RVRC Holding AB (CHIX:RVRCs)

Q4 2026 RVRC Holding AB Earnings Call Transcript

Aug 11, 2026 / 08:00 AM GMT

Release Date Price: kr56.5

Transcript

Key Points

Positve

RVRC Holding AB (FRA:0GE) reported full-year net sales growth of 8% in local currencies, reaching over SEK 2 billion, despite a weak market, indicating continued market share gains.
The company delivered a strong adjusted EBIT margin of 21% for the full year, confirming industry-leading profitability.
Gross margin improved to 72.2% in Q4, driven by favorable currency effects and lower outlet sales, enhancing profitability.
The acquisition of ICANIWILL adds a high-growth, profitable brand with 30% sales growth in recent quarters, expanding the group's portfolio and market reach.
RVRC Holding AB (FRA:0GE) maintains a strong financial position with a net cash position of SEK 313 million and an undrawn credit facility of SEK 600 million, supporting future investments and dividends.
The company continues to gain market share in key markets like Sweden, where sales grew 12% despite a declining outdoor clothing market.
The new logistics setup for the US is now live, allowing for a competitive re-entry into the US market with easier comparables from July onwards.
The board proposes a dividend increase of 11% to SEK 1.5 per share, reflecting confidence in the company's cash generation and shareholder returns.

Negative

RVRC Holding AB (FRA:0GE) experienced a slowdown in Q4 sales growth to 3% in local currencies, below its target, due to weak consumer sentiment, particularly in Germany.
The German market, the company's largest, remains challenging with negative market growth, impacting overall performance and requiring continued market share gains to offset.
Sales in the rest of the world region declined by 3% in local currencies in Q4, largely due to the deliberate slowdown in the US, which negatively affected regional growth.
Cash flow from operating activities in Q4 decreased to SEK 31 million from SEK 85 million a year ago, due to inventory buildup and changes in operating receivables.
The company faces temporary higher IT costs and personnel expenses due to projects and store openings, which pressured Q4 profitability.
Unfavorable weather conditions in Europe, particularly a warm July and August, could negatively impact sales of autumn/winter products in the upcoming quarter.
The acquisition of ICANIWILL will lead to a net debt position, and the integration may pose risks, though the company plans a decentralized approach to mitigate disruption.
The company noted that the strong sales growth in Q1 last year was partly supported by outlet sales and favorable weather, making current comparables more difficult.

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

RVRC.ST - RVRC Holding AB
Q4 2026 RVRC Holding AB Earnings Call
Aug 11, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the Revolution Race Q4 20 and 25/26 presentation. During the questions and answers session, participants are able to ask questions by dialing pound key 5 on their telephone keypad. Now I will hand the conference over to CEO Paul Fischbein and CFO Jesper Aum. Please go ahead.

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Unidentified_2 [2]
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Thank you operator and good morning everyone and welcome to this conference call where we will address the report for the fourth quarter and also the full financial year 2025 and 2026. Our financial year starts 1st of July and ends 30th of June so Q4 covers the

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