The following is excerpted from the question-and-answer section of the transcript.
(Questions from industry analysts are provided in full, but answers are omitted - download the transcript to see the full question-and-answer session)
Question: Johan Eliason - Kepler Cheuvreux SA - Analyst
: This is Johan at Kepler Cheuvreux. Just a question on your tariff update there. You mentioned the categories that you are importing, including
professional handheld. I guess that's primarily from Europe into the US and I guess, the competitor has a similar setup as you, so no sort of relative
better, worse than competition there.
Could you indicate floor saws, how does that look? Is it the same from supply from Europe? Or are there also some supply from China there? And
then, finally, watering, I guess that's all China or how should I understand it?
Question: Johan Eliason - Kepler Cheuvreux SA - Analyst
: Good.
And then, just to understand what Terry said about the net impact, you said SEK300 million to SEK500 million net negative impact from the tariffs
versus price hikes you've implemented, et cetera. Is that on the EBIT level for the remaining three quarters or the full year?
Question: Johan Eliason - Kepler Cheuvreux SA - Analyst
: That's great. We will see. And then, just, finally, how big did you say the robotic turnover was now? I think, I'm considering SEK7.5 billion. Was that
correct?
Question: Johan Eliason - Kepler Cheuvreux SA - Analyst
: Excellent. Thank you.
Question: Gustav Hageus - Skandinaviska Enskilda Banken AB - Analyst
: Thanks. Good morning. Thanks for taking my questions.
I have a question on the handheld battery side. You mentioned that handheld is doing fairly well within the Husqvarna. But, is it -- have I understood
correctly that the handheld battery side is declining in the quarter?
And if so, could you give a rough indication on where you think the market is and where you are in this development? That would be helpful.
Question: Gustav Hageus - Skandinaviska Enskilda Banken AB - Analyst
: And how would you stack that up versus the market, do you think, roughly?
Question: Gustav Hageus - Skandinaviska Enskilda Banken AB - Analyst
: Okay.
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APRIL 24, 2025 / 8:00AM, HUSQb.ST - Q1 2025 Husqvarna AB Earnings Call
And then, I read on the CEO letter here that you seem to be focusing more on professional product offerings going forward. Could you -- is this
any change of direction? Or is this in line with the strategy all along? Can you point to any, you think, initiatives that you might have to improve
your efforts in the Professional segment versus the --
Question: Gustav Hageus - Skandinaviska Enskilda Banken AB - Analyst
: And then, regarding robotics, you mentioned that there is price. I think, everyone has noticed that there's price cuts in the legacy categories across
the market.
But financing, did I understand you correctly that you've done some price investments also in the boundary wire-free models in Husqvarna? And
if you could elaborate a bit on why you decided to do so? Are you experiencing some type of heightened competition also in these higher-priced
models and the sort of pro-related customers?
That would be interesting to get your thoughts on.
Question: Gustav Hageus - Skandinaviska Enskilda Banken AB - Analyst
: So there has been no price adjustments in those categories?
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APRIL 24, 2025 / 8:00AM, HUSQb.ST - Q1 2025 Husqvarna AB Earnings Call
Question: Gustav Hageus - Skandinaviska Enskilda Banken AB - Analyst
: Yeah. Okay. Thanks for taking my questions.
Question: Johan Eliason - Kepler Cheuvreux SA - Analyst
: Yeah. I thought, maybe, you could just comment on what you've seen in the market now in the last few weeks after Liberation Day, so to say, if
there's been any visible signs of demand weakness or anything in Europe and North America, for example.
Question: Johan Eliason - Kepler Cheuvreux SA - Analyst
: Excellent. Thank you for that.
Question: Fredrik Ivarsson - ABG Sundal Collier Holding ASA - Analyst
: Thank you. Hi, gents.
Two questions. First, a follow-up on what you said there about the potential rebound within watering. Is this something you have seen already in
the first month of Q2, actually?
Question: Fredrik Ivarsson - ABG Sundal Collier Holding ASA - Analyst
: Yeah. That makes sense. And then, second question, a question on robotics. Obviously double-digit growth in total, and you mentioned double-digit
growth in PRO.
But did I understand it correctly that, that residential only grew single digits, so to speak?
Question: Fredrik Ivarsson - ABG Sundal Collier Holding ASA - Analyst
: Okay. Good. Thank you.
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