Q3 2025 Alleima AB Earnings Call Transcript

Oct 22, 2025 / 11:00 AM GMT

Release Date Price: kr74.3

Transcript

Key Points

Positve

Alleima AB (SAMHF) maintains a solid backlog in key segments such as oil and gas, nuclear, and medical, providing good visibility for near-term deliveries.
The company is implementing targeted measures to strengthen operational efficiency and long-term competitiveness, expecting annual savings of approximately EUR 200 million.
Alleima AB (SAMHF) has a strong financial position, enabling continued execution of strategic growth initiatives.
The company was awarded the Ecovadis Gold Medal for sustainability performance, placing it among the top 5% of over 150,000 rated companies globally.
Alleima AB (SAMHF) is seeing positive developments in the medical market, driven by strong momentum across its product portfolio.

Negative

The geopolitical situation remains turbulent, with continued market uncertainties affecting customer investment decisions, particularly in Europe and the Americas.
Adjusted EBIT margin declined to 4.7%, below last year’s performance, impacted by weak European markets, prolonged maintenance stops, and FX headwinds.
The short cycle business backlog is weaker, especially in Europe and the Americas, impacting revenue negatively.
The company faces challenges in the industrial heating segment, with demand remaining low despite some recent improvements.
Currency effects, particularly the strengthened SEK against the US dollar, continue to pose a headwind, impacting margins negatively.

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

ALLEI.ST - Alleima AB
Q3 2025 Alleima AB Earnings Call
Oct 22, 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 AAA's interim report for the 3rd quarter of 2025. My name is Andreas Eriksson, investor relations officer.

I'm joined today by Jon Bergmann, President and CEO, and Ian Eriksson, CFO.

Jon and will walk you through the operational and financial highlights of the quarter, and following the presentation, we will open up for a Q&A session.

You're welcome to ask questions via the conference call or submit them through the webcast interface. And the presentation materials are available for download at lema.com.

As always, safety is a top priority for us, and I trust that you are familiar with the safety procedures at your current location.

And with that, I'll

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