Bufab AB (publ) (BUFAB) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hi everyone and a warm welcome to Bufab's Q3 report. My name is Erik Lindén and I'm president and CEO of Bufab Group. And together with me here, I have Helena Häger, acting CFO. This presentation will be recorded and by attending to the meeting, you agree to the recording. I will start this meeting to go through our Q3 highlights, and then I will give the word over to Helena to take us through some financial details. After that, I will go through some regional highlights and some group news before we end up the meeting with some of the quarter and the Q&A. So if we start then with some highlights of the quarter. Overall, I am very pleased with our performance in the quarter. We continue to execute very well on our strategy and it continues to give results. uh something that was very positive to see that was was that we finally got some organic growth 1.4 percent first time in two years primarily driven by increased market shares the market though contains uncertain with big variation depending on geographical areas and customer segment demand was still strong in energy agriculture and food medical technology and defense but weaker demand in mobile home, trailer market, and also in construction and furniture. We ended up having a very nice gross margin in the quarter, record high on 32.7%, and we now have eight consecutive quarters of gradually improved gross margin. Our operating margin adjusted ended up at 14.2%, which actually is in line with our financial targets for 2026. If you look then on our cost base, the underlying cost base was changed in the quarter compared to Q3 last year, just for one offs. And I think we are good in managing our cost base overall. And we continue to invest in growth at the same time as we take good cost control throughout the organiza...