Humana AB (publ) (HUM) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning. Welcome to Humana's Q4 report presentation. My name is Evelina Pettersson. I'm the head of IR at Humana. With me today, I have our CEO, Nathalie Bolas-Nilsson, and our CFO, Christopher Heroux. Please go ahead, Nathalie. Thank you, Evelina. We will give you a short introduction, followed by financials and operational performance. We will then wrap it up with concluding remarks and open up for questions. Humana is a Nordic care provider with a high degree of specialized care. We have a well diversified portfolio of services in the Nordic countries, with Sweden being the largest market followed by Norway and then Finland. We have a high customer satisfaction and satisfied employees. We have during 2025 worked on securing our growth moving forward. And after talking about our pipeline in our two previous quarterly reportings, we can now inform you that the work has been fruitful and many new projects have been signed, many of them during the Q4, amounting to approximately 300 new placements and 450 million in net revenue. We are expecting to continue to build our pipeline and sign several more projects in the near future. The projects are primarily within our targeted areas with high growth and profitability, disability, LSS and elderly care. As you may have noticed in our recent press release, one of the projects signed is a new large elderly care unit in Sollentuna with 100 beds and an LSS unit. We are also continuing to pursue M&A in targeted areas and have during the period acquired Familjehjälpgruppen in Norway that will complement our institutional offering with a broader range of specialized services for children and young people. In light of our strong Q3 report, the Q4 report looks a bit on the soft side at a first glance, and we will get into that...