Q4 2025 Alimak Group AB (publ) Earnings Call Transcript
Key Points
- Alimak Group AB (LTS:0R8W) reported strong organic growth in 4 out of 5 divisions, with wind division showing a remarkable 72% increase.
- The company has a solid financial position, with a leverage ratio of 1.76, well within their target of being below 2.5.
- The board proposed a 10% increase in dividend to 3.3, reflecting confidence in the company's financial health.
- The wind market is showing strong recovery, particularly in the US and Europe, with Alimak Group AB gaining market share.
- The company is investing in product development and operational improvements, which are expected to support future growth and profitability.
- The construction division faced a challenging quarter with a 29% decline in order intake due to difficult market conditions.
- Currency effects negatively impacted order intake by 9% and EBITDA by 26 million SEK in the quarter.
- The adjusted EBITDA margin decreased to 16.8%, primarily due to weak performance in the construction division.
- The HSPS division experienced a margin drop in Q4, influenced by lower revenue and one-off costs.
- The company is facing geopolitical tensions and a subdued construction market, which are expected to continue affecting performance in the short term.
Welcome to the Alamat Group Q4 2025 report presentation. For the first part of the conference call, participants will be in listen-only mode. During the questions and answers session, participants are able to ask questions by dialing 5 on their telephone keypad. Now I will hand the conference over to the speakers, CEO Ol Christian Djodda and CFO Sylvan Gran. Please go ahead.
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Thank you and welcome everyone to our quarter 425 call, and as always, I have Sylvain with me here.
Turning page, recapping the group a little bit, we are a diversified global industrial group focusing on vertical access and a leader in this segments that we are focusing on.
We have some fundamental drivers supporting our business, like urbanization, electrification, regionalization, robotsation also with our movable platforms and health and safety.
A strong, presence, long history, which means we have a lot of installed base around the
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