Q2 2025 Beijer Alma AB Earnings Call Transcript
Key Points
- Beijer Alma AB (LTS:0YG7) reported a 10% increase in order bookings and a 7% increase in revenue, with organic growth contributing 3% to revenue and 5% to bookings.
- The company's adjusted operating profit (EBITA) increased to SEK305 million, achieving an operating margin of 15.1%.
- Beijer Tech experienced organic growth and benefited from the Swemas acquisition, which performed better than expected.
- The company is expanding production capacity in response to higher demand, particularly in Beijer Tech's manufacturing units.
- Beijer Alma AB's acquisition strategy includes entering the Indian market and expanding its global network, which is expected to drive future growth.
- Lesjöfors experienced mixed demand, with weaker markets in the Nordic region and the United States, impacting overall performance.
- The company faced SEK120 million in extraordinary items, including a SEK70 million inventory write-down and SEK50 million related to factory closures and staff layoffs.
- Earnings per share dropped due to reserves for future costs associated with the Alcomex case and Turkish business.
- The company is still struggling with the profitability of its Alcomex acquisition, despite some improvements.
- The closure of a factory in Lesjöfors due to a fire and the relocation of production may lead to additional costs and operational challenges.
Good morning, everybody, to this. I'm actually in the Arctic Blog of Sweden and the sun is shining and it's 25 degrees in there. The first picture you see now is just I mentioned, it's for actually Finn Lamex, one of our companies in Beijer Tech, which manufacturing windows, the front window for buses. And that's one of the businesses that are performing very well. And we're actually, at this moment, expanding the factory because the demand is higher than our capacity.
So now you can see, it's myself and Peter Forslund, CFO, who will run this presentation.
Good morning, everybody.
And if you look at this quarter, I think we are rather satisfied with it, and we have managed to improve the profitability some points. If we go to the two business areas
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