Sdiptech AB (CHIX:SDIPBs)

Q2 2025 Sdiptech AB (publ) Earnings Call Transcript

Jul 18, 2025 / 12:00 PM GMT

Release Date Price: kr198 (-12.62%)

Transcript

Key Points

Positve

Sdiptech AB (FRA:938) has a strong geographical footprint in the Nordics, UK, and Italy, which supports its infrastructure-focused business model.
The company has grown its profit by an average of 32% per year since 2017, indicating a strong historical performance.
Sdiptech AB (FRA:938) is implementing strategic actions to restore organic growth and improve return on capital employed, showing proactive management.
The company has a solid demand from its core portfolio, with many orders postponed to the second half of the year, suggesting potential future revenue.
Sdiptech AB (FRA:938) has a strong acquisition pipeline and expects to welcome new companies in the second half of the year, which could drive future growth.

Negative

Net sales decreased by 4% in the second quarter, with a 10% decrease in adjusted EBITDA, indicating a challenging financial performance.
The company experienced a low cash flow generation of 45%, affected by inventory buildup and postponed orders.
Sdiptech AB (FRA:938) is facing uncertainties in the market, leading to postponed customer orders and sales.
The company is undergoing a strategic shift, which includes divesting companies that do not meet its criteria, potentially leading to a one-off goodwill revaluation of 400 to 500 million.
There is a decrease in return on capital employed due to lower results and additional capital employed through acquisitions.

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

SDIPpref.ST - Sdiptech AB (publ)
Q2 2025 Sdiptech AB (publ) Earnings Call
Jul 18, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to SDIP Tech Q2 2025 report presentation. For the first part of the presentation, participants will be in listen-only mode. During the questions and answers, session participants are able to ask questions by dialing key 5 on their telephone keypad. Now, I will hand the conference over to CEO Anders Matson and CFO Benkt Legstrom. Please go ahead.

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Unidentified_2 [2]
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Hello everybody and welcome to TPTech's presentation for the 2nd quarter. My name is Anders Watson and I am since 1st of June, the CEO of Stiptech.

And today, I also have

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