Sp Group A/S (SPGGF) Q1 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

The Q1 2025 report from SP Group that was published yesterday. My name is Rasmus Køyborg and I have the pleasure of welcoming both CEO Lars Behring and CFO Tille Keilhoff. They promised to take us through the quarterly numbers here, the recent highlights. So a warm welcome to you two. Thank you. And before I hand over, also a warm welcome to all of those of you who signed up for today's presentation. As usually, you can ask your questions in the chat room. You can either do it in English or you can do it in Danish and we'll help with the translation. And should you miss anything, we will record the presentation here and publish it on different platforms afterwards. But with that, I'll leave it to you, Lars and Tilde. Thank you very much, Rasmus. And first of all, thank you very much to all of you listening in. We'll start with an ultra short intro, but as always, if anyone behind the screen wants to hear more about SP Group and what we do, please feel free to reach out. We are always available for a call or a Teams meeting. We are a global manufacturer of plastic solutions with 31 factories around the world. We have 2,400 employees. We have increased the amount of employees a little bit since New Year, and this is mainly in the United States. Our revenue comes from being a sub-supply of plastic parts. That is 71% of our revenue in the first quarter. And then we have our own brands, a number of niche products within the plastics industry that goes for 29% of the revenue in the first quarter. We group our products in healthcare, clean tech, food tech and others. And especially in the first quarter here, we have had a good increase in the healthcare part, which I'll come back to later. If you take the highlights, please change Rasmus, for the first quarter, We have had ...