Arribatec Group ASA (LTS:0M3T)

Q2 2026 Arribatec Group ASA Earnings Call Transcript

Aug 27, 2026 / 08:00 AM GMT

Release Date Price: kr5.72 (-8.33%)

Transcript

Key Points

Positve

Arribatec Group ASA (STU:B7Z) delivered a sixth consecutive quarter of profit, with adjusted EBIT margin improving to 10.9% from 9.8% year-over-year.
The company achieved strong cash generation, converting 99% of EBITDA into cash over the last 12 months, totaling NOK 64 million.
EA/BPM business area showed a strong turnaround, with revenue growth and significant margin improvement driven by new leadership, cost right-sizing, and renegotiated contracts.
The sales pipeline is at an all-time high, with a historically high number of tenders, particularly in Business Services, expected to support growth in the second half.
The balance sheet remains strong with NOK 27 million in cash and an untouched NOK 20 million credit facility, providing financial flexibility for investments and dividends.
The company successfully offset currency headwinds and mixed market conditions through cost discipline, improving profitability without relying on favorable exchange rates.

Negative

Reported revenue declined in Q2 due to the appreciation of the Norwegian kroner, which negatively impacted the top-line.
Business Services experienced softer demand in the UK and Central Europe, leading to margins below expectations due to phasing effects in tender processes and project startups.
Cloud business area continues to face challenges, with revenue impacted by client losses and scope reductions from prior periods, though no new losses occurred in Q2.
The share of revenue from new clients is slightly lower than last year, indicating a potential slowdown in new client acquisition despite a strong pipeline.
The company had to implement right-sizing measures in the Cloud segment during the quarter, reflecting ongoing operational adjustments to bring margins back to acceptable levels.
Revenue was flat in constant currency, with the reported decline highlighting a short-term softness in parts of the business, particularly in Cloud and certain European markets.

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

ARRA.OL - Arribatec Group ASA
Q2 2026 Arribatec Group ASA Earnings Call
Aug 27, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the second quarter presentation for AribaTech in 2026. My name is Uljakov Shervik and with me I have our newly appointed CFO Ben Tammorg. Good morning.

Together we will go through the business highlights and Ben will share the financial review of this quarter.

If you have any questions.

Along this session, you can use the web form, submit them, and we will do our best to answer them at the end of this session. And also, if you want a more in-depth discussion, you can also use the web form to ask for our investor meeting.

Let me start with a short overview of AribaTech before we go into more details.

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