Question · Q4 2025
Tomo Osano asked if the target of 30%+ EBITDA margins by 2028 remains intact, given the 2026 guidance of 25%-26%, implying a need for approximately 200 basis points of margin expansion in 2027 and 2028. He followed up by asking about key KPIs and short-to-mid-term goals for Mirion's AI and digital strategies, following recent executive appointments.
Answer
Thomas Logan, CEO and Chairman, affirmed the 30%+ EBITDA margin target by 2028, citing growth, continued self-help through procurement and efficiency, and the profound impact of AI on both customer-facing applications and internal productivity. He mentioned the launch of 17 internal AI applications in 2025 and the hiring of a Chief AI and Digital Officer. Logan stated that specific AI metrics are still under development but emphasized significant effort and building momentum, seeing great promise in leveraging Mirion's sensor presence in nuclear power plants and across all verticals.
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