Q2 2025 Alimak Group AB (publ) Earnings Call Transcript

Jul 18, 2025 / 08:00AM GMT

Release Date Price: kr156.2 (-1.14%)

Transcript

Key Points

Positve

Alimak Group AB (FRA:2GP) reported a strong start to the year with a 10% organic order intake growth and a 17.7% adjusted EBITA margin for the first half of 2025.
The company achieved a record adjusted EBITA margin of 18% in Q2 2025, marking the first time the group has reached this level.
The acquisition of Century Elevators is expected to strengthen Alimak Group AB's industrial division in the US and Canada, providing a complementary cost-efficient elevator design.
The Industrial division showed strong performance with a 22% year-to-date organic order intake growth, driven by new equipment orders in oil and gas, government, and heavy industry segments.
The Wind division achieved a record margin of 21.4% in Q2 2025, supported by a strong aftermarket business and successful mitigation of US tariff impacts.

Negative

Order intake was down 4% in reported figures for Q2 2025, with a significant negative currency impact of 8%.
The Facade Access division faced challenges with low factory utilization and soft margins due to losses on legacy projects.
The Construction division experienced a 28% decrease in order intake, reflecting ongoing softness in the global construction market.
The HSPS division reported a 10% decline in order intake, attributed to a slow construction sector in Central and Southern Europe.
Alimak Group AB is implementing a SEK60 million restructuring program in Europe to address underperformance in the Facade Access division, indicating ongoing challenges in this area.

Operator

Welcome to the Alimak Group Q2 2025 report presentation. (Operator Instructions) Now I will hand the conference over to the speakers CEO, Ole Kristian Jodahl, and CFO, Sylvain Grange. Please go ahead.

Ole Kristian Jodahl;publ;President

Alimak Group AB;Chief Executive Officer, Director

()- -

Thank you, and welcome to this quarter 2, 2025 call for Alimak Group, and as always I have Sylvain with me here. So turning page and a short recap of the group, global industrial company focusing on vertical axis and working at height solutions.

Around 3,000 employees truly global business. We are supported by some fundamental global trends for our business, urbanization, more happening at height to land this gears, health and safety. It's of course a very important factor, but also I would highlight the automation, robotization as our machinery makes are movable and makes a possibility for these new technologies to operate from our systems.

We do have a leading market position in our niches which gives us a strong

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