Q3 2025 Impact Coatings AB (publ) Earnings Call Transcript
Key Points
- Impact Coatings AB (FRA:1IC) has a strong presence in China, which accounts for 70-80% of its revenues in recent years.
- The company is seeing growth in coating services, with net sales for coating services reaching 10.6 million compared to 6.6 million for the same period last year.
- Impact Coatings AB (FRA:1IC) is involved in promising markets such as SOFC power generation for data centers, which is commercially relevant and growing.
- The company has implemented cost reduction programs, reducing the monthly run rate by over 12 million compared to 2024.
- Impact Coatings AB (FRA:1IC) is regarded as a market leader in its active segments, particularly in fuel cells in China.
- The company experienced a significant decrease in total Q3 net sales, amounting to 13.7 million, down from 31.7 million last year, primarily due to the absence of coating system deliveries.
- Impact Coatings AB (FRA:1IC) reported a net loss of 12.1 million for the quarter compared to a loss of 6.5 million last year.
- The commercial weakness of green hydrogen for mobility applications has negatively affected the company and its peers.
- There have been delays in machine sales due to uncertain market conditions, causing customers to postpone investments.
- The company has had to implement painful cost-cutting measures, including layoffs affecting 19 employees and contractors.
Warm welcome to Impact Coating's presentation for the 3rd quarter of 2025. With us today is CEO Jonas Nielsson and CEO Lion Oberry. Of the presentation, the company holds a Q&A. If you have a question, please press 9 to raise your hand and 6 to unmute.
You, us, the audience is yours.
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Everyone, welcome to this presentation of the 3rd quarter, 2025 Financial Report.
Today I'm at the Hydran Technology World Expo in Hamburg in Germany to meet customers, so I hope that my internet connection will work all through this presentation.
As you have probably seen, we announced today a rights issue in a press release. There are regulations governing how we can communicate about such a transaction, so we will not go into further details about it during this webcast. Instead, I would like to refer you to our website for more information.
However, I will start by talking a bit more about the company in general today.
So here is
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