SKAKO (One-pager): Guidance maintained after Q1 with large order driving growth
Read the latest SKAKO one-pager update following the Q1 2025 trading update. The one-pager outlines key investment reasons, risks, and relative valuation compared to peers.
SKAKO reported 5% revenue growth in Q1 2025 to DKK 62 million, supported by 42% growth in the Minerals segment, driven by the large Moroccan OCP orders. Recycling and Fasteners saw revenue declines of 19% and 38%, respectively, but with management expecting Recycling to recover due to a strong backlog and recent investments in sales. EBIT fell to DKK 3.2 million (from DKK 4.6 million), reflecting temporary capacity costs tied to the OCP projects and continued investment in commercial capabilities. SKAKO maintains its full-year 2025 guidance of 30–40% organic revenue growth and EBIT of DKK 27–31 million, underpinned by a record order backlog of DKK 205 million at the end of Q1.
To learn more about SKAKO’s growth outlook and how it is progressing on the OCP projects, catch up on the latest investor presentation following the FY2024 report hosted by CEO Lionel Girieud and CFO Thomas Pedersen.
Link: https://www.inderes.dk/videos/skako-presentation-of-annual-results-for-2024
Disclaimer: HC Andersen Capital receives payment from SKAKO for a Digital IR/corporate visibility subscription agreement. / Philip Coombes 16:00 22 May 2025
SKAKO A/S er en dansk-baseret producent af industrimaskiner indenfor beton, materiel, mineraler og genbrug. Selskabet driver to forretningssegmenter, SKAKO Concrete og SKAKO Vibration med kontorer i Faaborg (Danmark), Strasbourg (Frankrig) og San Sebastian (Spanien). SKAKO er noteret på Nasdaq OMX Copenhagen. SKAKO Concrete er specialiseret i udvikling, produktion, installation og servicering af komplette anlæg til fremstilling af beton. SKAKO Concrete's hovedformål er at udvikle løsninger tilpasset fremtidens behov, der opfylder kunders individuelle behov og dermed hjælpe dem med at styrke deres position på deres marked. Derudover tilbyder SKAKO Concrete eftersalgsløsninger, installation og servicekontrakter, der opfylder forskellige behov i et givent produktionssetup. SKAKO Vibration udvikler, designer og sælger vibrationsudstyr til industrielt brug. Selskabet har en stærk position indenfor levering af udstyr til fremførsel, sortering og vask til genbrugsindustrien i Europa. Derudover er man en førende leverandør af vibrationsudstyr i bilindustrien, og med en solid markedsposition inden for mineralminedrift og fosfatminesektoren i Nordafrika.
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