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 - HMS Networks AB (publ) is set to release its third quarter report for 2025 on October 21st, 2025, at 07:30 AM CEST, followed by a presentation by the President and CEO and CFO at 09:00 AM CEST [1]. Company Information - HMS Networks AB is a 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]. - Local sales and support are managed through over 20 sales offices globally, along with a wide network of distributors and partners [3]. Event Details - The presentation will be conducted in English and can be accessed via telephone or web, with slides available on HMS' website prior to the conference [1]. - Participants can join the conference call by registering through a provided link, which will give access to 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, 2025, 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] - Registration for on-site attendance is required by August 31, with limited capacity prioritized for investors, analysts, and financial media [2] Group 2 - Participants joining digitally will have the opportunity to ask questions via chat, and a recording of the event will be available for later viewing [3] - HMS Networks is a leading provider in Industrial Information and Communication Technology (Industrial ICT), 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]

Core Insights - The second quarter was marked by uncertainty in the market due to unclear tariff regulations and geopolitical tensions, affecting customer investment decisions [3][15] - Order intake for the quarter was SEK 816 million, reflecting an organic increase of 8%, driven by modest market improvements and better alignment of customer inventory with demand [4][9] - Net sales for the quarter were SEK 843 million, showing an organic decrease of 5%, impacted by currency fluctuations and delivery challenges [6][9] - The gross margin remained stable at 61.8%, although slightly lower than recent quarters due to currency changes and tariff effects [10][11] - The integration of Red Lion is progressing well, with significant advancements in implementing ERP and CRM systems [12] Financial Performance - Adjusted EBIT for the quarter reached SEK 181 million, corresponding to a margin of 21.4% [9][11] - Cash flow from operating activities amounted to SEK 201 million, driven by inventory adjustments and reduced accounts receivable [11][9] - For the first six months, order intake increased by 41% to SEK 1,746 million, while net sales rose by 19% to SEK 1,733 million [9] Market and Divisional Insights - Demand within Industrial Network Technology (INT) is improving, particularly among European customers, although from low levels [7] - Industrial Data Solutions (IDS) reported growth in order intake, but fewer large project orders were noted compared to previous quarters [8] - The New Industries (NI) segment is experiencing a cautious market environment due to tariff announcements, particularly affecting the European automotive industry [8] Tariff and Regulatory Environment - Ongoing tariff negotiations between the US and its trading partners are critical, with expectations of approximately 10% tariffs on finished goods from Europe to the US [14] - The company has introduced price adjustments on new orders to mitigate tariff impacts and is closely monitoring the situation [14] Outlook - The short-term market outlook remains uncertain due to tariffs and geopolitical factors, but there is cautious optimism for long-term growth driven by increased automation and digitalization needs in the US manufacturing sector [15][16]