Core Insights - The company is conducting an investor briefing to provide insights into its operations and financials for 2025 [1][2] - The briefing is aimed at new investors and includes a presentation followed by a Q&A session [2][3] Company Structure - The company has undergone reorganization and now operates with three divisions [4] - The first division, Industrial Data Solutions, accounts for approximately 46% of the company's sales in 2025 [4]

Core Insights - The company reported strong delivery volumes in the fourth quarter, driven by increased capacity in North America and the fulfillment of a significant order backlog from late 2024 and early 2025 [4][5] - The overall order intake for the quarter was SEK 854 million, reflecting a 3% organic increase despite challenging comparisons from the previous year [5] - Full-year revenue reached a record SEK 3,577 million, with a reported increase of 17% and an organic increase of 3% [6] Quarterly Performance - The fourth quarter's revenue was SEK 951 million, marking an organic increase of 23% compared to SEK 807 million in the same quarter of the previous year [6][11] - Adjusted EBIT for the quarter was SEK 268 million, corresponding to a margin of 28.2%, significantly higher than the previous year's margin of 20.2% [11] - Cash flow from operating activities for the quarter amounted to SEK 231 million, up from SEK 177 million year-over-year [12] Full-Year Performance - Total order intake for the year was SEK 3,456 million, representing a 10% organic increase from SEK 2,812 million in 2024 [5][8] - Adjusted EBIT for the full year reached SEK 911 million, with a margin of 25.5%, compared to 21.8% in the previous year [11] - The company proposed a dividend of SEK 4.80 per share, a significant increase from the previous year [8] Market and Regional Insights - The company observed continued improvement in Europe and the Middle East, with Germany showing growth in both revenue and order intake [7] - North America experienced a temporary decline in order intake compared to earlier in the year, but high delivery volumes were maintained [7][9] - The demand outlook for 2025 indicates a gradual improvement compared to 2024, particularly in the European market, despite a cautious customer approach [8] Strategic Developments - The company signed a binding agreement to acquire Molex's industrial communications business, expected to enhance its product offerings and create cross-selling opportunities [15] - A new organizational structure will be implemented from January 1, 2025, aimed at strengthening customer focus and cross-selling capabilities [8] - The company remains cautiously optimistic about short to medium-term growth, while acknowledging uncertainties in the macroeconomic environment [16]

Company Overview - HMS Networks AB (publ) is a market-leading provider of solutions in Industrial Information and Communication Technology (Industrial ICT) and employs over 1,100 people [3] - The company reported sales of SEK 3,059 million in 2024 and is listed on the NASDAQ OMX in Stockholm in the Large Cap segment and Telecommunications sector [3] Upcoming Events - HMS Networks will release its fourth quarter report of 2025 on January 27, 2026, at 07:30 CET [1] - A conference call for press and analysts will be held on the same day at 09:00 CET, presented by President and CEO Staffan Dahlström and CFO Joakim Nideborn [1] - The presentation will be in English and can be followed live via telephone or web, with slides available on HMS' website prior to the conference [1] Participation Information - Participants can join via webcast or teleconference, with registration required for the teleconference to receive access details [2] - The presentation and recording of the telephone conference will be available on HMS' website after the call [2]

Company Overview - HMS Networks AB (publ) is a market-leading provider of solutions in Industrial Information and Communication Technology (Industrial ICT) and employs over 1,100 people [3] - The company reported sales of SEK 3,059 million in 2024 and is listed on the NASDAQ OMX in Stockholm in the Large Cap segment and Telecommunications sector [3] Upcoming Financial Report - HMS Networks will release its fourth quarter report of 2025 on January 27th, 2026, at 07.30 CET [1] - The report will be presented by President and CEO Staffan Dahlström and CFO Joakim Nideborn in a conference call for press and analysts at 09.00 CET on the same day [1] Presentation Details - The presentation will be conducted in English and can be followed live via telephone or web [1] - Slides used in the presentation will be made available on HMS' website prior to the telephone conference [1] - A recording of the telephone conference will be available on HMS' website after the call [2]

Group 1 - HMS Networks AB has signed an agreement to acquire part of Molex's Industrial Solutions Business, which includes several strategic assets [1] - The acquisition has been completed and will be consolidated into HMS starting January 2, 2026 [1] - HMS Networks is a leading provider of Industrial Information and Communication Technology solutions, employing over 1,100 people globally [2] Group 2 - HMS reported sales of SEK 3,059 million in 2024 and is listed on NASDAQ OMX in Stockholm within the Large Cap segment and Telecommunications sector [2] - The company operates through over 20 sales offices worldwide and has a broad network of distributors and partners [2]

Core Insights - HMS Networks AB has received official validation of its climate targets from the Science Based Targets initiative (SBTi), marking a significant milestone in the company's commitment to sustainability and alignment with the Paris Agreement [1][2][3] Company Sustainability Goals - HMS aims to reduce Scope 1 and 2 greenhouse gas emissions by 55.84% by 2030 from a 2022 base year, and reduce Scope 3 emissions by 51.6% per SEK value added within the same timeframe [5] - Long-term commitments include a 90.0% reduction in Scope 1 and 2 emissions by 2050 and a 97.0% reduction in Scope 3 emissions per SEK value added [5] Strategic Focus - The validation from SBTi is part of HMS's 2030 Strategy, where sustainability is a main focus area, aiming to integrate sustainability into all aspects of business operations and values by 2030 [3][4] Industry Context - HMS joins a growing number of companies taking action against climate change, reflecting a broader industry trend towards sustainability and climate responsibility [3][4]

Core Insights - The company reported a strong performance in the third quarter, with significant improvements across all markets, particularly in North America, driven by investments in energy and infrastructure [3][7] - Order intake for the quarter reached SEK 855 million, reflecting an organic increase of 22% compared to the previous year [4][9] - Revenue for the quarter was SEK 894 million, marking a record level with an organic increase of 8% [4][9] - The adjusted operating profit reached SEK 244 million, corresponding to a margin of 27.3%, indicating strong operational efficiency [5][9] - Cash flow from operations totaled SEK 258 million, supported by inventory reductions [6][9] Financial Performance - Order intake increased by 36% to SEK 2,601 million for the first nine months, with an organic increase of 14% [9] - Net sales for the first nine months rose by 17% to SEK 2,627 million, although organically, net sales decreased by 4% [9] - Adjusted EBIT for the first nine months reached SEK 643 million, with a 24.5% adjusted operating margin [9] - Profit after tax for the first nine months totaled SEK 363 million, with basic earnings per share of SEK 7.23 [9] Market Developments - North America showed strong growth, particularly in the Industrial Data Solutions division, with a 15% organic increase in order intake [8][10] - China performed well in the Industrial Network Technology division, with order intake increasing by 26% [9][10] - Japan emerged as the largest market in Asia, with a solid organic increase in order intake of 34% [10] Strategic Initiatives - The company presented its strategic plan for 2030, focusing on customer acquisition and expanding existing business, with a priority on organic growth and acquisitions [11][12] - Financial targets include a revenue goal of SEK 7.5 billion by 2030, with an EBITA margin of 25% [12] - The company is adapting to increased tariffs by reviewing logistics and investing in production flexibility [13] Outlook - The company remains cautiously optimistic about future developments despite uncertainties related to tariffs and geopolitics [14] - Long-term trends toward regionalized industrial production are expected to drive demand for automation and digitalization, which is favorable for the company [14]

Company Information - HMS Networks AB (publ) will release its third quarter report of 2025 on October 21, 2025, at 07:30 AM CEST [1] - The report presentation will be conducted by President and CEO Staffan Dahlström and CFO Joakim Nideborn at 09:00 AM CEST on the same day [1] - HMS Networks is a market-leading provider of solutions in Industrial Information and Communication Technology (Industrial ICT) and employs over 1,100 people [3] - The company reported sales of SEK 3,059 million in 2024 and is listed on the NASDAQ OMX in Stockholm in the Large Cap segment and Telecommunications sector [3] Conference Call Details - The presentation will be available via telephone or web, with slides provided on HMS' website prior to the conference [1] - Participants can join the conference via a webcast link or register for teleconference access, which will provide phone numbers and a conference ID [2] - A recording of the telephone conference will be available on HMS' website after the call [2]

Core Viewpoint - The Nomination Committee for HMS Networks AB's 2026 Annual General Meeting has been established, consisting of representatives from the company's largest shareholders, and will prepare proposals for key positions and remuneration [1][2]. Group 1: Nomination Committee Composition - The Nomination Committee for the 2026 AGM includes Johan Menckel (Investment AB Latour, Chairman), Sophie Larsén (AMF Fonder), Patrik Jönsson (SEB Investment Management AB), Staffan Dahlström (private shareholding), and Charlotte Brogren (Chairman of the Board) [2]. - The four owner representatives in the Nomination Committee collectively hold 53 percent of the voting rights of all shares in the company as of August 31, 2025 [2]. Group 2: Proposals and Submission Process - The Nomination Committee's proposals for the Board of Directors will be presented in the notice for the AGM scheduled for April 23, 2026, and will also be available on the company's website [3]. - Shareholders can submit proposals to the Nomination Committee via email or in writing, with a deadline for submissions set for January 8, 2026 [3]. Group 3: Company Overview - HMS Networks AB is a leading provider of Industrial Information and Communication Technology solutions, employing over 1,100 people globally [4]. - The company reported sales of SEK 3,059 million in 2024 and is listed on NASDAQ OMX in Stockholm within the Large Cap segment and Telecommunications sector [4].

Group 1 - HMS Networks is hosting a hybrid Capital Markets Day on September 9, 2024, at 9 am CEST, which can be attended on-site or via live webcast [1][2] - The event will feature updates on HMS Networks' strategy and objectives for 2030, presented by President and CEO Staffan Dahlström and CFO Joakim Nideborn [2] - The company reported sales of SEK 3,059 million in 2024 and is listed on NASDAQ OMX in Stockholm within the Large Cap segment and Telecommunications sector [4] Group 2 - On-site attendance is limited, with priority given to investors, analysts, financial media, and other key stakeholders, requiring registration by August 31 [2] - Digital participants will have the opportunity to ask questions via chat, and a recording of the event will be available for later viewing [3] - HMS Networks employs over 1,100 people and operates through over 20 sales offices globally, supported by a wide network of distributors and partners [4]