Arjo AB (STU:A39)

Q3 2025 Arjo AB (publ) Earnings Call Transcript

Oct 22, 2025 / 06:00 AM GMT

Release Date Price: €2.76 (-2.47%)

Transcript

Key Points

Positve

Arjo AB (ARRJF) reported a solid Q3 with a 3.8% organic net sales growth, driven by strong demand and a robust order book.
The company saw significant growth in its global sales, particularly in Western Europe and the rest of the world, with India achieving an impressive 40% growth.
Adjusted EBITDA increased to 436 million SEK, with an improved EBITDA margin of 0.6 percentage points compared to last year.
Operational cash flow improved significantly, leading to a cash conversion rate of 105% for the quarter.
Arjo AB (ARRJF) received US FDA approval for its FITA monitors and completed strategic acquisitions in the Netherlands and Australia, expected to contribute positively in Q4.

Negative

Gross margin decreased to 41.1% from 42.0% last year, impacted by currency fluctuations and US tariffs.
The rental business experienced slower growth this quarter, affecting overall performance.
The UK market remains challenging due to ongoing uncertainties and restructuring within the NHS.
Despite improvements, the company still faces headwinds from currency and tariffs, which affected profitability.
The medical bed sales, while contributing to revenue, negatively impacted the gross margin due to product mix effects.

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

ARJOb.ST - Arjo AB (publ)
Q3 2025 Arjo AB (publ) Earnings Call
Oct 22, 2025 / 06:00AM GMT

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Presentation
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Unidentified_1 [1]
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Hello and good morning to everyone, and welcome to Audios 43 2025 earnings call.

With me here today I have Christopher Carlson, our CFO.

We will give you some details on the quarter 3 report that we released an hour ago.

The agenda looks as usual and includes a summary of activities and results from quarter 3, the balance sheet items and outlook for 2025 before we open up for questions.

We intend to keep this call to 1 hour and finish no later than 9 o'clock.

Next slide, please.

We closed the 3rd quarter in a solid way and could see how demand continued in the quarter with organic net sales growth well in line with our targeted range and as expected, sequentially higher than the first

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