Q1 2025 Kalmar Oyj Earnings Call Transcript
Key Points
- Kalmar Corp (OHEL:KALMAR) reported a 20% increase in orders received compared to the previous year, indicating strong demand.
- The company maintained a resilient profitability margin of 12.0%, supported by record high services profitability.
- Kalmar Corp launched a five-year R&D program with EUR20 million funding from Business Finland, focusing on sustainable innovations.
- The services segment's share of sales increased to 36% in Q1, providing resilience to overall revenue.
- The company has a strong global presence with over 68,000 machines installed and operations in more than 120 countries.
- Sales in the first quarter were lower at EUR398 million, impacted by lower orders in 2024.
- There is increased uncertainty in the market due to recent tariff announcements and geopolitical tensions.
- The North American market showed softness, affecting sales performance.
- The global container throughput is expected to decrease by 1% this year, indicating potential challenges in the industry.
- The US market is experiencing high levels of uncertainty, with customers adopting a wait-and-see approach.
Good morning everyone and welcome to Kalmar's 1st quarter results webcast. My name is Karina Geber and I'm heading the investor relations at Kalmar.
Today's result will be presented by our President and CEO, Sami Niiranen and CFO, Sakari Ahdekivi The presentation will be followed by a Q&A.
And as always, please pay attention to the disclaimer.
And now, over to you, Sammy.
Thank you very much, Karina, and good morning everyone. I'm pleased to share with you Kalmar's first quarter's results, which demonstrate solid performance driven by our focus on operational and commercial excellence.
We managed to generate stable revenues and a resilient margin by successfully leveraging Kalmar's leading position in the market and driving excellence in our operations.
We advanced our strategy towards sustainable growth and focused on building upon the strong foundation.
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