Clavister Holding AB (publ.) (CLAV) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to our Q3 interim report presentation. With me today is our CEO John Westberg and our CFO David Nordstrom and we're going to present the Q3 report to you. So we'll start with a presentation with John providing business updates and followed by David's part on the financial details. And after the presentation, we will have a Q&A session. So you will be able to answer any questions, post any questions you have before, and we will answer the questions in that session. So please feel free to post the questions during the presentation in the question box, and then we will get back to the questions after that. So yeah, with that, I would like to hand over to you, John. Thank you very much, Kate, and warm welcome, everyone, to this Q3 presentation. As usual, starting off with a summary of the past quarter, starting with actually what we refer to as a key profitability milestone. So this is an interesting, important milestone. where all of our profitability metrics are showing good performance. So we were able to demonstrate our highest ever EBITDA margin at 26% ever, also showing positive EBIT and positive net result, all together combined with a strong gross margin. From a business perspective, we continue to expand on our European footprint. We do this mainly through new partnerships. And as a reminder for those who might be new to Clouster, the Clouster's route to market is typically through partners. That's why we place extra emphasis on important partnerships, such as the one we announced shortly after the end of the quarter, an extended distribution agreement with Arrow Electronics, which I will talk more about in a while we see overall a strong momentum in the business defense being no exception the flip side of that coin is some supply constraints that the ov...