Kalmar Corporation Class B · OMXHEX:KALMAR

Kalmar Corporation Class B — Q1 2026 Earnings Presentation

14 slides from Kalmar Corporation Class B's earnings presentation, Apr 10, 2026

  1. Slide 1: Making every move count

    Making every move count Pre-silent call with CFO Sakari Ahdekivi 10 April 2026 1

  2. Slide 2: Disclaimer

    Disclaimer This presentation includes forward-looking statements that are based on present plans, estimates, projections and expectations and are not guarantees of future performance. These forward-looking statements are subject to numerous risks, uncertainties and assumptions, including risks relat

  3. Slide 3: Agenda

    Agenda ● Recap of Q4/2025 and FY 2025 highlights ● Orders booked in Q1/2026 ● Market indicators for 2026 ● Q&A 3

  4. Slide 4: Q4/2025 highlights: Record order intake and solid sales growth

    Q4/2025 highlights: Record order intake and solid sales growth • Overall stable demand despite market uncertainty and trade tensions • Orders received increased to a record of EUR 511 (486) million • (+) Services orders increased to record-high level across entire portfolio • (+) Equipment orders in

  5. Slide 5: Orders received driven by the Americas

    Orders received driven by the Americas Orders received by geographical area, Q4/25 • (-) EMEA order intake decline explained by timing of large orders during the comparison period • (+) Americas order intake boosted by a few, sizeable orders • (+) APAC order intake remained stable • Services orders

  6. Slide 6: Financial year 2025 - strong financial profile was maintained

    Financial year 2025 - strong financial profile was maintained 2025 2024 Sales MEUR 1,741 1,720 Orders received Orders received MEUR 1,817 1,679 Order book Cash flow from operations before finance items and taxes MEUR MEUR 977 246 955 249 +8% Research and development costs MEUR 54 54 % of sales % 3.1

  7. Slide 7: Guidance for 2026

    Guidance for 2026 Kalmar expects its comparable operating profit margin to be above 12.5 percent in 2026

  8. Slide 8: Order releases booked in Q1/2026

    Order releases booked in Q1/2026 2 Kalmar hybrid 14 Kalmar hybrid straddle carriers to the training centre straddle carriers to Opleidingscentrum voor PSA Antwerp, Belgium Havenarbeiders (OCHA), Antwerp, Belgium 8

  9. Slide 9: No major changes in global growth forecasts

    No major changes in global growth forecasts Average growth rate 2024-28: 4.4% 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: 3.4% Average growth rate 2024-28: 2.9% Average growth rate 2019-23: 2.6% Average growth rat

  10. Slide 10: Demand outlook

    Demand outlook (as per Q4/25 in February) • Kalmar expects that the total market demand for the next six (6) months remains approximately at a similar level as in the second half of 2025 • However, trade tensions and increased geopolitical instability could affect Kalmar’s markets and end-customer d

  11. Slide 11: Leadership changes announced 30 March 2026

    Leadership changes announced 30 March 2026 • Katri Hokkanen (born 1981, M.Sc. Econ.) • Thomas Malmborg will step down from the has been appointed Chief Financial Officer role of President of Services and member (CFO) and a member of the Leadership of the Kalmar Leadership Team as of Team, no later t

  12. Slide 12: Save the date: Kalmar's CMD and Site Visit on 2–3 November 2026

    Save the date: Kalmar’s CMD and Site Visit on 2–3 November 2026 • On Monday 2 November 2026, Kalmar Corporation • On Tuesday 3 November, there will be a site visit to will arrange a Capital Markets Day 2026 for investors Kalmar’s Innovation Center in Ljungby, Sweden and analysts in Copenhagen, Denma

  13. Slide 13: Q&A

    Q&A 13 < Kalmar

  14. Slide 14: Kalmar

    Kalmar

Kalmar — Q1 2026 Earnings Presentation on 6ix