Beijer Alma Ab Class B · OMXSTO:BEIA_B
Beijer Alma Ab Class B — Q2 2025 Earnings Presentation
17 slides from Beijer Alma Ab Class B's earnings presentation, Jul 18, 2025
Slide 1: Beijer Alma Q2 - 25
Finn Lamex Safety Glass Oy, Cutting machine
Slide 2: Beijer Alma AB is an international, listed industrial group
Beijer Alma AB is an international, listed industrial group. Its business concept is to acquire, own and develop companies with strong growth potential The company’s subsidiaries — Lesj6fors and Beijer Tech - specialize in component manufacturing and industrial trading Johnny Alvarsson Peter Forslun
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Slide 5: Continued growth in Q2 2025
Continued growth in Q2 2025 * Order bookings increased by 10% to MSEK 2,071 (1,892), increased organically 5% * Net revenue increased by 7% to MSEK 2,023 (1,885), organically 3% * Adjusted operating profit EBITA increased to MSEK 305 (269), operating margin 15.1% (14.3) Share of net revenue, Q2 2025
Slide 6: Lesjöfors — Q2 2025
Lesjofors — Q2 2025 * Order bookings increased by 6% to MSEK 1,341 (1,262), organically 6% * Net revenue increased by 4% to MSEK 1,317 (1,270), increased organically 4% * Industry increased by 5% to MSEK 1,051 (1006) * Chassis springs increased by 1% to MSEK 265 (263) * Adjusted operating profit EBI
Slide 7: Beijer Tech — Q2 2025
Beijer Tech — Q2 2025 * Order bookings increased by 16% to MSEK 730 (630), organically 2% 300 14% * Net revenue increased by 15% to MSEK 706 (616), 12% organically 1% 600 10% * Industrial products increased by 34% 400 oe to MSEK 293 (219) 6% * Fluid technology increased by 7% 200 4% to MSEK 220 (205
Slide 8: Financials
Financials
Slide 9: Key ratios
Key ratios (opp) = Full Year Q2 2025 Q22024| Change % LTM 2024 Net revenue, MSEK 2,023 1,885 7.3 7,488 7,203 Adjusted operating profit EBITA, MSEK 305 269 13.3 1,058 1,002 Adjusted operating margin, EBITA % 15.1 14,3 - 14.1 13.9 Adjusted operating profit, EBIT, MSEK 283 249 13.6 976 923 Adjusted ope
Slide 10: EPS
EPS YTD YTD 2025 2024| Change % Earnings per share, SEK 3.96 4.80 -17.5 BEIJERe ALMA 10
Slide 11: Acquisitions
Slide 12: April 2025 and May 2025 acquisitions
April 2025 In April Lesj6fors’ acquired the majority in International Industrial Springs (“IIS”), India. Closing of transaction was April 152025 as earlier announced May 2025 Beijer Tech acquired Roykon A/S. Closing of transaction was May 14" 2025 ny International Springs and 4 Stampings Private Lim
Slide 13: Increased growth from acquisitions
Increased growth from acquisitions 31 acquisitions since 2019 ° 20 acquisitions in Beijer Tech ° 11in Lesjéfors “B8eaeaengeaanan 400 230 200 i ir 0 a 2019 2020 2021 00-18 mw Acquired revenue 2022 2023 2024 @® # companies acquired © DE SPIRAAL @® TRIBELT ADVANCED SRINGS ADVANCED BELIS: q inv PA Venti
Slide 14: Concluding remarks
Slide 15: Conclusions Q2 2025
Conclusions Q2 2025
Slide 16: Q&A
Slide 17: Thank you
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