Q3 2025 Mips AB Earnings Call Transcript

Oct 22, 2025 / 08:00 AM GMT

Release Date Price: $44.6

Transcript

Key Points

Positve

Mips AB (FRA:7M1) achieved 19% organic growth in Q3 2025, with year-to-date organic growth at 22%.
The company saw a strong performance in Europe, with 73% growth, marking the fourth consecutive quarter of over 50% growth in the region.
Despite challenges, Mips AB (FRA:7M1) managed to deliver organic growth in the US market and continued to gain market share.
The company reported a strong gross margin of 74.2%, an increase from 73.4% last year, driven by a favorable sales mix.
Mips AB (FRA:7M1) maintained a strong cash position with cash and cash equivalents of 280 million, and no outstanding loans.

Negative

The US market remains challenging due to tariff uncertainties, impacting short-term outlooks across all categories.
Legal costs and foreign exchange headwinds negatively impacted profitability, with EBIT down 7% to 44 million.
The safety category experienced moderate performance with 26% growth, affected by tariff implementations and cost increases.
The US market's inventory levels are reportedly lower than usual, indicating potential supply chain challenges.
The company anticipates continued legal costs into Q4 2025, with expectations for these costs to decrease in early 2026.

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

MIPS.ST - MIPS AB
Q3 2025 Mips AB Earnings Call
Oct 22, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Thank you, operator. Good morning, everyone. My name is MaxRawitz. I am the CEO of MIPs and with me today, I also have Korin Rosenthal, who is the CFO of MIPs, and we will take you through the presentation of the Q3 2025 interim report. And if we start with the key highlights.

It was good development with 19% organic growth in the third quarter.

Good to see that we did deliver growth in all the categories we are in despite the challenging conditions. Year-to-date organic growth now at 22%. We did see very strong development in Europe with 73% growth, and this was the fourth consecutive quarter where we actually managed to deliver more than 50% growth in Europe and of course it's also great to see that we are delivering on our ambition, but

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