Q2 2026 Alleima AB Earnings Call Transcript

Jul 17, 2026 / 11:00 AM GMT

Release Date Price: kr96.33

Transcript

Key Points

Positve

Alleima AB (SAMHF) reported a strong quarter with organic growth in both order intake and revenues, marking a positive shift from previous quarters.
The company received its largest order in history, valued at almost 1 billion SEK, primarily for umbilicals, indicating strong demand in key segments.
The medical and industrial heating segments showed significant growth, contributing to an increase in the sustainable product portfolio.
Alleima AB (SAMHF) paid a dividend of $625 million, a 9% increase compared to 2025, reflecting strong financial health.
The company is progressing well with targeted cost-saving measures, achieving savings in line with expectations.

Negative

Market uncertainty persists, particularly due to instability in the Middle East, affecting the OCTG business and creating overall uncertainty.
The short-cycle business within the tube segment remains weak, particularly in Europe, impacting overall performance.
CO2 emissions increased due to a lower share of biogas and higher use of natural gas, indicating environmental challenges.
The Strip division faced production disruptions and a decline in order intake, impacting its contribution to group margins.
The company anticipates ramp-up costs related to new facilities, which may impact short-term earnings.

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

ALLEI.ST - Alleima AB
Q2 2026 Alleima AB Earnings Call
Jul 17, 2026 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello, everyone. Welcome to Alema's presentation of the second-quarter results 2026. My name is Frieda Audiam, and I'm Head of Illustrious Relations.

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

Joram and Joram will take you through the 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 your questions through the webcast interface.

The presentation materials are available to download at alema.com.

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

And with that, I hand

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