Nilörngruppen AB (NIL_B) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning. Good morning, everybody, and welcome to the Nilen year-end report. For your information, we will record this presentation, so I hope that is okay with you. And as usual, together with me is Maria Fogelström, the CFO of Nilengruppen. So we will try to guide you through the last quarter and what we are doing in the group and the expectations here what we actually working on at the moment so here i share my screen with you so i hope you all see that now And that is always the financial presentation here. Starting off with the order income, it was up 5% in the quarter. And for you who saw this last quarter in Q3, you also remember that we had a big packaging order that affected and that came in Q4 this year instead of Q3 in 2024. So that has an impact of 18 million Swedish krona for the order intake. So adjusted for that, the order intake is slightly down. There is also a huge currency effect also in the order intake. We have not written about that for the specific quarter, but we have written about that for the accumulated numbers. So adjusted for the currency effect, I would say that order income in the quarter is quite break even. Sales was down 6% to 219 million Swedish. and also here we have a huge currency effect adjusted for that it's up actually to 246 million swedish so we are a very international group we have all invoicing is done in the foreign currency We have very, very little or minor invoicing in Swedish krona. The remaining part, or the majority part, is in U.S. dollar or U.S. dollar-nominated currency, like in Hong Kong dollar, Chinese yen, Bangladeshi taka, and so on. And they all follow the U.S. dollar quite well. So when the Swedish krona strengthens up, that has a big impact on the Nilengruppen. It is especially on the top line, on the...