Half Year 2025 Konecranes Abp Earnings Call Transcript

Jul 24, 2025 / 11:00AM GMT

Release Date Price: €23.37 (+3.39%)

Transcript

Key Points

Positve

Konecranes Oyj (KNCRY) reported a record-high EBITA margin of 14.3% for the second quarter, indicating strong profitability.
The company's order intake increased by 17% year-on-year in comparable currencies, driven by significant growth in Port Solutions.
Sales for the second quarter amounted to EUR 1.05 billion, marking a 5% increase year-on-year in comparable currencies.
The Port Solutions segment achieved its highest quarterly EBITA margin ever at 12.6%, showcasing excellent performance.
Konecranes Oyj (KNCRY) has a strong balance sheet, providing financial flexibility for future growth opportunities.

Negative

Order intake for Industrial Service decreased, reflecting cautious behavior from industrial customers, particularly in North America.
The Industrial Equipment segment experienced a decline in EBITA margin to 6.3%, driven by lower volumes and execution challenges.
The company's order book for the second half of the year is more than EUR 100 million less than the same time last year, indicating potential sales decline.
Geopolitical tensions and tariff-related uncertainties continue to impact the operating environment, particularly in North America.
Currency fluctuations, particularly a stronger euro, negatively impacted profits, creating a significant variation in year-on-year comparisons.

Linda Hakkila

Konecranes Abp - Vice President, Investor Relations

Hello, all, and welcome to follow Konecranes' Q2 2025 results webcast. My name is Linda Hakkila, and I am the new VP Investor Relations here at Konecranes. With me today as our main speakers, we have our new President and CEO, Marko Tulokas; and our CFO, Teo Ottola. Before we proceed with the presentation, I would like to remind you about the disclaimer, as we might be making forward-looking statements.

Here, you can see our presenters and agenda for today. First, our CEO will give us an update on the market and group performance. After that, our CFO will guide us through the business area performance and balance sheet topics. After that, we are happy to start the Q&A session and answer your questions.

But now, without any further comments, I would like to hand over to our CEO.

Marko Tulokas

Konecranes Abp - President, Chief Executive Officer

Thank you, Linda. A warm welcome also on my behalf. It is my great pleasure to deliver the first quarter of the report as CEO. I

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