Unibap Space Solutions Ab · OMXSTO:UNIBAP
Unibap Space Solutions Ab — Q3 2025 Earnings Presentation
19 slides from Unibap Space Solutions Ab's earnings presentation, Nov 5, 2025
Slide 1: Defense to dominate space investments – Q3 presentation
“Defense to dominate space investments” Q3 presentation © UNIBAP SPACE SOLUTIONS 2025 1
Slide 2: Important information
Important information This presentation is for general information purposes only. The information does not constitute legal, tax, or investment advice. Trading in securities always entails a risk. Historical returns are not a guarantee of future returns. An investment in securities can increase or d
Slide 3: Today's presenters
Today’s presenters Johan Åman CEO Henrik Fredin CFO © UNIBAP SPACE SOLUTIONS 2025 3
Slide 4: Today's agenda
Today’s agenda 1. Financials 2. Highlights 3. European market 4. Ambitions © UNIBAP SPACE SOLUTIONS 2025 4
Slide 5: Financials
Financials Cash flow from Operating Net revenues (KSEK) EBIT (KSEK) Activities (KSEK) +27% 20 000 120 000 10 000 5 000 10 000 100 000 0 0 80 000 -5 000 -10 000 -10 000 60 000 -15 000 -20 000 40 000 -20 000 -25 000 -30 000 20 000 -30 000 -40 000 0 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1
Slide 6: Today's agenda
Today’s agenda 1. Financials 2. Highlights 3. European market 4. Ambitions © UNIBAP SPACE SOLUTIONS 2025 6
Slide 7: Highlights
Highlights During Q3: After Q3: • 3-year framework contract with Loft • The export license for UAE related to the Orbital, with a first call-off of 1.39 MEUR previously communicated order of EUR subject to export approval, with a 1.39 million under the Loft Orbital minimum value of 2.6 MEUR. framewo
Slide 8: Today's agenda
Today’s agenda 1. Financials 2. Highlights 3. European market 4. Ambitions © UNIBAP SPACE SOLUTIONS 2025 8
Slide 9: Space-based ISR trends
Space-based ISR trends 1. Low latency / Near realtime / Realtime – ”Latency is the new resolution” o Resolution is good enough (Sub-25 cm) – tactical usefulness is now more important o Days → Hours → Minutes 2. Rapid iterative development – ”New capabilities in the hands of warfighters” o Example: S
Slide 10: From strategic to tactical insights from space
From strategic to tactical insights from space • Strategic (1 day) • Single satellites • Single ground stations • Operational (1 hour) • Satellite constellations • Ground station networks • Tactical (30 min) • Edge computing in-orbit • On-board pre-processing • Real-time (1 min) • On-board AI • Inte
Slide 11: From strategic to tactical insights from space
From strategic to tactical insights from space Hours Hours Target identification Action Damage assessment Minutes Minutes © UNIBAP SPACE SOLUTIONS 2025 11
Slide 12: Upcoming edge computing constellations
Upcoming edge computing constellations • Hypersonic • Europe’s 1st AI- • Civilian & • Commercial • Chinese gov. missile tracking powered multi- defence appl. LEO const. • AI mega- • Optical, IR sensor const. • HPC, AI & cloud • Built in UAE constellation • 25 S/C per year • Optical, SigInt • Optical
Slide 13: Spiral development with software-defined satellites
Spiral development with software-defined satellites • Innovation cycles in space • Hardware • Hardware • Slow and costly to develop • Software • Long generation to break even • AI model • Slow innovation Capabilities • Struggles with measure – countermeasure development philosophies • Software • Sof
Slide 14: European awakening
European awakening Sveriges rymdförsvar ska byggas snabbare – egna satelliter före 2030 Germany’s Minister of Defense, Boris Pistorius, speaks at the Försvarsmakten skyndar på satsningen på rymdförsvar och vill Federation of German Industries Space Congress in Berlin Sept. 25. sända upp egna operati
Slide 15: Leonardo
Leonardo https://www.leonardo.com/documents/15646808/28608810/20250311_Leonardo+IndustrialPlan25-29_vSent.pdf?t=1741709587968 Airbus, Leonardo and Thales agree to combine space businesses – SpaceNews © UNIBAP SPACE SOLUTIONS 2025 15
Slide 16: Strategic cooperation with Leonardo to develop real-time intelligence in space
Strategic cooperation with Leonardo to develop real-time intelligence in space Under the new cooperation agreement, Leonardo and Unibap will conduct a joint technical study focused on two main goals: 1) integrating Unibap's high-performance edge computing solutions into Leonardo's future Earth obser
Slide 17: Today's agenda
Today’s agenda 1. Financials 2. Highlights 3. European market 4. Ambitions © UNIBAP SPACE SOLUTIONS 2025 17
Slide 18: Ambitions in 2025
Ambitions in 2025 • BUSINESS DEVELOPMENT • Capture Qualification Projects – OK • TECHNOLOGY MATURITY • Convert into Constellation Projects - OK • More than 30 launches planned – OK • Framework: Argotec and Loft Orbital • First stand-alone SW in space – OK • Expand US operations – OK • Reach TRL9 for
Slide 19: Unibap Space Solutions AB contact details
info@unibap.com Unibap Space Solutions AB (publ). Västra Ågatan 16, 5 tr SE-753 09 Uppsala Sweden unibap.com © UNIBAP SPACE SOLUTIONS 2025 19
Unibap Space Solutions — Q3 2025 Earnings Presentation on 6ix