Q4 2025 Fagerhult Group AB Earnings Call Transcript
Key Points
- Fagerhult Group AB (LTS:0RQH) reported its strongest quarter of the fiscal year in terms of net sales, with an increase of 1.8% to SEK2,040 million.
- The company's Smart Outdoor business, led by Capelon, is performing well, with new orders from five Swedish municipalities and a significant deal in Norway.
- Operating profit before IAC increased by 37.1% compared to last year, indicating strong internal performance despite market challenges.
- The acquisition of Trato TLV and Capelon is progressing according to plan, contributing positively to the group's performance.
- Fagerhult Group AB is focusing on sustainable and smart solutions, with initiatives like the circular-designed Ribeira outdoor lighting solution from iGuzzini.
- The company experienced an organic order intake decline of 9.8% in Q4, primarily due to challenges in the Collection business area.
- Despite the positive quarter, the overall market has not yet turned, and the company is not fully satisfied with its results.
- Year-to-date net sales decreased by 5.8% organically, indicating ongoing challenges in achieving growth.
- The Professional segment saw a decline in margins year-on-year, attributed to volume-driven challenges and negative organic growth.
- The infrastructure business area is facing a decline in operating profit margin, with some segments struggling due to market conditions.
Thank you all for joining us today. I'm Niklas Willstrand, Head of Communications at Fagerhult Group, and it's my pleasure to welcome you to our Q4 2025 result presentation. On the call, we have our President and CEO, Bodil Sonesson; along with our CFO, Oscar Wallstén. Bodil will begin with a brief overview of our fourth-quarter results, followed by highlights focusing on Smart Outdoor lighting. Oscar will then provide a deeper dive into the group's financial performance.
To close, Bodil will summarize the key points before we open the floor for your questions. We will start with questions from the conference call participants and then take questions from the webcast. You can ask questions in the chat window on your screen, and I will then read them up for Bodil and Oscar. Please note that today's session is being recorded and will be available on our website later today. So with that, I will hand over to you, Bodil. Please go ahead.
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