Systemair AB (publ) (SYSR) Earnings Call Transcripts

Systemair AB (publ)'s Latest Earnings Call - Q4 FY2026

In the fourth quarter of fiscal year 2025/26, Systemair AB reported total net sales of SEK 3.28 billion, reflecting a 9.1% increase year-over-year, with organic growth of 9.6%. The company achieved a profit after tax of SEK 214 million, significantly up from SEK 119 million in the previous year. Management maintained a positive outlook, indicating that they are on track to reach their target of a 10% operating margin in the coming year, contingent on stable market conditions.

Reported metrics

Guidance from management

Management expressed confidence in achieving a 10% operating margin in the coming year, contingent on stable market conditions, but did not provide specific revenue forecasts.

What management said

Yes. As I mentioned during the presentation, then, we have seen that on a monthly basis, it's been lately a bit more volatile than we have experienced before. And also in the -- as you can see then, we come from a quarter with low growth. And before that, we were on 8% organic growth. So I would say that the current environment is more volatile than before, really. But I wouldn't say that there are any except for T...

I would comment in saying that I think the growth is kind of broad-based Yes, we have some weak spots. We speak about the residential segment in the Nordics and so on. But apart from that, I would say we are happy to see a broad-based growth.

What analysts pressed on

Analysts expressed concerns regarding the sustainability of organic growth, particularly in the Nordics and the impact of recent tariff changes on customer behavior. There were also questions about the potential for further restructuring in other regions.

Main topics on the call

• Strong Organic Growth — Systemair reported almost 10% organic growth in Q4, which is a strong performance given the current market conditions. CEO Robert Larsson stated, "We are very pleased with almost 10% organic growth in the quarter, given ...
• Regional Performance Variability — While organic growth was robust overall, the Nordics experienced flat growth due to a sluggish residential market. In contrast, Eastern Europe saw a remarkable 19% growth, with North America also performing well at 17%. ...
• Restructuring Efforts — Management implemented a restructuring of the German sales and service organization, incurring one-off costs but expecting long-term benefits. Larsson expressed confidence, stating, "We are convinced that it will pay off...
• Gross Margin Stability — The gross margin was reported at 36.3%, slightly below the previous year's 36.5%. This was attributed to product mix and increased costs. Ulff commented, "Overall, we are happy to see yet another quarter with strong gros...

Read the full Systemair AB (publ) transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 27 Systemair AB (publ) earnings call transcripts on record, spanning March 11, 2020 to June 10, 2026. Based on this history, Systemair AB (publ) reports quarterly. The most recent call on file is dated June 10, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SYSR

Exchange

OM

Country

SE

Sector

Industrials

Industry

Building Products

Calls on record

27

First call

March 11, 2020

Most recent

June 10, 2026

Reporting cadence

quarterly