Senzime Ab · OMXSTO:SEZI
Senzime Ab — Q2 2026 Earnings Presentation
23 slides from Senzime Ab's earnings presentation, June 2026
Slide 1: Q2 2026 Senzime AB (publ.) April-June 2026
Q2 2026 Senzime AB (publ.) April-June 2026
Slide 2: Q2 2026 summary
Q2 2026 summary NET SALES SECOND QUARTER (MSEK) Strong sensor sales and improved margins, 30 despite continued U.S. monitor market headwinds Sensor sales continued their strong momentum, driven by expanding utilization of 25 TetraGraph systems in the market. 4.8 While U.S. hospital hardware market c
Slide 3: Philips Partnership
Philips Partnership > The most important commercial agreement Senzime has signed to date, and the results of 10 years of long-term investments in developing patient monitoring solutions. > Joint development of new products to be commercialized through Philips, with support of Senzime. Products will
Slide 4: Integration and Connectivity to industry leaders
Integration and Connectivity to industry leaders TetraGraph Xcom and TetraHub
Slide 5: Our global installed base of TetraGraph monitors keeps growing…
Our global installed base of TetraGraph monitors keeps growing… Total delivered units of TetraGraph systems 239 (727) TetraGraphs 6,000 delivered in Q2 (422 in Q2 2025 upgrades) 5,000 4,000 3,000 2,000 1,000 Next-Generation 0 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 2024 2025 2026 5
Slide 6: …driving recurring sales of disposable sensors
…driving recurring sales of disposable sensors Units of TetraSens sensors shipped per quarter 140,000 120,000 100,000 80,000 60,000 56% 40,000 growth in rolling-12 units 20,000 0 Q2 2022 Q2 2023 Q2 2024 Q2 2025 Q2 2026 6
Slide 7: Product and market mix
Product and market mix Currency Reported adjusted TSEK Q2 Apr-Jun Q2 2026 Q2 2025 Growth Growth US 18,716 19,930 -6% -3% Net Sales by product group (Q2) Net Sales by region (Q2) Devices/other 3,520 10,019 -65% -64% Europe 13% Disposables 15,196 9,911 53% 58% Disposables Europe 3,322 3,612 -8% -7% 81
Slide 8: Spotlight US market
Spotlight US market Q2 reported revenues in local currency (kUSD) $2 500 $2 000 > Sales of sensors grew with 58% driven by increased utilization rates among accounts. $1 500 > More challenging marco market conditions monitors in the quarter, mainly affected by temporary delayed sales processes and m
Slide 9: Converting operating rooms with our technology: Selected key US TetraGraph installations
Converting operating rooms with our technology: Selected key US TetraGraph installations during last 18 months Pacific Rim based hospital system Win of the world’s leading Pacific North-West Win of key reference hospital hospital system based hospital system within leading US IDN MidWest based Insta
Slide 10: Converting operating rooms with our technology: Selected key US TetraGraph installations
Converting operating rooms with our technology: Selected key US TetraGraph installations during last 18 months Pacific Rim based hospital system Win of the world’s leading >250 hospitals Pacific North-West Win of key reference hospital hospital system and counting based hospital system within leadin
Slide 11: Selected Q2 U.S. wins
Selected Q2 U.S. wins Strategic hospital orders and Win of expanded contract within Secured contract with leading entry into leading US integrated leading Southeastern US hospital pediatric hospital contract in the healthcare delivery network system Eastern US “…a potential of more than 150 hospital
Slide 12: TetraGraph contracted on three leading GPO agreements in the US
TetraGraph contracted on three leading GPO agreements in the US Senzime’s TetraGraph System > More than 95% of US hospitals are affiliated with at least one GPO to Contracted on Three Leading manage their purchasing needs with qualified products. Total annual purchasing volumes through GPOs exceed U
Slide 13: US leadership upgrade
US leadership upgrade > Josi Wood recruited as new Vice President of Sales, US market, joined May 11th. > Jen Sanders appointed VP Clinical and MedAffairs, and included in ELT > Wolfgang Reim appointed new Board member, joining with a long career as, amonth others CEO of Dräger and CEO of Siemens US
Slide 14: We continue to lead in innovation and patient safety
We continue to lead in innovation and patient safety Introducing the new TetraSens the most intuitive and eco-friendly EMG-sensor on the market Using 50 percent less dielectric material as compared with legacy sensors, while maintaining the same trusted performance specifications. Manufactured in Eu
Slide 15: Turning invisible patterns into clinical actions and increased utilization
Turning invisible patterns into clinical actions and increased utilization TetraAnalytics is a unique AI-ready solution to analyze TetraGraph data into actionable operational insights that improve patient safety, outcomes and economics. By leveraging large-scale data analytics, TetraAnalytics sheds
Slide 16: Additional market approvals and expansions
Additional market approvals and expansions FDA 510k clearance for enhanced features of the Strengthened presence in Latin America through TetraGraph® neuromuscular monitoring system. new business in markets including Mexico and Chile. The new FDA clearance follows submission in April 2026 and In Jun
Slide 17: Gross Margin continues to improve
Gross Margin continues to improve Q2 Q2 Q2 YTD • Underlying Gross Margin continues to 2024 2025 2026 2026 improve due to pricing, lower production Underlying Gross costs and more favorable product mix Margin 63,3% 63,3% 65,5% 67,34% • US tariffs and currency effects continue to affect reported adjus
Slide 18: Focus on fundamentals continue to generate results
Focus on fundamentals continue to generate results Total OPEX (KSEK) EBITDA (KSEK) Cash Flow (KSEK) Q2 2024 Q2 2025 Q2 2026 Q2 2024 Q2 2025 Q2 2026 45,000 15% 0 0 reduction 40,000 -5,000 -5,000 35,000 -10,000 -10,000 30,000 -15,000 -15,000 25,000 -20,000 -20,000 20,000 -25,000 27% -25,000 15,000 imp
Slide 19: Backed by a strong investor base
Backed by a strong investor base Number Capital Change vs. Largest shareholders June 30th 2026 of shares (%) Dec 31, 2025 Crafoord family and the Crafoord Foundation 25 896 551 16,5% 0 Segulah Venture AB, Segulah AB, Segulah Medical Acceleration AB 15 870 271 10,1% 0 Fredrik Rapp 11 879 088 7,6% 0 A
Slide 20: Driving a clinical and technological paradigm shift in the operating room
Driving a clinical and technological paradigm shift in the operating room Driving patient safety throughout the surgical procedure - Based on >40 precise timing of intubation, individualized dosing of years of science, paralytic drugs, and safe timing of extubation. extensive clinical data and over
Slide 21: Used in operating rooms to increase patient safety and reduce healthcare costs
Used in operating rooms to increase patient safety and reduce healthcare costs 0% complications related to post-operative residual block, when used with reversal drugs 70% drug reduction of the cost of reversal drugs as compared to not using quantitative monitoring.
Slide 22: Key take-aways
Key take-aways 1 2 3 Strong improvement Strong underlying Leading a clinical of fundamentals growth in sensor sales and technology shift • Continued improved gross margin • 48% growth in sensor sales and • Landmark agreement with Philips • 15% reduction in OPEX utilization among Key US accounts with
Slide 23: Safeguard every patient's journey, from anesthesia to recovery
So, join us on our mission to Safeguard every patient's journey, from anesthesia to recovery.