Q4 2025 Mips AB Earnings Call Transcript

Feb 11, 2026 / 09:00 AM GMT
Release Date Price: $44.6

Key Points

Positve
  • Mips AB (FRA:7M1) achieved 18% organic growth in Q4 2025, with strong performance across all categories.
  • The company reported a 21% year-to-date organic growth, indicating robust overall performance.
  • European market contributed 43% to total net sales, showcasing successful diversification away from US market dependency.
  • The acquisition of Koid is expected to strengthen Mips AB's position in helmet safety and contribute positively to earnings.
  • Mips AB was ranked number one in Carnegie's sustainability rankings within consumer goods, reflecting strong sustainability efforts.
Negative
  • EBIT decreased by 24% in Q4, primarily due to legal costs, ForEx headwinds, and transaction costs.
  • The Chinese market showed soft development, with hesitant consumer behavior impacting sales.
  • Legal disputes are expected to continue into 2026, with significant associated costs.
  • Cash and cash equivalents decreased to 240 million from 382 million last year.
  • The US market, despite growth, remains challenging due to tariffs and consumer market conditions.


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

MIPS.ST - MIPS AB
Q4 2025 Mips AB Earnings Call
Feb 11, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone. My name is Maxambits, and I am the CEO of MPs. With me today, I also have our CFO Corin Rosenthal, and we will take you through the MIs presentation of the Q4 year-end report of 2025. So if we start with the key highlights, it was a good end of the year.

Strong development with 18% organic growth in the fourth quarter. We did grow in all categories despite the challenging conditions, and our year-to-date organic growth ended at 21%. Of course with year-to-date we mean full year. The good momentum in Europe continued. We saw an organic growth of Europe of a little bit more than 30%, which is of course a fantastic number given that we grew 137% the year before. So despite a very strong comparator, we continue to see good
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