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Gofore Oyj

Annual / Quarterly Financial Statement Feb 17, 2023

3269_er_2023-02-17_afe4c9cb-41b0-48f6-8719-7120f699a255.pdf

Annual / Quarterly Financial Statement

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GOFORE PLC $01 - 12/2022$

Financial Statements Release 2022

A record year for Gofore - net sales growth 43%, adjusted EBITA +50%

17 February 2023 Unaudited

Group Key Figures Summary, MEUR 2022 2021
Net sales 149.9 104.5
Organic Growth of Net Sales, % 32.2% 13.0%
Adjusted EBITA 22.0 14.6
Adjusted EBITA, % 14.7% 14.0%
EBITA 20.4 14.5
Operating Profit (EBIT) 16.6 12.2
Earnings per share (EPS), undiluted) 0.78 0.61
Earnings per share (EPS), diluted 0.78 0.61
Number of employees at the end of period 1,297 852
Overall capacity; in-house and subcontracted staff (FTE), at
the end of period
1,383 926

July-December 2022 Highlights

Strong growth continued, profitability 14.6%

  • Net sales grew by 47% and was 77.4 (52.8) million euros. Organic net sales growth, 33% continued on a strong growth track.
  • Adjusted EBITA grew by 46% and was 11.3 (7.7) million euros. $\bullet$ Profitability was on previous year's level, improved by the last quarter, 14.6 % (14.6 %).
  • Private sector customer net sales growth was 70%, public sector customer net sales growth 34%. Net sales from outside Finland grew by 104%.
  • Number of employees grew by 223 people in July-December, 21% growth in the half-year period.
  • Billing rate developed positively and was high especially in the last quarter enabled by strong customer demand.
Group Key Figures Summary, MEUR H2/2022 H 2 /2021
Net sales 77.4 52.8
Organic Growth of Net Sales, % 33.2% 17.6%
Adjusted EBITA 11.3 7.7
Adjusted EBITA, % 14.6% 14.6%
EBITA 10.3 7.7
Operating Profit (EBIT) 8.4 6.5
Earnings per share, EPS (undiluted) 0.40 0.34
Earnings per share, EPS (diluted) 0.40 0.34
Number of employees at the end of period 1,297 852
Overall capacity; in-house and subcontracted staff (FTE), at
the end of period
1,383 926

October-December 2022 Highlights

Gofore's organic growth 29%, the year's strongest quarter profitability-wise

  • Net sales grew by 46% and was 45.7 (31.2) million euros. Organic $\bullet$ growth continued strong; 29%.
  • Adjusted EBITA 7.5 (5.0) million euros, 16.5%, growth 51%. $\bullet$
  • Net sales from private sector customers continued its strong growth; $\bullet$ +72%. Public sector customer net sales grew by 34%. Net sales from outside Finland more than doubled compared to previous year's H2; 108%.
  • Number of employees grew to a total of 1,297 (852) people, overall $\bullet$ capacity at 1,383 (926) people.
  • eMundo joined the Group on 1 November 2022.
  • Operatively strong quarter, billing rate stayed high.
  • Customer demand was strong to the end of the year and Gofore $\bullet$ won several public sector tenders especially with big cities like Helsinki and Tampere.
Group Key Figures Summary, MEUR Q4/2022 Q4/2021
Net sales 45.7 31.2
Organic Growth of Net Sales, % 28.7% 20.8%
Adjusted EBITA 7.5 5.0
Adjusted EBITA, % 16.5% 16.0%
EBITA 6.5 5.0
Operating Profit (EBIT) 5.5 4.4
Earnings per share, EPS (undiluted) 0.26 0.23
Earnings per share, EPS (diluted) 0.26 0.23
Number of employees at the end of period 1,297 852
Overall capacity; in-house and subcontracted staff (FTE), at
the end of period
1,383 926

Board of Director's proposal for dividends 2022

The parent company's distributable assets on 31 December 2022 amounted to EUR 76.2 million, including the profit for the financial period of EUR 12.0 million. The Board of Directors proposes to the Annual General Meeting on 24 March 2023 that based on the balance sheet for the financial period ended on 31 December 2022, dividend be distributed in the amount of EUR 0.34 per share.

Dividend 0.34 euros/share

At the date of the proposal, there are 15,506,132 outstanding shares that yield dividends, equaling a total of 5.3 million euros in dividend payout. According to the proposal, the rest of the profit for the financial period, 6,7 million euros, will be recognised in the company's own equity. The proposed dividend is 43.6% of earnings per share. Of the year 2021 profit, a dividend of 0.28 euros per share was distributed, a total of 4.3 million euros. The 2022 dividend is paid to a shareholder who is on the company's list of shareholders maintained by Euroclear Finland Oy on the record date 28 March 2023. A dividend will not be paid for the shares in the company's possession on the record date. According to the proposal, dividends are paid on estimate on 4 April 2023.

Dividend payout ratio 43.6% of profit

Updated long-term financial targets

Gofore's organic growth has been exceeding both the IT services market overall as well as the company's own targets.

$25%$ minimum annual growth in net sales. At least 15% organic

annual growth

$15%$

Profitability of adjusted EBITA $40%$

Dividends at least of annual net profit

Three avenues to growth

Gofore's strategic focus themes are

  • Future of work
  • Industry focus
  • Sustainability
  • International

Three strategic growth avenues are:

  • Digital Society sector
  • Intelligent Industry sector
  • Mergers & Acquisitions

Thoughts from our CEO

Mikael Nylund

The 20-year jubilee year 2022 was a very good year for Gofore on all accounts important to us: growth, profitability and people development. As much as 43% of net sales growth is based on not only successful partnerships and deepening customer relationships, but also a skilled team. Last year, we recruited as many as 377 new Goforeans, which can be seen in our strong organic growth.

Growth was enabled by the brisk customer demand that remained good throughout the year, despite the dark clouds that gathered on the economy sky. We found it important to be able to continue deepening our good customer relationships. During the year, 82% of net sales came from returning customers, which is also a sign of customer satisfaction. The continuous growth of customer size also tells the same message.

Our private sector customer relationships showed especially strong growth of 64%. This was supported by the Devecto acquisition made in the beginning of the year, which successfully complemented our service offering. Many of our customers are industrial companies operating in a global market, and their good success despite many challenges, supported our good demand. Tomorrow's digitally enhanced products are developed today, and we have been able to successfully help our customers make this happen.

Our strong foundation in the public sector also grew nicely as accustomed to. Its 33% of net sales growth is a sign of us continuing to strengthen our market position and surpassing the previous year's growth (17%). Digitalising the Finnish society is by no means finished and our work continues.

We exceedingly succeeded to create and expand our business outside Finland, and growth there was a record-like 77%. Our focus has especially been the DACH area, and we have been able to grow our position in that market. Our position will be significantly strengthened by the acquisition of German eMundo that brought us the enforcement of some hundred new Goforeans in an important market area for us.

We want to first and foremost be the best possible workplace for our experts. Hence, we are happy to see both the good recruitment success and a favorably lowered attrition rate of 12%.

Our profitability was further improved, adjusted EBITA standing at 14.7%, enabled by strong operative performance. We managed to improve our position as the customers' partner, which enabled raising customer pricing well compared the industry. Despite inflation pressures, salary levels stayed healthy thanks to successful recruitment. This favorable equation and the scalability enabled by our growth platform were behind the improved profitability.

Our profitable growth also creates value to shareholders,

who some half of our Crew is included in. Gofore has in the recent years risen to the best-in-class companies in the IT service sector and is now considered a peer of bigger as well as international companies.

Gofore does not, however, exist only to produce shareholder value. We also want to be an impactful member of society and promote ethical digitalisation with our own work and enabling the work of others. We will propose the Annual General Meeting 2023 a donation to the Gofore Impact foundation we are planning to start. The generally benefitting foundation would support research and give out donations, aids and grants to various projects. This is an idea I am personally very excited about!

We face the year 2023 as a strong, learning team, who is resilient and agile even at the face of changes. The strategy we renewed together with our staff will continue to be based on Gofore's long-term strengths. Our new goal is to understand and solve our customers' challenges on chosen sectors even better than before. We strive to become the very best in the areas that we choose to focus on. I especially wish to thank all Goforeans for a great year, and all other stakeholders in your trust in us.

Quarterly net sales and adjusted EBITA

EUR thousand, unless otherwise
specified
Q4/2022 Q3/2022 Q2/2022 Q1/2022 Q4/2021 Q3/2021 Q2/2021 Q1/2021
Net sales 45,686 31,717 37,120 35,398 31,203 21.627 26.446 25,232
Change in Net sales, % 46% 47% 40% 40% 29% 33% 43% 34%
Adjusted EBITA 7,521 3,743 5.613 5,109 4,997 2.706 3,438 3,505
Adjusted EBITA, % 16.5% $11.8\%$ $15.1\%$ $14.4\%$ $16.0\%$ 12.5% 13.0% 13.9%
Change in Adjusted EBITA, % 51% 38% 63% $46\%$ 53% 44% 40% 11%
Organic growth of Net sales, % 29% 32% $27\%$ 23% $21\%$ 13% 9% 8%

Monthly net sales and personnel

Month 2022 (2021) Net sales, MEUR No. of employees at end.
of period
No. of working days in
Finland
Full Time Equivalent, FTE Subcontracting, FTE
January 10.8(7.5) 993 (727) 20(19) 917 (679) 147 (109)
February 11.3(8.1) 1,015 (736) 20(20) 942 (689) 153 (111)
March 13.3(9.7) 1,043 (792) 23(23) 968 (735) 155 (118)
April 11.5(8.5) 1,056 (791) 19(20) 988 (743) 156 (112)
May 13.1(8.8) 1,068 (799) 21(20) 1,004(755) 163 (109)
June 12.5(9.1) 1,074 (803) 21(21) 1,015(755) 162 (108)
July 4.1(2.7) 1,062 (797) 21(22) 1,004 (746) 78 (38)
August 12.9(8.5) 1,086 (803) 23(22) 1,016 (746) 156 (105)
September 14.8(10.4) 1,126 (814) 22(22) 1,060 (757) 183 (119)
October 14.6(10.2) 1,159 (827) 21(21) 1,092 (763) 186 (133)
November 17.2(11.3) 1,292 (846) 22(22) 1,198 (784) 199 (152)
December 13.9(9.7) 1,297 (852) 20(21) 1,210 (789) 173 (137)

Key Figures

EUR thousand, unless otherwise specified Q4/2022 Q4/2021 Change H2/2022 H2/2021 Change 2022 2021 Change
Net sales 45,686 31,203 14,483 77,403 52,830 24,573 149,921 104,509 45,412
Change in Net sales, % 46.4% 28.5% 46.5% 30.2% 43.5% 34.1%
EBITDA 7,124 5,598 1,526 11,456 8,947 2,509 22,736 17,062 5,674
EBITDA, % 15.6% 17.9% 14.8% 16.9% 15.2% 16.3%
Adjusted EBITA 7,521 4,997 2,524 11,265 7,703 3,562 21,987 14,646 7,341
Adjusted EBITA, % 16.5% 16.0% 14.6% 14.6% 14.7% 14.0%
EBITA 6,503 4,988 1,515 10,265 7,694 2,571 20,426 14,451 5,975
EBITA, % 14.2% 16.0% 13.3% 14.6% 13.6% 13.8%
Operating Profit (EBIT) 5,533 4,402 1,131 8,367 6,522 1,845 16,637 12,197 4,440
Operating Profit (EBIT), % 12.1% 14.1% 10.8% 12.3% 11.1% $11.7\%$
Profit for the period 4,162 3,507 654 6,246 5,129 1,117 12,223 9,073 3,149
Earnings per share (EPS), undiluted 0.26 0.23 0.40 0.34 0.78 0.61
Earnings per share (EPS), diluted 0.26 0.23 0.40 0.34 0.78 0.61
Effective dividend yield (DPS/Price), % 1.5% 1.2%
Price-Earnings ratio, P/E 28.5 39.3
Return on equity (ROE), % 21.8% 23.6% 16.7% 17.5% 17.3% 18.6%
Return on investment (ROI), % 23.1% 23.7% 17.6% 17.6% 18.8% 19.1%
Equity ratio, % 54.0% 61.5% 54.0% 61.5% 54.0% 61.5%
Net gearing, % $-29.5%$ $-41.1%$ $-29.5%$ $-41.1%$ $-29.5%$ $-41.1%$
Number of employees at the end of period 1,297 852 445 1,297 852 445 1,297 852 445
Average overall capacity, FTE 1,167 779 388 1,097 764 332 1,035 745 289
Average subcontracting, FTE 186 141 45 162 114 48 159 113 46

All key figure calculation methods are explained in section "Calculation formulas for key figures"

Customer pricing and salaries in good balance under inflation pressures

  • Operatively good year shows that Gofore's business scales well. Customer $\bullet$ demand was on a very good level and typical growth bottleneck, recruitment, worked very well.
  • Most important indicators of operative effectiveness billing rate, customer prices and average salary - developed well.
  • Customer price change during the year was +3.5%.
  • Average salary change was $+2.9$ % ( $+6.1$ % in 2021).
  • Average salary rise on a healthy level, 6.2%
  • Hiring new employees kept the average salary change on a healthy level despite salary inflation.
  • Billing rate stayed on a good level throughout the year, being especially good on $\bullet$ the last quarter.
  • Personnel expense share of net sales stayed close to the 2021 level and was 56.8% (56.4%). Subcontracting share grew somewhat and was 19.8% (19.4%).

Customer size and satisfaction on the rise

  • Customer size grew significantly in 2022
  • Deepening relationships, returning customers' share of net sales 82%
  • Large projects with growing impact
  • Excellent customer satisfaction; NPS 43 (benchmark 37) and overall satisfaction with Gofore 4.1
  • We exceed expectations
  • Versatile expertise
  • Smooth collaboration
  • We are trustworthy
  • Preferred brand out of 15 peers

(Brand awareness study 2022, respondents were not current customers)

Digital Society: LähiTapiola

Our continuously developing Digital Society focus sector can entail both public sector parties and private companies that are parts of the same societal ecosystem.

  • At the end of 2022, we deepened our relationship $\bullet$ with our long-term customer, insurance company LähiTapiola.
  • LähiTapiola chose Gofore to carry out the $\bullet$ acceptance testing of its life insurance system integration.
  • The comprehensive project lasts 3-6 years and its $\bullet$ value to Gofore is an estimated 2.9 million euros.

Intelligent Industry: Metso Outotec

Our long-term Metso Outotec collaboration is a great example of a deepening customer relationship.

  • Long-term collaboration in developing strategic digital products.
  • Includes e.g. software development, design work, architecture, data and agile development (scrum, agile coaching etc.).
  • Work also directly related to mining equipment digital solutions that in the mining industry entail e.g. proactive maintenance, wear monitoring, digital process design and optimization.
  • Metso Outotec wants to offer its customers more $\bullet$ production efficiency with less costs and more sustainability.
  • Gofore is strongly involved in e.g. solutions for digital $\bullet$ twins of production lines.

Significant customer agreements in 2022

Customer Project Topic ~Value, MEUR Years
Tax Administration Real Time Economy Financial ecosystem 2.5 $\overline{2}$
City of Helsinki Haitaton Construction site hazard monitoring 2.6 $\overline{2}$
City of Helsinki ASTI Early childhood education services 4,9 $\overline{2}$
City of Helsinki City services and design Application development 5.0 2+until further
notice
Finnish Institute for Health and
Welfare
Project management Health and social reform $3 - 7$ $3+2$ (option)
East Uusimaa wellbeing service
county
Consultancy, project management Health and social reform 3 $2+2$ (option)
Lapland wellbeing service county Consultancy, project management Health and social reform 3.8 4
State Treasury Information system and website State budget 2.6 $\overline{2}$
Ministry of Agriculture and
Forestry 1)
Cloud service development Wide IT services tender $-1)$ $4+2$ (option)
CSC IT Center for Science Digivisio 2030 Digital pedagogy development 8.75 4

1) Tendering carried out by the National Land Survey included the Ministry of Agriculture and Forestry as well as offices in its administration; National Land Survey, National Resources Institute of Finland Luke, Finnish Food Safety Authority and Metsähallitus (state forest enterprise). There is no estimate on the value of the agreements, as all offices make their own frame agreements following the joint tendering in the fall.

Human-centric culture brought results

Strong employer brand and investment into work satisfaction sped up growth in 2022

  • Gofore's number of employees grew by 52% to 1,297 people
  • Record successful recruiting; 377 people recruited during the year
  • Employee attrition rate decreased from 17% in 2021 to 12% $\frac{1}{2}$ (target <10%)
  • Share of unexpected leavers even smaller than targeted, 9%
  • Employee net promoter score improved from the spring (eNPS 30) to fall; eNPS 43

Recruitment growth 76 %

Net sales growth 2022 17%

  • ••••••

  • ••••

Net sales growth 2022 30%

Significant events after the review period

Gofore Plc's Shareholders' Nomination Board's proposals to the Annual General Meeting 2023

Gofore's net sales in January 2023 as expected. 20 Jan 2023: The Shareholders' Nomination Board made proposals to the Annual General Meeting 2023 of the number of members of the Board of Directors and changes in the remuneration of the Chairman and members of the Board.

The entire release: https://gofore.com/en/news/goforesshareholders-nomination-boards-proposals-to-the-annual-generalmeeting-2023/

January started the year according to expectations. Typical for turn of the year, project discontinuities affected January billing rates as accustomed to, making it lower than the year-end's good level. Although the good demand of the year-end mainly continued, mild caution has been detected in starting new projects.

KEY FIGURES Net sales,
MEUR
LTM pro :
forma i
No. of $\blacksquare$
Employees in
Capacity, FTE Overall Subcontracting No. of Working $FTE$ Days in Finland
January 2023
(January 2022)
15.8(10.8) 160.6 1,318 (993) 1,225(917) 186 (147) 21(20)

Net Sales Distribution

Market Outlook

Digital transformation's outlook is strong in the mid and long term. Short-term outlook is shadowed by the macroeconomical uncertainty that affects customer demand.

Macro economical uncertainty affects demand

2023 started with high uncertainty about the direction of the economy. While a downturn in economic activity would also affect the willingness to invest into digital development in the short-term, there are also positive signs of a turn in conjuncture towards continued growth in 2024. For Gofore, the good growth momentum and customer demand carries, but the above aforementioned macro-economic factors are expected to impact customer demand during the year. The digitalisation megatrend continues to strengthen customer demand in the medium and long-term.

Public sector digitalisation continues

Finnish public sector digitalisation continues actively. Big structural reforms - especially social and healthcare reform are continuing. This is reflected on the high level of active development activities at the start of 2023. This activity is expected to continue through 2023 and beyond. A possible downturn in economic activity and deepening deficit in public finances will affect public spending. The effect on digital investments is mostly subject to political decision making of the next Finnish government.

The parliamentary elections in April 2023 show the way for future politics regarding digitalisation of society. The elections themselves are expected to slow down tender activity for a period of time. For Gofore, public sector demand is expected to grow steadily, possibly with the exception of the period of elections. A potential slowdown of demand from private sector may increase competition for public sector tenders. Gofore's strong position in bigger development programs is a competitive edge compared to most of the competition.

Private investments cycle dependent

Digital transformation remains a high priority for private companies. However, their willingness to invest is affected by the economic cycle. Many companies in Gofore's focus markets entered the year 2023 with a good order backlog, but with risk of slower order intake. If the slower cycle is protracted, the risk of postponing investments also rises. For Gofore's Intelligent Industry sector, a national plan and legislation to raise R&D funding (to 4% of GDP by 2030), is expected to support customer demand.

International market uncertain

International markets relevant to Gofore are subject to the same macro-economic changes as described above.

The German and the whole DACH market are of special relevance to Gofore, and we expect to see a downturn in the economy in 2023 on those areas. Geopolitical turmoil affects global markets heavily. For Gofore this is relevant especially through the outlook of globally operating customers companies. Public investments in digital development are growing in Europe. Market entry into local markets is not easy but is aided by the advanced development in Finland and the Nordic countries.

Talent market challenging but may be alleviated in the short term

In the medium and long-term, the talent market is expected to remain competitive in all geographies where Gofore operates. Gofore has proven competitiveness as an attractive employer and a good operative ability to recruit. In the short-term, the weaker economic cycle and related slower recruiting and layoffs by especially SaaS companies supports fulfilling recruitment goals.

Wage inflation in the market is driven by talent shortage and strengthened by inflation in the economy. Gofore expects some pressure on margins, with company-wide wage agreement alleviating pressure to an extent.

Short-term risks and uncertainties in the operating environment

MEDIUM RISK

Macro-economical situation

Economical uncertainty has significantly grown in 2023. Uncertainty of the economy and economic growth is seen in investments. Inflation and a changed interest situation affect the operating environment. Impacts on Gofore are related to inflation developments and general customer demand. Adding costs raised by the inflation on customer pricing has gone well so far. There has been no sign of essential weakening of customer demand.

VERY LOW RISK

Public sector customer market

The public sector is more resilient to macro-economical changes than the private sector. Weakening public economy may affect the public sector's IT investment. Finnish parliamentary elections in April 2023 are expected to temporarily affect market activity. Gofore believes its public sector market position is strong and therefore sees this risk as very low.

Private sector customer market

Companies are more vulnerable to political situation or country-specific macro-economical risks. Especially Finnish export companies have on average a strong order intake in the start 2023. Gofore currently sees this risk as medium. In the mid and long term, digitalisation is high on private company agendas, and Gofore's offering creates high added value to customers.

Talent market

Demand for skilled workforce continues high in the industry. Short-term uncertainty of the economy has slowed down the labor market, as e.g. international technology businesses and SaaS companies have slowed down recruitment and even laid off staff. Despite this, Gofore only sees a low risk here, thanks to its strong employer brand and the flexible work it enables.

M&A market

Gofore intends to continue disciplined acquisitions by acquiring companies that fit its strategy. The M&A market has slowed down somewhat with the developments of the economical situation. Integration of acquired companies includes uncertainty. In Finland, Gofore is an experienced, valued buyer. In the new market area, German-speaking Europe, it faces a higher risk.

Geopolitical situation

Russia's invasion was or the limitations imposed on the country continue to have very little direct impact on Gofore. Gofore has no operations in Russia, Ukraine or Belorussia. The conflict has had a negative impact on some customer businesses.

Disclosure and Guidance

As of February 2022, Gofore has not provided forecasts about the revenue or profit for the financial year. Before, Gofore may have presented an estimate of the company's revenue or performance guidance in the financial statement release or half-year report.

Gofore continuously develops the content of its monthly business reviews and interim reports, in an effort to further improve the company's transparency and more real-time monitoring of financial developments.

Financial information

January-December 2022

Unaudited

Group Structure

Personnel and offices

At the end of December 2022, the Group employed a total of 1,297 (852) employees. The number of personnel increased from the corresponding period in 2021 by 52%. Growth was created both organically and by the acquisitions carried out.

The number of employees in Finland amounted to 1,146 (814), and in the other countries of operation to a total of 151 (38) employees.

Gofore's offices are located in Helsinki, Espoo, Jyväskylä, Tampere, Oulu, Kajaani, Lappeenranta and Turku. Offices located outside of Finland are in Brunswick, Ingolstadt, Klagenfurt, Munich, Stuttgart and Frankfurt in Germany, Salzburg in Austria, Bolzano in Italy, Madrid and Málaga in Spain, and Tallinn in Estonia.

Corporate acquisitions

On 3 January 2022, Gofore announced it had acquired the entire share capital of Devecto Oy, a company specialised in software development and testing of smart devices and machinery, and related testing systems, for 21 million euros.

On 27 October 2022, Gofore announced it has acquired the entire share capital of eMundo GmbH, a digitalisation consultancy and software company, for 8 million euros.

Both purchase price allocations and estimates on potential additional purchase prices are presented in the section "Notes to the Accounts", pages 46 and 47.

GOFORE PLC

Net Sales

January-December's organic growth to 29% - strong growth in net sales from outside Finland and the private sector

January -December 2022

During January-December 2022, Gofore's net sales increased by 43% compared to the corresponding period in 2021, amounting to EUR 149.9 (104.5) million.

Growth was attributable to both the Devecto and eMundo acquisitions and strong, 32%, organic growth. The average hourly price of services sold also increased somewhat.

Net sales generated from public sector sales increased to EUR 90.1 (67.9) million.

Net sales generated from the private sector grew by as much as 64% to EUR 59.8 (36.6) million. The eMundo, Devecto and CCEA acquisitions have contributed to the private sector sales growth.

The public sector's share of total net sales was 60 $(65)$ % and private sector's 40 $(35)$ %.

Net sales coming from Finland was EUR 134.0 (95.5) million, representing an 89 (91)% share of Group net sales. Other countries' share of Group net sales was 11 (9)%; EUR 16.0 (9.0) million.

Subcontracted work represented a 20 (19)% share of Group net sales; EUR 29.6 (20.3) million.

July-December 2022

During the period of July-December 2022, Gofore's net sales increased by 47% compared to the corresponding period in 2021, and amounted to EUR 77.4 (52.8) million.

The growth was primarily attributable to corporate acquisitions and organic growth., 33%

Profitability

Adjusted EBITA growth in January-December 50%, also 46 % in July-December

January-December 2022

During the period of January - December 2022, Gofore's adjusted EBITA increased by 50% compared to the corresponding period in 2021 and amounted to EUR 22.0 (14.6) million and accounted for 14.7 (14.0)% of net sales.

Adjusted EBITA for the period was affected by an adjustment of corporate acquisition transaction costs by EUR 1.6 million. Adjusted EBITA in the comparison period was affected by a EUR 0.2 million adjustment of acquisition transaction costs. The calculation method of the adjusted EBITA is presented separately in the section "Calculation formulas for key figures".

EBITA for January - December 2022 amounted to EUR 20.4 (14.5) million and accounted for 13.6 $(13.8)\%$ of net sales.

The proportion of personnel expenses of net sales rose somewhat from the level of the comparison period in 2021, accounting for 56.8 (56.4)%. Personnel expenses in January - December 2022 amounted to EUR 85.2 (58.9) million. Growth is based on the growth of the number of employees.

Other operating expenses amounted to EUR 17.4 (11.2) million; 11.6 (10.7)% of net sales. Without transaction costs related to acquisitions, the proportion would have been 10.5 (10.6) %. The largest expense items included other personnel expenses, ICT expenses and external services. Depreciations excluding amortizations of intangible assets related to acquisitions were EUR 2.3 (2.6) million, accounting for 1.5 (2.5)% of net sales. Depreciations and amortizations were 6.1 (4.9) million euros; 4.1 (4.7)% of net sales.

Operating profit (EBIT) in January - December 2022 amounted to EUR 16.6 (12.2) million and accounted for 11.1 (11.7)% of net sales. Finance costs and income were EUR $-0.8$ ( $-0.9$ ) million. Costs in the comparison period were increased due to discounted financing expenses of contingent considerations.

Profit for the financial period amounted to EUR 12.2 (9.1) million, showing 35% growth.

July-December 2022

During the period of July-December 2022, adjusted EBITA amounted to EUR 11.3 (7.7) million; 14.6 (14.6)% of net sales. Adjusted EBITA was significantly improved during the second half, showing a further 46% growth.

Balance sheet, cashflow, financing and R&D

The Group's liquidity is good and financing position strong.

On 31 December 2022, Gofore's equity ratio was 54.0 (61.5)%, with net gearing of -29.5 $(-41.1)\%$ .

At the end of December 2022, balance sheet total of the Gofore Group amounted to EUR 148.4 (101.9) million, of which total equity accounted for EUR 79.8 (61.3) million. At the end of the review period, interest-bearing net debt amounted to EUR-23.6 (-25.2) million.

Cash flow from operations improved over the period of January-December 2022 to EUR 21.7 (14.2) million. The cash flow from investments during the review period amounted to EUR -18.1 (-10.0) million.

Investments in subsidiary shares during the review period amounted to EUR 17.5 (9.9) million. Cash flow from financing activities during the period amounted to EUR 1.4 (13.6) million, including paid dividends of EUR-4.4 million, repayments of lease agreement liabilities for EUR-1.9 million, withdrawals of new loans for EUR 11.5 million and loan amortisations for EUR-3.8 million.

At the end of the review period, cash assets amounted to EUR 44.1 (39.1) million.

At the end of the review period, Gofore Plc's unsecured loans from credit institutions amounted to EUR 18.1 (10.1) million. Gofore raised a new unsecured loan of EUR 11.5 million during the review period. The company has interest rate cap and swap agreements in use to hedge the loans. Further information on this can be found in Notes to the Accounts / Financing, related party transactions and commitments.

The loans are associated with the customary covenants tied to the equity ratio and interest-bearing net debt. The covenant conditions were met on 31 December 2022. In addition, Gofore has in its disposal an EUR 5 million binding, unsecured credit limit for the Group's short-term, general financing needs such as corporate acquisitions. The limit was not used during the review period.

Research & Development

The company's development activity in the reporting period was focused on enhancing its digital platform and enterprise resource management system.

Corporate Governance and Share Information

January-December 2022

Shares and Trading

Gofore Plc's share is quoted on the official stock exchange list of Nasdaq Helsinki Ltd; share trading code GOFORE.

At the end of the reporting period on 31 December 2022,

  • Gofore Plc's registered share capital amounted to EUR 80,000.00 (EUR 80,000.00), corresponding to a total of 15,506,132 (15,072,085) company shares
  • Gofore or its subsidiaries were not in possession of any treasury shares in the reporting or the corresponding period
  • Trading volume in January-December 2022 amounted to 1.57 (4.7) million shares, corresponding to approximately 10.2% (32%) of average number of outstanding shares, at a trading value of EUR 35.5 (92.8) million
  • At the end of December 2022, the company's market value was EUR 344.2 (361.7) million. Closing price of Gofore's share 31 December 2022 was EUR 22.2 (24.00)
  • Trading volume-weighted average price of the share during the review period was EUR 22.79 (20.19)
  • Highest trading price was EUR 26.00 (25.10) and the lowest EUR 18.25 (16.00)

544

Market value at the end of December, MEUR

$-7.5\%$

Share price 12-month value change

26.00 Highest price, EUR

Shares and Ownership

At the end of the reporting period on 31 December 2022:

  • The company had a total of 5,879 (5,599) registered shareholders.
  • Foreign ownership accounted for a total of 2.3 (1.55) percent of shares.
  • Holders of nominee registered shares owned a total of 19.3% (17.8%) of shares, total number of such shares amounted to 2,989,697 (2,677,331).
  • Households owned 55.3% (57.6%) of the shares, private companies 5.2% (5.4%), financial and insurance institutions 26.7% (25.7%), non-profit organisations 0.7% (0.3%) and public corporations $9.8\%$ (9.4%).

Changes in major shareholders' ownership

• Gofore received no flagging notifications in January-December 2022.

Directed share issues 2022

  • 3 January: 271,958 shares in relation to the Devecto acquistion. New shares were registered on 4 January.
  • 11 March: 26,279 shares as a part of the CrewShare program. New shares were registered on 21 March.
  • 19 September: 28,570 shares as part of the CrewShare program. New shares were registered on 30 September.
  • 27 October: 107,240 shares as part of the eMundo GmbH acquisition. New shares were registered on 28 October.

5,879 Shareholders at the end of December

55.3%

Household ownership

$26.7\%$ Financial and insurance institutions ownership

31

Share-based loyalty and remuneration schemes

Gofore has had a share savings plan called CrewShare open to its entire staff since 2018. In January 2022, the Board of Directors resolved on a new plan period for 2022-2023, as well as on a new Performance Share Plan for key people.

CrewShare Plan

The plan is available to all Gofore Group's employees, who are offered the possibility to save monthly and invest in shares in the company at a 10 per cent discount, if the Board of Directors of the company so decides. The accrued savings are allocated towards acquiring Gofore's shares after the expiration of the savings period.

The new plan period commenced on 1 March 2022 and ends on 28 February 2023. Employees will be offered an opportunity to save a proportion of their regular salaries (EUR 50-400 per month). The accrued savings will be used for the acquisition of the Gofore shares biannually following the publications of the Half-year Report in September 2022 and financial statements release for the year 2022 in March 2023.

A total of 645 Gofore Group employees participated in CrewShare in 2022.

Performance Share Plan

In January 2022, the Board of Directors of Gofore Plc also decided to establish a new share-based incentive plan for the group's key personnel. The aim is to align the objectives of the shareholders and key personnel for increasing the value of the company in the long-term, to commit the key employees to work for the company and to offer them a competitive incentive scheme that is based on earning and accumulating shares.

The Performance Share Plan 2022-2024 consists of a three-year performance period, covering the financial years in question. The Board may decide annually on new performance periods.

26 persons, including the CEO and other management team members, currently belong in this plan.

Read more: https://gofore.com/en/releases/gofore-plcgofore-resolved-on-incentive-plans-for-the-groupsemployees-and-key-personnel/

Resolutions of the Annual General Meeting 25 March 2022

Adoption of the financial statements

The Annual General Meeting adopted the company's financial statements for the financial period from 1 January-31 December 2021.

Dividend of EUR 0.28 per share

The Annual General Meeting confirmed a dividend of EUR 0.28 per share to be paid for the financial period 1 January-31 December 2021. The total amount of dividend is EUR 4,303,690.16, calculated on the basis of the outstanding shares as per the day of the Annual General Meeting. The record date for the dividend distribution will be 29 March 2022 and the dividend payment date will be 5 April 2022.

Resolution on discharge from liability

It was resolved to discharge the members of the Board of Directors and the CEO from liability for the financial period of 1 January-31 December 2021.

Remuneration report

It was resolved to adopt the Remuneration Report for the Governing Bodies.

Remuneration of the members of the Board of Directors

It was resolved that the remuneration for the Chair of the Board is EUR 3,500 per month and for the members of the Board EUR 2,000 per month. In addition, it was approved that the Shareholders' Nomination Board proposes that each Board Member be paid a fee for each committee meeting as follows: The Chair of the Committee should be paid EUR 800 and the other committee members EUR 400 for each meeting. All members of the Board will be compensated for travel expenses against receipt in accordance with the company's travel policy.

The number of members of the Board of Directors

It was resolved that the Board of Directors consists of six members.

Composition of the Board of Directors The following persons were elected as the Board of

Directors: Eveliina Huurre and Tapani Liimatta as new members and Mammu Kaario, Piia-Noora Kauppi, Timur Kärki and Sami Somero as old members.

Remuneration of the auditor

It was resolved that the auditor's remuneration is paid against the invoices approved by the company.

Election of the auditor

KPMG Oy Ab was re-elected as the company's auditor for a term that will continue until the end of the next Annual General Meeting. KPMG Oy Ab has announced that Lotta Nurminen APA, would be the Auditor with principal responsibility.

All resolutions of the AGM can be seen at https://gofore.com/en/invest/governance/agm2022/

Gofore's Annual General Meeting 2023

takes place on 24 March 2023. Follow the preparations at: https://gofore.com/en/invest/governance/annual-generalmeeting-2023/

Share repurchase and issuance authorisations

Authorising the Board of Directors to resolve on the repurchase of the Company's own shares and/or accepting them as a pledge

The Annual General Meeting authorised the Board of Directors to resolve on the acquisition of the company's own shares of a maximum of 1,534,404 shares and/or accepting the same number of the company's own shares as a pledge, in one or more tranches by using funds in the unrestricted shareholders' equity. The maximum number of shares to be acquired and/or accepted as a pledge corresponds to approximately 10% of the total number of shares of the company based on the date of the notice to the Meeting. However, the company, together with its subsidiaries, may not hold or accept as a pledge more than 10% of the total number of shares of the company at any time.

Shares will be acquired otherwise than in the proportion of shareholders' holdings in public trading arranged by Nasdaq Helsinki Ltd. at market price at the time of acquisition or otherwise at market price. The authorisation is granted for the purposes of, among others, executing potential acquisitions and share-based incentive schemes or for other purposes determined by the Board of Directors and otherwise to be further assigned, to be held at the ownership of the company or to be annulled by the company. The Board of Directors decides on all other conditions for acquiring own shares and/or accepting them as a pledge.

This authorisation cancels the authorisation given by the Annual General Meeting on 26 March 2021 to resolve on the repurchase of the company's own shares. The authorisation is valid until the closing of the next Annual General Meeting, however, no longer than 30 June 2023.

Authorising the Board of Directors to resolve on the issuance of shares and the issuance of option rights and other special rights entitling to shares

The Annual General Meeting authorised the Board of Directors to resolve on the issuance of shares as well as the issuance of option rights and other special rights entitling to shares referred to in chapter 10, section 1 of the Finnish Limited Liability Companies Act, in one or several tranches, either against payment or without payment.

The total number of shares to be issued, including shares under options and other special rights, may amount to a maximum of 2,301,606 shares, equivalent to approximately 15% of the total number of shares of the company on the date of the notice to the meeting. The Board of Directors may decide to issue new shares or to transfer own shares that may be held by the company.

The authorisation entitles the Board of Directors to decide on all terms and conditions related to the issuance of shares and the issuance of option rights and special rights entitling to shares, including the right to deviate from the shareholders' pre-emptive subscription rights. The authorisation is to be used as consideration for acquisitions, partly as a company incentive scheme or for other purposes determined by the Board of Directors.

The authorisation is valid until 30 June 2023. The authorisation revokes all previous unused authorisations of the Board of Directors to resolve on the issuance of shares, issuance of share options and issuance of other special rights entitling to shares.

Consolidated Financial Report

1 Jan - 31 December 2022 Tables Section

Unaudited

Consolidated Statement of Profit and Loss and Other Comprehensive Income

EUR thousand Q4/2022 Q4/2021 Change H2/2022 H2/2021 Change 2022 2021 Change
Net sales 45,686 31,203 46% 77,403 52,830 47% 149,921 104,509 43%
Production for own use 102 $-79$ $< -100%$ 210 36 $>100\%$ 305 140 $>100\%$
Other operating income 86 38 $>100\%$ 100 48 $>100\%$ 126 128 $-2%$
Materials and services $-7,510$ $-5,553$ 35% $-13,264$ $-9,133$ 45% $-25,073$ $-17,547$ 43%
Employee benefit expenses $-25,757$ $-16,686$ 54% $-43,700$ $-29,055$ 50% $-85,150$ $-58,943$ 44%
Depreciations, amortisations and impairment $-1,591$ $-1,195$ 33% $-3,088$ $-2,425$ 27% $-6,099$ $-4,865$ 25%
Other operating expenses $-5,482$ $-3,325$ 65% $-9,295$ $-5,779$ 61% $-17,394$ $-11,226$ 55%
Operating profit (EBIT) 5,533 4,402 26% 8,367 6,522 28% 16,637 12,197 36%
Finance costs $-260$ $-93$ >100% $-418$ $-146$ $>100\%$ $-824$ $-902$ $-9%$
Finance income 46 12 $>100\%$ 53 17 $>100\%$ 60 40 52%
Profit before tax 5,320 4,322 23% 8,002 6,393 25% 15,873 11,335 40%
Income tax $-1,158$ $-814$ 42% $-1,756$ $-1,263$ 39% $-3,650$ $-2,261$ 61%
Profit for the financial period 4,162 3,507 19% 6,246 5,129 22% 12,223 9,073 35%
Other Comprehensive Income
Net other comprehensive profit or loss to be reclassified to profit or loss in
subsequent periods
Exchange differences on translation of foreign operations $\overline{0}$ $\overline{9}$ $\sim$ $\Omega$ $\overline{9}$ $\sim$ $\Omega$ 12
Cash flow hedges 47 $\overline{O}$ 260 $\overline{0}$ 542 $\overline{0}$
Other comprehensive income, net of tax 47 9 >100% 260 $\overline{9}$ >100% 542 12 $>100\%$
Total comprehensive income for the financial period 4,209 3,516 20% 6,506 5,138 27% 12,765 9,086 40%
Profit/loss for the financial period attributable to:
Equity holders of the parent 4,044 3,457 17% 6,087 5,049 21% 11,954 8,953 34%
Non-controlling interests 118 50 >100% 159 81 97% 269 120 $>100\%$
4,162 3,507 19% 6,246 5,129 22% 12,223 9,073 35%
Total comprehensive income for the financial period attributable to:
Equity holders of the parent 4,091 3,466 18% 6,347 5,058 25% 12,496 8,966 39%
Non-controlling interests 118 50 $>100\%$ 159 81 97% 269 120 $>100\%$
4,209 3,516 20% 6,506 5,138 27% 12,765 9,086 40%
Earnings per share (EPS), undiluted 0.26 0.23 0.03 0.40 0.34 0.06 0.78 0.61 0.17
Earnings per share (EPS), diluted 0.26 0.23 0.03 0.40 0.34 0.06 0.78 0.61 0.17

Consolidated Statement of Financial Position

EUR thousand 2022 2021 Change
Assets
Non-current assets
Goodwill 47,694 26,897 77%
Other intangible assets 22,465 11,257 100%
Tangible assets 751 427 76%
Right-of-use assets 3,564 4,409 $-19%$
Other receivables 917 1 $>100\%$
Deferred tax assets 147 37 $>100\%$
Total non-current assets 75,537 43,029 76%
Current assets
Trade receivables 24,248 15,980 52%
Contract assets 465 709 $-34%$
Other current assets 2,826 2,346 20%
Income tax receivables 140 144 $-3%$
Securities 1,077 575 87%
Cash and cash equivalents 44,135 39,114 13%
Total current assets 72,890 58,869 24%
Total assets 148,427 101,898 46%
EUR thousand 2022 2021 Change
Equity and liabilities
Equity
Share capital 80 80 0%
Fund for unrestricted equity 49,897 40,103 24%
Other reserves 542 $\Omega$
Retained earnings 28,764 20,822 38%
Equity attributable to equity holders of
the parent
79,283 61,005 30%
Non-controlling interests 475 304 57%
Total equity 79,759 61,309 30%
Non-current liabilities
Interest-bearing loans and borrowings 13,464 7,450 81%
Other payables 3,196 $\Omega$
Lease liabilities 1,464 2,644 $-45%$
Deferred tax liabilities 4,664 2,111 $>100\%$
Total non-current liabilities 22,788 12,205 87%
Current liabilities
Trade and other payables 21,480 11,199 92%
Contract liabilities 688 2,217 $-69%$
Interest-bearing loans and borrowings 4,593 2,600 77%
Lease liabilities 2,141 1,807 18%
Accrued expenses 15,750 10,028 57%
Income tax payable 1,229 533 >100%
Total current liabilities 45,881 28,384 62%
Total liabilities 68,668 40,589 69%
Total equity and liabilities 148,427 101,898 46%

Consolidated Statement of Changes in Equity

2022
EUR thousand Share capital Fund for unrestricted
equity
Reserve for fair value Translation
differences
Retained earnings Total Non-controlling
interests
Total equity
Equity on 1 of January 2022 80 40,103 0 0 20,822 61,005 304 61,309
Profit for the period 11,954 11,954 269 12,223
Other comprehensive income 542 542 542
Total comprehensive income 0 $\mathbf{0}$ 542 0 11,954 12,496 269 12,765
Transactions with shareholders and non-controlling interests:
Share-based payments 1,042 297 1,340 1,340
Dividends $-4,304$ $-4,304$ $-131$ $-4,434$
Acquisition of a subsidiary paid in shares 8,715 8,715 8,715
Change in non-controlling interests 37 $-6$ 31 34 65
Equity on 31 of December 2022 80 49,897 542 0 28,764 79,283 475 79,759
2021 Attributable to equity holders of the parent
EUR thousand Share capital Fund for unrestricted
equity
Reserve for fair value Translation
differences
Retained earnings Total Non-controlling
interests
Total equity
Equity on 1 of January 2021 80 20,515 $-12$ 15,476 36,059 23 36,082
Profit for the period 8,953 8,953 120 9,073
Other comprehensive income 12 12 $\Omega$ 12
Total comprehensive income $\Omega$ n $\Omega$ 12 2 8,953 8,966 120 9,086
Transactions with shareholders and non-controlling interests: Contractor
Contract Contract
Share-based payments 571 192 763 763
Dividends $-3,373$ $-3,373$ $-3,373$
Share issue 19,017 -426 18,592 8 18,600
Purchase of own shares $-1$ $-1$
Change in non-controlling interests $-1$ $-0$ -1 152 151
Equity on 31 of December 2021 80 40,103 0 $\mathbf{O}$ 20,822 61,005 304 61,309

G

Consolidated Statement of Cash Flows

EUR thousand H2/2022 H2/2021 Change 2022 2021 Change
Operating activities
Profit before tax 8,002 6,393 25% 15,873 11,335 40%
Adjustments to reconcile profit before tax to net cash flows:
Depreciation and impairment 3,088 2,425 27% 6,099 4,865 25%
Finance income and expenses 365 129 $>100\%$ 764 862 $-11%$
Other adjustments 873 458 90% 1,406 762 85%
Change in working capital 955 1,436 $-33%$ 1,799 $-334$ $< -100%$
Interest received and paid $-117$ $-129$ $-10%$ $-210$ $-226$ $-7%$
Other financial items $-20$ $-9$ $>100\%$ $-79$ $-666$ $-88%$
Income tax paid $-1,975$ $-1,342$ 47% $-3,911$ $-2,410$ 62%
Net cash flow from operating activities 11,172 9,361 19% 21,740 14,187 53%
Net cashflow from investing activities
Proceeds from sale of tangible assets 12 5 $>100\%$ 65 5 >100%
Purchase of intangible assets $-217$ $-36$ $>100\%$ $-312$ $-140$ >100%
Purchase of tangible assets $-203$ $-38$ $>100\%$ $-355$ $-60$ $>100\%$
Acquisition of a subsidiary, net of cash acquired $-3,337$ $-1,188$ $>100\%$ $-17,486$ $-9,853$ 77%
Net cash flow from investing activities $-3,746$ $-1,257$ >100% $-18,089$ $-10,047$ 80%
Net cash flow from financing activities
Treasury shares acquired $\overline{O}$ $-1$ $\sim$ $\Omega$ $-1$
Repayment of lease liabilities $-1,003$ $-1,088$ $-8%$ $-1,949$ $-2,189$ $-11%$
Proceeds from borrowings 3,500 $\Omega$ 11,500 3,000 $>100\%$
Repayment of borrowings $-1,877$ $-1,300$ 44% $-3,802$ $-2,450$ 55%
Financial instruments $\overline{0}$ $\overline{0}$ $-10$ $\overline{O}$
Share issue $\overline{O}$ $\overline{O}$ $\sim$ $\overline{0}$ 19,017 $\sim$
Transaction costs on issue of shares $\overline{O}$ $-1$ $\Omega$ $-426$ L.
Dividends paid to equity holders of the parent $\overline{O}$ $\overline{O}$ $\sim$ $-4,304$ $-3,373$ 28%
Dividends paid to non-controlling interest $\overline{O}$ $\overline{0}$ $-131$ $\overline{O}$ $\sim$
Changes in non-controlling interest 52 $\Omega$ 65 $\Omega$
Net cash flow from financing activities 672 $-2,390$ $< -100%$ 1,370 13,580 $-90%$
Net increase in cash and cash equivalents 8,098 5,714 42% 5,021 17,719 $-72%$
Cash and cash equivalents at beginning of period 36,037 33,399 8% 39,114 21,394 83%
Cash and cash equivalents at end of period 44,135 39,114 13% 44,135 39,114 13%

Notes to the Accounts

1 Jan - 31 December 2022

Accounting Principles

This unaudited Financial Statements release was prepared in accordance with the IAS 34 Interim Reports standard. Information concerning the full year 2021 is based on the audited financial statements for 2021.

Gofore has changed the accounting policy regarding hedge accounting under IFRS 9 regarding interest rate cap agreements as of 1 January 2022. Efficient share of fair value changes is recognized in the Income Statement's Other comprehensive income (OCI) and presented in fair value reserves in equity.

The inefficient share of hedging is recognized in financial costs in profit and loss statement. Fair value reserves in equity are booked through profit and loss when the hedged item has a profit impact.

Otherwise, the Financial Statements Release is prepared according to the same accounting policies as the Financial Statements for 2021. Amendments to the standards taking effect in 2022 did not affect the Group.

The fair values of financial assets and liabilities are materially consistent with their carrying amounts. For this reason, they are not presented separately in table format in this half-year report. Disclosures concerning share-based payments are presented in the Corporate Governance section / Share Information.

Distribution of revenue

EUR thousand, unless otherwise specified Q4/2022 Q4/2021 Change, % H 2 /2022 H 2 /2021 Change, % 2022 2021 Change, %
Net sales by customer sector
Private sector sales 17,840 10,397 72% 30,785 18,154 70% 59,840 36,570 64%
Public sector sales 27,846 20,806 34% 46,618 34,676 34% 90,081 67,939 33%
Net sales by origin of customer
Finland 39,990 28,467 40% 68,107 48,275 41% 133,955 95,463 40%
Other countries 5,696 2,736 108% 9,296 4,555 104% 15,966 9,046 $77\%$
Net sales by Crew / subcontracting
Net sales, Crew 36,803 24,693 49% 61,680 42,203 46% 120,291 84,226 43%
Net sales, subcontracting 8,883 6,510 36% 15,723 10,627 48% 29,630 20,283 46%
Net sales by agreement types
Time and material based projects 42,551 28,345 50% 72,158 47,765 51% 139,261 94,199 48%
Fixed price projects 2,397 2,240 7% 3,893 3,812 2% 8,004 7,544 6%
Maintenance services 710 538 32% 1,292 1,033 25% 2,546 2,351 8%
Third party commissions 28 80 $-65%$ 60 220 $-73%$ 110 416 $-74%$
Net sales, Group total 45,686 31,203 46% 77,403 52,830 47% 149,921 104,509 43%

$\blacksquare$

Intangible Assets

EUR thousand Trademarks Customer
relationships
Non-compete
agreement
Technology
based
intangibles
Models and
templates
Capitalized
development
expenditure
Other
intangible
assets
Other
intangible
assets total
Goodwill Intangible
assets total
Cost
1 January 2022 672 10,031 3,438 66 200 101 1,035 15,543 26,897 42,440
Additions 0 0 $\overline{0}$ $\overline{0}$ $\overline{0}$ 312 312 0 312
Business combinations 557 12,037 1,850 $\Omega$ $\Omega$ $\circ$ 396 14.841 20,797 35,638
31 December 2022 1,228 22,069 5,288 66 200 101 1,743 30,696 47,694 78,390
Amortisation and
impairment
1 January 2022 $-348$ $-2,720$ $-955$ $-11$ $-56$ $-36$ $-160$ $-4,286$ $\overline{O}$ $-4,286$
Amortisations $-441$ $-2,417$ $-851$ $-13$ $-67$ $-13$ $-143$ $-3,946$ $\Omega$ $-3,946$
31 December 2022 $-788$ $-5,137$ $-1,806$ $-24$ $-122$ -49 $-304$ $-8,231$ $\mathbf{0}$ $-8,231$
Net book value
1 January 2022 324 7,311 2,483 55 144 64 875 11,257 26,897 38,154
31 December 2022 440 16,932 3,482 42 78 52 1,440 22,465 47,694 70,159
EUR thousand Trademarks Customer
relationships
Non-compete
agreement
Technology
based
intangibles
Models and
templates
Capitalized
development
expenditure
Other
intangible
assets
Other
intangible
assets total
Goodwill Intangible
assets total
Cost
1 January 2021 414 8,472 2,577 $\Omega$ $\Omega$ $\overline{O}$ 895 12,359 23,311 35,670
Additions $\Omega$ $\Omega$ 0 $\Omega$ $\Omega$ $\overline{0}$ 150 150 0. 150
Business combinations 258 1,559 861 66 200 101 $\mathbf{O}$ 3,045 3,586 6,630
Reclassifications $\Omega$ 0 $\Omega$ $\Omega$ 0 $-10$ $-10$ $-10$
31 December 2021 672 10,031 3,438 66 200 101 1,035 15,543 26,897 42,440
Amortisation and
impairment
1 January 2021 $-69$ $-1,360$ $-406$ $\Omega$ $\Omega$ 0 $-17$ $-1,853$ 0 $-1,853$
Amortisations $-279$ $-1,360$ $-549$ $-11$ $-56$ $-36$ $-143$ $-2,290$ 0 $-2,290$
31 December 2021 $-348$ $-2,720$ $-955$ $-11$ $-56$ $-36$ $-160$ $-4,286$ 0 $-4,286$
Net book value
1 January 2021 345 7,112 2,171 $\Omega$ $\Omega$ 0 878 10,506 23,311 33,817
31 December 2021 324 7,311 2,483 55 144 64 875 11,257 26,897 38,154

Tangible Assets

EUR thousand Machinery & Equipment Other tangible assets Total
Cost
1 January 2022 997 480 1,477
Additions 167 188 355
Business combinations 202 12 214
Disposals $-39$ $\Omega$ $-39$
31 December 2022 1,328 680 2,007
Depreciation and impairment
1 January 2022 $-815$ $-235$ $-1,049$
Depreciations charge for the year $-159$ $-48$ $-207$
31 December 2022 $-974$ $-283$ $-1,256$
Net book value
1 January 2022 182 245 427
31 December 2022 354 397 751
EUR thousand Machinery & Equipment Other tangible assets Total
Cost
1 January 2021 879 396 1,275
Additions 9 83 93
Business combinations 114 $\overline{O}$ 114
Disposals $-5$ $\overline{0}$ $-5$
31 December 2021 997 480 1,477
Depreciation and impairment
1 January 2021 $-631$ $-184$ $-815$
Depreciations charge for the year $-184$ $-51$ $-235$
31 December 2021 $-815$ $-235$ $-1,049$
Net book value
1 January 2021 248 212 461
31 December 2021 182 245 427

Right-of-use Assets

EUR thousand Right-of-use assets, buildings Right-of-use assets, vehicles Total
1 January 2022 4,323 86 4,409
Additions 750 152 902
Disposals $-235$ 0 $-235$
Business combinations 342 92 434
Depreciations for the financial year $-1,815$ $-132$ $-1,947$
31 December 2022 3,365 198 3,564
1 January 2021 6,730 105 6,835
Additions 49 50 100
Disposals $-311$ $-17$ $-329$
Depreciations for the financial year $-2,145$ $-52$ $-2,197$
31 December 2021 4,323 86 4,409

Corporate Acquisitions

Acquisition of Devecto Oy

On 3 January 2022, Gofore acquired 100% of the shares of Devecto Oy in exchange for a 70% cash consideration and 30% in shares. The privately owned company is based in Finland, and it is specialised in the software development and testing of intelligent devices and machinery. The acquired individual assets and liabilities have been recognized to the fair value of the time of the acquisition. As part of the fair value recognition, customer relationships, trademarks and non-competition agreements were recognised as intangible assets from the Devecto Ov acquisition as presented in the table below. The remaining goodwill, EUR 14.1 million, includes for example workforce, future customer relationships and buyer-specific synergy benefits such as cross-selling to Gofore's current customers.

Gofore Group has expensed acquisition-related transaction costs of EUR 551 thousand. Transaction costs are included in other operating expenses in the income statement.

Devecto's net assets have been recognised in fair value of the time of the acquisition, 3 January 2022. The accounting method of the acquisition has been modified after the preliminary purchase price allocation, based on new information on the facts and circumstances of the time of the acquisition. Fair value changes were made for the period in customer relationships, EUR 1.5 million, non-compete agreements, EUR 0.1 million, deferred tax liabilities, EUR 0.3 million, based on comparison to preliminary fair value adjustments at the time of the acquisition.

The discounted additional purchase price was adjusted by EUR 1.1 million related to new information of the time of the acquisition. Due to the fair value changes for the period made on the acquired opening balance, goodwill was decreased by EUR 0.3 million.

The table presents the fair values of the acquired assets and liabilities.

EUR thousand Devecto Oy (2022)
Purchase price
Consideration paid in cash 19,085
Consideration paid in shares 6,315
Total purchase price 25,400
Fair value of assets and liabilities recognised on acquisitions
Assets
Intangible assets
Customer relationships 9,833
Trademarks 197
Non-compete agreements 1,298
Intangible assets 11,329
Tangible assets 64
Right-of-use assets 89
Other assets 2,852
Cash and cash equivalents 1,366
Total assets 15,699
Liabilities
Interest and non-interest bearing liabilities 2,092
Lease liabilities 89
Deferred tax liability 2,266
Total liabilities 4,447
Total identifiable net assets at fair value 11,252
Goodwill arising on acquisition 14,148
Purchase consideration transferred 25,400
Cash flow impact of acquisitions
Consideration paid in cash 19,085
Cash and cash equivalents $-1,366$
Net cash flow on acquisition 17,719
Contingent consideration at the acquisition date
EUR thousand Devecto Oy (2022)
Contingent consideration liability at the acquisition date 4,225

Corporate Acquisitions

Acquisition of eMundo GmbH

On 1 November 2022, Gofore acquired 100% of the shares of eMundo GmbH by paying 70 percent as cash consideration and 30 percent in shares. The privately owned company is based in Germany, and it designs and carries out digitalization projects and develops tailormade software for strategic operations such as cyber security, service processes, public transport and the automotive industry.

A contingent consideration has been agreed on, whereby Gofore pays a maximum of EUR 2.8 million in cash consideration, should the 2022-2024 growth and profitability targets (25% of annual net sales growth and profitability improvement) be met.

The Group has booked EUR 1.022 thousand in transaction costs related to the acquisition. The transaction costs are included in the Other operating expenses of the income statement.

The individual assets and liabilities acquired have been recognised in the preliminary acquisition cost calculation to their fair values of the time of the acquisition. As part of the fair value recognition, customer relationships, trademarks and non-competition agreements, as well as technology-based concepts were recognized as intangible assets from the eMundo Oy acquisition as presented in the table below.

The remaining goodwill, 6.6 million euros, includes for example workforce, future customer relationships and buyer-specific synergy benefits such as cross-selling to Gofore's customers.

eMundo GmbH (Austria) is a fully owned subsidiary of eMundo GmbH (Germany and it was included in the acquisition (the eMundo Group).

EUR thousand eMundo (2022), preliminary
Purchase price
Consideration paid in cash 7,883
Consideration paid in shares 2,400
Total purchase price 10,283
Fair value of assets and liabilities recognised on acquisitions
Assets
Intangible assets
Customer relationships 2,204
Trademarks 360
Non-compete agreements 552
Other intangible assets 396
Intangible assets 3,512
Tangible assets 150
Right-of-use assets 345
Deferred tax assets 59
Financial assets 578
Other assets 1,577
Cash and cash equivalents 785
Total assets 7,007
Liabilities
Interest and non-interest bearing liabilities 2,093
Lease liabilities 345
Deferred tax liability 935
Total liabilities 3,373
Total identifiable net assets at fair value 3,634
Goodwill arising on acquisition 6,649
Purchase consideration transferred 10,283
Cash flow impact of acquisitions
Consideration paid in cash 7,883
Cash and cash equivalents $-785$
Net cash flow on acquisition 7,097
Contingent consideration at the acquisition date
EUR thousand eMundo (2022), preliminary
Contingent consideration liability at the acquisition date 2,219

Financing, related party transactions & commitments

Financing

Gofore Plc had unsecured loans of EUR 18.1 (10.1) million at the end of the review period. Gofore raised a new EUR 11.5 million unsecured loan during the period. The loans are associated with the conventional covenants tied to the equity ratio and interest-bearing net debt. The covenant conditions were met on 31 December 2022.

Gofore Plc has also a binding, unsecured revolving credit facility of EUR 5 million for the short-term general financing needs of the Group, such as corporate acquisitions. The credit facility remained undrawn throughout the review period.

The company has made interest rate cap and swap agreements to hedge its floating rate loans. At the reporting date 69% of floating rate loans were hedged, amounting EUR 12.3 million. The company applies cash flow hedge accounting to those agreements. Efficient share of fair value changes is recognized into OCI and presented in fair value reserves in equity. Interest rate cap agreements are valid until 2 March 2026 and 29 December 2028. The interest swap agreement is valid until 1 November 2027. On 31 December 2022, the fair value of cap agreements were EUR 673 thousand (EUR -1 thousand on 31 December 2021).

Related party transactions

There were no sales, purchases, receivables or payables with related parties during the review period. The remuneration of the Board of Directors, Group CEO and members of the Group executive management team is published in the annual financial statements.

Commitments

Gofore Plc holds an unsecured operative guarantee limit of EUR 1 million of which EUR 477 thousand was in use on 31 December 2022. The company has made a 10-year rental commitment to new business premises at the end of 2020. Estimated time for the new premises is at the end of 2023.

Gofore has given a negative pledge on its financial loans.

Alternative performance measures (APM)

Gofore applies ESMA (European Securities and Markets Authority) guidelines on alternative performance measures effective from 2016.

Gofore uses and presents the following alternative performance measures to better illustrate the operative development of its business:

  • operating profit before amortization of PPA (EBITA), EBITDA, ROI, ROE, equity ratio and net gearing. PPA amortizations arise from assets recognized in fair value in acquired business combinations.

The items included in the EBITA and adjusted EBITA consist of the following:

EUR thousand, unless otherwise specified Q4/2022 Q4/2021 Change, % H 2 /2022 H 2 /2021 Change, % 2022 2021 Change, %
EBITA, Adjusted EBITA and EBITDA
EBIT 5,533 4,402 26% 8,367 6,522 28% 16,637 12,197 36%
Amortisation of intangible assets identified in PPA 969 586 65% 1,898 1,171 62% 3,789 2,254 68%
EBITA 6,503 4,988 30% 10,265 7,694 33% 20,426 14,451 41%
Transaction costs from business combinations 1,022 $\overline{0}$ 1,011 $\overline{0}$ 1,587 195
Restructuring costs $\overline{O}$ 9 $\overline{0}$ 9 COL $\overline{O}$ $-1$
Gains or losses from sales of fixed assets $-4$ $\overline{0}$ $-12$ $\overline{0}$ $-26$ $\overline{0}$
Adjusted EBITA 7,521 4,997 51% 11,265 7,703 46% 21,987 14,646 50%
EBIT 5,533 4,402 26% 8,367 6,522 28% 16,637 12,197 36%
Depreciations 621 610 2% 1,191 1,253 -5% 2,310 2,610 $-12%$
Amortisation of intangible assets identified in PPA 969 586 65% 1,898 1,171 62% 3,789 2,254 68%
EBITDA 7,124 5,598 27% 11,456 8,947 28% 22,736 17,062 33%

Calculation Formulas for Key Figures

Key Figure Definition
EBITDA Operating profit + depreciations and amortization
EBITDA margin, % Operating profit + depreciations and amortization divided by net sales and multiplied by a
hundred
Operating profit before amortization of intangible assets
identified in PPA and impairment of goodwill (EBITA)
Operating profit + amortization of intangible assets identified in purchase price allocation (PPA) +
impairment of goodwill
Operating profit before amortization of intangible assets
identified in PPA and impairment of goodwill (EBITA)
margin, $%$
Operating profit + amortization of intangible assets identified in purchase price allocation (PPA) +
impairment of goodwill divided by net sales and multiplied by a hundred
Operating profit (EBIT) Operating profit divided by net sales
Operating profit (EBIT) margin, % Operating profit divided by net sales and multiplied by a hundred
Earnings per share (EPS), undiluted, euros Profit for the period attributable to shareholders of the company divided by the weighted
average number of shares outstanding during the financial period multiplied by a hundred
Earnings per share (EPS), diluted, euros Profit for the period attributable to shareholders of the company divided by the weighted
average number of shares outstanding during the financial period, adjusted for share issues,
multiplied by a hundred

$\blacksquare$

Calculation Formulas for Key Figures

Key Figure Definition
Effective dividend yield, % Dividend per share divided by the share price at the end of the financial period
P/E value Share price at the end of the financial period divided by earnings per share, undiluted
Return on equity (ROE), % Profit for the period (annualised) divided by average total equity, multiplied by a hundred
Return on investment (ROI), % Profit before taxes (annualised) + financial expenses (annualised) divided by average total equity +
average interest-bearing loans and borrowings, multiplied by a hundred
Equity ratio, % Total equity divided by balance sheet total – advances received, multiplied by a hundred
Net gearing, % Non-current interest-bearing liabilities + Non-current lease liabilities + Current interest-bearing liabilities
+ Current lease liabilities - Cash and cash equivalents - Other rights of ownership under Current and
Non-current investments, divided by total equity and multiplied by a hundred

G

Calculation Formulas for Key Figures

Key Figure Definition
Full-time Equivalent, FTE Overall capacity of the Group's personnel, converted into a value corresponding to the number of full-
time employees. The figure includes the entire personnel, regardless of their role. The figure is not
affected by annual leave, time-off in lieu of overtime, sick leave or other short-term absences. Part-time
agreements and other long-term deviations from normal working hours reduce the amount of overall
capacity in comparison with the total number of employees. The capacity of acquired companies'
personnel has been considered as of the acquisition date.
Subcontracting, FTE Subcontracting, FTE (Full Time Equivalent) figure shows the overall amount of subcontracting used in
invoiced work, converted into a value corresponding to the number of full-time employees.
Subcontracting used by acquired companies has been included as of the acquisition date.
Number of employees, at the end of the period The number of employees at the end of the review period
Attrition rate The number of ended employments divided by the number of staff at the end of the reporting period.
Therefore, attrition rate numbers from time periods of different lengths are not comparable.
Adjusted EBITA Reported EBITA + (+ goodwill impairment +/- costs/gains directly related to acquiring business
combinations + restructuring costs of business structure - gains of sales of fixed assets + losses of
sales of fixed assets)
Adjusted EBITA, % Reported EBITA + (+ goodwill impairment +/- costs/gains directly related to acquiring business
combinations + restructuring costs of business structure - gains of sales of fixed assets + losses of
sales of fixed assets) divided by net sales and multiplied by a hundred
Organic net sales growth Organic growth is defined by comparing the quarterly net sales in the Group income statement with
the net sales of the previous reporting period's corresponding quarter. The growth is calculated with a
comparable Group structure using the Group structure of the time of reporting to calculate pro forma
net sales for the corresponding period. The pro forma net sales include the impact of acquisitions and
divestments and is unaudited.

Pioneering an ethical digital world.

Upcoming financial reporting

  • Gofore's Annual Report 2022 is published on 2 March 2023
  • The full Financial Statements are available in the Gofore headquarters at Kalevantie 2, 33100 Tampere, Finland
  • Q1 Interim Report on 25 April 2023
  • Monthly Business Reviews are always published in the beginning of the next month

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