Balco Group AB (LTS:0RUW)

Q1 2026 Balco Group AB Earnings Call Transcript

Apr 27, 2026 / 12:00 PM GMT

Release Date Price: kr15.18 (+1.17%)

Transcript

Key Points

Positve

The order backlog increased by 21% by the end of Q1 2026 compared to 2025, indicating a strong pipeline of future projects.
Operating cash flow was solid at SEK 32 million, showing effective cash management.
The renovation segment showed an increase in order intake for Q1 2026 compared to the previous year, reflecting strong demand.
There is substantial potential in the UK new-build market, with Balco Group AB focusing on projects outside the highly competitive London area.
The German renovation market continues to show good underlying demand, with successful implementation of Rico glazing expanding the product offering.

Negative

Net sales decreased by 5% compared to the previous year, with a currency effect of minus 2%, indicating challenges in maintaining revenue levels.
Profitability is below target, particularly in the new-build segment, which had a negative result for the quarter.
The Danish market remains challenging with no clear signs of recovery, affecting overall performance.
The Finnish market shows no clear recovery, particularly in the new-build segment, leading to reduced volumes and profitability.
Despite cost-saving measures taken in 2025, the profit level is still not satisfactory, necessitating further cost reductions and structural measures.

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

BALCO.ST - Balco Group AB
Q1 2026 Balco Group AB Earnings Call
Apr 27, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello and welcome to today's presentation with Balco Group, where CEO Camila Ektal and CFO Victor Albertson will present the report for the first quarter of 2026. After the presentation, there will be a Q&A. So if you're calling in and want to ask a question, please press star 9 to raise your hand and then star 6 to unmute yourself when handed the word. You can also submit in questions via the form to the right.

And with that said, I hand over the floor to you guys.

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Unidentified_2 [2]
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Thank you.

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