Impact Coatings AB (OSTO:IMPC)

Q2 2025 Impact Coatings AB (publ) Earnings Call Transcript

Aug 22, 2025 / 08:00 AM GMT

Release Date Price: kr3.29 (-10.53%)

Transcript

Key Points

Positve

Impact Coatings AB (FRA:1IC) has a strong global presence with manufacturing in Sweden and service centers in Sweden and Shanghai, and sales offices in the US, Korea, Germany, Sweden, and China.
The company is prepared for a coating service center in the US, which helps mitigate risks from trade wars.
Coating services revenue increased to 4.4 million SEK from 2.8 million SEK in the same period last year, indicating growth in this segment.
The company has received significant order volumes from FTXT, a Great Wall Motor company, which has doubled its volume forecast for 2025.
Impact Coatings AB (FRA:1IC) has implemented operational and financial actions for liquidity resilience, including a cost reduction program expected to lower personnel costs by 20%.

Negative

Net sales for Q2 2025 were significantly down to 6.5 million SEK from 31.7 million SEK last year, primarily due to the absence of coating system deliveries.
The company reported a net loss of 15.8 million SEK for the quarter, compared to a loss of 3.8 million SEK in Q2 2024.
The gross margin decreased to 48% from 75% in Q2 2024, mainly due to lower net sales.
There is a delay in customer investment decisions, impacting sales and cash flow, attributed to global economic uncertainty and cautious customer behavior.
Cash at the end of the quarter was 30.8 million SEK, reflecting a decrease from the previous year and indicating financial pressure.

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

IMPC.ST - Impact Coatings AB (publ)
Q2 2025 Impact Coatings AB (publ) Earnings Call
Aug 22, 2025 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hi and welcome to Impact Coating's 2nd quarter Report 2025. With us to present, we have CEO Jonas Nielsson and CFO Lion Wabe.

If you have any questions for the company, you can use the form to write, and for callers, you raise your hand with 9 and unmute with 6.

And with that, I give the word to you, Jonas.

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Unidentified_2 [2]
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Hi everyone, and welcome to this presentation of the quarter to Financial Report.

Here is the agenda.

We will start with a brief company introduction, then highlights from Q2 and

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