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Company Research22 Dec 2023
Sandvik to Alleima: Shaping Swedish Industrial History Since 1862
While not a household name, Alleima is a company deeply ingrained in Swedish industrial history, with origins dating back to the 1860s.
Alleima (ALLEI) investor relations material
Alleima Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary22 Oct, 2025
Executive summary
Geopolitical and macroeconomic uncertainty, especially in Europe and the Americas, continues to impact demand, with customers delaying investments and a wait-and-see attitude prevailing.
Despite challenging conditions, diversified exposure and solid backlogs in oil & gas, nuclear, and medical segments support near-term visibility and reduce volatility.
Targeted cost-saving and restructuring initiatives are being implemented, aiming for SEK 200 million in annual savings at a one-off cost of SEK 400 million and a reduction of about 250 FTEs.
Sustainability remains a focus, with high recycled steel usage, record-low accident frequency, EcoVadis Gold Medal, and SBTi validation.
Strong financial position and ongoing growth initiatives support continued execution of strategy.
Financial highlights
Revenues at SEK 4,222 million, flat organic growth compared to last year; Kanthal and strip grew, tube declined.
Adjusted EBIT margin declined to 4.7% from 7% last year, with adjusted EBIT at SEK 197 million, impacted by weak markets, maintenance shutdown, and FX headwinds.
Reported EBIT margin dropped to 3% from 6.5% last year, affected by negative metal price effects and currency movements.
Adjusted EPS for the quarter was SEK 0.56 per share, down from 1.02 year-over-year.
Free operating cash flow was SEK 285 million, lower than last year due to lower operating profit and higher CapEx.
Outlook and guidance
Market and geopolitical uncertainty expected to persist into Q4, with no fast recovery anticipated.
One-off restructuring cost of SEK 400 million to impact Q4 results; annual cost savings of SEK 200 million expected, with half the run rate by end of Q2 2026 and full effect by year-end.
CapEx guidance for full year maintained at SEK 1.2 billion.
Currency headwinds expected to negatively impact Q4 EBIT by SEK 150 million, with half mitigated by hedges.
Normalized tax rate for 2025 expected in the 23%-25% range.
What drives 75% permanent cost savings?
Why is sustainability product growth flattish?
What caused Strip's Q3 quality/yield issues?
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Frequently asked questions
Advanced Steel and Alloys
Alleima, formerly known as Sandvik Materials Technology, is a global engineering company specializing in advanced stainless steel and special alloys. its product portfolio includes high-performance materials like tube, strip, wire, and bar products, catering to demanding environments with challenges related to corrosion, heat, and wear. The company is headquartered in Sandviken, Sweden, and its shares are listed on the Stockholm Stock Exchange.
A Part of Swedish Industry History
What today is known as Alleima was founded in 1862 as part of Sandvik AB, a Swedish engineering group. The company’s history is therefore deeply intertwined with both Sandvik’s history, as well as the history of Swedish Alleima has a rich history in the development of advanced materials. Originally focusing on steel production, the company evolved over the years, continuing to enable development in heavy industries. As Sandvik Materials Technology, it became known for its expertise in stainless steel and special alloys, something it continues to focus on under its new name. If you’re looking to learn more about Alleima and its role in Swedish industry, it can be found here.
The Spin-Off
In 2022, Alleima emerged as an independent entity following its spin-off from Sandvik AB, even if the commercial ties between the two remain strong. This strategic move was designed to allow Alleima to focus more intensively on its core strengths in advanced stainless steels and special alloys. The spin-off was part of a broader restructuring within Sandvik, aimed at streamlining operations and sharpening the focus of its various business areas.
What Alleima Does
Alleima primarily engages in the development and manufacturing of advanced stainless steels, special alloys, and other high-performance materials. Its product range includes tubes, bar products, strips, and wire, tailored for environments where standard materials often fail. These products are essential in industries facing challenges related to extreme temperatures, corrosion, and wear. Alleima's materials are crucial in energy production, including nuclear and fossil power, as well as in aerospace, where durability and resistance to harsh conditions are paramount. Additionally, the company provides solutions for industrial heating, contributing to various applications where material integrity under high stress is critical.
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