Arjo AB (STU:A39)

Q4 2025 Arjo AB (publ) Earnings Call Transcript

Jan 30, 2026 / 12:00 PM GMT

Release Date Price: €2.81 (-1.20%)

Transcript

Key Points

Positve

Arjo AB (ARRJF) reported stable demand throughout Q4 2025, with healthy organic growth.
The company achieved a strong cash flow in the quarter, nearly hitting their yearly cash conversion targets.
Arjo AB (ARRJF) maintained a strong cash position with a net debt to adjusted EBITDA ratio of 2.2.
The company proposed to maintain the same level of dividend as the previous year, demonstrating confidence in their financial stability.
Arjo AB (ARRJF) has a solid foundation with positive macroeconomic trends, such as an aging population and increasing demand for healthcare services.

Negative

Arjo AB (ARRJF) faced challenges with currency and tariffs, impacting profitability.
The company's gross margin decreased to 42.1% from 44.7% the previous year, due to unfavorable product and market mix.
The UK market continued to be a challenge, with an 11% drop in sales impacting overall performance.
The delayed flu season in the US pressured rental margins, affecting financial results.
Arjo AB (ARRJF) experienced a disappointing finish to the year from a gross margin perspective, lacking the usual seasonal uptick.

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

ARJOb.ST - Arjo AB (publ)
Q4 2025 Arjo AB (publ) Earnings Call
Jan 30, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the RO Q4 presentation for 2025. During the questions and answer session, participants are able to ask questions by dialing 5 on their telephone keypad. Now I will hand the conference over to President and CEO Andreas Elgard and CFO Christopher Carlson. Please go ahead.

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Unidentified_2 [2]
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Thank you very much everybody that have called in to this Q4 year-end report 2025. My name is Andreas Eg and with me today I have Christofo Carlsson and I will start the meeting and I will hand over to Christofo when we come into the, financial figures.

And

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