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    Mattias Holmberg • DNB Markets

    Mattias Holmberg's questions to Autoliv Inc (ALV) leadership

    Mattias Holmberg's questions to Autoliv Inc (ALV) leadership • Q2 2025

    Question

    Mattias Holmberg of DNB Carnegie asked for context on the unchanged 10-10.5% margin guidance, questioning if it implies that underlying performance improvements are effectively absorbing the 20 basis point headwind from tariffs.

    Answer

    CEO Mikael Bratt confirmed that this interpretation is correct. He stated that the tariff impact is included within the guidance and that the company is working diligently on cost reductions and efficiencies to manage and absorb this headwind.

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    Mattias Holmberg's questions to Autoliv Inc (ALV) leadership • Q3 2024

    Question

    Mattias Holmberg requested a quantification or ranking of the largest contributing factors in bridging the gap from the current year's ~9.5% margin to the company's 12% target.

    Answer

    CFO Fredrik Westin broke down the path to the 12% margin target into three main drivers: approximately 1 percentage point from structural cost initiatives, another 1 percentage point from normalized call-offs and direct labor efficiency, and the remainder from strategic initiatives and market growth. He acknowledged that lower organic growth this year presents a headwind.

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