Q2 2025 NCAB Group AB (publ) Earnings Call Transcript
Key Points
- NCAB Group AB (FRA:XB1) reported a positive order intake growth of 5% in SEK and 16% in US dollars for the second quarter.
- The company successfully closed the acquisition of B&B Lighter Platform Service in Germany, enhancing its market presence.
- Despite currency headwinds, NCAB Group AB (FRA:XB1) achieved organic growth of 8% in US dollars, excluding acquisitions.
- The company renewed and increased its financing with better terms, extending validity until 2030.
- NCAB Group AB (FRA:XB1) maintained a stable gross margin, slightly improving from Q1, despite the challenging currency environment.
- The weakening US dollar had a significant negative impact on EBITDA, reducing it by approximately SEK17 million.
- Net sales in Europe lagged behind, showing a 7% decrease in SEK and an 18% organic decline.
- The EBITDA margin decreased to 10% from previous levels, impacted by currency fluctuations and product mix.
- The North American market faced challenges due to tariff uncertainties, affecting order intake and market sentiment.
- Working capital increased, partly due to the acquisition of B&B and the impact of US tariffs.
Welcome to the NCAB Q2 presentation for 2025. (Operator Instructions)
Now I will hand the conference over to the CEO, Peter Kruk, CFO, Timothy Benjamin, and Head of Investor Relations, Gunilla Ohman. Please go ahead.
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Thank you very much and welcome everyone.
My name is Peter Kruk, and together with Timothy Benjamin, we will be presenting the second quarter results for NCAB Group.
The starting point, SAB, we are a company focused on supplying printed circuit boards. Printed circuit boards are the foundation that you see to the left in all electronics, which forms the brain in any intelligent product. And what is unique with our products is that every PCP is unique to the product in which it is used. So there are no standard components, but everything is our engineered product will be provided value to our customers both in the design phase as well as through the supply of products.
As a company, we are
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