Alcadon Group AB (publ) (ALCA) Q1 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the quarterly presentation for Alcadon Group for the first quarter of 2025. My name is Fredrik Valentin and I am the CEO of Alcadon Group. My name is Niklas Svensson and I am CFO of Alcadon Group. We are pleased to take you through the outcome of our first quarter of this fiscal year. But before we go into some quarterly figures, we will repeat what Alcadon Group is for a company and what we are doing. We are active in the industry of enabling data communication between different actors and players in society. We do this in three segments. Outdoor connectivity, which is primarily fiber and broadband. Often underground, it can also be in the air. Between buildings, cities, industries and even telemarketers. Then we work with indoor connectivity, where both segments are placed. Structured cable systems. Primarily industries, schools, offices and insurance companies. Everyone who needs a strong and reliable network and infrastructure for data transfer. And of course, all the server halls that you normally have in the sources, but which are now also starting to grow up in the form of data centers, clean, large buildings that only contain data servers. We have chosen to show and present data centers a little separately because the business model there is a little different. There are more project-driven businesses in structured cabling. it is much more installers driven. So data center businesses have certain similarities with our fiber businesses, where there are large transactions. Where our customers are either tele operators who build out their tele network or fiber network for broadband at home, or operators who run large data centers. And there we are perhaps most niche towards medium-sized data centers. There are such hyperscales that are run by Google a...