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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 Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary26 Oct, 2026
Executive summary
Q3 revenue rose 1% reported to SEK 4,257m but fell 2% organically; adjusted EBIT was SEK 202m at a 4.8% margin.
Kanthal growth and SEK 40m of targeted savings supported results, while weak OCTG demand and slower Nuclear production weighed on performance; Strip remained loss-making.
Financial highlights
Q3 reported EBIT was SEK 315m versus SEK 127m, including SEK 107m in positive metal-price effects and SEK 5m in items affecting comparability.
Q1–Q3 revenue was SEK 13,729m versus SEK 14,136m; adjusted EBIT was SEK 1,107m versus SEK 1,191m.
Q3 adjusted diluted EPS was SEK 0.46 versus SEK 0.56; Q1–Q3 adjusted diluted EPS was SEK 3.18 versus SEK 3.56.
Q3 free operating cash flow was SEK 373m versus SEK 285m; Q1–Q3 cash flow was SEK 638m versus SEK 678m.
Outlook and guidance
Q4 markets and backlogs remain mixed: Umbilicals, Industrial Heating, Medical, Nuclear and Aerospace have momentum, while OCTG, Industrial and Chem/Petrochem face shorter backlogs or lower volumes.
Lower volumes are expected to drive further Tube under-absorption; the unusual steam-generator order should have a smaller Q4 impact than in Q3 and is expected to finish in November.
FY2026 CapEx guidance is SEK 1,000m; normalized tax guidance is 23%–25%.
Based on October 21 rates, Q4 currency effects are expected to add ~SEK 100m to EBIT year over year; metal-price effects are expected to be neutral.
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Latest events from Alleima
- Organic growth and record Kanthal margins achieved amid market uncertainty and strong liquidity.ALLEI
Q2 2026 - FY 2025 revenues reached SEK 18,630 million with an 8.3% EBIT margin amid market uncertainty.ALLEICompany presentation
- Strong niche market positions, resilient earnings, and sustainability drive growth ambitions.ALLEICompany presentation
- Order intake and revenues declined amid uncertainty, but key segments and balance sheet remained resilient.ALLEIQ1 2026
- Flat 2025 revenue, strong cash flow, and SEK 2.50 dividend amid FX and market headwinds.ALLEIQ4 2025
- Profitable growth, margin improvement, and sustainability drive expansion in high-value segments.ALLEICMD 2025
- Adjusted EBIT margin fell to 4.7% amid weak demand, FX headwinds, and restructuring actions.ALLEIQ3 2025
- Organic revenue up 3%, EBIT margin 7%, with strong nuclear and medical investments.ALLEIQ3 2024
- Flat revenue, strong cash flow, and resilient margins amid improving market sentiment.ALLEIQ2 2024
Next Alleima earnings date
Q4 202626 Jan, 2027
Alleima
Next Alleima earnings date
Q4 202626 Jan, 2027
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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.