Railcare Group AB (publ) (RAIL) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hi! This morning we released our report for the second quarter at Railcare. A good report that means that we have a very high turnover and improved turnover margin. I was going to start a little short by telling you about our business. At Railcare, we operate the business mainly in three different business areas. We have partly entrepreneurship, where we carry out maintenance with self-developed machines, as well as that we in our mining business also work with dewatering measures. The transport business carries out goods and entrepreneurship and special transport with its own locomotives and drivers. In technology, development and transformation of both locomotives and machines occurs, as well as that we carry out a whole lot of service maintenance for external customers, but also our own machines. If we then look at the market, it looks very interesting right now on the railway. The maintenance debt has never been greater and the need for a well-functioning, sustainable railway infrastructure is crucial for Swedish industry's competitiveness. Transport on the railway is expected at the same time to increase by 50 percent by 2040. This means that maintenance needs to be more efficient in order to minimize the impact on the traffic on the railway. The membership to NATO also placed increased demands on the railway's robustness and reliability. And that the railway is in focus, it has simple and natural explanations. If we then look at some highlights from the second quarter, we have under the second quarter established two more calculations in readiness within the readiness mission that we have for the Traffic Agency. It is in great anxiety that you can now see our brand new FF Chantelok, which is ready to be pushed out. At the end of October, the project in Borlänge...