Kalmar Oyj B (KMROF) Q2 2025 Earnings Call

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Kalmar Corporation Class B.

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.497 Good morning, everyone, and welcome to Kalmar's Q2 results webcast. 00:00:04.497 -- 00:00:09.622 My name is Kamilla Maikola, and I'm from Kalmar's Investor Relations. 00:00:09.705 -- 00:00:14.792 Today's results will be presented by our president and CEO, Sami Niiranen, and 00:00:14.792 -- 00:00:19.299 CFO, Sakari Ahdekivi. The presentation will be followed by a Q&A. 00:00:19.299 -- 00:00:25.288 And please pay attention to the disclaimer, as we will be making forward-looking statements. 00:00:25.288 -- 00:00:28.469 And now, over to you, Sami. 00:00:33.781 -- 00:00:36.909 Thank you very much, Camilla, and good morning, everyone. 00:00:36.909 -- 00:00:41.560 I'm proud to share with you Kalmar's second quarter's performance, showing a continued 00:00:41.560 -- 00:00:46.454 strong order intake and a steady progress in our key strategic initiatives. 00:00:46.454 -- 00:00:51.078 We managed to generate stable revenues and a resilient margin by successfully leveraging 00:00:51.078 -- 00:00:55.903 Kalmar's leading position in the market and driving excellence in our operations. 00:00:55.903 -- 00:01:00.948 Our orders received increased by 20% from last year and overall demand was favorable 00:01:00.948 -- 00:01:02.830 in Q2. 00:01:02.830 -- 00:01:06.874 Sales returned to modest growth and increased by 1%. 00:01:06.874 -- 00:01:10.917 We delivered a resilient profitability of 13.1%, 00:01:10.917 -- 00:01:14.382 which was supported by the strong equipment profitability. 00:01:14.382 -- 00:01:19.748 However, there is an increased level of market uncertainties today affected by, for example, 00:01:19.748 -- 00:01:24.814 new tariff announcements and geopolitical tensions, which is posing a potential risk 00:01:24.814 -- 00:01:29.017 of slower gl...