Q3 2025 Vaisala Oyj Earnings Call Transcript
Key Points
- Vaisala Oyj (VAIAF) reported a strong net sales growth of 13% in reported currency for the third quarter.
- The company achieved a solid profitability with an 18.2% EBITA margin, reaching 20% when excluding extraordinary items.
- Subscription sales growth was robust, increasing by 57% year-on-year, contributing positively to the company's profitability.
- The industrial measurements segment showed strong performance across all market segments and geographies, with notable growth in Asia.
- Vaisala Oyj (VAIAF) successfully launched new products like the Vaisala Circular and Xweather hail forecast, reflecting strategic execution and innovation.
- Orders received declined by 21%, leading to a decrease in the order book.
- The market environment remains challenging due to currency depreciation and tariff changes between Europe, the US, and China.
- Gross margin decreased slightly, impacted by exchange rate fluctuations and US tariffs.
- The renewable energy market continues to face a strong decline, with no immediate recovery expected.
- Weather environment orders decreased, influenced by a strong comparison period and cyclical fluctuations in the aviation and meteorology markets.
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It's Third quarter results call. I'm Niina Ala-Luopa from Vaisala Investor Relations, and today with me in this call are President and CEO, Kai Oistamo and CFO, Heli Lindfors. And like always, first will present the results and then we have time for questions.
Hello and welcome everybody from my side as well. Vaisala had a good third quarter. Strong sales and profitability, as the headline says. So, let's TRY dive a little bit deeper. Where did it come from and what are the details behind?
So, first notion, the net sales growth was strong, 13% in reported currency, which can be characterized really as strong sales in a quarter.
The orders received simultaneously declined by 21% and leading into decline in the order book. Whilst that when going back to the financial performance, we maintain a very solid profitability, 18.2% EBITA margin, and if I
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