Q2 2026 Trelleborg AB Earnings Call Transcript
Key Points
- Trelleborg AB (LTS:0NL3) reported a record high quarterly sales of over SEK9 billion, marking a 7% increase compared to the previous year.
- The company achieved an 8% organic sales growth, with additional growth from M&A activities.
- EBITDA reached SEK1,761 million, corresponding to a margin of 19.2%, both the highest for a single quarter in the company's history.
- Strong performance in Sealing Solutions with significant sales growth and improved EBITDA, particularly in Europe and Asia.
- Trelleborg AB (LTS:0NL3) continues to make progress in sustainability, reducing CO2 emissions by 19% year-on-year and achieving nearly 100% renewable electricity usage.
- Negative currency effects impacted EBITDA, reducing it by SEK24 million.
- The company anticipates a decrease in organic growth in Q3 due to tougher comparative figures from the previous year.
- Medical Solutions experienced only stable organic growth of 2%, with some mixed sales development across regions.
- The Industrial Solutions segment faced a slightly negative sales mix, affecting the expected drop-through from organic growth.
- Despite strong sales, the company faces challenges with geopolitical uncertainties and potential raw material price increases.
So welcome all of you to this Q2 presentation of Trelleborg in 2026. I'm Peter Nilsson speaking, CEO of Trelleborg, and joined here on the call is Fredrik Nilsson, our Group CFO; and also supporting us on the call is Christofer Sjögren, our Head of Investor Relations.
As usual, when we present our quarterly results, we're going to use a slide deck, which has been on our web page for some time or for a few hours. So that is what I'm going to refer to throughout the call. And using that, turning then to page number 2.
Agenda, page number 2, please. So page number 2, agenda. We'll talk about the highlights, and then commenting on the business areas and commenting on the financials, Fredrik going to guide us through the financial part of the slide deck and then finishing off with a summary and some comments on the outlook for the running quarter and then finishing off with the Q&A as usual.
So then turning to page number 3. Heading for our report this time, strong growth, a record high margin coming sales in the quarter.
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