Q3 2025 Ratos AB Earnings Call Transcript

Oct 21, 2025 / 07:00 AM GMT

Release Date Price: €3.37 (-3.82%)

Transcript

Key Points

Positve

Ratos AB (LTS:0KBQ) reported an increase in EBITDA by 31%, with a strong contribution from minority holdings in Santia.
The company achieved improved EBITDA margins across all segments except industrial services.
Product solutions segment showed strong performance with a 3% growth in sales and a 17% increase in EBITDA.
Ratos AB (LTS:0KBQ) has a solid order backlog, indicating future revenue stability.
The company has successfully integrated Nittech and SAMCO, realizing synergies that are expected to exceed 70 million annually.

Negative

Sales declined by 9% due to structural changes and negative organic growth in construction services.
The Finnish market for rail electrification is worsening, impacting sales negatively.
Industrial services experienced a decline in both sales and EBITDA due to ongoing transformation and automation projects.
The automotive segment faces challenges with lower inventory levels and declining prices in the used car market.
The biotech market remains weak, affecting TFS, and further cost reductions are necessary to improve profitability.

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

RATOb.ST - Ratos AB
Q3 2025 Ratos AB Earnings Call
Oct 21, 2025 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and a warm welcome to Rotos and welcome to the presentation of the 3rd quarter of 2025.

Today with me in the studio, I have our CEO Jonaswim and our CFO, CEO Annabe Orak.

Same procedures every quarter. We start out with the presentation and then we open up for questions. So we thought let's get started. Please go ahead.

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Unidentified_2 [2]
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Thank you, Catalina and thank you everyone for joining us, joining rotos this morning. We, we're quite happy having increased earnings in the market that still is subdued.

Again, we have, we live in

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