Q3 2025 Electrolux Professional AB (publ) Earnings Call Transcript
Key Points
- Electrolux Professional AB (FRA:4KK1) delivered organic growth and improved EBITDA despite challenging market conditions.
- The company reported solid cash flow and continued investments in product innovation and digitalization.
- A significant cost reduction program is underway, expected to save approximately 85 million next year.
- Positive order intake trends in Europe, with both laundry and food segments performing well.
- The company won a product innovation award in the US, highlighting successful integration of acquired technology.
- Market conditions remain unstable, particularly in the US, with uncertainty following tariff announcements.
- Currency fluctuations negatively impacted financial results, with a 0.5% point impact on margins.
- The laundry segment is heavily impacted by tariffs and currency issues, leading to flat organic sales.
- The beverage business in the US declined due to postponed chain rollouts, affecting overall performance.
- High R&D spending is expected to continue into the next year, impacting short-term profitability.
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Good morning and welcome to Electrolux Professional Group, the result presentation of the Third quarter of this year. My name is Jacob Broberg. I'm heading up Investors Relations with me, as always Fabio Zarpellon, the CFO, and Alberto Zanata, CEO, and as always, also Alberto starts. Please go ahead.
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Thank you, Jacob morning to everybody.
I would describe the third quarter of 2025 as a good quarter considering the contest. The contest is a contest where.
The market conditions are still not stabilized. There is still the uncertainty in particular in the United States and in particular after the tariff announcement in July, the market in the United States has full of uncertainty and the decision in particular if we talk about the chains roll out a big project has been put on hold or postponed.
It is an
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