Alleima AB (publ) (ALLEI) Q1 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hi, everyone, and welcome to the presentation of the first quarter 2025 interim report for Alema. My name is Emelie Ahlman. I am head of Investor Relations. And I'm joined today by Göran Björkman, president and CEO, and Olof Bengtsson, CFO. So Göran and Olof will take you through our results, and then we will have a Q&A session. You can ask questions through the conference call, and you can also write them in the webcast. You can also download the presentation from aleima.com. And as always, safety is the top priority for us. And I trust that you are safe where you are located. So with that, I would like to hand over to you, Göran. Thank you, Emily. Hi, everyone, and thank you for listening. So let me start with the highlights of the quarter. 41, I think, is another solid quarter, continued strength in financial performance. We had order intake growth for the rolling 12-month period of plus 1%. Continued organic revenue growth we are executing on our solid backlog. And we achieved broad-based revenue growth of plus 8% organically, and where actually most of our segments showed growth. Backlog remains solid with good product mix and visibility for near-term future. Our adjusted EBIT margin also grew year-on-year to 10.5%, with a solid operational leverage and margin development despite a slight FX headwind, and that is the bridge effect. We did not note any major effects from the ongoing turbulence stemming from trade barriers and the U.S., We view the main risk going forward as a potential negative impact on global demand and economic environment, not the tariffs themselves. We will comment more on this in detail in just a moment. A strong financial position enables us to stay with our strategy with several ongoing projects for profitable growth that we now are execu...