Alleima AB (publ) (ALLEI) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello everyone and a warm welcome to the presentation of Alema's Q4 and full year 2025 results. My name is Frida Adrian and I am Head of Investor Relations. I'm joined by our President and CEO Göran Björkman and our CFO Johan Eriksson. Göran and Johan will take you through the highlights of the quarter and the year and following the presentation we will open up for a Q&A session. You're welcome to ask questions via the conference call or submit your questions through the webcast interface. The presentation materials are available for download at our website, elema.com. As always, safety is a top priority for us, and I trust that you are familiar with the safety procedures at your current location. And with that, over to you, Jara. Thank you, Frida, and hi, everyone, and thank you for listening. Well, to sum up the full year of 2025, which has been heavily affected by geopolitical tensions, trade barriers, events, all contributed to making it difficult here to navigate overall. The biggest impact we've seen, I mean, it has increased the uncertainty amongst our customers, and investment decisions have been pushed into the future. as the rules of trade has been changing sometimes from one day to another. At the same time, I believe we show some strength despite the turbulent environment. We deliver flat organic revenue growth in the year on total 18.6 billion, and we are clearly benefiting from our diverse exposure and the fact that we have strong positions in very niche markets. A global footprint including local production, the U.S. has also enabled us to cope with the tariffs themselves by passing along the high-cost customers. This means, however, increased costs for our customers, which also have a negative impact on their growth. To continue with some positives, o...