Byggmästare Anders J Ahlström Holding AB (publ) (AJA_B) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

VD Thomas Bergström will present the third quarter and after that we will have time for a question time. If you have any questions, it is highly appreciated if you put them in via the Q&A function as soon as you have them. It goes well whenever. With that said, please, Thomas, to present the third quarter. Thank you, Derek. Summary of Q3. We have a substance value of 305 kronor per share last September 2025. That is approximately 2.2 billion kronor in total. During the quarter, we have invested approximately 30 million kronor in total. The majority of our latest investment, DP Patterning, was 29 million kronor. And then we have had a significant increase in liquidity due to the fact that the sale of the shares in Safelife was completed during the quarter, so 525 million kronor in there. So at the beginning of the quarter, we had approximately 500 million in liquid funds and including the unused credit facility of 230 million, we have about 750 million in available liquidity. Essential events during the period included, of course, the completion of the Safelife transaction. During the quarter, we launched a buyback of up to a total of 50 million kronor. It runs until the change of year 2025. And on the last day of the quarter, we announced a plan that during an extra stock market here in November, An extra share of SEK 32 per share and a split of SEK 4 per share. In terms of relative terms, our substance value is down 4% compared to Q2. And one year back, we are basically unchanged during the last year in terms of substance value. And in five years, we are now at an increase of 66%. If we double-click on how these changes are distributed, we can see that the total change is almost 100 million kronor, where more than 100 come from the noted portfolio, 131 million down,...