Q2 2026 Nolato AB Earnings Call Transcript
Key Points
- Nolato AB (NLTBF) achieved a 4% currency-adjusted growth in the second quarter of 2026, with the strongest growth in the Medical business area.
- The company reported strong cash flow of SEK287 million, maintaining a robust financial position to support its acquisition strategy.
- The Medical Solutions segment saw a 4% growth in sales, with positive developments in the in-vitro diagnostic market and drug delivery systems.
- Engineered Solutions experienced a 19% organic growth in materials, driven by strong demand in consumer electronics and smart home products.
- Nolato AB (NLTBF) is advancing its market position with innovative and sustainable solutions, particularly in the data center sector, supporting long-term growth.
- The EBITA margin declined to 10.1% from 11.6% due to increased raw material prices, particularly oil-related costs.
- Start-up costs for new programs negatively impacted the Medical Solutions segment, affecting margins.
- The Engineered Solutions segment faced lower volumes in the hygiene area due to inventory adjustments and decreased market demand.
- A one-off severance cost of SEK6 million impacted the financial results for the quarter.
- Higher administrative costs were incurred due to intensified M&A activities, affecting overall profitability.
Hello, and welcome to today's broadcast with Nolato, who will be presenting the financial report for the second quarter of 2026. With us, we have the CEO, Christer Wahlquist; and CFO, Per-Ola Holmstrom.
(Operator Instructions)
With that said, I hand it over to you, Christer and Per-Ola. The floor is yours.
Thank you, and welcome to the presentation of the second quarter for Nolato Group. Starting on page 2. We saw a quarter with growth in both business areas with a total growth of 4% currency adjusted with the strongest growth in the Medical business area. This was achieved in a difficult environment, I would say.
So sales ended up at -- close to SEK2.5 billion in the quarter, and that was then 4% adjusted currency growth. The profit EBITA ended up at SEK247 million, creating a margin of 10.1%. The margin was affected by increased raw material prices and some start-up costs for new programs.
Strong cash flow in the quarter ended up at SEK287 million and as
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
