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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 (ALLEI) investor relations material
Alleima Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary18 Jul, 2025
Executive summary
Earnings remained resilient despite an 11% revenue decline and significant FX headwinds, supported by strong backlogs in oil & gas, nuclear, and medical segments.
Organic revenue declined 4% year-over-year, with order intake down 2% on a rolling 12-month basis.
Ongoing growth initiatives and a strong financial position support continued execution of the strategic agenda.
Profitability remained resilient despite lower revenues and increased macro uncertainty in several customer segments.
Mixed market sentiment and macro uncertainties persist, but broad exposure and solid backlogs in key segments reduce volatility.
Financial highlights
Revenues of SEK 4,765 million, down 11% year-over-year; organic revenue growth at -4%.
Adjusted EBIT: SEK 454 million (margin 9.5%), down from 11.1% last year, negatively impacted by SEK 115–150 million FX.
Free operating cash flow: SEK 347 million, lower than last year due to lower profit and higher CapEx.
Adjusted EPS, diluted: SEK 1.35 (down from 2.23), impacted by lower EBIT and high tax rate.
Net debt position of SEK -33 million, indicating net cash.
Outlook and guidance
Q3 expected to be seasonally weaker due to extended maintenance stoppage, leading to higher under absorption and margin dilution.
Continued FX and metal price headwinds anticipated in Q3, with negative EBIT impact of SEK 115–171 million.
Full-year CapEx guidance maintained at SEK 1.2 billion, with higher CapEx expected in H2 and for FY 2025.
Tax rate guidance for 2025 remains at 23–25%.
Cash flow typically stronger in H2.
How will Sandviken stoppage impact Q3?
Explain Strip's EBIT margin decline.
Assess tariff impact on global demand.
Quantify Q3 under-absorption due to maintenance.
Explain Strip's cost efficiency decline.
Assess confidence in Oil & Gas outlook.
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Next Alleima earnings date
Q3 202522 Oct, 2025
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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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