Rottneros AB (publ) (RROS) Q3 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello and welcome to this webcast with Drott News, where CEO Lennart Eberle and CFO Monica Palsson will present a report for the third quarter of 2025. After the presentation there will be a Q&A, so if you have any questions you can send them in via the form to the right. And with that said I hand over the word to you Lennart. Thank you very much Ludvig and hello everybody to this quarter three of 2025. On the 30th of October, a rainy and autumn-like day in Sweden. And like the weather, our results are really not as summer-like as the picture on the first slide. It has been a challenging market that we've seen during the quarter. We are still struggling with very high raw material prices, although they have peaked and they're starting to come down. The pulp market has not really improved since the spring. On the contrary, it has moved sideways and with some lackluster in China. And as a result of that, we've seen a decline. result, which is really not anything we are happy with. As a consequence, we continue to focus on the things we can control ourselves. We have a very strong cost focus. The reorganization is in place. We will see the result of that program towards the end of the year with a full effect of some 35 to 40 million. We do not stop there. We will work further to see if we can achieve further savings. We have a working capital, which is too high that we've seen some reductions in that we will work with to continue further going onwards. And of course, we go also through all the variable costs we have to see if additional savings can be achieved in those areas. So this is a time where to put up our sleeves and really show that we can be a part of turning this around. If we look into the market, it's, as I've said, a very challenging climate. If we look at...