Trelleborg AB (publ) (TREL_B) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Thank you and welcome to all of you to our let's say Q4 call of 2025. Peter Nilsson speaking and joined on the call also by Fredrik Nilsson our CFO and also supporting us here in the call is also Kristoffer Sjögren our Head of Investor Relations. As usual we're going to use the slide deck which has been on our webpage for some time now for some hours. and use this as guiding us through and as usual I kick off by some overall comments and commenting for our business areas and sustainability before turning over to Fredrik to guide us through the figures and then summing up with the summary and then ending up with the Q&A session. So once again back to the slide deck turning to page two the agenda highlights, starting and then business areas, financials, summary outlook and Q&A. Quickly turning to page three. We see, let's say, continued margin improvement in the quarter and we can say the quarter overall is actually somewhat better than it looks when you're looking at the figures. And I'll get back to that and commenting on that as we move along. Sales in the quarter, slim organic sales growth, slightly shy of our expectations, but it doesn't really mean that the business actually was worse. It's actually a slide in a few project deliveries in industrial solutions, which is pushing down the organic sales somewhat, but that's going to come back. I'm going to comment on that later as well. M&A adding 3%, and then, of course, like... most companies reporting Swedish Krona so a fairly heavy wind against us and from currency which is pushing down the report to say since Swedish Krona by nine percent EBITDA well managed we are delivering a record high margin in the quarter 18.4 which is best ever for us for Q4 let's say result of good control let's say a good mix and good ov...