Replay available

MilDef Group AB (publ) (MILDEF) Q2 2025 Earnings Call

MilDef Group AB (publ) (STO: MILDEF) Q2 2025 earnings conference call, held 2025-07-18. Replay captured from the company's public earnings webcast.

Fri, July 18, 2025 at 4:00 AMendedReplay
MilDef Group AB (publ) (MILDEF) Q2 2025 Earnings Call

Hosted by

Featured presenters

Daniel Ljunggren

CEO & President

Daniel Lindqvist

Analyst, Danske Bank

Hugo Liescher

Analyst, DNB Carnegie

Benny Dahlqvist

Shareholder/Investor

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.139 So with no further ado, please take it away, my dear colleague 00:00:05.139 -- 00:00:07.763 and our CEO and President Daniel Ljunggren. 00:00:07.763 -- 00:00:12.750 And remember, Daniel, to help the listeners in the audience that dial in to actually 00:00:12.750 -- 00:00:15.715 state the numbers on the slides that we present. 00:00:15.715 -- 00:00:17.958 That's a request from one of our lovely shareholders. 00:00:17.958 -- 00:00:19.400 Take it away, Daniel. 00:00:19.400 -- 00:00:23.727 Thank you very much, Yolof. And a really warm welcome to everyone here for this conference 00:00:23.727 -- 00:00:28.628 call of our Q2 report. And I will try to do my best, Yolof, to make sure that You're 00:00:28.628 -- 00:00:32.214 all aware on which slide we are on, so to say. 00:00:32.214 -- 00:00:37.301 I think it's better we just deep dive directly into the highlights of the Q2 00:00:37.301 -- 00:00:42.950 on the second slide. Number one is that we still have a positive order intake trend. 00:00:42.950 -- 00:00:48.498 We saw in the second quarter here, all-time high record quarter for order intake. 00:00:48.498 -- 00:00:53.407 We are more than doubling the order intake if we compare to Q2 in 2024. 00:00:53.407 -- 00:00:58.534 We're growing the order intake by 116% and 58% of that 00:00:58.534 -- 00:01:03.541 is organic and the rest is coming from acquisition of German company Rhoda. 00:01:03.541 -- 00:01:06.786 So there is a really high activities on the market. 00:01:06.786 -- 00:01:11.693 The order intake is really strong and that is putting us in a good position for the second 00:01:11.693 -- 00:01:15.498 half of 2025 and also beyond that. 00:01:15.498 -- 00:01:20.946 The second bullets around is what triggering the announced profit warning ...