Q1 2026 Arribatec Group ASA Earnings Call Transcript
Key Points
- Arribatec Group ASA (FRA:B7Z) reported its sixth consecutive quarter of year-over-year revenue growth, with a 4.1% increase in Q1 2026.
- Recurring revenue now accounts for 45% of total revenue, indicating a stable and predictable revenue base.
- Business Services segment showed strong performance with a 9% revenue growth and an EBITA margin of nearly 12%.
- EA-BPM segment improved its EBITA margin to 12.4%, up from 8.7% the previous year, indicating successful restructuring efforts.
- The company generated NOK35.9 million in operating cash flow, more than three times the cash generation from the same quarter last year, reflecting a stronger business foundation.
- Cloud segment's profitability remains unsatisfactory, with a reported EBITA margin of negative 8.4% due to ongoing restructuring.
- Cloud revenue declined by 3.6% year-on-year, highlighting challenges in this segment.
- The company incurred NOK2.3 million in one-time restructuring costs for the Cloud segment in Q1.
- Margins in the Cloud segment are lower than other segments, requiring both restructuring and growth to reach similar levels.
- Business Services segment experienced a slight decline in margins due to seasonal effects and other cost factors.
Good morning, and welcome to the first quarter presentation for 2026. My name is Ole Jakob Kjolvik, and I'm the CEO of Arribatec. I will take you through the business highlights from the first quarter and also the financial review. If you have any questions along the way, you can submit them using the web form, and I will try to answer them at the end of this session. Also, if you need a more in-depth discussion meeting, you can also use the same web form to request an investor meeting.
I will start with a quick overview of Arribatec before we dive into more details. We are a global team of about 300 dedicated people serving around 1,700 clients across all industries. Arribatec is built around three business areas: Business Services, Cloud, and EA&BPM.
Business Services, which is our largest business area, deliver product and services around ERP, financial planning, analysis, analytics, and own IP solutions for research institutes and apprentices. The team runs transformation projects. They do everything from defining
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