Alleima AB (CHIX:ALLEIs)

kr 77.1 (0%) Market Cap: 18.04 Bil Enterprise Value: 18.05 Bil PE Ratio: 15.99 PB Ratio: 1.10 GF Score: 61/100

Q2 2025 Alleima AB Earnings Call Transcript

Jul 18, 2025 / 11:00 AM GMT

Release Date Price: kr77.1

Transcript

Key Points

Positve

Alleima AB (SAMHF) maintained a solid backlog in key segments such as oil and gas, nuclear, and medical, providing good visibility for near-term deliveries.
The company successfully passed on tariff costs to customers, minimizing direct financial impacts.
Alleima AB (SAMHF) reported a record low accident frequency, highlighting improvements in safety measures.
The company achieved a high recycling rate of over 80%, reflecting strong sustainability practices.
Alleima AB (SAMHF) continues to invest in growth projects, including a pilot-scale electric processed gas heater in Abu Dhabi, showcasing innovation in sustainable technology.

Negative

Alleima AB (SAMHF) experienced a 4% decline in quarterly revenues, primarily due to weaker demand in Europe and North America.
The company faced a negative organic growth of 2% in order intake, driven by declines in the chemical, petrochemical, and industrial segments.
Currency fluctuations, particularly the stronger Swedish krona, negatively impacted earnings by 150 million.
The industrial heating segment remained soft, with continued hesitance from customers in placing orders.
The company anticipates higher than normal under-absorption effects in Q3 due to extended maintenance stoppages, potentially impacting margins.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ALLEI.ST - Alleima AB
Q2 2025 Alleima AB Earnings Call
Jul 18, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hi everyone, and welcome to the presentation of the 2nd quarter 2025 interim report for AEA.

My name is Emily Am and I'm head of best relations. I'm joined by Johan Jorgmann, President and CEO and Uson, CFO. So as usual, Jon and Udof will take you through the results, and then we will have a Q&A session. You can ask questions either in the chat, in the webcast, or on the conference call.

And as always, safety, is our top priority, and, we trust that you know the safety routines of where you are located.

So with that, I would like to hand over to you, Yam.

--------------------------------------------------------------------------------
Unidentified_2 [2]
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