Impact Coatings AB (publ) (IMPC) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hi and welcome to Impact Coating's second quarter report 2025. With us to present, we have CEO Jonas Nilsson and CFO Lena Åberg. If you have any questions for the company, you can use the form to write. And for callers, you raise your hand with star 9 and unmute with star 6. And with that, I give the word to you, Jonas. Hi everyone and welcome to this presentation of the quarter 2 financial report. Here is the agenda. We will start with a brief company introduction, then highlights from Q2 and market update. Lena, who is beside me here, will go through the figures and we will make a summary at the end before the Q&A session. Impact Coatings is a global technology leader and full service provider of coating solutions using PVD technology. PVD stands for physical vapor deposition, a clean process of applying thin layers of coatings to enhance surface properties and prolong lifespan and improve product performance. We build machines for PVD coating and we offer coating as a service. The company was founded in 97 and has since then expanded in Europe, Asia and North America. Today we manufacture machines in Sweden. We offer coating as a service from Sweden and Shanghai, and we have sales offices in US, Korea, Germany, Sweden and China. We're also prepared for a coating service center in US because with local presence in US, China and Europe, we avoid to get affected by trade wars. PVD is a horizontal technology that can be applied in many market verticals. We have chosen market verticals within two focus areas, energy and hydrogen on the left and metallization solutions on the right. We focus on energy and hydrogen where we are striving for market leadership. Another way to divide the market is in the following application areas. PEM electrolyzers, mainly metal coatings ...