Q3 2025 Munters Group AB Earnings Call Transcript

Oct 24, 2025 / 07:00 AM GMT

Release Date Price: €11.76

Transcript

Key Points

Positve

Munters Group AB (STU:1MS) reported a strong order intake with a 57% increase, translating to 70% growth in comparable currency.
Data center technology and food tech are well-positioned for continued strong growth due to strategic decisions and execution.
The company achieved a solid profitability with an EBITA margin of 13.5%, driven by volume growth and production efficiency.
Munters Group AB (STU:1MS) is making significant inroads into Asia, particularly in data center technology.
The company is investing in innovation and collaboration, including minority investments in companies to fuel innovation.

Negative

Air tech is facing challenges due to a tough battery market and a generally tight industrial investment climate in the US and EEA.
The profitability of air tech declined due to lower volumes, unfavorable product and regional mix, and continued dual site costs.
The company is experiencing currency headwinds and tariff impacts, particularly affecting data center technology.
Munters Group AB (STU:1MS) is undergoing a restructuring in air tech, which will result in a reduction of about 200 positions globally.
The leverage ratio is somewhat elevated due to recent acquisitions and increased liabilities, temporarily exceeding the target range.

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

MTRS.ST - Munters Group AB
Q3 2025 Munters Group AB Earnings Call
Oct 24, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to Monta Q3 presentation for 2025. My name is Linda Devan and I'm head of investor relations, joined here by Klaus Vostrom, our CEO, and Catharina Fisher, our CEO.

We will begin with a presentation of today's, results, and we will then, kick off the Q&A session. So if you do have questions from the webcast, you can post these questions throughout the presentation by using the chat function below and we will address them at the end.

So class, let's go.

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Unidentified_2 [2]
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Thank you, Lena and once again, good

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