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Alfa Laval AB
STO:ALFA

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Alfa Laval AB
STO:ALFA
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Alfa Laval AB
Investor Relations

Alfa Laval is an industrial equipment company that makes machines and systems used to heat, cool, separate, and move fluids. Its main products include heat exchangers, separators, pumps, valves, and systems used in factories and ships. In simple terms, it sells the hardware that helps customers control liquid and heat processes inside complex industrial operations. Its customers are mostly other businesses, not consumers. Alfa Laval sells to food and beverage producers, shipowners, energy companies, chemical plants, water treatment operators, and pharmaceutical makers. It earns money by selling equipment, spare parts, and long-term service work such as maintenance, upgrades, and replacement parts. What makes Alfa Laval different is that its products are often essential parts of a customer's process, not optional add-ons. If a factory needs to separate liquids, recover heat, or keep a process running safely, Alfa Laval's equipment can sit right in the middle of that workflow. That gives the company a mix of upfront equipment sales and recurring service revenue tied to installed machines.

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Letzter Earnings Call
Geschäftsperiode
Q1 2026
Datum des Calls
22. Apr 2026
KI-Zusammenfassung
Q1 2026

Stable start: Alfa Laval said the quarter was broadly in line with expectations, with strong transactional demand but a softer project business and only limited financial impact from Middle East tensions.

Orders up: Order intake grew 6% organically year over year, helped by Energy, Food & Pharma and a better-than-expected Ocean division, while service was the main weak spot.

Margins improved: Sales were held back by heavy late-2025 invoicing and currency moves, but the gross margin rose to 39.9% and the operating margin stayed strong.

Outlook firmer: Management said it is a bit more optimistic about 2026 than at the start of the year and expects second-quarter demand to be higher than in Q1.

Cost pressure: The company flagged rising inflation, especially in energy-linked inputs and logistics, and said it may raise prices by midyear if needed.

Capital and cash: Free cash flow before acquisitions was SEK 708 million, while net debt to EBITDA stayed just shy of 0.7 despite the Cryogenics acquisition.

Wichtige Finanzkennzahlen
Order intake growth
6%
Order book
SEK 48.7 billion
Book-to-bill
1.11
Sales
SEK 15.9 billion
Gross profit margin
39.9%
Operating income
SEK 2.7 billion
EPS
SEK 4.59
Adjusted EBITDA
almost SEK 2.9 billion
Adjusted EBITDA margin
18.1%
Free cash flow before acquisitions
SEK 708 million
Capital expenditures
SEK 529 million
Amortization
SEK 174 million
Tax rate
within guidance range
Net debt to EBITDA
just shy of 0.7
Data center rolling 12-month order intake
around SEK 2.5 billion
Service share of group orders
about 30%
Aufzeichnung des Earnings Calls
Weitere Earnings Calls

Geschäftsleitung

Mr. Tom Erixon LL.B, MBA
President & CEO
Keine Biografie verfügbar
Mr. Fredrik Ekstrom
Chief Financial Officer
Keine Biografie verfügbar
Mr. Johan Lundin
Investor Relations Manager
Keine Biografie verfügbar
Ms. Emma Adlerton
General Counsel, President of Group Legal, Corp Dev., Compl., Risk, Patent & Sustain and Secretary
Keine Biografie verfügbar
Ms. Sara Helweg-Larsen
Vice President of Group Communications
Keine Biografie verfügbar
Mr. Joakim Vilson BSc. Eng.
Senior Vice President of Global Sales & Service
Keine Biografie verfügbar
Ms. Pascale Gimenez
Senior Vice President of Human Resources
Keine Biografie verfügbar
Mr. Sameer Kalra
President of Marine Division
Keine Biografie verfügbar
Mr. Sergio Hicke
Cluster President of India, Middle East & Africa and MD of Middle East and Africa
Keine Biografie verfügbar
Nicholas Newman
Managing Director of Canada
Keine Biografie verfügbar

Kontakt

Adresse
SKANE
Lund
Rudeboksvagen 1
Kontakt
+4646366500.0
www.alfalaval.com
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