Q4 2025 HMS Networks AB Earnings Call Transcript
Key Points
- HMS Networks AB (HMNKF) reported a strong organic growth in net sales of 23% for Q4 2025.
- The company achieved an adjusted EBIT margin of 28%, surpassing their target.
- HMS Networks AB (HMNKF) proposed the highest dividend so far, SEK 4.80 per share.
- The acquisition of Molex industrial communication is expected to generate over USD 10 million in annual revenue.
- The company has made significant progress in sustainability, receiving approval for their science-based targets.
- The order intake growth was only 3%, indicating a soft market and some hesitancy.
- Currency effects had a negative impact, with a 10% adverse effect from currency movements.
- North America experienced a softer market in Q4, particularly in larger project orders.
- There is a potential negative impact from rising memory prices, although not significant for HMS Networks AB (HMNKF).
- The company anticipates a gradual increase in operating expenses throughout 2026 due to planned investments.
Welcome to the HMS Networks Q4 presentation for 2025. (Operator Instructions) Now I will hand the conference over to CEO, Staffan Dahlstrom; and CFO, Joakim Nideborn. Please go ahead.
Thank you. Good morning, everybody. We are standing here from a beautiful winter Stockholm with snow on the street. It's a fantastic day. And we also have some good news to present quarter four report. Myself, Staffan Dahlstrom will start, and Joakim will take the following sessions about financial summary, and then we end up with a Q&A. So just a quick highlight.
Quarter four, we are quite happy to see a very good development on net sales, organic growth, 23% and that's good, we think. On the order intake, we see organic growth, but it's -- we see also that the market is still a little bit soft, a bit hesitant. We're happy to get 3% growth, but we're also waiting for the pickup that we've been talking about, and we hope that this will come 2026 instead.
Very good development on all our
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