Embellence Group AB (FRA:9P7)

Q2 2026 Embellence Group AB (publ) Earnings Call Transcript

Jul 21, 2026 / 08:00 AM GMT

Release Date Price: €2.89 (+0.35%)

Transcript

Key Points

Positve

Embellence Group AB (OSTO:EMBELL) achieved double-digit growth in its manufacturing unit and Papelina brand, driven by strategic focus on internationalization and direct-to-consumer channels.
The company improved its gross margin to 62.3%, an increase of 0.4 percentage points compared to last year, primarily due to a higher share of direct-to-consumer sales.
Papelina experienced significant growth in the direct-to-consumer channel, with a 130% increase, showcasing the effectiveness of the new B2C platform.
The company strengthened its financial position, reducing net debt in relation to EBITDA to 0.7% from 0.9% last year, and improved cash flow to CHK21 million.
Embellence Group AB (OSTO:EMBELL) successfully launched a new ERP system for Artscape, enhancing inventory management, order processing, and financial reporting capabilities.

Negative

The company reported a net sales decline of 6% in Q2 2026, attributed to a challenging quarter and unfavorable comparison numbers from the previous year.
Borosta Peto, the largest brand, faced a 7% decline in sales due to challenges in the Swedish traditional retail market.
Wall & Deco continued to face difficulties in the Italian home market, with low consumer confidence and structural pressures in the traditional retail channel.
The EBITDA margin decreased to 12.6% from 13.5% last year, impacted by strategic investments and restructuring costs at Colon Sun.
Despite growth in international markets and direct-to-consumer channels, these areas still represent a relatively small share of total sales, unable to fully offset declines in traditional retail.

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

EMBELL.ST - Embellence Group AB (publ)
Q2 2026 Embellence Group AB (publ) Earnings Call
Jul 21, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the Imbalance Group Q2 2026 report presentation. For the first part of the conference call, participants will be in listen-only mode. During the Q&A session, participants can ask questions by dialing pound key five on their telephone keypad. If you are listening via webcast, you can submit written questions using the form below. Now I will hand over the conference to the speakers. President and CEO Johan Ingren and CFO Karen Lydian. Please go ahead.

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Unidentified_2 [2]
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