Granges AB (LTS:0R9X)
kr 178.95 -1.75 (-0.97%) Market Cap: 19.19 Bil Enterprise Value: 25.18 Bil PE Ratio: 17.36 PB Ratio: 1.84 GF Score: 93/100

Q3 2025 Granges AB Earnings Call Transcript

Oct 23, 2025 / 08:00 AM GMT
Release Date Price: kr132 (+9.00%)

Key Points

Positve
  • Granges AB (STU:9GR) achieved a 25% increase in total sales volume, driven by significant market share gains across various regions and customer markets.
  • The company reported strong cash flow despite increased metal prices, attributed to effective capital control and modest CapEx.
  • Granges AB (STU:9GR) saw a 95% volume growth in Asia, largely due to the successful integration of the Shandong facility.
  • The company demonstrated resilience by offsetting higher aluminum scrap costs with price increases and productivity gains.
  • Granges AB (STU:9GR) reported positive sustainability results, including a reduction in carbon emissions intensity and increased use of low-carbon primary aluminum.
Negative
  • The company faced a 5% decline in reported operating profits due to a negative currency effect of SEK 43 million.
  • Higher input costs for recycled aluminum, exacerbated by US import tariffs, negatively impacted earnings by over SEK 40 million.
  • The HVAC and automotive sectors experienced weak demand, affecting overall market conditions.
  • Granges AB (STU:9GR) experienced increased working capital due to rising metal prices, particularly in North America.
  • The European segment saw a decline in adjusted operating profit by SEK 31 million, primarily due to increased aluminum scrap costs and negative foreign exchange effects.


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

GRANG.ST - Granges AB
Q3 2025 Granges AB Earnings Call
Oct 23, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning ladies and gentlemen, and welcome to this 3rd quarter presentation for Grani's.

20,253 quarter results.

My name is Jurgen Rosengren. I'm Gra CEO, and I'm here with Oscar Hellstrom, our CFO, and so Alando Heenan, who is the Vice President for communications and investor relations.

For those of you who are only listening in, we will be, referring throughout this presentation to our PowerPoint.

Websites And we're going to start off on page 2 of it. Q&A will be at the end of the session.

In the third quarter of 2025, we had, continued market share gains and those drove a really strong volume growth. We also had good cash flow.

In fact, our total sales volume measured in tons
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