Q4 2025 Sandvik AB Earnings Call Transcript

Jan 27, 2026 / 09:00 AM GMT

Release Date Price: $37.55

Transcript

Key Points

Positve

Sandvik AB (SDVKF) reported strong double-digit organic growth in both order intake and revenue for Q4 2025.
The company experienced robust demand in the mining and infrastructure sectors, with significant growth in digital mining technologies.
Sandvik AB (SDVKF) achieved a stable margin of 19.6% despite facing significant currency headwinds.
The company reported a strong free operating cash flow of 6.7 billion, with a cash conversion rate of 110%.
Strategic initiatives, including advancements in digital solutions and intelligent manufacturing, showed strong progress and contributed to the company's growth.

Negative

Currency headwinds negatively impacted Sandvik AB (SDVKF) by approximately 1.2 billion, diluting margins by 130 basis points.
The automotive sector remained weak, with low single-digit growth and a decline in China.
Rock processing order intake declined by 9% year-on-year due to tough mining comparisons.
The company faced challenges in the cutting tools segment, with mixed demand across regions and segments.
Despite strong growth, the company anticipates continued significant currency headwinds into Q1 2026.

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

SAND.ST - Sandvik AB
Q4 2025 Sandvik AB Earnings Call
Jan 27, 2026 / 09:00AM GMT

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Presentation
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Unidentified_1 [1]
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A warm welcome to summit's presentation of the 4th quarter results 2025.

My name is Luis Cheddar, head of investor relations, and beside me I have our CEO Stefan Viding and CFO Cecilia Felton.

We will start off with the presentation. Stefan and Cecilia will take you through the highlights of the quarter and the remaining time we will spend on the Q&A session.

So let's start. The word is yours.

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Unidentified_2 [2]
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Thank you. And also from my side, of course, a warm welcome to the 4th quarter report in 2025.

If we summarize the

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