Gränges AB (publ) (GRNG) Earnings Call Transcripts

Gränges AB (publ)'s Latest Earnings Call - June 2, 2026

In the first quarter of fiscal year 2026, Gränges AB reported a strong performance with a significant increase in revenue and earnings, driven by strategic contracts and market share gains. The company achieved an operating profit growth of 13% per year from 2021 to 2025, and management reaffirmed its commitment to a 10% annual profit growth target moving forward. Notably, Gränges raised its carbon reduction target for 2030 from 4 tonnes to 3 tonnes per tonne, signaling a stronger commitment to sustainability, which could enhance its competitive positioning in the market.

Reported metrics

Guidance from management

Gränges aims for 10% annual profit growth and a return on capital employed of over 15%. The company plans to achieve a 70% EBITDA to cash conversion over the next four years, with a focus on disciplined capital allocation and sustainability initiatives.

What management said

Hello, and welcome to Gränges' Capital Markets Day. My name is Marybeth, and I'll be your moderator for the day. The event is quite simple in its theme, quite clear, actually, it can be boiled down to just 3 words: accelerate towards leadership. So keep those 3 words in mind, accelerate towards leadership as we welcome CEO, Jorgen Rosengren on stage to kick us off.

Congratulations on your bold new targets. I have a few questions already in, and I'd like to ask you, but before, can we watch a video that just has come in from a customer who believes the sustainability.

What analysts pressed on

Analysts expressed concerns regarding the potential volatility in aluminum prices and its impact on working capital. There were also questions about the sustainability of market share gains in a competitive environment and the effectiveness of the new carbon reduction targets in driving customer engagement.

Main topics on the call

• Revenue Growth and Market Share Gains — Gränges reported a 5% increase in volumes in Q1 2026 compared to Q1 2025, with management noting, "We have seen great market share gains in not just one, not just two, but in all three regions at the same time." This gro...
• Sustainability Commitment — Management announced a new carbon reduction target of 3 tonnes per tonne by 2030, a significant tightening from the previous target of 4 tonnes. CEO Jorgen Rosengren stated, "This is a huge change and a testament to our ...
• Utilization and Optimization Plans — Gränges aims to increase capacity utilization to over 90% and has launched a four-year Optimize program. CFO Oskar Hellström emphasized, "We believe that a reasonable ambition for EBITDA to cash conversion is 70%" moving...
• Financial Discipline and Capital Allocation — Management reiterated its commitment to disciplined capital allocation, prioritizing share buybacks once leverage is sustainably below 1.5x EBITDA. Hellström noted, "We will not make acquisitions just for the sake of gro...

Read the full Gränges AB (publ) transcript (June 2, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 28 Gränges AB (publ) earnings call transcripts on record, spanning January 30, 2020 to July 16, 2026. Based on this history, Gränges AB (publ) reports quarterly. The most recent call on file is dated July 16, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

GRNG

Exchange

OM

Country

SE

Sector

Materials

Industry

Metals and Mining

Calls on record

28

First call

January 30, 2020

Most recent

July 16, 2026

Reporting cadence

quarterly