Q1 2027 Addtech AB Earnings Call Transcript
Key Points
- Addtech AB (ADDHY) reported a 6% increase in total net sales during the quarter, with an 11% rise in EBIT and an improved margin of 16.6%.
- The company strengthened its cash flow and completed two acquisitions, enhancing its strategic niches.
- The Electrification segment experienced a strong quarter with a 27% increase in net sales, driven by solid business momentum across various segments.
- The Safety segment showed positive development with a 10% increase in sales, supported by improved product mix and cost measures.
- Addtech AB (ADDHY) maintained a strong financial position with satisfactory cash conversion and a stable inventory level relative to sales and order backlog.
- The Special Vehicles segment faced a weaker market situation due to geopolitical uncertainty and higher oil prices, resulting in a 3% decrease in net sales.
- The Industry segment experienced a decline in margins due to ongoing challenges in the sawmill market.
- Project postponements and hesitations in investment decisions persisted, particularly affecting high energy-consuming industries.
- The Process business area had a challenging start with only a 2% increase in sales, driven entirely by acquisitions, while earnings and margins were down.
- Geopolitical uncertainties continue to create a hesitant approach to investments among customers in several segments.
Welcome to the Addtech Q1 2026 report presentation. (Operator Instructions)
Now I will hand the conference over to CEO, Niklas Stenberg; and CFO, Malin Enarson. Please go ahead.
Thank you, operator, and most welcome to everyone, to Addtech's first quarter report presentation. Today's setup is that we will use approximately 15 minutes to summarize and give our comments on the results and then open for questions.
As usual, just a brief summary for any newcomers, a quick run-through of the key fundamentals of Addtech. We are a group of 150-plus independent and strictly decentralized companies, operating in 20 countries with a clear business-to-business offering. We operate in six business areas, all with the clear strategies and the value proposition centered around niche products and solutions, primarily to manufacturing and infrastructure sectors.
We have our successful dual growth engine approach, focus to develop and grow the business organically together
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