Q2 2025 Ratos AB Earnings Call Transcript
Key Points
- Ratos AB (FRA:RAZB) reported an increase in EBITA margins by 3.5%, indicating improved profitability.
- The company achieved organic growth despite operating in a subdued and uncertain market.
- Ratos AB (FRA:RAZB) maintains a strong financial position with a 40% stake in Sentia valued at approximately SEK2.5 billion.
- Plantasjen showed improved profitability and stability following financial restructuring.
- The company has a robust order backlog, particularly in the Construction & Services segment, indicating future revenue potential.
- Sales were down due to the closure of unprofitable stores in Plantasjen and Expin Group, impacting overall revenue.
- Industrial Services experienced a decline in sales due to negative calendar effects and a slow biotech market.
- The Consumer segment, particularly Plantasjen, faced challenges due to adverse weather conditions affecting sales.
- The company's exposure to currency fluctuations, particularly with the Norwegian krone, negatively impacted financial results.
- The divestment of airteam and listing of Sentia led to a higher reported leverage ratio, indicating increased financial risk.
Good morning, and welcome to Ratos, and welcome to the presentation of the second quarter. With us today, we have our CEO, Jonas Wistrom; and our CFO, Anna Vilogorac, who's joined us fairly recently at Ratos.
The following hour will look as following. We will first listen to the presentations. And after that, you will get the possibility to put forward your questions. So busy hour. I think we should get started. Please go ahead, Jonas.
Thank you, Katarina, and thank you, everyone, for joining us this wonderful summer morning in Stockholm at least. So we're going to go through the interim report for the Q2. I just want to start to say that we're quite happy in Ratos today. This is not only a strategically very important quarter. We're also actually quite happy with the numbers, including the fact that we have an organic growth in a subdued and uncertain market.
The fact that we could act
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