Q2 2025 Lifco AB (publ) Earnings Call Transcript
Key Points
- Lifco AB (LFABF) reported a 3% sales growth in Q2 2025, with a slight positive organic growth of 0.5%.
- The company achieved a 7% growth from acquisitions during the quarter.
- For the first six months of 2025, Lifco AB (LFABF) experienced a 9% sales growth and a 6% EBITA growth.
- The Demolition and Tools segment showed signs of stabilization with a 5.5% sales growth and 13.7% EBITA growth over the first six months.
- Lifco AB (LFABF) maintains a solid financial position with a stable net debt to EBITDA ratio of 1.3 times, allowing for continued acquisitions in niche companies.
- The EBITA margin declined from 23.9% in the previous year to 22.5% in Q2 2025 due to a negative product mix effect.
- Cash flow declined by 8.5%, partly due to a small decline in EBITA and a working capital build-up in the contract manufacturing subdivision.
- The Dental segment experienced a 2% sales decline and a 5% EBITA decline in Q2 2025, impacted by a later Easter and negative foreign exchange effects.
- Systems Solutions saw weaker development with a significant drop in growth rates from 95% in Q1 to 17% in Q2 2025.
- There was a general slowdown in market conditions, particularly in environmental products, transportation products, and special products, leading to lower customer investment decisions.
Welcome to Lifco Q2 report for 2025. (Operator Instructions)
Now I will hand the conference over to CEO, Per Waldemarson; and CFO, Therese Hoffman. Please go ahead.
()- -
Thank you, and good morning, and welcome to everyone. We can start with page number 2 in our investor presentation and take a look at the overall numbers for the Lifco Group. And if we start with the second quarter on the sales line, it was a softer quarter where some segments faced more difficult market conditions. We will come back to that shortly.
Overall, the sales growth with roughly 3% with a slight positive organic growth around 0.5%. We had negative effects from the foreign exchange rates of 4.4% and around 7% growth from acquisition in the quarter. In the quarter, Dental had somewhat negative effect in the second quarter from later Easter this year compared to previous year.
Overall, if we go further down and look at profit and margins, we can
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
