Kalmar Corporation Class B · OMXHEX:KALMAR
Kalmar Corporation Class B — Investor Presentation (October 2025)
11 slides from Kalmar Corporation Class B's investor presentation, Oct 6, 2025
Slide 1: Making every move count
Making every move count Pre-silent call with CFO Sakari Ahdekivi 6 October 2025 1
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
Slide 3: Agenda
Agenda ● Recap of Q2 ● Order releases in Q3 ● Market indicators ● Recent comments on the market environment ● Kalmar’s IR team 3
Slide 4: Q2/2025 highlights – Strong performance and order intake in the second quarter
Q2/2025 highlights – Strong performance and order intake in the second quarter Comparable operating profit, MEUR and % • Orders received increased by 20% ‒ Overall favourable demand in Q2 • Resilient comparable operating margin (13.1%) ‒ Supported by strong equipment profitability ‒ Sales increased
Slide 5: Order releases booked in Q3
Order releases booked in Q3 3-year Kalmar Care 5 hybrid straddle carriers + maintenance contract for MyKalmar INSIGHT Noatum Ports Malaga performance management Terminal tool to Rotterdam Shortsea Terminals Size: large 5
Slide 6: The market is expected to be more subdued in H2
The market is expected to be more subdued in H2 Average growth rate 2024-28: 3.7% Average growth rate 2019-23: 2.1% Average growth rate 2024-28: 3.2% Average growth rate 2019-23: 2.8% Average growth rate 2024-28: 2.8% Average growth rate 2024-28: 2.8% Average growth rate 2019-23: 2.7% Average growth
Slide 7: Current tariff situation
Current tariff situation - 21% of sales came from the US in H1 2025 (26% in 2024). - In terms of sales, terminal tractors is the largest product category in the US, and they are locally produced in our Ottawa, Kansas factory. - Of our equipment portfolio, forklifts and empty container handlers are i
Slide 8: Connected fleet activity has remained on a similar trend: subdued in the US, strong in Europe
Connected fleet activity has remained on a similar trend: subdued in the US, strong in Europe Uncertainties continued to impact the demand environment in the Americas. 68,000+ installed base 14,500+ connected equipment 8
Slide 9: Q&A
Q&A 9
Slide 10: Kalmar's IR team
Kalmar’s IR team Carina Geber-Teir Katariina Kataja SVP, IR, Marketing & Comms Director, Investor Relations carina.geber-teir@kalmarglobal.com katariina.kataja@kalmarglobal.com +358405024697 +358405271427 Camilla Maikola (on maternity leave after 14 November 2025) Director, Investor Relations camill
Slide 11: Kalmar
Kalmar