Nederman Holding AB (OTCPK:NHOXF)

Q2 2025 Nederman Holding AB Earnings Call Transcript

Jul 15, 2025 / 08:00AM GMT

Release Date Price: $14.85

Transcript

Key Points

Positve

Nederman Holding AB (OSTO:NMAN) reported currency neutral growth of 8.4% in orders received, with 3.7% being organic growth.
The extraction and filtration technology division showed particularly strong development, achieving record order intake for the second consecutive quarter.
The company has focused investments in innovation and operational efficiency, strengthening its position as a leading player in industrial air filtration.
Despite negative currency impacts, the extraction and filtration technology division achieved a 15% adjusted EBITA margin.
Nederman Holding AB (OSTO:NMAN) has a solid order backlog, supporting future sales and indicating a strong market position.

Negative

The company experienced a decrease in adjusted EBITDA from SEK188 million last year to SEK159 million this quarter, partly due to currency depreciation.
Net debt increased to over SEK2 billion, influenced by acquisitions, dividend payments, and IFRS 16 lease accounting.
The process technology division faced hesitancy from customers in committing to major capital investments, impacting sales.
The duct and filter technology division saw reduced orders across all regions due to increased market uncertainty and fewer large orders.
Monitoring and control technology division's profitability was negatively affected by lower sales volumes and an unfavorable product mix.

Operator

Welcome to the Nederman Holding Q2 2025 report presentation. (Operator Instructions) Now I will hand the conference over to speakers CEO, Sven Kristensson and CFO, Matthew Cusick.

Sven Kristensson;Matthew Cusick

Nederman Holding AB - President, Chief Executive Officer, Director;Nederman Holding AB - Chief Financial Officer,

Good morning and welcome to Nederman Groups Q2 2025 report them. We start with some headlines and we can say that we have continued good orders to seed. We have growth and strengthened market leadership in a number of areas.

Q2, in short, we have a very uncertain world. We all know that. We continue to advance our positions. We have shown organic and currency neutral growth in orders received and sales. Particularly strong has the development been in extraction and filtration technology division.

We have a focused investment in innovation and in operational efficiency, and we have also strengthened the position as a leading player in industrial air filtration. Over to some key financials.

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