Q4 2025 Acconeer AB Earnings Call Transcript
Key Points
- Acconeer AB (FRA:2LU) achieved a record revenue of SEK17.2 million in Q4 2025, marking a 67% year-over-year growth.
- The company saw a strong sales growth outside the automotive sector, with a 73% increase year-over-year.
- Acconeer AB received the first volume orders for their new sensor A212, indicating strong market interest.
- The Toyota RAV4 2026 model launched with Acconeer's Access Control, showcasing the company's penetration into high-volume automotive models.
- The board proposed a directed share issue of SEK31.7 million to AL Investment Group, aimed at accelerating growth and strengthening the owner base.
- The EBIT for Q4 was negative at minus SEK6.2 million, although improved from the previous year.
- Gross margin for product sales decreased to 35% from 40% in the previous year, impacted by product mix and component shortages.
- The company faced challenges with component shortages, particularly in power supply components, affecting module production costs.
- There was a significant negative impact from the US dollar exchange rate on financial results.
- Inventory adjustments led to a SEK1.8 million write-down related to older sensor versions not used in current automotive applications.
Welcome to the conference call. (Operator Instructions) Now I will hand the conference over to the speakers. Please go ahead.
Hi, and welcome to AOR Q for 2025 earnings report. I am Anna Aleryd, head of marketing and communications at AOE, and I am here today with Ted Holson, CEO of Acon, who will go through our queue for earnings, and then we will have a Q&A session, and you can submit questions through voice or text.
So welcome, Ted.
Thank you and good morning to everyone. Let me start by sharing some highlights of the fourth quarter. We saw a revenue of SEK17.2 million, which is a new record for a year. This is a growth of 67% compared to the same period last year, or with the constant currency of 91%, year to year increase.
We noted 14 product launches in the market. And we sold or shipped 266,000 sensors. So this was our second consecutive quarter with a record revenue. We
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