NCAB Group AB (STU:XB1)

Q1 2026 NCAB Group AB (publ) Earnings Call Transcript

Apr 23, 2026 / 08:00 AM GMT

Release Date Price: €6.69 (+5.19%)

Transcript

Key Points

Positve

NCAB Group AB (LTS:0AAQ) reported a strong positive growth in topline and EBITA, with order intake up 27% in Swedish kroner and 43% in US dollars.
The company has a positive book-to-bill ratio of 1.2, indicating strong demand and future revenue potential.
NCAB Group AB (LTS:0AAQ) has seen significant growth in North America, with a 71% increase in order intake and a 100% growth in US dollars.
The company is leveraging its strong supply chain and factory management to navigate supply chain bottlenecks effectively.
NCAB Group AB (LTS:0AAQ) has a robust M&A strategy, with recent acquisitions contributing positively to the company's growth.

Negative

The global market for printed circuit boards is experiencing supply chain bottlenecks, which could impact NCAB Group AB (LTS:0AAQ)'s operations.
There is a significant FX headwind impacting the company's financials, with a negative impact of 27 million SEC in the quarter.
Sales towards the automotive industry remain muted, affecting overall growth in certain regions.
The company is facing increasing market prices, which could affect margins if not managed properly.
Lead times have extended, potentially delaying the conversion of order intake into revenue.

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

NCAB.ST - NCAB Group AB (publ)
Q1 2026 NCAB Group AB (publ) Earnings Call
Apr 23, 2026 / 08:00AM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to the NCAB Q1 presentation for 2026. During the questions and answers session, participants are able to ask questions by dialling *5 on their telephone keypad. Now I will hand the conference over to the CEO Peter Crook, CFO Timothy Benjamin and Head of Investor Relations Gunilla Oman. Please go ahead.

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Unidentified_2 [2]
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Thank you very much and welcome everyone to our call. Today presenting primarily will be myself and my colleague Timothy Benjamin.

Just for those of you who might be new to us, NCAB is a supplier of printed circuit

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