Beijer Alma Ab Class B · OMXSTO:BEIA_B
Beijer Alma Ab Class B — Q2 2026 Earnings Presentation
17 slides from Beijer Alma Ab Class B's earnings presentation, Jul 1, 2026
Slide 1: Interim Report Q2 2026
BEIJERe ALMA INTERIM REPORT Q2 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 Q2 2026 2 Financial performance 3 Acquisitions 4 Q&A
Slide 4: Highlights from Q2 2026
Highlights from Q2 2026 Lesjöfors Stock Spring, Sweden, has developed a high-quality marine-grade gas spring used in the escape hatches on ships.
Slide 5: Highlights of the quarter
Highlights of the quarter Q2 2026 • Stable development overall • Strong earnings growth driven mainly by profitability Net revenue improvement • Five acquisitions in Beijer Tech MSEK 2,131 • Beijer Components building +5% pipeline Adj. EBITA MSEK 346 +14%
Slide 6: Stable Q2 with solid earnings growth
Highlights of the quarter Q2 2026 Stable Q2 with solid earnings growth Adj. EBITA (MSEK, %) Capital efficiency1) (%) 2024 2025 2026 2024 2025 2026 • Continued profitability improvement in both Components and Tech 346 • Adj. EBITA growth of 14% 325 305 299 • Demand stable during the quarter, not 282
Slide 7: Organic growth and easing currency headwind
Highlights of the quarter Q2 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 1,683 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 1% -1% 2,131 5% 2,023 Q2 25 Acquisitions Organic Currency Q2 26 ▪ Currency headwind easing in Q2,
Slide 8: Financial performance Q2 2026
Financial performance Q2 2026
Slide 9: Beijer Components
Beijer Components Q2 2026 Continued margin improvement Net revenue (MSEK) Industry Chassis springs 2024 2025 2026 • Chassi springs slightly lower demand 1,324 1,317 • Stabile demand in Industry, US improved in 1,268 1,270 1,236 1,261 1,273 1,158 1,200 Q1 and continued strong in Q2 256 265 1,119 270
Slide 10: Beijer Tech
Beijer Tech Q2 2026 Strong quarter with solid demand Net revenue (MSEK) Industrial Products Fluid Technology Niche Technologies 2024 2025 2026 • Industrial products sees slightly cautious 858 industrial demand 706 761 767 • Fluid products with solid growth 616 623 636 650 329 • Good general demand i
Slide 11: Cash flow
Cash flow Q2 2026 Cash flow Capital efficiency Cash flow from operating activities, MSEK Working capital R4Q, MSEK Capital efficiency, % 2024 2025 2026 2024 2025 2026 366 2,522 2,540 2,552 2,566 337 2,286 2,267 2,254 2,321 2,380 2,461 299 235 212 212 222 45% 46% 47% 49% 41% 43% 42% 43% 43% 43% 52 73
Slide 12: Financial position
Financial position Q2 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 2,307 2,367 2,255 2,334 66% 56% 58% 52% 57% 56% 55% 52% 56% 51% 1,9x 1,9x 2,0x 2,1x 1,8x 1,8x 1,8x
Slide 13: Acquisitions 2026
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 Keeping a high pace in acquisitions 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 545 512 415 320 352 250 205 228 180
Slide 15: Strong momentum with 5 acquisitions adding around MSEK 400 in Q2
Strong momentum with 5 acquisitions adding around MSEK 400 in Q2 Five companies were acquired in Q2 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 F
Slide 16: Summary
Summary ▪ Stabile industrial demand ▪ Continued improved profitability ▪ Low impact of geopolitical turmoil on the quarter
Slide 17: Beijer Alma
BEIJERe ALMA