Sdiptech AB (FRA:938)

Q3 2025 Sdiptech AB (publ) Earnings Call Transcript

Oct 24, 2025 / 12:00 PM GMT

Release Date Price: €17.33 (+4.97%)

Transcript

Key Points

Positve

Sdiptech AB (FRA:938) reported a strong adjusted EBITDA margin increase from 19.4% to 21.3% following strategic divestments.
The company achieved a 9% increase in net sales, with 4.5% attributed to organic growth.
Strong cash flow generation was reported, with a cash conversion rate of 94%, resulting in 255 million SEK in cash.
The company maintained a stable profit growth with a 9% increase in adjusted EBITDA, supported by both organic growth and acquisitions.
Sdiptech AB (FRA:938) has a solid acquisition pipeline and is actively pursuing opportunities, particularly in Germany, which is expected to contribute to future growth.

Negative

The company recorded a significant write-down of 500 million SEK in goodwill and other intangible assets due to divestments.
There was a notable impact on profit after tax due to currency losses amounting to 14 million SEK in the quarter.
Financial leverage increased due to the payout of earn-out debts, affecting the financial net debt.
The water and bioeconomy segment experienced margin pressure due to cost increases, particularly in workforce expenses.
The company faces uncertainty in market conditions, with some orders postponed from H1 to H2, affecting sales realization.

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

SDIPpref.ST - Sdiptech AB (publ)
Q3 2025 Sdiptech AB (publ) Earnings Call
Oct 24, 2025 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hi, everybody and welcome to our Q3 presentation and Q&A. I am Anders Matson, CEO CEO of SipTech, and I will be presenting the result together with CEO Benley from here today.

I will start with the highlight of the quarter before we go into the more general content with the financial result.

So in the quarter, we have implemented streamline our portfolio and Ditech will become a more coherent and better aligned group going forward.

Until today, we have consisted of 41 companies in our 4 business areas. We have historically been growing our adjusted EBITDA at a good level, but we have at the same time, been quite volatile.

Our portfolio has partially been based on installation companies with

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