Troax Group AB (LTS:0R6A)

Q4 2024 Troax Group AB (publ) Earnings Call Transcript

Feb 7, 2025 / 03:00 PM GMT

Release Date Price: kr308.7

Transcript

Key Points

Positve

Troax Group AB (FRA:5TOA) achieved a 12% order intake growth in Q4 2024, with 5% being organic growth.
The company delivered a solid EBITA margin of 17.2% despite facing FX headwinds and structural impacts.
Troax Group AB reported strong operational cash flow and continued to reduce its net debt, with a net debt-to-EBITDA ratio of 0.8.
The acquisition of ST&L is expected to strengthen Troax's service offering, particularly in machine safety and risk assessment.
The company maintained a stable gross margin in line with its formal target, despite lower volumes.

Negative

Troax Group AB experienced relatively weak demand in Europe, continuing the trend from the previous quarter.
Sales were flat compared to Q4 of the previous year, with an organic decline of 7% offset by structural and FX factors.
The EBITA margin declined from 20.1% in Q4 2023 to 17.2% in Q4 2024, partly due to dilution from acquisitions.
The company faced challenges in converting presales activities into orders in the automated warehousing segment.
There was a decline in order intake in new markets, particularly in APAC and Eastern Europe, attributed to timing of orders.

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

TROAX.ST - Troax Group AB (publ)
Q4 2024 Troax Group AB (publ) Earnings Call
Feb 07, 2025 / 03:00PM GMT

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Conference Call Participants
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* Martin Nystrom
Troax Group AB (publ) - Chief Executive Officer
* Anders Eklof
Troax Group AB (publ) - Chief Financial Officer

=====================
Presentation
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Martin Nystrom, Troax Group AB (publ) - Chief Executive Officer [1]
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Hi, everyone, and welcome to Troax Group Interim report for the fourth quarter. My name is Martin Nystrom and I'm the President and CEO of Troax Group. I'm together here with Anders Eklof, who's the Group CFO, and we will present the quarterly results for the fourth quarter. After the presentation, there will be a Q&A, and we will let you in, in a good manner.

So without further ado, let's begin to the quarter. So here

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