Half Year 2025 Kalmar Oyj Earnings Call Transcript
Key Points
- Kalmar Corp (OHEL:KALMAR) reported a 20% increase in orders received compared to the previous year, totaling EUR 450 million, indicating strong demand in both equipment and services.
- The company achieved a resilient profitability margin of 13.1%, supported by strong equipment profitability.
- Kalmar Corp (OHEL:KALMAR) maintained a robust order book and a positive book-to-bill ratio, with orders received in the last 12 months reaching EUR 1.8 billion.
- The company has a significant global presence with an installed base of 68,000 machines and operations in over 120 countries, which supports its service growth strategy.
- Kalmar Corp (OHEL:KALMAR) is advancing its automation and digital solutions, including the introduction of the Kalmar1 automation system and the Inspector application, enhancing operational efficiency and customer engagement.
- Market and geopolitical tensions pose potential risks of slower global growth in the second half of 2025, impacting demand.
- The US distribution and customer segment demand was hampered by increased market uncertainty, affecting sales performance in the Americas.
- The services margin was burdened by temporary impacts such as tariffs and operational disruptions from warehouse relocations.
- There is a dependency between new equipment sales and spare parts, with softer equipment sales in the US impacting spare parts demand.
- The global landscape remains volatile with uncertainties related to tariffs, affecting customer indecisiveness and delaying orders.
Good morning everyone and welcome to Karlmar's Q2 results webcast. My name is Camilla Maikola and I'm from Kalmar's Investor Relations.
Today's results will be presented by our President and CEO Sami Niiranen and CFO Sakari Ahdekivi. The presentation will be followed by a Q&A.
And please pay attention to the disclaimer as we will be making forward-looking statements.
And now over to you, Sami.
Thank you very much, Camilla, and good morning, everyone. I'm proud to share with you Kalmar's second quarter performance, showing a continued strong order intake and a steady progress in our key strategic initiatives.
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. Our orders received increased by 20% from last year, and overall demand was favorable in Q2.
Saves returned to modest growth and
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