)
Edge17 Oct 2025
A Castle in the Sky: The Story of Oracle
Oracle's journey from database innovator to disciplined enterprise backbone, now shaping the AI buildout with a standardized cloud infrastructure.
FLSmidth (FLS) investor relations material
FLSmidth Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary20 Aug, 2025
Executive summary
Major strategic milestones achieved, including divestment of Cement and Air Pollution Control businesses, sale of headquarters, and launch of a share buy-back program.
Transitioned to a pure-play mining technology and services provider, with reporting now split into Service, Products, and PCV (Pumps, Cyclones, Valves) for greater transparency.
Profitability improved, with Adjusted EBITA margin at 15.2% in Q2 2025 and strong cash flow generation.
Orders grew 3% year-over-year (organic growth 9%), driven by Products and PCV, while Service order intake declined due to project delays in North America.
Sustainability KPIs improved, including significant reductions in greenhouse gas emissions and water withdrawal, and EcoVadis silver medal awarded.
Financial highlights
Q2 2025 revenue from continuing business: DKK 3,378m, down 12% year-over-year; H1 2025 revenue: DKK 7,086m, down 5%.
Adjusted EBITA margin rose to 15.2% in Q2 2025 (Q2 2024: 10.3%); EBITA margin at 15.5%.
Net loss for the period of DKK 455m, mainly due to DKK 715m loss from discontinued activities (Cement sale impairment).
Free cash flow in Q2 2025: DKK 309m (Q2 2024: DKK -89m); H1 2025: DKK 187m (H1 2024: DKK -395m).
Gross margin in Q2 2025: 35.5% (Q2 2024: 31.3%), driven by higher share of Service and PCV revenue.
Outlook and guidance
2025 revenue guidance updated to DKK 14.5–15.0bn (previously ~DKK 15.0bn), reflecting customer-driven delays and FX headwinds.
Adjusted EBITA margin guidance upgraded to 15.0–15.5% (previously 14.0–14.5%), driven by business simplification and operational efficiency.
Transformation and separation costs for 2025 expected at around DKK 200m.
Market recovery for heavy capital equipment expected in late 2026.
Aftermarket services demand expected to remain stable; equipment demand to stay soft.
Assess impact of US tariff decisions on Service.
Explain the rationale for share buy-back program.
How did site consolidation impact GHG emissions?
Elaborate on plans to turn around North America.
Detail restructuring plans for the Product business.
When to expect M&A announcements?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next FLSmidth earnings date
Q3 202512 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Company Research17 Oct 2025
Beneath the Surface: A Conversation with Epiroc CEO Helena Hedblom
Legacy, innovation, and leading one of Sweden's most influential industrial companies into a new era.
)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Frequently asked questions
FLSmidth & Co. A/S provides engineering, equipment, and service solutions for mining and cement industries. The company offers an integrated range of products, including dry process plants, dry grinding mills, wet grinding mills, desulfurization plants and related after-treatment for coke production and the cement industry. It also provides applications for metallurgic processes, mineral processing, ore dressing plants, advanced pollution control solutions, fluid bed coating technology in powder technology and ceramic systems; as well as wastewater treatment solutions that remove phosphates from wastewater. In addition, the company develops recycling technologies for industrial minerals; as well as complete integrated plants with fully automatic silo loading/ unloading and tailing handling systems. Further, it provides mechanical equipment and services through its subsidiaries group that designs and manufactures heavy rock breaking machines; cogeneration plants; gas-to-power plants; stationary furnaces; semi-portable furnaces and mobile firing towers. FLSmidth & Co. A/Sd is based in Valby, Denmark.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage