Impact Coatings AB (OSTO:IMPC)

Q1 2026 Impact Coatings AB (publ) Earnings Call Transcript

Apr 29, 2026 / 07:00 AM GMT

Release Date Price: kr2.24 (+5.16%)

Transcript

Key Points

Positve

Impact Coatings AB (FRA:1IC) secured two new customers in coating services during Q1, expanding its client base in the security defense and medical technology sectors.
The company received strategic test orders in PEM Electrolysis and SOFC, indicating potential for future growth in these areas.
A significant order for an IC500 machine was secured from Korea, highlighting the company's penetration into the important Korean automotive market.
Gross margin improved to 62% from 52% in the previous year, reflecting better cost management.
The company has taken effective cost-saving measures, reducing operational expenditures and improving EBITDA from minus 12.4 million to minus 8.8 million SEC.

Negative

Q1 net sales were relatively low at 12.7 million SEC, and the financial performance was not strong overall.
Aftermarket sales dropped significantly, reflecting lower activity among system customers.
The geopolitical tensions and transition between Chinese five-year plans affected short-term investment willingness and market activity.
Cash flow from operations was negative at minus 14.4 million SEC, indicating financial strain.
The company experienced delays in coating services orders due to supply chain issues, impacting revenue.

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

IMPC.ST - Impact Coatings AB (publ)
Q1 2026 Impact Coatings AB (publ) Earnings Call
Apr 29, 2026 / 07:00AM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good morning and welcome to today's webcast from Impact Coatings. With us today is CEOs Jonas Nilsson and CFO Lena Obei and they will present the numbers from the first quarter 2026. We'll open up for a Q&A after the presentation and you can type in your questions using the form located to the right. If you're calling in and would like to ask questions, please press. Star nine to raise your hand and star six to unmute when you get the word.

And with that, I leave the audience over to you, Jonas and Lena.

--------------------------------------------------------------------------------
Unidentified_2 [2]
--------------------------------------------------------------------------------
Hi,

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.