Alimak Group AB (publ) (ALIG) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

thank you and welcome everyone to our quarter 4 25 call and as always i have silva with me here turning page yeah recapping the group a little bit we are a diversified global industrial group focusing on vertical access and a leader in this segments that we are focusing on We have some fundamental drivers supporting our business like urbanization, electrification, regionalization, robotization also with our movable platforms and health and safety. Strong presence, long history, which means we have a lot of installed base around the world, which is great for our service business, which is a fundamental piece of each division. And we also run with the Capital Light operation, which means that it's a solid financial business. Turning page, our strategy. We started 2020 with what we call the new heights and that has served us well. And this is also what we talked more about in the Capital Market Day a couple of months ago. And we are now into the second phase of this and stronger profitable growth in the coming years. Turning page, we also upped our financial targets last time we spoke, and we have an average annual revenue growth target of 8 to 12%. And we also said that we should reach 20% adjusted to the beta margin by 2028. And also relevant for today, it's our dividend payout ratio policy of 40 to 60%. Turning page, so diving into Q4. yeah so happy to see we are continuing with a strong organic growth for the group but also a little bit disappointing with mixed profit performance in the quarter But the strategy continues to work well. We have four out of five divisions with strong organic growth. Facade access up 18%, HSBS 14%, wind 72%, and also industrial 4% in the quarter. While then, very disappointing, was construction, of course, which is down 29%, but driven ...