Systemair AB Q4 2023 Earnings Call Transcript - Thomson StreetEvents

Systemair AB Q4 2023 Earnings Call Transcript

Systemair AB Q4 2023 Earnings Call Transcript - Thomson StreetEvents
Systemair AB Q4 2023 Earnings Call Transcript
Published Jun 08, 2023
10 pages (6054 words) — Published Jun 08, 2023
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Abstract:

Edited Transcript of SYSR.ST earnings conference call or presentation 8-Jun-23 7:00am GMT

  
Brief Excerpt:

...Operator Welcome to the Systemair Interim Report Q4 2023 Call. My name is Lauren, and I'll be coordinating your call today. (Operator Instructions) I will now hand you over to your host, Anders Ulff, CFO, to begin. Please go ahead. Anders Ulff ...

  
Report Type:

Transcript

Source:
Company:
Systemair AB
Ticker
SYSR.ST
Time
7:00am GMT
Format:
PDF Adobe Acrobat
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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: Carl Ragnerstam - Nordea Markets, Research Division - Analyst : It's Carl here from Nordea. A couple of questions for me. Firstly, on order intake and order backlog development during the quarter. You gave some flavor on it, but is it possible to give us any numbers on organic order intake during the quarter and also what portion of that number that is related to pricing, so we get the sense of the volume development in orders? And also, could you give some flavor on the order development divided by the dynamic by property type perhaps also by region?


Question: Carl Ragnerstam - Nordea Markets, Research Division - Analyst : Okay. Very clear. And also given that component shortage is during the quarter, I guess you saw sort of a catch-up effect in some regions, I guess, especially in North America during the quarter. Is it possible to sort of quantify the catch-up effect on the organic growth in the quarter to know what the sort of underlying organic growth is and also whether you had a tailwind on the group margins from a higher than usual utilization rate?


Question: Carl Ragnerstam - Nordea Markets, Research Division - Analyst : Okay. And are you considering in-sourcing a couple of the components? Or is it still -- are you still sort of too small to source some critical components? Or how do you view the component situation, I mean, post -- not at the big...


Question: Carl Ragnerstam - Nordea Markets, Research Division - Analyst : Okay. That's also clear. And the final one from my side is a bit on the operating leverage. It looks -- highlight in the quarter given the -- I mean, still pretty good organic volume growth. I mean what is holding back sort of the drop through in the quarter?


Question: Hjalmar Jernstr÷m - Erik Penser Bank AB, Research Division - Analyst : Yes. First one is on the price hikes. Could you elaborate a bit on the price increases in different regions and maybe if there were some particular markets where the price hikes were more sort of emphasized, please?


Question: Hjalmar Jernstr÷m - Erik Penser Bank AB, Research Division - Analyst : Perfect. That's very useful. And then a second question. If we look at the organic growth then in the Nordic market, did you see new trends leave in the quarter, for example, in markets such as Norway? Or was the organic growth an even level throughout the quarter?

Table Of Contents

Systemair AB Q3 2025 Earnings Call Transcript – 2025-03-06 – US$ 54.00 – Edited Transcript of SYSR.ST earnings conference call or presentation 6-Mar-25 8:00am GMT

Systemair AB Q2 2025 Earnings Call Transcript – 2024-12-04 – US$ 54.00 – Edited Transcript of SYSR.ST earnings conference call or presentation 4-Dec-24 8:00am GMT

Systemair AB Q1 2025 Earnings Call Transcript – 2024-08-29 – US$ 54.00 – Edited Transcript of SYSR.ST earnings conference call or presentation 29-Aug-24 11:30am GMT

Systemair AB Q4 2024 Earnings Call Transcript – 2024-06-04 – US$ 54.00 – Edited Transcript of SYSR.ST earnings conference call or presentation 4-Jun-24 7:00am GMT

Systemair AB Q1 2024 Earnings Call Transcript – 2023-08-31 – US$ 54.00 – Edited Transcript of SYSR.ST earnings conference call or presentation 31-Aug-23 11:30am GMT

Systemair AB Q3 2023 Earnings Call Transcript – 2023-03-09 – US$ 54.00 – Edited Transcript of SYSR.ST earnings conference call or presentation 9-Mar-23 8:00am GMT

Systemair AB Capital Markets Day Transcript – 2023-01-17 – US$ 54.00 – Edited Transcript of SYSR.ST corporate analyst meeting</ 17-Jan-23 10:59am GMT

Systemair AB Q2 2023 Earnings Call Transcript – 2022-12-08 – US$ 54.00 – Edited Transcript of SYSR.ST earnings conference call or presentation 8-Dec-22 8:00am GMT

Systemair AB to Divest Its Commercial Air-Conditioning Business To Panasonic Call Transcript – 2022-11-17 – US$ 54.00 – Edited Transcript of SYSR.ST M&A conference call or presentation 17-Nov-22 9:00am GMT

Systemair AB Q1 2023 Earnings Call Transcript – 2022-08-25 – US$ 54.00 – Edited Transcript of SYSR.ST earnings conference call or presentation 25-Aug-22 11:30am GMT

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Thomson StreetEvents. "Systemair AB Q4 2023 Earnings Call Transcript" Jun 08, 2023. Alacra Store. May 25, 2025. <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2023-Systemair-AB-Earnings-Call-T15621187>
  
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Thomson StreetEvents. (2023). Systemair AB Q4 2023 Earnings Call Transcript Jun 08, 2023. New York, NY: Alacra Store. Retrieved May 25, 2025 from <http://www.alacrastore.com/thomson-streetevents-transcripts/Q4-2023-Systemair-AB-Earnings-Call-T15621187>
  
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