Q2 2026 Nederman Holding AB Earnings Call Transcript
Key Points
- Nederman Holding AB (FRA:5QR) reported a strong increase in customer activity and order intake across all four divisions, indicating a positive trend.
- The company's investments in innovation and operations are yielding results, enhancing competitiveness and market share.
- Record order intake was achieved in the Extraction and Filtration Technology division, the largest division of the company.
- The service business continues to grow, contributing to recurring revenue and long-term value creation.
- The acquisition of Fuman Dust Control in Australia strengthens the company's presence in a market with significant future potential.
- Profitability was negatively impacted by lower order intake at the start of the year, affecting sales volumes and capacity utilization.
- Sales were down 3.7% on a currency-neutral basis, impacting overall profitability.
- The Monitoring and Control Technology division experienced a significant drop in EBITDA margin from 14.9% to 7.2% year-over-year.
- Transportation delays, particularly to Australia and Asia, are affecting the timing of order fulfillment.
- The company faces ongoing market uncertainty and macroeconomic challenges, delaying customer decisions on larger projects.
Welcome to the Nederman Holding Q2 2026 report presentation. For the first part of the presentation, participants will be in listen-only mode. (Operation Instructions) Now, I will hand the conference over to speakers, CEO, Sven Christensen; and CFO, Matthew Cusick. Please go ahead.
Good morning, everyone, and thank you for joining us today, taking the time, not sitting in the fabulous sunshine in this, at least in this part of Sweden.
The second quarter was encouraging for Nerman and our owners.
We saw a clear increase in customer activity and a strong order intake across all four divisions. This confirms a positive trend we saw at the end of the first quarter. You remember the first part of the first quarter wasn't that great. Market uncertainty persists, but we continue to see customers investing in areas that are important for their operations.
It's also encouraging that the investments we have made in innovation and operations over the recent
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