Beijer Alma AB (publ) (BEIA_B) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everybody. And this is my third and last quarterly report in Beiralma. So next Monday, the permanent CEO, Oscar Friedel, will join us and he will take care of this company for the future. I'm glad to say this is the best report during these three quarters and probably since many years ago also, I think. In spite of that, we have not really pushed everything to be maximum. It's a very normalized result we see after this quarter. We had a healthy growth in the period, an organic growth that was very nice. The reasons are among other things, we have for instance expanded, it's four factories within Beotech that we have expanded and two of those, well actually three of those houses during this period started to deliver from the expanded production. area and that has also caused me meant that we can actually work down the backload we have from those factories that have been too long delivery times and that is why the reason one of the reasons why we have more deliveries in this quarter and also better result And demand has improved in general, but it is normal in our case. It's a volatile market depending on where in the world and in what segments we are. Lykkefors has mixed demand and we have organic growth both in sales and bookings. And what is especially good in this quarter is Chasse Springs. that has expanded dramatically, and it's mainly Germany and the UK that are the strongest markets. In industry, Asia and Europe are growing. In Sweden, we see a very stable market, but we see large customers like ABB and Volvo Trucks are reduced, but we have others growing like Hitachi and other smaller is growing. So in total, it's a stable market in the Nordic. In the US, we see a market that is down depending on some large customers we have in industry, but also...