Proact IT Group AB (FRA:PIU0)

Q1 2026 Proact IT Group AB Earnings Call Transcript

May 5, 2026 / 07:30 AM GMT

Release Date Price: €10.48

Transcript

Key Points

Positve

Proact IT Group AB (LTS:0GT3) reported a strong Q1 2026 with a 45% increase in EBITDA, driven by internal cost reduction efforts and rising memory prices.
The company has a diversified customer base across various sectors, reducing dependency on any single industry and providing a stable risk profile.
Proact IT Group AB (LTS:0GT3) has shown consistent growth, with a 30% increase in revenue since 2021, indicating a successful growth strategy.
The company has been selected by Broadcom as one of the few European partners, highlighting its competence and potential for future growth.
Proact IT Group AB (LTS:0GT3) has a strong cash position, allowing for increased dividends and share buyback programs, enhancing shareholder value.

Negative

Managed cloud services declined by 2.6% due to lower customer intake and churn, indicating challenges in maintaining growth in this segment.
The company faces longer delivery times due to memory shortages, which could impact future sales and revenue recognition.
Despite a strong quarter, the company anticipates a potential slowdown in the second half of the year as early customer purchases may dampen future demand.
The divestment in the Netherlands, while strategic, resulted in a reduction of approximately 20 employees, indicating restructuring challenges.
Proact IT Group AB (LTS:0GT3) experienced a decline in recurring revenue in some business areas, highlighting issues with customer retention and acquisition.

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

PACT.ST - Proact IT Group AB
Q1 2026 Proact IT Group AB Earnings Call
May 05, 2026 / 07:30AM GMT

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Presentation
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Unidentified_1 [1]
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So good morning, everyone, and welcome to our Q1 2026 report presentation. My name is Christopher and I'm Investor Relations and Communications Manager here at Proact.

With me today, I have Magnus Leon, President and CEO, and Osa Regen-Jonsson, CFO, who will walk you through an introduction to Proact, followed by a quarterly update, financials, and lastly, our closing remarks.

After that, we will open up for Q&A. You can either raise your hand or submit a question in the chat, and I will read them out at the end of the presentation.

So with that, I'll hand over to you, Magnus.

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Unidentified_2 [2]
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