Rusta AB (publ) (RUSTA) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, and thank you for joining us today. My name is Katrin Wigsell, and I'm the new CEO of Rusta. And it's great to be here together with our CFO, Sofie Malmunger, for the presentation of Rusta's year-end report 2526. I've just joined the organization and it's full speed ahead from the start. And I can already say that this is truly a fantastic company and organization. And I look forward to continue driving Rustas expansion in the low price market. Today, however, we are here to present the fourth quarter and the full financial year 25-26. I'm going to start with an update on the business and highlights from the fourth quarter and the financial year. Sophie will then take you through the financial performance in more detail and we will conclude with some reflections on the outlook ahead before we open up for questions. All right, starting with the business update. Rusta delivered a solid fourth quarter with sales growth across all segments and improved profitability. We saw increased customer traffic and higher average tickets in all segments, despite tough comparables with strong summer sales in April last year. We continued the rollout of our updated store concept, which improves efficiency and drive sales, supporting our like-for-like growth. We opened up eight stores in total during the quarter, which is the highest quarterly pace ever. And we now have 41 stores in the pipeline. And I'm going to come back to this a bit later in the presentation. We managed to reach break-even in the fourth quarter. This means that all four quarters in the financial year were profitable for the first time since Rusta was founded. And finally, the board proposes a higher dividend of 1.8 SEK per share up from 1.45 SEK last year, which corresponds to 50% of net profit for t...