Q2 2025 Valmet Oyj Earnings Call Transcript
Key Points
- Valmet Oyj (VLMTY) reported strong organic growth in orders received, with a 21% increase in Q2, translating to EUR 1.5 billion.
- The company launched a new strategy, 'Lead the Way,' with ambitious 2030 financial targets, focusing on transforming industries towards a regenerative future.
- The Process Performance Solutions segment delivered strong results, with orders, net sales, and profitability all showing positive trends.
- Valmet Oyj (VLMTY) achieved a 10% organic growth in service orders within the Biomaterial Solutions and Services segment.
- The company has a solid order backlog of EUR 4.7 billion, providing good visibility for the remainder of the year.
- Net sales declined by 6% in Q2, primarily due to lower volumes in services and process technologies.
- Comparable EBITDA remained flat year-over-year, despite an increase in the margin, due to decreased net sales.
- The Process Technologies segment saw a decline in profitability, with a comparable EBITDA margin of just 1%.
- Cash flow from operating activities decreased to EUR 79 million, mainly due to less favorable changes in net working capital.
- The company faces increased economic uncertainty, particularly related to U.S. tariff situations, impacting customer sentiment.
Good morning, and welcome to Valmet's second quarter 2025 results publication and webcast. While the second quarter highlight was definitely the Capital Markets Day in which we launched our new strategy and 2030 financial targets. We were delighted to see a full room attending in Tampere in our event and over 1,000 people through the live webcast as well. So thank you again for the participation, everybody and for the good discussions.
Operationally, from its second quarter highlight was the strong organic growth in orders received. I'm Pekka Rouhiainen from IR. And with me today are Thomas Hinnerskov, President and CEO; as well as Katri Hokkanen, CFO. Today, Thomas will first go through the highlights of the quarter and discuss some key topics of the new strategy. After that, Katri will go through the financial development in more detail also from the perspective of our new segments.
And Thomas will then conclude on the guidance and short-term market outlook. It's worth mentioning that this quarter is a bit special in
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