. What’s the Outlook?

A conservative approach is recommended in the short term, with low expectations for a quick stock rebound. Long-term prospects hinge on the company’s technological competitiveness, the success of new ventures, the effectiveness of R&D investments, and potential growth in overseas markets. While the Energy IoT and Smart City sectors hold promise, overcoming market stagnation and establishing a competitive edge are crucial. The VoIP solutions segment enjoys a stable B2B market presence, but the success of new service launches and market expansion strategies will be key. Above all, achieving sustained profitability and establishing a stable revenue stream are paramount.

4. What Should Investors Do?

  • Avoid short-term investments and adopt a long-term perspective.
  • Closely monitor the company’s efforts to improve performance, the success of new businesses, macroeconomic variables, and exchange rate fluctuations.
  • Make investment decisions cautiously and at your own discretion.