Ovzon AB (FRA:OVZ)

Q1 2026 Ovzon AB (publ) Earnings Call Transcript

Apr 23, 2026 / 08:00 AM GMT

Release Date Price: €5.76 (-2.12%)

Transcript

Key Points

Positve

Ovzon AB (FRA:OVZ) reported its best EBITDA and EBIT results ever, with a record earnings of 120 million Swedish kroner.
The company has achieved eight consecutive quarters of improved EBITDA, showcasing strong financial performance.
Ovzon AB (FRA:OVZ) successfully reestablished the U.S. Department of Defense as a customer, indicating strong relationships and trust in their solutions.
The launch of the new Ovzon T8 terminal is expected to open up new market opportunities, particularly in unmanned and mobile applications.
The company is experiencing profitable growth, with a strong order backlog and a healthy sales pipeline, indicating a positive outlook for future quarters.

Negative

Procurement cycles in the Western world remain lengthy, which can delay sales and decision-making processes.
The company faces competition from significant investments in low-earth orbit satellites by major players like SpaceX and Amazon.
There is variability in order intake timing, which can affect quarterly financial results and create uncertainty.
The company has not renewed a significant contract from December 2024, although discussions are ongoing.
A dual listing in the U.S. is not currently being considered, which may limit access to deeper capital markets.

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

OVZON.ST - Ovzon AB (publ)
Q1 2026 Ovzon AB (publ) Earnings Call
Apr 23, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome all you investors out there to this live broadcasted Q1 report presentation with Satcom company Opson. Presenting is CEO Per Nourien and CFO Andrej Lervjen. A Q&A will follow in which investors can ask their questions via the live chat and I will raise them during the Q&A.

So, welcome Per and Andrej.

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Unidentified_2 [2]
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Thank you, Matthias.

Thank you. Good to be here.

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Unidentified_1 [3]
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