Kalmar (KALMAR) Investor presentation summary

Strategy overview

• Focus on sustainable material handling, electrification, and intelligent operations to address productivity, safety, and changing logistics needs.

• Strategic pillars include investing in sustainable innovations, growing services, and driving operational excellence.

• Strong customer proximity, experienced workforce, and attractive market underpin the strategy.

Q2 2026 highlights and performance

• Sales grew 14% year-over-year to €480 million, with eco portfolio sales up 27% to 48% of total sales.

• Comparable operating profit increased by 9% to €60 million, with a margin of 12.4%.

• Order intake remained resilient at €449 million, and the order book stood at €986 million.

• Strong cash flow and balance sheet, with leverage at 0.0x and cash conversion at 99%.

• Driving Excellence initiative secured €49 million in annualized gross efficiency improvements.

Market environment

• Global heavy material handling market expected to grow ~4% annually from 2023–2028, with electrification segment growing at 28% annually.

• Customer demand remained stable across segments, with Americas showing recovery and EMEA strong sales growth.

• Market drivers include decarbonization, electrification, and evolving logistics landscapes.