Kalmar Corporation Class B · OMXHEX:KALMAR
Kalmar Corporation Class B — Q4 2025 Earnings Presentation
12 slides from Kalmar Corporation Class B's earnings presentation, Jan 22, 2026
Slide 1: Making every move count
Making every move count Pre-silent call with CFO Sakari Ahdekivi 22 January 2026 1
Slide 2: Disclaimer
Disclaimer Disclaimer This presentation includes forward-looking statements that Thisare basedincludes presentation on forward-looking present plans, estimates, statements projections that are based andestimates, projections and on present plans, expectations and are not guarantees of future perform
Slide 3: Agenda
Agenda ● Recap of Q3 highlights ● Order releases booked in Q4 ● Market indicators for 2026 3
Slide 4: Q3/2025 highlights - Improved profitability in the quarter
Q3/2025 highlights - Improved profitability in the quarter • Record-high comparable operating profit margin Comparable operating profit, MEUR and % (13.8%), supported by Services and improved efficiencies • Market activity during the quarter in line with our expectations: global market uncertainty p
Slide 5: A mixed development in orders received across regions and end customer segments
A mixed development in orders received across regions and end customer segments Orders received by geographical area, Q3/25 • Europe order intake YTD has been strong, Q3 decline explained by timing of larger orders • Americas order intake growth driven by the distribution end customer segment compar
Slide 6: Attractive & strong financial profile
Attractive & strong financial profile Q3 2025 LTM key financial figures 1,792 MEUR 961 MEUR 26.6% 12.7% Orders received Order book Gross profit Comparable (at 30 September 2025) operating profit margin 1,694 MEUR 0.3x 20.8% 75% Sales Leverage Return on capital Cash conversion (interest bearing net d
Slide 7: Order releases booked in Q4
Order releases booked in Q4 16 hybrid straddle 3 Kalmar hybrid 10-year strategic A Modernisation 5 Kalmar Medium 3-year Kalmar carriers to Transnet Port straddle carriers to Forth supply agreement with Services agreement Forklift Trucks, with a Complete Care service Terminals (TPT) to Ports Grangemo
Slide 8: Modest global growth expected in 2026
Modest global growth expected in 2026 Average growth rate 2024-28: 4.1% Average growth rate 2019-23: 2.1% Average growth rate 2024-28: 3.3% Average growth rate 2019-23: 2.8% Average growth rate 2024-28: 3.3% Average growth rate 2024-28: 2.6% Average growth rate 2019-23: 2.7% Average growth rate 2019
Slide 9: Connected fleet activity remained on a good level in Q3
Connected fleet activity remained on a good level in Q3 y/y: +2% q/q: +2% Overall y/y: -3% y/y: +2% q/q: -4% q/q: +3% y/y: +1% q/q:+1% y/y: +9% q/q: +7% 68,000+ installed base y/y: 0% q/q: +3% 14,500+ y/y: +5% connected q/q: +7% y/y: +3% equipment q/q: +1% Change in equipment activity: 9 y/y = Q3/20
Slide 10: Q&A
Q&A 10 < Kalmar
Slide 11: Kalmar's IR team
Kalmar’s IR team Carina Geber-Teir Katariina Kataja SVP, IR, Marketing & Comms Director, Investor Relations carina.geber-teir@kalmarglobal.com katariina.kataja@kalmarglobal.com +358405024697 +358405271427
Slide 12: Kalmar
Kalmar