Q4 2025 Valmet Oyj Earnings Call Transcript
Key Points
- Valmet Oyj (VLMTY) achieved a record high EBITA margin of 13.3% in Q4, driven by early operational model changes.
- The company maintained strong cash flow at $581 million and a solid order backlog of EUR 4.3 billion.
- Valmet Oyj (VLMTY) secured its largest ever energy order for a biomass power plant in Berlin, enhancing its long-term service opportunities.
- The acquisition of Severn Group is expected to strengthen Valmet Oyj (VLMTY)'s flow control business and expand its market presence.
- Process Performance Solutions delivered a record year with a margin of 21.9%, showcasing strong execution and resilience.
- The market environment for biomaterial services remained soft, impacting service orders and net sales.
- Pulp and paper automation markets were slower than expected, with some projects postponed.
- The company's net sales in Q4 were EUR 51 million lower than the previous year, mainly due to currency impacts.
- Valmet Oyj (VLMTY) anticipates that margins in Process Performance Solutions may not remain at record levels due to planned investments in growth.
- The guidance for 2026 does not include the financial impact of the Severn acquisition, creating uncertainty in projections.
Good morning everyone and welcome to ValLMET's 4th quarter webcast. My name is Peka Rohannen. I am the Vice President of investor relations at ValMET, and with me today are ValMES President and CEO Thomas Hindnerskov and our CFO Kathry Hokkaren.
Today we will walk you through VAMED's fourth quarter and also highlighting some of the full year highlights, the most notable one being the full year margin, increasing to a new record of 11.9% as our strategy, delivered its first results during the second half.
The agenda for today is straightforward. First, Thomas will present the Q4 full year highlights, including the acquisition of Severn.
Next, Qatri will walk us through the financial development in detail. And then Thomas will return to discuss the dividend proposal, the guidance for 2026, and the short-term market outlook for the next 6 months. And after the presentations, we will open the lines for your questions. So thank you for joining us today and your interest in Valmet.
And with that, let's get
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