Beijer Alma AB (publ) (BEIA_B) Q2 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.959 -- 00:00:05.585 Good morning, everybody, to this. I'm actually in the archipelago of Sweden. 00:00:05.585 -- 00:00:08.909 The sun is shining and it's 25 degrees 00:00:08.909 -- 00:00:10.711 in there. 00:00:10.711 -- 00:00:14.075 The first picture you see now is just a mention. 00:00:14.075 -- 00:00:19.442 It's actually from Finlamex, one of our companies in the Arctic, 00:00:19.442 -- 00:00:24.365 which manufactures windows, the front window for buses. 00:00:24.365 -- 00:00:28.993 and that's one of the businesses that are performing very well and we actually at this 00:00:28.993 -- 00:00:35.280 moment expanding the factory because the demand is higher in our capacity 00:00:36.766 -- 00:00:40.792 so now you can see it's myself 00:00:40.792 -- 00:00:46.539 and Peter Forslund CFO who will run this presentation 00:00:46.923 -- 00:00:49.363 good morning everybody 00:00:57.237 -- 00:01:01.878 And if you look at this quarter, 00:01:01.878 -- 00:01:07.105 I think we are rather satisfied with it, and we have managed to improve 00:01:07.105 -- 00:01:10.670 the profitability at some points. 00:01:10.670 -- 00:01:14.814 If we go to the two business areas, we actually 00:01:15.778 -- 00:01:18.361 only have two business areas at this moment. 00:01:18.361 -- 00:01:24.270 So Le Sjöfors has a mixed demand, and what we can see is the 00:01:24.270 -- 00:01:30.008 Nordic market is weak, where we have all type of customers in all industries. 00:01:30.008 -- 00:01:33.734 So that's a weaker market compared to one year ago. 00:01:33.734 -- 00:01:38.841 The same goes for the United States also, where the market is much weaker, 00:01:38.841 -- 00:01:41.966 and I guess it's depending on the industrial 00:01:41.966 -- 00:01:46.553 situation we have at this moment in the Unit...