Nederman Holding AB (publ) (NMAN) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone, and thank you for joining us today, taking the time not sitting in the fabulous sunshine in this, at least in this part of Sweden. The second quarter was encouraging for Nerman and our owners. We saw a clear increase in customer activity and a strong order intake across all four divisions. This confirms a positive trend we saw at the end of the first quarter. You remember the first part of the first quarter wasn't that great. Market uncertainty persists, but we continue to see customers investing in areas that are important for their operations. It's also encouraging that the investments we have made in innovation and operations over the recent years are creating results. This is strengthening our competitiveness and it's also helping us gain market share in traditional and new industries. During Q2, orders received increased in all four divisions. Extraction and filtration technology, which is the biggest division, had record order intake. Monitoring control technology and duct and filter technology had the highest quarterly order intake since Q1 last year. We also see continued growth in our service business. It's a focus area and it's very important for recurring revenue and long-term value creation. We continue to advance our innovation agenda through new product development and releases that address our customers' need for cleaner production, improved productivity and safer work environments. At our Helsingborg Innovation Center, we are building unique dust analysis capabilities, which will improve both our products and our customer safety. This initiative is generating interest in the market and has also been highlighted on Swedish national television and radio. As part of our agenda for market leadership and focus on Australia, we acqui...