Railcare Group AB (publ) (RAIL) Q3 2025 Earnings Call

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Replay transcript excerpt

WEBVTT 00:00:00.757 -- 00:00:05.605 Hi! This morning we released our report for the third quarter. 00:00:05.605 -- 00:00:08.329 This is a report that we are very pleased with. 00:00:08.329 -- 00:00:14.936 We make our best quarter ever, both in terms of turnover and results. 00:00:15.340 -- 00:00:20.769 Before we get into the report, I thought I'd start by telling you 00:00:20.769 -- 00:00:25.794 a little bit about our business. We operate Velka-koncernen in three 00:00:25.794 -- 00:00:30.819 different business areas. We do entrepreneurship, where we carry out track maintenance 00:00:30.819 -- 00:00:33.602 with self-developed machines and dewatering measures. 00:00:33.602 -- 00:00:39.689 The transport business carries out goods, entrepreneurship and special transport 00:00:39.689 -- 00:00:42.592 with our own 00:00:42.592 -- 00:00:45.836 locomotives and drivers. Through technology, development and transformation of both locomotives 00:00:45.836 -- 00:00:50.960 and machines occurs, as well as that we carry out service and maintenance. 00:00:50.960 -- 00:00:56.167 If we look at our market on the railways, it looks very interesting. 00:00:56.167 -- 00:01:01.293 The debt on Swedish railways is very large, and the need for a well-functioning and sustainable 00:01:01.293 -- 00:01:07.418 railway infrastructure is crucial for Swedish industry competitiveness. 00:01:07.741 -- 00:01:13.008 Transport on the railways is expected to increase at the same time by 50% until 00:01:13.008 -- 00:01:18.014 2040. This means that maintenance needs to be more efficient in order to 00:01:18.014 -- 00:01:22.499 minimize the impact on the railways' traffic. 00:01:22.499 -- 00:01:27.949 The membership in NATO also increased the requirements for the railway's robustness 00:01:27.949 -- 00:01:30.1...