Q1 2026 Alleima AB Earnings Call Transcript

Apr 27, 2026 / 11:00 AM GMT

Release Date Price: kr82.5

Transcript

Key Points

Positve

Key segments such as medical and industrial heating contributed favorably, supported by strong organic order intake.
Positive impact from earlier announced efficiency measures began to materialize.
Opened two new facilities for industrial heating, expanding production capacity and market reach.
Sustainability performance remained solid with high recycled steel usage and a record high sustainability product portfolio.
Strong performance in the umbilicals segment with increased production pace and a solid backlog in nuclear and aerospace.

Negative

Market uncertainty continued due to geopolitical instability, affecting customer investment willingness.
Order intake and revenues declined organically by 12% and 5% respectively, impacted by short-cycle business and OCTG.
Adjusted EBIT margin decreased to 8.4% from 10.5% last year, diluted by FX effects.
Negative cash flow of $65 million due to lower EBITDA and increased working capital.
Weak demand in Europe and subdued conditions in North America, with Asia showing only moderate resilience.

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

ALLEI.ST - Alleima AB
Q1 2026 Alleima AB Earnings Call
Apr 27, 2026 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to Leima's presentation of the first quarter results 2026. My name is Frieda Adrian and I am Head of Investor Relations.

I'm joined by our President and CEO, Joram Bjorkman and our CFO, Johan Ericsson.

Johan and Johan will take you through the highlights of the quarter and following the presentation, we will open up for Q&A session.

You are welcome to ask questions via the conference call or submit your questions through the webcast interface.

All the presentation materials are available for download at elema.com.

And 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, over to you,

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