Arjo AB (STU:A39)

Q1 2025 Arjo AB (publ) Earnings Call Transcript

Apr 29, 2025 / 01:00 PM GMT

Release Date Price: €2.8 (-7.66%)

Transcript

Key Points

Positve

Arjo AB (STU:A39) reported a 3.4% organic net sales growth in Q1 2025, indicating a solid start to the year.
The company experienced strong momentum in its rent and service business, supported by growth in capital sales.
North America, particularly the US and Canada, showed more than 6% organic growth, driven by the long-term care business.
Arjo AB (STU:A39) launched two new products in 2025, including the Maximum 5 floor lift, enhancing its product offerings.
The company is seeing improved market conditions in several European countries, with double-digit sales growth in Benelux.

Negative

Adjusted EBITDA for Q1 2025 was 486 million SEK, down from 502 million SEK in Q1 2024, primarily due to currency headwinds.
Operational cash flow decreased to 184 million SEK, leading to a cash conversion rate of 41%, below the company's target.
The company faced higher salary costs and currency headwinds, which partially offset improvements from lower material costs.
Arjo AB (STU:A39) reported a negative organic net sales growth of 5.7% in the rest of the world, attributed to tough comparisons from the previous year.
Restructuring costs were higher than usual, mainly due to changes in the executive team and market approach in China.

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

ARJOb.ST - Arjo AB (publ)
Q1 2025 Arjo AB (publ) Earnings Call
Apr 29, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Thank you and good afternoon to everyone, and welcome to Audio Quarter 1 2025 earnings call. With me here today, as you heard, I have Christopher Colson, our interim CFO.

We will give you some details on the Q1 report that we released an hour ago.

The agenda looks as usual and includes a summary of activities and results from quarter one, the balance sheet items, and the outlook for 2025 before we open up for questions.

We intend to keep this call to an hour and finish no later than 4 CT.

Next one, please.

We closed the 1st quarter in a solid way and could see how demand continued in the quarter with stronger organic growth than in quarter 4.

We had continued strong momentum for our rent

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