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Vaisala (VAIAS) investor relations material
Vaisala Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Strategy and portfolio
Three complementary businesses target industrial measurements, weather observations, and recurring Xweather data and software subscriptions.
Long-term financial targets include average sales growth of 7%; priorities include expanding in industrials, growing recurring revenue and services, and leading in weather insights.
2025 R&D investment was €68.3M, or 11% of net sales; ROCE was 20%.
2015–2025 total shareholder return was 370%, ~15% p.a., versus 157% for OMXHGI; cumulative dividends were €262.6M.
Market opportunities
Industrial markets include data centers, semiconductors, batteries, life science, and power; stated market sizes were €1,300M, €300M, and €250M, respectively.
Xweather targets transportation and logistics, energy and utilities, finance and insurance, and developers; its addressable market was stated as €2B.
Meteorology, aviation, defense, and roads represent a mature, stable €700M market; renewable energy has a €150M addressable market facing headwinds.
Q3 2026 performance
Orders received rose 38% YoY to €164.6M; order book was €215.0M, up 16% from year-end 2025, and net sales increased 6% to €162.9M.
Q3 gross margin was 61.5% (54.4%); EBITA margin was 24.9% (18.2%), with U.S. tariff refunds, lower tariff impact, higher sales, and favorable mix contributing.
Industrial Measurements orders rose 24% and net sales 28% YoY; gross margin was 65.8% (61.2%) and EBITA margin 31.7% (25.6%).
Xweather net sales increased 9% YoY; ARR was €60.9M, up 9%, gross margin was 79.0% (75.5%), and EBITA margin was 9.4% (6.9%).
Weather, Energy, and Environment orders rose 53% YoY, supported by the €25M Indonesia airport project; net sales fell 11% against a strong comparison period and EBITA margin was 17.3% (20.2%).
- Record Q3 orders and profitability; FY 2026 EBITA guidance rose to €110–120M.VAIAS
Q3 2026 - Record growth in Industrial Measurements and Xweather drives strong 2026 outlook.VAIAS
Investor presentation - Q2 2026 saw strong order and sales growth, margin improvement, and a positive outlook for the year.VAIAS
Q2 2026 - Industrial Measurements and Xweather drove Q1 growth, with robust profitability and outlook.VAIAS
Q1 2026 - Net sales rose 6% in 2025, with strong Industrial Measurements and Xweather up 50%.VAIAS
Q4 2025 - Q3 2025 saw strong sales and profitability, but orders dropped; outlook remains stable.VAIAS
Q3 2025 - 7% sales growth, improved EBITA, and climate-driven digital expansion remain top priorities.VAIAS
CMD 2024 - Q2 orders and net sales surged, doubling operating result and raising 2024 guidance.VAIAS
Q2 2024 - Record order book and robust profitability support continued growth in 2025.VAIAS
Q4 2024
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