Q2 2026 Sectra AB Earnings Call Transcript

Dec 12, 2025 / 09:00 AM GMT

Key Points

Positve
  • Sectra AB (FRA:61L0) reported a 9% increase in net sales, driven by the transition to an as-a-service model.
  • The company's cloud recurring revenue grew by 61%, indicating strong adoption of their cloud services.
  • Operating profit increased by 47% to SEK307 million, with a strengthened margin of 19%.
  • Sectra AB (FRA:61L0) secured several large contracts, including significant deals in Sweden, the UK, and the US.
  • The company is recognized as a leader in innovative imaging technology, particularly in photon counting CT viewing.
Negative
  • Contracted order bookings decreased by 2% year-on-year, partly due to a large contract in the previous year.
  • Secure Communications sales declined by 7% due to delays in a development assignment.
  • The transition to a cloud-based model has led to a decline in nonrecurring revenues.
  • Currency fluctuations negatively impacted sales growth, which would have been 16% without this effect.
  • The company faces increased costs before revenue realization when going live with large cloud contracts.


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

SECTb.ST - Sectra AB
Q2 2026 Sectra AB Earnings Call
Dec 12, 2025 / 09:00AM GMT

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Conference Call Participants
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* Helena Pettersson
Sectra AB - Chief Investor and Press Relations Officer
* Torbjorn Kronander
Sectra AB - Chief Executive Officer, President, Director
* Jessica Holmquist
Sectra AB - Chief Financial Officer

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Presentation
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Helena Pettersson, Sectra AB - Chief Investor and Press Relations Officer [1]
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Good morning, and welcome to Sectra's financial report presentation with CEO, Torbjörn Kronander; and CFO, Jessica Holmquist. My name is Helena Pettersson, and I will help moderate the Q&A question after management presentation. The chat function is open from start, and you are most welcome to write your questions during the presentation.
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