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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
Alleima (ALLEI) investor relations material
Alleima Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary27 Jan, 2026
Executive summary
Revenues for FY 2025 reached SEK 18,630 million, with flat organic revenue growth despite significant FX headwinds and mixed demand.
Adjusted EBIT for the year was SEK 1,555 million, with a margin of 8.3%, impacted by negative currency effects.
Oil & gas, nuclear, and medical segments performed well, while industrial and chem/petrochem segments, especially in Europe and North America, were weak.
Targeted efficiency measures and cost savings were implemented, with SEK 342 million in one-off costs recognized in Q4.
Free operating cash flow improved to SEK 422 million in Q4, and a dividend of SEK 2.50 per share is proposed.
Financial highlights
Q4 2025 revenues were SEK 4,494 million, with organic revenue growth of -5% year-over-year.
Adjusted EBIT for Q4 was SEK 364 million (8.1% margin), heavily impacted by FX headwinds.
Adjusted EPS for Q4 was SEK 1.06; full-year adjusted EPS (diluted) was SEK 4.62.
Free operating cash flow for FY 2025 was SEK 1,100 million.
Net debt/equity ratio at -0.05x, indicating a strong net cash position.
Outlook and guidance
Market uncertainty and currency headwinds are expected to persist into Q1 2026, with a solid backlog in key segments but continued weakness in short-cycle business.
Q1 2026 EBIT expected to be negatively impacted by SEK 240 million in currency effects and SEK 50 million in metal price effects.
CapEx for FY 2026 is guided at SEK 1,100 million, with key investments in steam generator tubing, industrial heating, and medical capacity.
Normalized tax rate for 2026 expected at 23%-25%.
Targeted efficiency measures will have a SEK 100 million negative cash flow effect in H1 2026.
Cash flow impact of efficiency measures H1 2026
Q1 2026 EBIT currency headwind estimate
Nuclear tubing capacity increase by 2026
New capacity revenue ramp-up timeline
Drivers for industrial/petrochem recovery
Efficiency measures net financial impact
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Latest summaries
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Q3 2025 saw flat sales, higher margins, and strong cash flow as the Dowlais deal advances. - 6103
Strong sales growth and robust orders drive higher profits; outlook and dividend unchanged. - BERG
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Profitability and margins improved, debt reduced, and outlook for 2026 is strong. - 4475
Sales and ARR grew strongly, but higher costs and expenses pressured net profit and margins. - DEVYANI
Revenue increased but net losses persisted; major acquisitions and amalgamation approved. - DNB
Q4 2025 saw strong growth and high returns, but annual profit fell due to higher costs and impairments. - DNBQ4 2025 profit NOK 11.6bn, 16.6% ROE, NOK 18 dividend, and strong CET1 at 17.9%.
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Revenue and profit surged on higher volumes, MCFL merger, and expansion, with regulatory changes noted.
Next Alleima earnings date
Q1 202627 Apr, 2026
Alleima
Next Alleima earnings date
Q1 202627 Apr, 2026
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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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