Q3 2025 Kalmar Oyj Earnings Call Transcript

Oct 31, 2025 / 08:00 AM GMT

Release Date Price: €34.19

Transcript

Key Points

Positve

Kalmar Corp (FRA:XK2) achieved a record high comparable operating profit margin of 13.8%, driven by services and improved efficiencies.
Service orders increased by 12%, showing strong performance across the portfolio.
Sales grew by 3% overall, with services sales increasing by 8% from the previous year.
The eco portfolio share of sales increased to 46%, indicating strong interest in sustainable solutions.
Kalmar Corp's financial profile remains strong, with a healthy order book of around €1 billion.

Negative

Orders received declined by 10% to €375 million, with equipment orders decreasing by 20%.
The market environment in the Americas was softer, with tariffs causing further uncertainty and dampening decision-making.
Cash conversion dropped to 75% due to weaker cash flow in Q3, impacted by increased working capital.
The equipment segment's profitability was affected by product mix and tariff impacts.
There was a temporary 4-week delay in forklift deliveries to the US due to new tariffs and related documentation requirements.

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

KALMAR.HE - Kalmar Oyj
Q3 2025 Kalmar Oyj Earnings Call
Oct 31, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Mm.

Good morning and welcome to Kalmar Q3 Results webcast. My name is Camila Maola and I'm from Kalmars Investor Relations.

Today's results will be presented by our President and CEO Sami Iranan and CFO Zakaria Adekivi. The presentation will be followed by a Q&A.

Please pay attention to the disclaimer as we will be making forward-looking statements.

And now over to you, Sammi.

Hm.

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Unidentified_2 [2]
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Thank you Camila and good morning everyone. I'm pleased to be here today to share with you Karlmar's third quarter's

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