Beijer Alma AB (publ) (BEIAB) Earnings Call Transcripts

Beijer Alma AB (publ)'s Latest Earnings Call - Q1 FY2026

In Q1 2026, Beijer Alma AB reported a solid performance with revenue and earnings growth driven by improved market conditions across various regions. Revenue saw a decline in Beijer Components due to strategic phasing out of low-margin businesses, impacting top-line by SEK 50 million. However, EBITA margins improved by 15%, with EPS rising from SEK 2.60 to SEK 3.40, reflecting better profitability and lower financing costs. Management maintained a cautious outlook, indicating potential for acquisitions later in the year and a stable demand environment, particularly in the U.S. market.

Reported metrics

Guidance from management

Management expects continued demand stability and potential for acquisitions later in the year, with a cautious approach to market fluctuations. They anticipate similar impacts from the action plan in Q2 as seen in Q1.

What management said

Yes. It's -- January and February was slow, but then it was really like a boom in March. And that is what we can see more or less all over our markets. And we have not seen any effects of the turmoil in the general environment so far. And nobody knows what's going to happen in the coming quarters. So we have to wait and see and adapt the situation. We have seen some kind of mentions that there will be some price incr...

No. At some point, you could have, sort of say, a little bit of revaluation effect on cash sitting in different locations affecting it SEK 1 million or SEK 2 million at each direction. But there is no other sort of say, onetime effect really in that number, no.

What analysts pressed on

Analysts expressed concerns regarding the sustainability of the recent demand improvements and the impact of potential material price increases on margins. There were also questions about the timing and impact of acquisitions on future growth.

Main topics on the call

• Market Demand Improvement — Management noted an overall improvement in market demand, particularly in the U.S., stating, "the general market has improved, and that goes more or less all over our customers for the U.S." This positive trend is expect...
• Revenue Decline in Beijer Components — Beijer Components experienced a revenue drop due to the action plan implemented last year, which phased out non-profitable deals, impacting top-line by SEK 50 million. CFO Peter Forslund stated, "we have ceased some of t...
• Strong EBITA Growth — The company reported a 15% increase in EBITA, with margins reaching 19.4%. Management expressed confidence in maintaining this trajectory, indicating, "we are on the right track for the future."
• Acquisition Pipeline — Management signaled ongoing efforts to identify acquisition targets, with expectations for some results by the end of Q2. CEO Johnny Alvarsson mentioned, "I expect that we will have some result of that during the year," ...

Read the full Beijer Alma AB (publ) transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 21 Beijer Alma AB (publ) earnings call transcripts on record, spanning April 26, 2021 to July 17, 2026. Based on this history, Beijer Alma AB (publ) reports quarterly. The most recent call on file is dated July 17, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

BEIAB

Exchange

OM

Country

SE

Sector

Industrials

Industry

Machinery

Calls on record

21

First call

April 26, 2021

Most recent

July 17, 2026

Reporting cadence

quarterly