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Impact Coatings (IMPC) investor relations material
Impact Coatings Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary21 Oct, 2025
Executive summary
Q3 2025 saw net sales drop to SEK 13.7 million from SEK 31.7 million year-over-year, mainly due to delayed customer investments and system orders, while Coating Services revenue grew significantly, especially in China and North America, with China operating at high capacity.
Strategic pivot underway from green hydrogen mobility to SOFC power generation for data centers, leveraging existing technology and customer relationships, and broadening to new application areas.
Rights issue of SEK 87 million announced to secure liquidity and support future growth.
Cost-saving measures, including staff reductions and procurement optimization, have been implemented to improve efficiency and cash flow.
Financial highlights
Q3 net sales were SEK 13.7 million, down from SEK 31.7 million in Q3 2024, mainly due to absence of system deliveries; total revenue was SEK 16.1 million, down from SEK 23.0 million.
Coating Services sales rose to SEK 10.6 million from SEK 6.6 million year-over-year; aftermarket sales were SEK 3.1 million.
Gross margin for Q3 was 56%, down from 69% in Q3 2024.
Net loss for Q3 was -SEK 12.1 million, compared to -SEK 6.5 million last year.
Cash at quarter-end was SEK 12.9 million, down from SEK 65.1 million a year earlier.
Cash flow from operations for Jan–Sep 2025 was SEK -36.0 million, improved from SEK -39.4 million in the prior year.
Cumulative net sales for Jan–Sep 2025 were SEK 29.7 million, down from SEK 67.5 million in 2024; net loss for the period was -SEK 42.1 million.
Outlook and guidance
System sales expected to resume as market uncertainty clears; strong order backlog and pipeline in Coating Services.
Management expects liquidity to be sufficient for at least the next 12 months, assuming the rights issue is completed.
Cost reductions and operational efficiencies expected to bring positive EBITDA and EBIT at 2024 sales levels.
Strategic focus on SOFC market for data centers, with anticipated commercial progress updates in coming months.
The company remains confident in long-term growth, citing increased demand in Coating Services and new application areas, despite ongoing delays in major system orders.
SOFC commercialization milestones?
Full impact of cost reductions on profitability?
Strategy to win back lost system sales?
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Next Impact Coatings earnings date
Q4 202513 Feb, 2026
Next Impact Coatings earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
Impact Coatings AB is a Swedish company specializing in physical vapor deposition (PVD) coating technology. The company provides surface treatment solutions for a range of applications, including fuel cells, decorative coatings, and metallization. Its key product lines include the INLINECOATER systems, which offer PVD coatings for industrial uses, and MaxPhase, a coating used as a replacement for gold in electrical contacts. The company is headquartered in Linköping, Sweden, and its shares are listed on the Stockholm Stock Exchange.
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