Epiroc AB (publ) (EPIA) Earnings Call Transcripts

Epiroc AB (publ)'s Latest Earnings Call - June 8, 2026

In the Q1 2026 earnings call for Epiroc AB, management reported a strong performance driven by robust demand in the mining sector, particularly for copper and gold. Revenue reached SEK 12.5 billion, exceeding expectations, with adjusted EBIT growing 10% year-over-year. Management maintained its long-term growth guidance of 8% CAGR, signaling confidence in both organic growth and strategic acquisitions, particularly in the aftermarket segment, which constitutes 66% of total revenues.

Reported metrics

Guidance from management

Management maintained its long-term growth guidance of 8% CAGR, with expectations for continued strength in the mining sector and a recovery in infrastructure. They emphasized a focus on operational efficiency and strategic acquisitions to drive future growth.

What management said

We are Epiroc. A very warm welcome to the Epiroc Capital Markets Day 2026 here in Örebro. I'm very glad to see so many familiar faces in the crowd, but also many new ones. And to those of you watching the webcast, a warm welcome to you as well.

Yes. So if you don't know me, my name is Karin Larsson, and I work with the Investor Relations and media here at Epiroc. And by my side, I have Alexander Apell, Investor Relations Officer.

What analysts pressed on

Analysts expressed concerns regarding the sustainability of growth rates in the infrastructure segment, which has seen a significant decline in orders. There were also questions about the impact of recent acquisitions on margins and the timeline for achieving expected synergies.

Main topics on the call

• Strong Demand in Mining — Epiroc's CEO highlighted that the mining sector is experiencing a long-term growth trend, with copper and gold prices at historical highs. 'We estimate long-term underlying market growth of 3% to 5% per annum,' indicatin...
• Aftermarket Growth Potential — Management emphasized the importance of the aftermarket, which has been growing at 9% annually since 2015. 'Service represents 41% of our orders,' showcasing the resilience and recurring revenue potential in this segment...
• Electrification and Automation Initiatives — Epiroc is focused on electrification, with 43% of its product range now available in fossil-free versions. 'We are convinced that fossil-free versions will be the solution for this industry,' indicating a strategic pivot...
• Challenges in Infrastructure Segment — The infrastructure segment has faced challenges, with orders down 22% since 2022. However, management expects recovery as 'we see a lot of initiatives going into rebuilding,' particularly in the U.S. and Europe.

Read the full Epiroc AB (publ) transcript (June 8, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 37 Epiroc AB (publ) earnings call transcripts on record, spanning January 31, 2020 to July 17, 2026. Based on this history, Epiroc 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

EPIA

Exchange

OM

Country

SE

Sector

Industrials

Industry

Machinery

Calls on record

37

First call

January 31, 2020

Most recent

July 17, 2026

Reporting cadence

quarterly