Q3 2025 Sandvik AB Earnings Call Transcript

Oct 20, 2025 / 11:00 AM GMT

Release Date Price: €25.48 (+2.78%)

Transcript

Key Points

Positve

Sandvik AB (SDVKF) reported a strong organic order intake growth of 16% in Q3 2025, indicating robust demand across key segments.
The company achieved a resilient margin of 19% despite significant currency headwinds, showcasing effective cost management.
Sandvik AB (SDVKF) launched several key innovations, including the Mastercam co-pilot and a new jaw plate range, enhancing product differentiation and customer productivity.
The mining segment showed strong momentum with equipment growth up by 75% and double-digit growth in digital mining and services.
The company reported a strong operating free cash flow of EUR 5.6 billion, corresponding to a cash conversion rate of 105%.

Negative

Total revenues decreased by 4% despite organic growth, indicating challenges in converting order intake to revenue.
The automotive segment showed weakness, with overall demand down low single-digits, particularly in Europe and North America.
Currency headwinds had a significant negative impact, with a reported impact of 837 million, diluting margins by 130 basis points.
The infrastructure segment displayed a mixed demand picture, with stability at low levels and only a slight uptick in North America.
The company faces ongoing uncertainty due to geopolitical and macroeconomic factors, which could impact future performance.

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

SAND.ST - Sandvik AB
Q3 2025 Sandvik AB Earnings Call
Oct 20, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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A warm welcome toamI's presentation of the 3rd quarter results 2025. My name is Louis Tedder, head of investor relations here at Samvik, and beside me I have our CEO Stephan Vding and CFO Cecilia Felton.

We will do as we usually do. We will start with the presentation. Stefan and Cecilia will take you through the highlights of the quarter, and then we will move on to your questions.

And with this, it's time to listen to the presentation and over to you, Stefan.

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Unidentified_2 [2]
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Thank you, Luis, and also from my side, welcome to Sanrik's 3rd quarter

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