Q4 2025 AddLife AB Earnings Call Transcript
Key Points
- AddLife AB (FRA:1AD1) reported strong profit and cash flow, with EBITA margins improving in both LabTech and MedTech segments.
- The company achieved a net debt to EBITA ratio of 2.2, surpassing their target of remaining at 3 or below.
- AddLife AB (FRA:1AD1) saw healthy customer demand and a 2% increase in currency-adjusted sales.
- The company is focusing on margin improvement initiatives, including pruning less profitable products and adding high-margin products.
- AddLife AB (FRA:1AD1) has a strong European footprint, providing access to a large market and more acquisition opportunities.
- Currency effects negatively impacted sales growth, with a reported minus 5% on revenue and minus 7% on EBITA.
- The UK market has been challenging, with capital sales being weak for some time, although there are signs of improvement.
- There was a slight decline in currency-adjusted revenues for the LabTech segment, with a 3% drop noted.
- The company faced hesitation in the academic market and caution in the pharma industry segment.
- Elective surgery in Europe remained flat, with patient lists not shrinking and strikes in the UK and Spain affecting surgical procedures.
Good morning everyone and welcome to the AddLife First quarter presentation. This morning we will take you through the highlights of the quarter and then of course open up for a Q&A session. After that Q&A, we do encourage you to stay on because we have recorded a wonderful video of one of our companies, this time Violin, a manufacturer of advanced research instruments.
So, now let's go. I'm very pleased to note that the AddLife companies were able to wrap up 2025 in a good way. We saw continued profit improvement. We saw strong profit and strong cash flow. On the EBITA margin account. We saw that lab tech were able to protect. The very high level at 14.1% EBITA margin, same as we had in the strong fourth quarter of last year, and on the MedTech side it improved to 12% compared to 11.6% in the corresponding quarter of last year.
Overall we saw healthy customer demand in our markets, but of course, currency effects impacted our sales growth, but the currency adjusted sales increased by 2% in the quarter.
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