Sp Group A/S (SPGGF) Q2 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hi and good afternoon on behalf of Hans-Kristian Andersen Capital. I'd like to welcome you all to this presentation of the Q2 2025 report from SP Group that was published yesterday. My name is Rasmus Køyborg and I have the pleasure of welcoming CEO Lars Behring and CFO Tilda Keilhoff. They promised to take us through the quarterly numbers here and recent highlights so a warm welcome to you. Before I hand over also a warm welcome to those of you who signed up for today's presentation. As usual you can ask questions during the presentation in the chat room on your lower right corner and if you're not comfortable writing in English you can also do it in Danish and I'll translate the questions. And of course we'll be recording this and put it on different platforms afterwards if you want to see it again. But with that I'll leave it to you Lars and Tilda. Thank you very much Rasmus and thank you to all of you who have chosen to tune in and listen to us. SP Group is a global manufacturer of plastic solutions. We are producing 73% of our revenue is produced as a customer specific solutions where we act as a sub-supplier and 27% of our revenue comes from our own products our own brands. We produce on 30 factories in a global setup with just a little above 2400 employees and we operate a number of different plastic technologies. Our strategic focus on the sales goes to the areas healthcare, clean tech and food tech which I will come back to a little later but we also produce a large number of other plastic components. Taking this, thank you Rasmus. We had as you might remember a strong growth in Q1. It was actually the best quarter ever both on top line and on bottom line. And it was followed by a Q2 where we saw some slowdown. Totally seen in the first half we had a reduced ...