Byggmästare Anders J Ahlström Holding AB (publ) (AJA_B) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello and welcome to the ABG webcast. My name is Derek Lalluberté and I am a stock analyst who monitors Byggmästaren. And on the agenda today we have just Byggmästaren's fourth quarter webcast. And I am with me in the lead, Thomas Bergström, who will present the quarter. After Thomas has presented, we will have a question time and you are warmly welcome to If there are any questions in the function in Teams, we will take them then. With that said, I will let you, Thomas, present the fourth quarter. Thanks for that. We released the report for the fourth quarter this morning, 8.30, and we then provided a substance value per last December of 67 kronor, which is a decrease during the quarter by about 3%, and it is also a decrease by about 3% during the year compared to a year earlier. So our total substance is 1.9 billion SEK per last December 2025. We originally had liquid funds of 244 million SEK. The board has also proposed to the board of directors a share of SEK 70 per share, which is in line with what we communicated earlier this fall. If we look at some capital activities during the fourth quarter, we have carried out an additional allocation of a total of 233 million kronor, which is after a split of 4 to 1, 8 kronor per share. And it is after the changes that the decrease is 3%. We also extended our resale program during the autumn with a total of SEK 50 million until the end of June. And until last December, we had almost SEK 6 million in resale during the autumn. So there is a lot left to do. If we look at the portfolio in terms of flow, we invested a total of SEK 40 million in Q4, SEK 33 million in 750,000 shares in Green Landscaping, another SEK 4 million in DP Patterning and some repurchased shares. If we take the whole year's perspective, in 2025 we had to...