Orkla As A S/Adr (ORKLY) Q3 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.360 Good morning, and welcome to the presentation of Orkla's third quarter results. 00:00:05.360 -- 00:00:10.826 My name is Annie Bursagel, and I'm the head of Investor Relations and Communications. 00:00:10.950 -- 00:00:15.178 Our president and CEO, Neil Selta, will begin with a summary of the highlights from the 00:00:15.178 -- 00:00:21.563 quarter. After that, our CFO, Arvid Eglund, will go into a deeper dive in the financials. 00:00:21.563 -- 00:00:26.089 Niels will come back with some concluding remarks before we go over to the Q&A. 00:00:26.089 -- 00:00:29.995 So just a reminder, we have a video Q&A with analysts first. 00:00:29.995 -- 00:00:33.980 And after that, we will take all of the questions that come through via the web. 00:00:33.980 -- 00:00:38.607 So you're welcome to submit your questions via the web at any time. 00:00:38.607 -- 00:00:42.810 So with that, I think I will now leave the floor to you, Niels. 00:00:44.159 -- 00:00:46.642 Thank you, Annie, and good morning, everyone. 00:00:46.642 -- 00:00:51.848 This quarter, we continued to execute on our active ownership model 00:00:51.848 -- 00:00:54.331 and capital allocation strategy. 00:00:54.331 -- 00:00:59.376 The focus is on improving our core business in the portfolio companies and investing 00:00:59.376 -- 00:01:03.218 in opportunities that drive long-term value. 00:01:03.961 -- 00:01:10.447 To start with, I highlight this quarter. In Q3, Orkla delivered 4.4% organic 00:01:10.769 -- 00:01:15.784 growth across our portfolio companies. Of this, volume mix contributed 00:01:15.784 -- 00:01:18.565 positively with 1.3%. 00:01:18.967 -- 00:01:23.031 Underlying EBIT adjusted growth grew by 1.1%. 00:01:23.031 -- 00:01:28.236 This quarter, we see a mixed development across ...