Lindab International Ab · OMXSTO:LIAB
Lindab International Ab — Q3 2025 Earnings Presentation
12 slides from Lindab International Ab's earnings presentation, Oct 24, 2025
Slide 1: Lindab Group Q3 report
Lindab Group Q3 report 24 October 2025 Ola Ringdahl President & CEO Lars Ynner For a better CFO climate TM
Slide 2: Q3 highlights
Q3 highlights Highest Q3 sales and results ever for Lindab Group Q3/25 Q3/24 Ventilation Systems • Ventilation Systems Sales (SEK m) 3,253 3,348 – Improved gross and operating margins. – Cost reductions and structural measures. Organic growth -4% -4% – Organic growth in several markets, but Acquired
Slide 3: Stabilising market for Ventilation Systems
Stabilising market for Ventilation Systems Sales per year, SEK m SEK m Ventilation Systems SEK m Lindab Group 3,000 4,000 Sales, SEK m 2,500 3,500 2,000 3,000 1,500 2,500 1,000 2,000 500 1,500 0 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 1,000 22 22 23 23 23 23 24 24 24 24 25 25 25 500 SEK m Profile Sys
Slide 4: Highest Q3 result ever for Ventilation Systems
Highest Q3 result ever for Ventilation Systems Adj. EBIT per quarter and 12 months SEK m Ventilation Systems % 300 18% SEK m Lindab Group % 400 16% 250 15% 350 14% Adj. EBIT, SEK m 200 12% 300 12% Adj. EBIT R12 months, % 150 9% 250 10% 100 6% 200 8% 50 3% 150 6% 0 0% 100 4% Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q
Slide 5: Robust cash flow from operating activities
Robust cash flow from operating activities Strong cash flow supports additional acquisitions • Cash flow from operating activities increased to SEK 335 m (259). • Net debt on stable level at SEK 4,411 m (4,385), of which SEK 1,438 m (1,473) is related to leasing liabilities. • Net debt/EBITDA amount
Slide 6: Focus areas 2025
Focus areas 2025 6
Slide 7: Focus areas 2025: Priorities for profitable growth
Focus areas 2025: Priorities for profitable growth Efficiencies Divestments Acquisitions 7
Slide 8: Operational excellence for profitability
Operational excellence for profitability Efficiencies • Structural measures and cost reductions of 120 MSEK have reached full effect. • High focus on efficiency synergies across the Group. • Further structural measures underway to optimise operations. 8
Slide 9: Profile Systems: Exit from Eastern Europe
Profile Systems: Exit from Eastern Europe Divestments Status, closing and divestments Country Status Czech Rep. ✓ Closed in Q4 2024 Slovakia ✓ Divested (completed 2 April) Estonia ✓ Closed in Q1 Poland ✓ Closed in Q1 Hungary Romania ✓ Agreement, 31 July Negotiations ongoing 9
Slide 10: Continued focus on acquisitions
Continued focus on acquisitions Acquisitions • 29 acquisitions in total since 2020, adding ˃4 billion SEK in revenue. • Acquisition of Ventia (PL) completed in July. • Actively developing our acquisition pipeline. 10
Slide 11: Outlook: Gradual market recovery expected in 2026
Outlook: Gradual market recovery expected in 2026 • Ventilation Systems: Organic growth in many markets, with Germany and Sweden as the main exceptions. • Profile Systems: Increasing sales to smaller projects, but larger projects remain at a low level. • Strong measures implemented 2023-2025 to hand
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