Berner Industrier Ab Class B · OMXSTO:BERNER_B
Berner Industrier Ab Class B — Redeye Serial Acquirers Conference 2025
14 slides from Berner Industrier Ab Class B's conference presentation, Mar 17, 2025
Slide 1: Berner Industrier – Redeye Serial Acquirers Conference 2025
Berner Industrier Redeye Serial Acquirers Conference 2025 1
Slide 2: Berner Industrier
Berner Industrier • Founded in 1897 by Christian Berner • Listed on the Swedish stock exchange as Christian Berner Tech Trade (CBTT) since 2014, on the main list since 2017 • Changed name to Berner Industrier (BERNER) on May 22, 2024 • 963 MSEK revenue • Ca. 215 employees • Eight subsidiaries across
Slide 3: Berner Industrier
Berner Industrier • Exposure to strong and growing markets with sustainability at its core • Strong positions in selected market niches 3
Slide 4: Berner Industrier focuses on the critical challenges
Berner Industrier focuses on the critical challenges Global challenges Mitigated through Berner Industrier examples Increasing regulations Digitalization Increased urbanization Resilient and efficient infrastructure Vibration dampening Increasing demands materials facilitates rail from citizens traf
Slide 5: Two business areas at the heart of the challenges of today
Two business areas at the heart of the challenges of today Technology & Distribution Energy & Environment The business area focuses on advice and value-added distribution The business area includes value-added distribution of pumps as of leading products within e.g., well as own products within e.g.
Slide 6: Berner Industrier
Berner Industrier • Exposure to strong and growing markets with sustainability at its core • Strong positions in selected market niches • Decentralization contributes to increased profitability 6
Slide 7: Berner Industrier
Berner Industrier • Exposure to strong and growing markets with sustainability at its core • Strong positions in selected market niches • Decentralization contributes to increased profitability • High cash generation enables continued acquisition- driven growth 7
Slide 8: Growth through organic development & acquisitions
Growth through organic development & acquisitions Previously, acquisitions limited We have improved our own ability to generate cash by the access to cash to maximize shareholder value • Until 2017, acquisitions predominantly agents / smaller • The cash flow engine of the group is now clear business
Slide 9: Growing business with increasing profitability
Growing business with increasing profitability Stable increase in EBITA margin, 6% CAGR since 2019 with stable gross margin. albeit plateau during 2024(1) 1) EBITA-margin Q4 2024 7.4 % excluding e.o. costs, or full year 6.8 % 9
Slide 10: Strong cash generation in the group in itself
Strong cash generation in the group in itself Significant increase in cash flow from the business Above 20 % return on equity Company target > 25 % Net debt / EBITDA 0.4 x per 31/12 2024 (excl. effects from IFRS 16) 10
Slide 11: Summary – Berner Industrier
Summary – Berner Industrier Berner Industrier • Exposure to strong and growing markets with sustainability at its core • Strong positions in selected market niches • Decentralization contributes to increased profitability • High cash generation enables continued acquisition- driven growth • Stable,
Slide 12: Comments on Q4 2024
Comments on Q4 2024 S BERNER INDUSTRIER 12
Slide 13: Fourth quarter 2024: The return of growth – and stable underlying margin
Fourth quarter 2024: The return of growth – and stable underlying margin Fourth quarter 2024 (2023), all in SEK millions Order intake • Order intake 272 (212) + 29 % • Net sales + 29 % 247 (235) +5% • EBITA 14.1 (1) (15.7) - 10 % (2) • EBITA-margin 5.7 % (3) (6.7 %) - 1 %-pts.(3) • Result per share
Slide 14: Berner Industrier
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