SBO AG (OTCPK:SBOEY)

Q1 2026 SBO AG Earnings Call Transcript

May 21, 2026 / 12:30 PM GMT

Release Date Price: $3

Transcript

Key Points

Positve

SBO AG (WBO:SBO) reported a significant increase in bookings, with Q1 2026 bookings up 18.5% from the previous quarter and 30% above Q3 2025.
The company achieved a promising book-to-bill ratio of 1.2 for the first quarter, indicating strong future sales potential.
SBO AG (WBO:SBO) is making strategic advancements in diversification, particularly in additive manufacturing, geothermal, and subsea flow control applications.
The company is expanding its market presence in Asia Pacific and Sub-Saharan Africa, enhancing its global footprint.
SBO AG (WBO:SBO) maintains a strong balance sheet with low net debt and a gearing ratio of 19.1%, indicating financial stability.

Negative

Sales were down 23.7% compared to the strongest quarter of the previous year, reflecting lower customer demand and sales deferrals.
The Middle East conflict has led to logistics constraints and sales deferrals, impacting the company's operations and market environment.
The weaker US dollar negatively affected sales, contributing to a significant portion of the sales decline.
The ramp-up of the reline facility in the US is not yet at full capacity, leading to inefficiencies and higher costs.
The ongoing Middle East crisis creates market uncertainty, affecting supply, demand, and logistics, with potential impacts on future performance.

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

SBOE.VI - SBO AG
Q1 2026 SBO AG Earnings Call
May 21, 2026 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, ladies and gentlemen, and welcome to SBO's conference call on the results for the first quarter of 26. My name is Judith Haleny and I would like to thank you for joining us today. We appreciate your interest in SBO. Before we begin, let me briefly cover a few organizational points. This conference will be recorded and made available to the public. The presentation will be held in listen-only mode, followed by the Q&A session.

Please note our disclaimer, which you can find at the beginning of the presentation. Today's presentation will be given by the SBO Executive Board, Klaus Matter, CEO and Campbell McPherson, COO. With that, we are ready to start. Klaus, the floor is yours.

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