Beijer Alma Ab Class B · OMXSTO:BEIA_B
Beijer Alma Ab Class B — Q3 2026 Earnings Presentation
17 slides from Beijer Alma Ab Class B's earnings presentation, October 2026
Slide 1: Interim Report Q3 2026
BEIJERe ALMA INTERIM REPORT Q3 2026
Slide 2: Today's presenters
Today’s presenters Johnny Alvarsson • Acting President and CEO Peter Forslund • CFO
Slide 3: Agenda
Agenda 1 Highlights from Q3 2026 2 Financial performance 3 Acquisitions 4 Q&A
Slide 4: Highlights from Q3 2026
Highlights from Q3 2026 Finn Lamex Safety Glass in Finland supplies laminated windshields with a focus on the aftermarket.
Slide 5: Highlights of the quarter
Highlights of the quarter Q3 2026 • New CEO appointed • Stable development with generally favorable market conditions Net revenue • Demand varied between MSEK 2,089 companies +11% • Strong profitability and acquisitions driving earnings Ewona in Finland manufactures acoustic panels for sound absorpt
Slide 6: Solid Q3 with earnings growth above target
Highlights of the quarter Q3 2026 Solid Q3 with earnings growth above target Adj. EBITA (MSEK, %) Capital efficiency1) (%) 2024 2025 2026 2024 2025 2026 • Continued profitability improvement in both Components and Tech 346 352 • Adj. EBITA growth of 18% 325 305 299 • Generally favourable market, we
Slide 7: Financial performance
Financial performance Q3 2026
Slide 8: Sales performance
Sales performance Q3 2026 Organic growth and easing currency headwind Net revenue (MSEK) 2024 2025 2026 1,812 1,885 1,823 1,960 2,023 1,886 1,881 2,029 2,131 2,089 1,683 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2,089 1% 1% 9% 1,886 Q3 25 Acquisitions Organic Currency Q3 26 ▪ Currency headwind easing in Q3,
Slide 9: Beijer Components
Beijer Components Q3 2026 Continued margin improvement Net revenue (MSEK) Industry Chassis springs 2024 2025 2026 • Chassi springs slightly lower demand, helped by pre-buying 1,268 1,270 1,324 1,317 1,273 1,158 1,200 1,236 1,261 1,256 • Stable demand in Industry, US and Asia 256 265 1,119 270 263 19
Slide 10: Beijer Tech
Beijer Tech Q3 2026 Healthy activity level and improved profitability Net revenue (MSEK) Industrial Products Fluid Technology Niche Technologies 2024 2025 2026 • Industrial products with stable development 858 but varied demand between companies 834 706 761 767 • Fluid products stable on good level
Slide 11: Cash flow
Cash flow Q3 2026 Cash flow Capital efficiency Cash flow from operating activities, MSEK Working capital R4Q, MSEK Capital efficiency, % 2024 2025 2026 2024 2025 2026 465 2,522 2,540 2,552 2,566 2,619 2,286 2,267 2,254 2,321 2,380 2,461 366 337 299 235 212 212 222 46% 47% 49% 50% 41% 43% 42% 43% 43%
Slide 12: Financial position
Financial position Q3 2026 Net debt Net debt/Equity ratio Net debt, MSEK Net debt/Equity ratio, % Net debt / Adjusted EBITDA, multiple 2024 2025 2026 2024 2025 2026 2,825 2,585 2,496 2,477 2,508 2,664 66% 2,307 2,367 2,255 2,334 2,302 56% 58% 52% 51% 57% 56% 55% 52% 56% 45% 1.9x 1.9x 2.0x 2.1x 1.8x
Slide 13: Acquisitions
Acquisitions 2026 BEIJERe ALMA
Slide 14: Consistent M&A execution with over 50 acquisitions since 2010
Consistent M&A execution with over 50 acquisitions since 2010 No acquisitions in Q3 but more to come… Number of acquired companies per year # of acquisitions 6 5 5 5 5 5 5 4 3 2 2 2 2 2 1 1 0 Acquired revenue, 2010-2026 MSEK 708 KICAB, silk gauze, 617 627 vacuum press 545 512 415 320 352 250 205 228
Slide 15: Five acquisitions adding around MSEK 400 in 2026
Five acquisitions adding around MSEK 400 in 2026 Five companies were acquired so far in 2026 Company Country Division & Business area Net revenue # Employees Closed Beijer Tech Slangservice i Uppsala AB ~45 MSEK 13 Q2 26 Fluid Technology Beijer Tech MGA Controls Limited ~6 MGP 16 Q2 26 Fluid Technol
Slide 16: Summary
Summary ▪ Stable industrial demand at a healthy level with good order bookings in the quarter ▪ Continued improved profitability ▪ Headroom for further acquisitions
Slide 17: Beijer Alma
BEIJERe ALMA