Sweden · Delayed Price · Currency is SEK Beijer Alma AB Earnings Call Transcripts
Fiscal Year 2026
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Q1 saw improved margins and EPS, with strong demand in the US and Nordic regions and stable performance elsewhere. No acquisitions closed, but the financial position supports future deals. Strategic exits from low-margin business boosted profitability.
Fiscal Year 2025
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Q4 delivered 3% organic growth, strong EBITDA margin expansion, and robust performance from Beijer Tech, despite currency headwinds and market softness in the US and Nordics. Five acquisitions and a new focus on capital efficiency and European expansion underpin a 15% annual EBITDA growth target.
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Strong organic growth and margin expansion were driven by capacity increases, cost savings, and robust demand in key segments. Acquisition activity remains high, with a solid pipeline and financial flexibility to support further deals.
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Profitability improved with group order bookings up 10% and revenue up 7% year-over-year, driven by strong performance in Asia and Europe and successful acquisitions. Extraordinary items impacted earnings, but margin and organic growth remain key priorities.
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Q1 2025 saw 8% revenue growth and stable margins, with strong Nordic and industry performance. Margin improvement is a key focus, especially for Lesjöfors and Beijer Tech, while acquisitions and market instability remain central themes.
Fiscal Year 2024
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Organic growth and record operational results were achieved in Q4 despite a weak industrial economy, with strong performance in Asia and the Nordics and challenges in Central Europe. Acquisitions and capacity expansions supported growth, while profitability improved across segments.
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Q3 2024 saw modest organic growth and stable performance amid a slowing industrial economy, with strength in the Nordics and growth from recent acquisitions. Lesjöfors faced mixed demand, while Beijer Tech benefited from Fluid Technology and M&A.
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Q2 2024 delivered stable organic and acquisition-driven growth, with strong performance in the Nordics and notable expansion in Beijer Tech. Two strategic acquisitions were announced, while economic uncertainty and high interest rates continue to shape investment decisions.