Q1 2026 Addnode Group AB (publ) Earnings Call Transcript
Key Points
- Addnode Group AB (STU:AR7) reported a 26% increase in EBITA to SEK274 million, with the EBITA margin rising to 17.9% from 14.9%.
- Earnings per share increased by 24%, reflecting strong financial performance.
- Cash flow from operating activities improved significantly by 79% to SEK363 million, driven by stronger earnings and positive changes in working capital.
- The Process Management division continued its positive streak with a 15% increase in net sales and a 27% rise in EBITA.
- The company is actively implementing AI to develop new offerings and optimize operations, positioning itself for future growth.
- Organic growth was negative, with a currency-adjusted organic decline of 6%, primarily affecting the design and PLM divisions.
- The Design Management division experienced a 12% decline in currency-adjusted organic growth due to a weaker US dollar and a shift from three-year to one-year contracts.
- The market situation in Germany remains challenging, impacting the PLM division's performance.
- Currency movements, particularly a weaker US dollar, negatively impacted results by SEK61 million.
- The company does not expect to achieve organic growth at the group level in 2026, focusing instead on protecting bottom lines.
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Hello everyone, and welcome to the presentation of the Addnode Group Q1 Report for 2026. I am the CEO, Johan Andersson of Addnode Group and with me I also have Kristina Elfstrom Mackintosh, our CFO of Addnode Group.
Today, we will give you an insight on Addnode Group, talk about our divisions, a little bit of acquisitions, touch upon AI and we will end with a Q&A.
Q1, it was a quarter where we improved earnings and we could see stronger cash flow. We delivered solid earnings growth. The companies acquired in 2025 performed well and combined with cost savings contributed to our favorable earnings performance. EBITA was up 26% to SEK274 million and EBITA margin increased to 17.9% from 14.9%. Earnings per share increased by 24%. We can see the increase in cash flow from operating activities increased to SEK363 million compared to SEK203 million the previous quarter in 2025.
We can also see an acquisition, Technia
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