Q4 2025 Beijer Alma AB Earnings Call Transcript

Feb 6, 2026 / 09:00 AM GMT

Release Date Price: kr285.75

Transcript

Key Points

Positve

Beijer Alma AB (FRA:6O4) achieved a 15% EBITA margin growth in 2025, aligning with their annual growth target.
The company reported a strong performance in Asia, with new customer acquisitions and positive market trends.
Beijer Alma AB (FRA:6O4) completed two acquisitions in the quarter, expanding their presence in Finland and Sweden.
The aftermarket business for car springs, accounting for 20% of turnover, has returned to pre-pandemic levels.
The company has secured new financing with Nordic banks, providing flexibility for future growth and acquisitions.

Negative

Currency fluctuations, particularly the weak dollar, negatively impacted financial results and are expected to continue affecting performance.
The U.S. market remains slow, with a decline in medical business and halted export of door springs affecting volumes.
Capital efficiency is below target, currently at 46% against a goal of 50%, indicating room for improvement.
The company faces challenges in manufacturing enough springs, leading to low stock levels.
There is ongoing volatility in the Alcom X business, with profitability not yet at desired levels.

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

BEIAb.ST - Beijer Alma AB
Q4 2025 Beijer Alma AB Earnings Call
Feb 06, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the Bayer Alma Q4 2025 report presentation. During the questions and answer session, participants are able to ask questions by dialing 5 on their telephone keypad. Now I will hand the conference over to the speakers, Acting President and CEO Johnny Alverson and CFO Peter Forsland. Please go ahead.

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Unidentified_2 [2]
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Hello. Welcome, everybody. My voice is a little bit different today.

It's not because it's dark time, it's because I have got a cold.

And for those who don't know me, I can tell you I have followed this company since the

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