Ependion AB (OSTO:EPEN)

Q3 2025 Ependion AB Earnings Call Transcript

Oct 21, 2025 / 11:30 AM GMT

Release Date Price: kr122.6 (+3.90%)

Transcript

Key Points

Positve

Ependion AB (FRA:TW4) reported an 11% increase in orders for the quarter, with a 3% increase when adjusted for acquisitions and currency effects.
Bayer Electronics showed a growth of 12%, with HMI products growing by 22% in terms of order intake.
The company improved its EBIT margin to 11.6% from 10.3% in the previous year.
The acquisition of Vielotech is contributing positively to growth and profitability.
Ependion AB (FRA:TW4) made a strategic minority investment in Razer Secure, a cybersecurity company, with an option for full ownership post-2027.

Negative

Westimo experienced a weak quarter, primarily due to a decline in orders from the train segment.
A production stoppage at the main plant in Sweden due to a lightning strike delayed SEK10 million in deliveries to the fourth quarter.
The company faced strong FX headwinds, impacting volumes by 4 percentage points and resulting in a SEK12 million negative effect.
Bayer Electronics experienced a decline in sales due to the phase-out of low-margin products.
The near-term outlook remains uncertain due to market hesitations and prolonged decision times among customers.

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

EPEND.ST - Ependion AB
Q3 2025 Ependion AB Earnings Call
Oct 21, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Thank you very much and welcome to you all to this quarter 3 presentation, and the heading for the report this time is earnings Improvement and Continued Investments.

And with me here in Malmore, I have Joachim Lauren.

And the agenda looks the same as usual, almost with one exception. I will start with the general business update and then I will talk a little bit more about the minority investment that we presented this morning.

And then you Joaquim will move into more details about our financial performance, and then I will finish with some concluding notes and outlook, and after that we will open up for Q&A.

So business update for the quarter. Well, the market is still characterized by uncertainty and

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