Beijer Ref AB (LTS:0A0H)

Q1 2025 Beijer Ref AB (publ) Earnings Call Transcript

Apr 24, 2025 / 07:00 AM GMT

Release Date Price: kr133.7

Transcript

Key Points

Positve

Beijer Ref AB (FRA:BRZ0) reported a total sales growth of 16% with organic growth at 4%, indicating stable performance across global markets.
The company achieved an EPS growth of 20%, reflecting strong profitability.
The HVAC segment showed a 6% growth, contributing positively to the overall performance.
Beijer Ref AB (FRA:BRZ0) maintained stable cash flow and reduced financial liabilities, showcasing effective financial management.
The company is expanding its market presence with strategic acquisitions and opening new branches, particularly in the US and APEC regions.

Negative

Cash flow growth is underperforming compared to the top-line growth, indicating potential inefficiencies.
There is margin dilution from recent acquisitions, which may impact profitability in the short term.
The company faces challenges from adverse weather conditions in the APAC region, affecting growth.
The transition to new refrigerants in the US market could lead to increased costs and pricing challenges.
Beijer Ref AB (FRA:BRZ0) is experiencing margin pressure in the EMEA region due to heat pump dynamics.

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

BEIJb.ST - Beijer Ref AB (publ)
Q1 2025 Beijer Ref AB (publ) Earnings Call
Apr 24, 2025 / 07:00AM GMT

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Presentation
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And will also get us a huge revenues and we are seeing everyone, Christopher and you all here.

Welcome to 2025 last year we added to get into some of our slides and then we finish off from Q&A.

So summarizing the Q1 and is from from our point of view, good quarter events.

Across the globe, part of the we have given a total sales growth of 16%, while the organic growth was 4%, and pretty stable across the globe. The US, we'll come back to that in May and APEC.

We continue to have good growth from acquisition. Of course is part of the the business model which we're going forward so all in all, we would say a stable good first quarter, especially with some uncertain times.

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