Alleima AB (publ) (SAMHF) Q1 2026 Earnings Call April 27, 2026 7:00 AM EDT
Company Participants
Frida Adrian – Head of Investor Relations
Goran Bjorkman – President, CEO & Director
Johan Eriksson – Chief Financial Officer
Conference Call Participants
Kaleb Solomon – SEB, Research Division
Adrian Gilani Göransson – ABG Sundal Collier Holding ASA, Research Division
Anders Akerblom – Nordea Markets, Research Division
Viktor Trollsten – Danske Bank A/S, Research Division
Presentation
Frida Adrian
Head of Investor Relations
Hello, and welcome to Alleima’s presentation of the first quarter results 2026. My name is Frida Adrian, and I am Head of Investor Relations. I’m joined by our President and CEO, Goran Bjorkman; and our CFO, Johan Eriksson. Goran and Johan will take you through the highlights of the quarter. And following the presentation, we will open up for a Q&A session. [Operator Instructions]. All the presentation materials are available for download at alleima.com. And as always, safety is a top priority for us, and I trust that you are familiar with the safety procedures at your current location. And with that, over to you, Goran.
Goran Bjorkman
President, CEO & Director
Thank you, Frida. Hi, everyone, and thank you for listening. So I’ll start with the highlights for the first quarter. Well, market uncertainty continued throughout the first quarter with the ongoing geopolitical instability reducing our customers’ willingness to invest. We also have this situation in the Middle East that has impacted the market and in particular, affecting our OCTG business. I will come back to that shortly. But these circumstances continue to impact our short-cycle business, which began to experience a slowdown rough at this time last year. On a positive note, key segments such as medical and industrial heating have contributed favorably supported by a strong organic order intake.
Look at the order
