Munters Group AB (MTRS) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning and a warm welcome to today's presentation of our Q2 results 2026. My name is Lina Duvan and I'm head of Investor Relations, joined as always by our CEO, Claes Forsström, and our CFO, Katarina Fischer. So we will begin with a presentation from Claes and Katarina, and then we will have a Q&A session. So Claes, please go ahead. Thank you, Lina. And once again, good morning and welcome. The quarter delivered exceptional order intake, both in data center technology and air tech, driven by solid underlying market and strong product offer. All setting up data center technology and air tech for substantial revenue growth 2027 and beyond. The profitability is as planned improving in Airtek while DCT was impacted by anticipated growing pain, as well as currently burdened by component shortages affecting ramp up speed and efficiency. Very pleasing also to see that the quarter showed strong cash flow and cash conversion. we are creating a sharper, more focused monitors by optimizing our portfolio and positioning food tech for the best possible future outside the Group. I'm very convinced that this will create a more focused monitors that without food tech is well positioned to deliver annual revenues well above 20 billion SEK over the coming years. So talking about the potential divestment of food tech, as I said, the portfolio optimization question, a sharper focus from hunters and creating a new ownership to accelerate food tech. The future monitors will be data center technology and act eccentric, generate focus, flexibility and enable us to allocate all efforts towards growing that part of the business. Foodtech or Speria, set up for a potential divestment, enabling growth, market position, and continue to scale. And I have to say this, Foodtech is a fantastic ...