Hemnet Group AB (FRA:8QV)

Q2 2026 Hemnet Group AB (publ) Earnings Call Transcript

Jul 17, 2026 / 08:00 AM GMT

Release Date Price: €7.77 (+5.07%)

Transcript

Key Points

Positve

Hemnet Group AB (HMNTY) reported a 12.4% growth in ARPA, driven by higher demand for value-added services.
The company launched the 'Sell First Pay Later' model nationwide, which has been well-received and is expected to boost future revenues.
There are signs of gradual improvement in the Swedish property market, with transactions increasing by 11% in Q2.
Hemnet Group AB (HMNTY) has nearly 40 million monthly sessions, maintaining a strong market position with significant audience reach.
The company is leveraging AI to enhance product development and operational efficiency, with a 24% increase in weekly deployments.

Negative

Net sales decreased by 23% due to lower listing volumes and a timing shift in revenue recognition from the 'Sell First Pay Later' model.
Published listings declined by 14%, reflecting a challenging market environment.
The EBITDA margin dropped to 46.4%, impacted by lower revenues and fixed cost leverage.
The average listing duration increased by 33% year-on-year, indicating longer selling times in a soft market.
Despite strategic initiatives, Hemnet Group AB (HMNTY) is not satisfied with the quarter's performance and acknowledges the need for further improvements.

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

HEM.ST - Hemnet Group AB (publ)
Q2 2026 Hemnet Group AB (publ) Earnings Call
Jul 17, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning everyone and a warm welcome to this 2026 Q2 release call for Hemnet Group. My name is Jonas Gustafson and I'm the Group CEO of Hemnet. We are a slightly bigger group than usual today given the extended agenda. Today I'm joined here at our Stockholm headquarters by our Chief Financial Officer, Anders Janulf, our Chief Operating Officer, Lissa Farrar. Our Chief Technology Officer, Hannah Lindquist, and our Head of Investor Relations, Ludwig Siegelmarkt.

Today, we have called for an extended session to cover an update on some important strategic and commercial topics, and will therefore have a slightly longer presentation than usual.

With that, let's have a brief look at the agenda and what we have

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