EQL Pharma AB · OMXSTO:EQL
EQL Pharma AB — Q2 2026/27 Earnings Presentation
12 slides from EQL Pharma AB's earnings presentation, Nov 5, 2026
Slide 1: Presentation EQL Pharma Second quarter 2026/27
Presentation EQL Pharma Second quarter 2026/27 1
Slide 2: Today's presenters
Q2 FY2026/27 | Presenters Today's presenters Allan Sylvest Axel Schörling Aasberg CEO CFO 2 | INVESTOR PRESENTATION Q2 2026/27
Slide 3: Important information: Forward-looking statements and basis of presentation
Important information Forward-looking statements and basis of presentation Forward-looking statements Outlook and basis of presentation This presentation contains forward-looking statements, including statements on Outlook: the outlook for FY2026/27 (net sales growth of c. 15%) and the long-term exp
Slide 4: Agenda
Agenda • Quarter overview • Break-down of Q2 • Outlook • Operational Transformation • Pipeline and portfolio update • Summary • Questions 4 | PRESENTATION EQL PHARMA THIRD QUARTER 2022/23
Slide 5: CEO update
CEO update • Revenue of 157.2 (86.4) MSEK, 82% growth. YTD growth is 36% • The gross margin was 36% (38%) – one-offs of 15 MSEK • EBITDA margin was 19% (10%) Finance • CAPEX was 8.3 (9.7) MSEK • Growth outlook for 2026/27 is around 15% • Leverage 6.6 vs internal target of 4.0, proforma adjusted to w
Slide 6: Q2 in brief: net sales up 82% and EBITDA of SEK 30m
Q2 FY2026/27 | Highlights Q2 in brief: net sales up 82% and EBITDA of SEK 30m, but the quarter was shaped by one-offs and weak comparables Net sales Gross profit EBITDA What drives the quarter 157.2 56.2 29.9 • c. SEK 37m of net sales is one-off: competitor stock-out on a key product and a Mellozzan
Slide 7: Outlook: c. 15% sales growth in FY2026/27 while we upgrade the operations
Outlook Outlook: c. 15% sales growth in FY2026/27 while we upgrade the operations FY2026/27 outlook Priorities Financial discipline • Net sales growth of c. 15% for the full year, with • Operational and organisational upgrade • Leverage above target in FY2026/27, then H1 underlying growth of c. 17%.
Slide 8: Holistic transformation program kicked off in the spring, following a three-step approach
Operational Transformation - Overview Holistic transformation program kicked off in the spring, following a disciplined, three-step approach Diagnosis Acute Phase Structural Improvement Mar-May June-July August - Ongoing Objectives Understand the root causes behind Address the challenges that pose a
Slide 9: We selected a first wave of priorities – seven workstreams
Structural improvement We selected a first wave of priorities – seven workstreams Master supply and demand Build our launch machine Optimize our pipeline & portfolio Stabilize our finances to fund the future Clarify roles, processes, & decision making Use tech to enable us to focus on what matters T
Slide 10: Behind plan on sales, but many quarters remain
Financial Goal +30% YoY & Progress (MSEK Rolling 12 Months) Behind plan on sales, but many quarters remain 10
Slide 11: Current portfolio and pipeline
Current portfolio and pipeline EQL Pharma has 49 (46) products in the market and an additional 46 (46) products in its pipeline Portfolio development Breakdown of EQL Pharma’s pipeline Expected launches per financial year 11
Slide 12: Summary
Summary • Q2 2026/27 the first strong quarter since the tough period started • Q3 and Q4 look stable as of now • It is too early though, to conclude that the tough period is over • Key tangible outcome from the Transformation program need to be seen to conclude the comeback • Launches • Supply stabl