Q1 2026 Beijer Alma AB Earnings Call Transcript
Key Points
- Beijer Alma AB (FRA:6O4) reported a 50% increase in EBITDA for the first quarter, indicating strong profitability improvements.
- The company experienced improved market demand in the United States and the Nordic region, contributing positively to their performance.
- Beijer Tech, a division of Beijer Alma AB, showed strong performance with niche companies receiving significant orders, driving organic growth.
- The company has a solid financial position with headroom for future acquisitions, indicating potential for growth.
- Earnings per share (EPS) showed solid growth from SEK 2.60 to SEK 3.40, supported by improved financing conditions and lower interest rates.
- Beijer Alma AB (FRA:6O4) did not complete any acquisitions in the first quarter, which could impact growth expectations.
- The aftermarket business experienced a slight decline in turnover compared to the same period last year.
- There was a SEK 50 million drop in top-line revenue due to phasing out non-profitable deals in the bare components segment.
- The industrial demand remains cautious, particularly affecting the industrial products segment.
- The company faces potential challenges with material price increases, which could impact profitability if not managed effectively.
Welcome to the Beijer Alma Q1 2026 report presentation. (Operator Instructions).
Now I will hand the conference over to the speakers. Chief Executive Officer: Johnny Alvarsson and Chief Financial Officer: Peter Forslund, please go ahead.
Thank you. Hello, everybody.
Good morning, everybody.
We will start. I will start now talking about the general market demand as we have seen it during the first quarter of 2026. And if we start in United States, where we have four companies working, we can see an improvement in the market compared to last quarter in 2025, the general market has improved. And that goes more or less all over our customers for the US. And as then if we move to Europe, excluding the Nordic,
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