Balco Group AB (FRA:B9C)
€ 1.265 -0.030 (-2.32%) Market Cap: 30.07 Mil Enterprise Value: 71.55 Mil PE Ratio: 0 PB Ratio: 0.45 GF Score: 58/100

Q4 2025 Balco Group AB Earnings Call Transcript

Feb 6, 2026 / 01:00 PM GMT
Release Date Price: €1.49 (-2.61%)

Key Points

Positve
  • Balco Group AB (FRA:B9C) achieved a record high order intake of 521 million SEK in Q4 2025, marking a 45% increase from the previous year.
  • The company signed its largest order ever, valued at approximately 200 million SEK, for sliding doors and balconies for three new cruise ships.
  • Operating cash flow was strong, amounting to 125 million SEK, up from 58 million SEK in the previous year.
  • The sustainability efforts of Balco Group AB (FRA:B9C) showed positive results, with an improved Sustainalytics risk rating and a decrease in total carbon dioxide emissions by 10%.
  • The Swedish renovation market showed increased activity, with a 32% rise in order intake for the Swedish balcony company in 2025 compared to 2024.
Negative
  • Net sales decreased by 4% to 371 million SEK, with an adjusted operating result down to 9 million SEK from 18 million SEK the previous year.
  • The profitability in the quarter was not satisfactory, with structural measures taken in 2025 yet to fully reflect in improved results.
  • The Danish market remains challenging, with long lead times from decision to project start, affecting order execution.
  • The Finnish market is recovering at a slower pace than Sweden, impacting both renovation and new construction segments.
  • The equity to assets ratio decreased to 43% from 49% last year, indicating a weaker financial position.


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

BALCO.ST - Balco Group AB
Q4 2025 Balco Group AB Earnings Call
Feb 06, 2026 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to today's presentation with Balu Group, who is going to present the report for the 4th quarter of 2025. With us to present here today is CEO Camilla Eyol and interim CFO Colin Benson. After the presentation, there will be a Q&A. So if you're calling in and want to ask a question, please press 9 to raise your hand and then 6 to unmute yourself when handed a word. You can also send in questions via the form to the right.

And with that said, I hand over the word to you, Camilla.

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Unidentified_2 [2]
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Hi and welcome to the BALCO Group Q4
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