Peab AB (publ) (PEAB_B) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hej och välkomna till dagens presentation av PEABs halvårsrapport 2025. Jag som pratar heter Johan Hartma och är er chef på PEAB. Med mig idag har jag PEABs vd och konserthjef Jesper Göransson och PEABs CFO Niklas Winkvist. Som vanligt så presenterar Jesper och Niklas dagens rapport och därefter har ni möjlighet att ställa frågor. You can either ask questions manually by pressing square 5 on your mobile devices. Or you can write the question directly in the form on the website. And then I will read the questions later. I give the instructions also when Jesper and Niklas' presentation is finished. Good, that was all. With those words, I hand over to you Jesper first. Thank you, Johan. We will now look at the market prognoses. The market prognoses are unchanged since the previous quarter report. If we look at housing investments, the arrows point upwards in the same calendar for 2025. It is expected that the housing markets will increase, but this is due to low levels. And if you look at it from a more historical perspective, we can see that when it comes to housing construction in Sweden, it looks like the market has found a new level that is around 30,000 startups per year. And then we come from the top earlier up to between 65,000 and 70,000. So it's a halved level, but it still feels like it has stabilized there. And for us, the starting point has simply been and has been that we adapt to where the market exists. And predominantly, we see that the conditions are better in the metropolitan areas. Another trend that we also see clearly is that the opportunity to sell apartments increases as the project approaches its completion. That trend remains. And based on that, we have continued to work based on the strategy that, given our financial goals, increase the number ...