Beijer Ref AB (publ) (BEJEF) Q2 2026 Earnings Call Transcript

Operator

Welcome to the Beijer Ref Q2 presentation for 2026. [Operator Instructions] Now I will hand the conference over to the CEO, Christopher Norbye; and CFO, Joel Davidsson. Please go ahead.

Christopher Norbye
CEO & President

Welcome, everyone. Christopher and Joel here on a beautiful summer day. Looking forward to present the results. And then as usual, we’ll finish off with some Q&A at the end of the presentation. So starting a little bit of summary of the quarter. Of course, we like the heading of another record quarter. And as you know, when we put all of our business together, Q2 driven by EMEA is the strongest quarter of the year.

So we had a 6% growth of sales, about 1% organic of that 6%, the rest acquisitions. And also, as we stated a little bit before, we’re now coming to the end of very strong comps from Eastern Europe, driven by some inventory issues in Eastern Europe last year. So as we move forward now to Q3 and Q4, that will be fading off. And that’s also why we stated, if we adjust for East Europe, the underlying organic growth was around 5%. So we see some good trends in — especially in EMEA.

APAC continues to be positive, and there’s no major changes

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