Arcoma AB (ARCOMA) Q4 2024 Earnings Call

Investor webinar replay

Replay transcript excerpt

Then we say hello and welcome to Carnegie and today's report interview. My name is Hjalmar and I work as an analyst. Today I have with me Mattias Leire, who is the CEO of Arcoma. Welcome, Mattias. Thank you so much for being here. You released your report last week, so we're going to dive into it. I thought if we start with the gross margin. It is quite strongly strengthened year over year and we know that the market mix is important here. What other factors play into the strong gross margin you have? I'm thinking product mix and pricing and so on. We have received good reviews of our premium products. We see which one has paid. We are convinced that we have been careful in the business we take. We see that the i3 we released has started to have a good effect and is appreciated by the market. And we see that it plus a number of options for good. So it's a combination, but we're more careful and we're looking to increase profitability and push in low-marginal markets where we focus on those segments where there is profitability. When you say that you choose marginally strong businesses, can we see it as a shift to how it was 12 months ago? Are you prioritizing more profitable businesses now? AME 2024 has been a year where we have prioritized profitability, which has had an effect. We have an increase in EBITDA of 70% compared to 2023 and reach an EBITDA margin of 13%, which we are very pleased with. We have had a great focus on profitability. If we stop at the gross margin, you have a post-market business that is developing very well. Could you talk a little bit about where the driving force is here? What can we expect if we look forward a little? We see through our distributors that you can run business in a slightly slower market. You can do upgrades of an installed...