- Order intake decreased by 8% to SEK 16.3 billion, while net sales saw a 2% increase to SEK 16.8 billion.
- The company's adjusted EBITA rose to SEK 3 billion, with an improved margin of 17.8%.
- Despite a decrease in cash flow from operating activities, Alfa Laval anticipates a slight increase in demand for the third quarter.
Alfa Laval AB (OTCMKTS: ALFVY), a global leader in heat transfer, separation, and fluid handling, serves industries including energy, marine, and food & beverage. Despite competition from companies like GEA Group and SPX FLOW, Alfa Laval maintains a robust market position through its specialized engineering solutions.
In Q2 2025, Alfa Laval reported an 8% decline in order intake to SEK 16.3 billion, down from SEK 17.7 billion in Q2 2024, reflecting cautious market demand. However, net sales grew by 2% to SEK 16.8 billion (approximately USD 1.6 billion), driven by steady performance across key segments.
The adjusted EBITA increased to SEK 3.0 billion, with the margin improving to 17.8% from 16.9% in the prior year, signaling enhanced operational efficiency. Operating income was approximately SEK 2.8 billion (USD 266 million), and the result after financial items reached SEK 2.7 billion. Net income rose to SEK 2.0 billion (USD 190 million), with EPS at SEK 4.87 (USD 0.46).Cash flow from operating activities fell to SEK 2.2 billion, reflecting investments and working capital changes.
For the first half of 2025, order intake declined by 6% to SEK 33.1 billion, while net sales rose by 6% to SEK 33.3 billion, underscoring sales resilience despite softer demand. Alfa Laval expects a slight demand uptick in Q3 2025, contrasting with flat expectations for Q2. On July 23, 2025, Nordea upgraded ALFVY from “Sell” to “Hold,” with the stock trading at USD 43.18, reflecting cautious optimism about the company’s outlook.
