Alleima (ALLEI) Company presentation summary

Market position and business overview

• Leading provider of advanced stainless steels, special alloys, ultrafine medical wires, and industrial heating products with strong positions in niche markets.

• Operates a fully integrated value chain with industry-leading R&D and global presence in 80 markets, 5 R&D centers, and 25+ production sites.

• Premium offering across three divisions: Tube, Kanthal, and Strip, each holding top market positions in their respective segments.

• Diverse customer base across oil & gas, industrial, medical, transportation, chemical, heating, consumer, mining, nuclear, and renewable energy sectors.

Financial performance and segment results

• Revenues for R12 Q1'26 reached SEK 18,056 million with an adjusted EBIT of SEK 1,401 million and a margin of 7.8%.

• Q1 2026 revenues were SEK 4,576 million, with organic revenue growth at -5% and adjusted EBIT margin at 8.4%.

• Tube division saw organic order intake growth of -19% and revenue growth of -9%, with an adjusted EBIT margin of 8.9%.

• Kanthal division achieved organic order intake growth of 14% and revenue growth of 8%, with an adjusted EBIT margin of 17.0%.

• Strip division reported organic order intake growth of -16% and revenue growth of 5%, with an adjusted EBIT margin of 5.9%.

Strategic priorities and growth outlook

• Focus on defending and growing market positions, improving margins, and operational excellence to drive returns on capital.

• Targeted growth in medical, nuclear, industrial heating, chemical, and renewable energy segments, aiming for a higher share of revenues from these areas by 2030.

• Value growth is projected to outpace capacity, with ambitions for improved margins through profitable segment mix and efficiency.