Sensys Gatso Group AB · OMXSTO:SGG
Sensys Gatso Group AB — Q2 2026 Earnings Presentation
13 slides from Sensys Gatso Group AB's earnings presentation, Aug 20, 2026
Slide 1: Disciplined Execution Driving Performance
Sensys Gatso Group AB Q2 2026 Interim report presentation “Disciplined Execution Driving Ticker | SGG Performance” Nasdaq Stockholm August 1 20, 2026
Slide 2: Strong Q2 results
SGG |Strong Q2 results Lewis Miller, CEO Simon Mulder, CFO 2
Slide 3: Disciplined Execution Driving Performance
BUSINESS |Disciplined Execution Driving Performance Continuing Momentum ➔ Material increase in profitability ➔ Increased full year EBITDA guidance to 15-17% ➔ Strong New Business Intake ➔ A new CTO Lewis Miller, CEO 3
Slide 4: Strong Q2 & H1 Financial Results
BUSINESS |Strong Q2 & H1 Financial Results ➔ Significant margin expansion ◆ Q2 revenue of MSEK 204 (204), up 2% YTD to MSEK 364 (356) ◆ Q2 EBITDA of 39,8 (31,4) with margin expansion to 19,5% (15,4%) ◆ YTD EBITDA margin expanding from 11,9 to 17,0 percent ◆ Q2 EBIT of MSEK 25,1 (18,0) 4
Slide 5: Growing North America
BUSINESS |Growing North America ➔ North American reorganisation yielding results ➔ Strong New Business Intake ◆ ARR MSEK 16,5 in Q2 ◆ New customers in Colorado, New York and Pennsylvania ◆ Strategic win in Minnesota after the period ➔ Backlog increase to ARR MSEK 35,3 ➔ Go-live of new Xilium Traffic E
Slide 6: Group Results Q2
FINANCIAL |Group Results Q2 CONDENSED INCOME STATEMENT YoY EBITDA and Profit improvements TSEK Q2 2026 Q2 2025 Growth Revenue 204 018 204 107 0.0% ➔ Revenue MSEK 204,0 (204,1) Gross profit 76 813 87 655 ◆ Strong International Services revenue driven by global maintenance contracts Operating profit (E
Slide 7: Segment North America
FINANCIAL |Segment North America Improved sales performance with quarter over quarter revenue improvement ➔ New Business Intake (ARR) MSEK 16,5 ◆ New customers in Colorado, New York and Pennsylvania ◆ Strategic contract signing in Minnesota after the quarter ➔ Backlog (ARR) increase from MSEK 23,2 t
Slide 8: Segment International
FINANCIAL |Segment International Increased order intake and profitability ➔ Order intake MSEK 62,6 (39,7) ◆ Repeat Product sales and Saudi maintenance contract renewal ◆ Expansion of business in Queensland, Australia worth MSEK 38, after the quarter ➔ Revenue MSEK 164,2 (163,6) ◆ Continued delivery o
Slide 9: Cash flow
FINANCIAL |Cash flow TSEK Q2 2026 Q2 2025 YTD Q2 2026 YTD Q2 2025 Strong cash position to finance growth Operating profit (EBIT) 25 127 17 979 33 341 16 851 Items with no effect on cash flow 19 747 11 692 35 472 18 733 ➔ Cash flow from operating activities MSEK 25 (10) Interest and tax -7 274 -7 211 -1
Slide 10: Financing position
FINANCIAL |Financing position TSEK 30 Jun 2026 31 Dec 2025 Solid leverage ratio Lease liabilities 37 526 41 810 Bond 328 687 319 631 ➔ Net interest bearing debt MSEK 243 (209) Bank Loans and Credit facilities 14 352 7 102 ◆ Translation on EUR Bond MSEK 9 Cash and bank -136 735 -159 719 ◆ Investments
Slide 11: Financial Outlook 2026
SGG |Financial Outlook 2026 Increased full year EBITDA guidance ➔ Reaffirming revenue guidance of MSEK 750-800 ➔ EBITDA guidance increased from 14-16% to 15-17% ➔ Continuing to closely monitor project schedules and global political developments 11 School zone speed enforcement 11
Slide 12: Key Takeaways
SGG |Key Takeaways Disciplined Execution Driving Performance ➔ Material increase in profitability ➔ North American restructure yielding results ➔ Increased full year EBITDA guidance FLUX Mobile - Tripod Solution 12
Slide 13: Q&A
SGG |Q&A Website https://www.sensysgatso.com Investor Relations https://www.sensysgatso.com/investors Contact investors@sensysgatso.com Lewis Miller, CEO Simon Mulder, CFO 13