Kalmar (KALMAR) Stock exchange evening 2025 presentation summary

Strategy and market drivers

• Aims to lead in sustainable material handling equipment and services, focusing on productivity, safety, smart operations, emission reduction, and electrification as key growth drivers.

• Strategic pillars include investing in responsible innovation, expanding service business, improving operational performance, customer proximity, and leveraging experienced talent.

• Operates in attractive markets with a strong financial profile.

Market position and global network

• Holds leading positions in container handlers, terminal tractors, and heavy forklifts, with a top-tier global service network.

• Sales in over 120 countries, with operations in more than 30 countries and over 1,400 service technicians.

• 34% of revenue comes from dealers.

Financial performance and targets

• Q3 2025 revenue reached €436 million, with a comparable operating margin of 13.8%.

• Service segment orders increased, while equipment orders declined.

• 2028 targets: 5% annual revenue growth, 15% comparable EBIT margin, >25% ROCE, <2x net debt/EBITDA, and 30–50% dividend payout ratio.