Q1 2026 Arjo AB (publ) Earnings Call Transcript
Key Points
- Arjo AB (STU:A39) delivered solid growth in Q1 2026, with a 3.8% increase in sales, driven by strong performance in the US and other global markets.
- The company reported an improvement in cash flow compared to the previous year, following a seasonal pattern.
- Arjo AB (STU:A39) experienced strong sales in North America, particularly in the US, despite a weaker flu season.
- The Diagnostic business improved margins due to higher volumes and a favorable sales mix.
- The company is actively working on a future strategy with significant engagement across the organization, indicating a focus on long-term growth and potential expansion.
- Gross margin decreased to 42.6% from 43.7% last year, impacted by unfavorable product and country mix and US tariffs.
- The EBIT for Q1 2026 was SEK190 million, down from SEK208 million last year, although excluding tariffs and FX, it was in line with the previous year.
- The company faced pressure from currency fluctuations and tariffs in the US, affecting overall financial performance.
- Western Europe sales struggled, with the UK experiencing a decline, although France and Italy performed well.
- Arjo AB (STU:A39) anticipates potential cost pressures from energy and transportation in the Middle East, which could impact future quarters.
Welcome to the Arjo Q1 presentation for 2026.
(Operator Instructions)
Now I will hand the conference over to President and CEO, Andreas Elgaard; and CFO, Christofer Carlsson. Please go ahead.
()- -
Thanks a lot, and thanks everybody for dialling in and listening to Arjo's first-quarter of 2026. So we believe we have been able to pull together a stable first-quarter and we're happy to share that with you. And also, we will talk a little bit on how we are progressing the work with shaping the future Arjo.
So just to begin a little bit from my side. And to remind everybody of who we are and what we do because we are really very purpose-led in everything we do. This is something that is very strong in Arjo. We exist and are present at people's most vulnerable moments, and we help them to keep their integrity and dignity and really make sure that they have the best possible situation when they need it the most.
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