KlaraBo Sverige AB (publ) (KLARA_B) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to Klarbo's quarterly presentation for the fourth quarter of 2025. Just like last quarter, my colleague Magnus Nordholm came and I will go through the quarter we have just left behind us. By going through the financial development, summary of the portfolio, value creation in practice, as well as a short preview. After the presentation, it is possible to ask questions via hand development in Teams. All material from today's presentation will then be available on our website during the day. From a professional perspective for the housing company, 2025 is characterized by continued financial recovery. i förhållande till det tapp som skedde under perioden med hög inflation och kraftig ränteuppgång. På intäktssidan gav hyresförhandlingarna relativt höga höjningar, där snittet landade på cirka 5%, en nivå som var väsentligt högre än KPI. Det stärkte hyresintäkterna nominellt och förbättrade topline-utvecklingen för bostadsbolagen, vilket bidragit till bättre kassaflöden jämfört med föregående år. At the same time, significant cost increases in operating costs remained, especially in the industries that are comprised of monopolies. Electricity, heat, water and waste have all had significant tax increases during 2025, which in turn has affected businesses negatively. Since these larger costs in the company's operating net continue to increase significantly, More than KPI, there is reason to believe in continued rent increases at levels above KPI in the coming year. If we look at it from the perspective of Klarbo, we see that the income has improved with both increased net profit and administrative results. To a large extent thanks to the transaction in Helsingborg in early 2025, but also that the rent increases have been higher than KPI for the company. which we will...