Q3 2025 Beijer Alma AB Earnings Call Transcript
Key Points
- Beijer Alma AB (LTS:0YG7) reported its best quarterly results in years, indicating strong performance.
- The company experienced healthy organic growth, particularly in its Baytech division, with expanded production capacity leading to improved delivery times.
- Shasta Springs showed dramatic expansion, with Germany and the UK being the strongest markets.
- The order book increased by 7% to 1.7 billion Swedish crowns, and net revenue grew by 12% organically.
- The adjusted EBITDA margin improved to 15.8%, with potential for further growth in upcoming quarters.
- The US market showed a decline due to reduced demand from large customers and a slowdown in the Dexcom project.
- Some large customers in Sweden, like ABB and Volvo trucks, have reduced their orders.
- The company is still addressing issues in its Alcomex division, which is undergoing restructuring to improve profitability.
- Order intake was slightly weaker compared to the rest of the report, raising concerns about future demand.
- The company faces mixed demand across different regions and segments, contributing to market volatility.
Thank you. My name is John Alvarsson, and we also have Peter Fosland here. Good morning, everybody, and, it is my 3rd and, last quarterly report in Bay Alma.
So next Monday, the permanent CEO, Oscar Friel, will join us, and he will take care of this company for the future.
I'm glad to say this is the best report during these 3 quarters and probably since many years ago also, I think.
In spite of that, we have not.
Really pushed everything to be maximum it's a very normalized.
The result we see of this quarter.
And we had a healthy growth in the par, an organic growth that was very nice.
Reasons are among other things we have, for instance, expanded it's 4 factories within Baytech that we have expanded and Two of those, well actually 3 of those have during this period started to deliver from from the expanded production.
Area and that is also course meant that we can actually work down the back load.
We have from those factories that
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