Q2 2025 Loomis AB Earnings Call Transcript
Key Points
- Loomis AB (FRA:K900) achieved a solid second quarter performance with revenues reaching SEK7.4 billion and organic growth of 3.8%.
- The company reported an improved operating margin of 12.7%, up from 11.6% last year, marking the highest second quarter margin to date.
- Strong cash flow supported both business investments and shareholder returns, with a net debt to EBITDA ratio improving year-over-year.
- The European and Latin America segment delivered solid performance with revenues of SEK3.6 billion, despite a significant negative currency impact.
- The acquisition of Kipfer-Logistik is expected to significantly accelerate the growth of Loomis Pharma, enhancing their service offerings and market position.
- The stronger SEK had a notable negative impact across all segments, affecting overall growth.
- Quarterly cash flow was affected by timing and working capital movements, leading to weaker cash flow in Q2.
- The company faces challenges with ATM losses in Sweden and France, which could impact organic growth and operating margins in the remaining of 2025.
- Currency headwinds significantly impacted earnings, although earnings per share still rose to above SEK7 per share.
- The cross-border valuables transportation and storage solutions saw a flattening impact from tariffs in the later part of the second quarter, reducing expected growth benefits.
Ladies and gentlemen, welcome to the Loomis second-quarter 2025 report conference call. I'm -- the Chorus Call operator. (Operator Instructions) and the conferences being recorded. (Operator Instructions) The conference must not be recorded for publication or broadcast.
At this time it's my pleasure to hand over to Aritz Larrea, President and CEO. Please go ahead.
Thank you very much. Good morning, everyone, and welcome to the second quarter presentation for Loomis. My name is Aritz Larrea, and I'm the CEO of Loomis, and with me here today I have our CFO, Johan Wilsby; and Jenny Boström, our Head of Sustainability and Investor Relations.
I'll start by providing a quick summary of our second quarter performance before taking questions. Let's start the presentation by turning to slide number 2.
We delivered a solid performance in the second quarter with revenues reaching SEK7.4 billion and organic growth of 3.8%. Acquisitions supported growth while the stronger SEK had a
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