Q2 2025 Metso Oyj Earnings Call Transcript
Key Points
- Metso Corp (OUKPY) reported a 6% growth in order books in reporting currencies, with a 10% growth in constant currencies, indicating strong demand.
- The company successfully implemented Phase III of its ERP system, covering 60% of the business, which is expected to bring future benefits.
- Cash flow from operations improved by 11% year-on-year, reaching EUR 343 million, demonstrating strong cash generation.
- Metso Corp (OUKPY) completed several strategic acquisitions, including Swiss Tower Mills and a screening business in China, enhancing its market position.
- The company achieved a significant milestone in its sustainability efforts, with 36.2% of supplier spend aligned with its sustainability targets.
- Metso Corp (OUKPY) experienced lower profitability in the second quarter due to temporary higher costs associated with ERP implementation and an unfavorable sales mix.
- The adjusted EBITA margin declined to 14.1%, representing a 16% year-on-year decrease, which is below the company's normal levels.
- Services sales declined by 3% year-on-year, and the unfavorable sales mix negatively impacted profitability by approximately EUR 50 million.
- The company faced challenges in the aggregates segment, with lower services demand in Europe due to reduced machine utilization.
- Metso Corp (OUKPY) acknowledged that it is unlikely to meet its logistics sustainability target of a 20% reduction by the end of the year.
Hi, everyone. It's Juha from Metso's Investor Relations, and I want to welcome you all to this conference call where we discuss our second quarter and half year 2025 results, which were published earlier this morning. Our President and CEO, Sami Takaluoma; and CFO, Pasi Kyckling, will walk you through the results. And after that, we will have time for your questions.
During this call, we will be making forward-looking statements, and that's why we have the disclaimer in the first page of the presentation. And a reminder that this call will last approximately 60 minutes. So please keep that in mind when asking your question so that we can accommodate as many questions and people as we can during this hour.
With these remarks, over to Sami. Please go ahead.
Thank you, Juha, and welcome also from my behalf. Agenda is pretty much unchanged. So we will continue with that one. First, about the results. Second quarter of
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