Dometic Group AB (FRA:D00)
€ 2.324 +0.012 (+0.52%) Market Cap: 736.81 Mil Enterprise Value: 1.81 Bil PE Ratio: 21.36 PB Ratio: 0.40 GF Score: 71/100

Q4 2025 Dometic Group AB (publ) Earnings Call Transcript

Jan 28, 2026 / 09:00AM GMT
Release Date Price: €3.89 (-13.84%)

Key Points

Positve
  • Dometic Group AB (DTCGF) reported a positive trend in gross profit improvement despite challenges, indicating effective cost management.
  • The company saw a strong recovery in the Mobile Cooling segment, particularly in North America during Q4.
  • Dometic Group AB (DTCGF) is optimistic about growth in 2026, with expectations of low to mid-single-digit growth.
  • The global restructuring program is progressing well, with SEK350 million in savings achieved by the end of December.
  • The company is focusing on innovation, with an improvement in the innovation index to 23%, which is expected to drive future growth.
Negative
  • Dometic Group AB (DTCGF) experienced a 3% negative organic growth for the quarter, with Service & Aftermarket down 3%.
  • The EBITA margin decreased to 6% from 7.3% last year, impacted by currency fluctuations and increased labor costs.
  • Free cash flow was lower at SEK20 million, influenced by currency effects and increased inventories.
  • The leverage ratio increased to 3.3 times from 3.1 times the previous year, indicating higher debt levels.
  • The Marine segment faced a 3% decline in organic growth, with profitability impacted by currency effects.
Operator

Your line is muted. Welcome to Dometic Q4 report 2025. Today I am pleased to present CEO, Juan Vargas; Chief Financial Officer Stefan Fristedt , and Head of Investor Relations Tobias Norrby. (Operator Instructions). Now I will hand the conference over to the speakers. Please go ahead. Your line is muted.

Juan Vargues;publ;President
Dometic Group AB;Chief Executive Officer

()- -

Yeah. Hello.

Stefan Fristedt;publ;Chief Financial Officer
Dometic Group AB

()-

Hello?

Juan Vargues;publ;President
Dometic Group AB;Chief Executive Officer

()- -

You can show up.

Stefan Fristedt;publ;Chief Financial Officer
Dometic Group AB

()-

Yes.

Juan Vargues;publ;President
Dometic Group AB;Chief Executive Officer

()- -

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