Q2 2026 Hoist Finance AB (publ) Earnings Call Transcript

Jul 24, 2026 / 08:00 AM GMT

Release Date Price: kr201.7 (+20.20%)

Transcript

Key Points

Positve

Hoist Finance AB (FRA:4HF) reported a record quarter with portfolio investments of 3.5 billion SEK, marking the highest Q2 ever.
The company successfully closed the Azuro acquisition, doubling its portfolio in the UK and expanding its presence in a key market.
Profit Before Tax increased significantly to 632 million SEK from 310 million SEK last year, reflecting strong financial performance.
Return on equity was robust at 27.5%, with underlying earnings before tax reaching 501 million SEK.
The company achieved a Moody's rating hike, which is expected to make market financing marginally cheaper and is seen as a recognition of rigorous risk management.

Negative

The Azuro acquisition, while closed, has not yet contributed to the P&L, with revenues and costs expected to be visible from July onwards.
Despite strong performance, the CET1 ratio decreased to just over 13% from 13.9% in Q1, driven by record quarter investments.
The company faces a lower NSFR ratio, which, while efficient, requires careful monitoring to stay above regulatory levels.
There were performance-related net negative write-downs of roughly 50 million SEK in the quarter.
The integration of Azuro, although expected to be light, involves costs related to IT cloud migration and other integration activities.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HOFI.ST - Hoist Finance AB (publ)
Q2 2026 Hoist Finance AB (publ) Earnings Call
Jul 24, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to Hoist Finance Q2 Report for 2026. For the first part of the conference call, the participants will be in listen-only mode. During the questions and answers session, participants are able to ask questions by pound key 5 on their telephone keypad. Now I will hand the conference over to CEO Harry Vranisch and CFO Magnus Soderland. Please go ahead.

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Unidentified_2 [2]
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Thank you. Good morning, everyone, and welcome to this Hoist Finance Earnings Call for the second quarter of 2026.

I am Harry Branjes, and next to me, I have Magnus

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