Arendals Fossekompani ASA (OSTO:AFKO)

Q1 2026 Arendals Fossekompani ASA Earnings Call Transcript

May 13, 2026 / 07:00 AM GMT

Release Date Price: kr195

Transcript

Key Points

Positve

Arendals Fossekompani ASA (FRA:5VZ) reported strong performances across all portfolio companies in Q1 2026.
Operating profit improved significantly to 155 million NOC, with a 17% profit margin, driven by hydropower and NRICS.
Volu achieved 19% growth in recurring revenues and improved its adjusted proforma cash EBITDA margin to 17%.
NSSL Global delivered a strong quarter with an 18% operating margin and secured significant contracts across various sectors.
Tecna reported a 19% increase in revenue and achieved its third consecutive quarter of positive adjusted EBITDA.

Negative

Group revenue declined by 4% year-on-year, primarily due to softer markets for NRICS.
NRICS faced challenging market conditions with customers deferring investment decisions amid political and trade tensions.
Hydropower production was down 10% compared to last year due to lower snow reservoirs.
The order backlog for NRICS decreased from 66 million to 58 million, reflecting softer intake over the past 12 months.
NSSL Global faces sustained pressure on airtime margins due to the introduction of LEO constellations.

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

AFK.OL - Arendals Fossekompani ASA
Q1 2026 Arendals Fossekompani ASA Earnings Call
May 13, 2026 / 07:00AM GMT

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Presentation
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Unidentified_1 [1]
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Good morning and welcome to the Q1 update for Arndals Fossil Company. My name is Benjamin Golding and I'm the CEO of Arndals Fossil Company. Together with me here today is CFO Lars Peder-Fensley.

Arndals Fossil Company is a long-term industrial investment company.

We invest in B2B growth companies operating within the energy and/or technology space.

We drive sustainable value creation in our portfolio companies through active ownership.

Today, Arndolsfosse company holds six main investments in addition to a number of smaller assets. Our companies have presence across the globe.

Over time, AFK has built a diversified portfolio of B2B companies focused on industrial technology

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