Arjo Ab Class B · OMXSTO:ARJO_B
Arjo Ab Class B — Q2 2026 Earnings Presentation
17 slides from Arjo Ab Class B's earnings presentation, Jul 14, 2026
Slide 1: Solid growth and important steps for the future
ARJO Q2 REPORT 2026 Solid growth and important steps for the future Andréas Elgaard, President and CEO Christofer Carlsson, CFO
Slide 2: We exist for the most vulnerable moments in care
We exist for the most vulnerable moments in care. Our solutions empower movement while protecting caregivers and enabling safer, more efficient care.
Slide 3: Experts in improving mobility in acute care and long-term care settings
Experts in improving mobility in acute care and long-term care settings Patient handling Hygiene and wellness Wide range of lifts, slings, Ergonomic, adaptable bathing lateral transfer and repositioning and showering systems for all levels of mobility aids, to enable mobilisation early, often and re
Slide 4: Q2 2026 summary
Q2 2026 summary Andréas Elgaard President and CEO
Slide 5: Q2 2026 Key Takeaways
Q2 2026 KEY TAKEAWAYS Solid growth and important steps for the future • 4.7% organic growth with healthy customer demand in patient handling, medical beds and service Net sales Gross organic growth margin • Strong development in Global Sales and continued positive momentum in the US despite strong c
Slide 6: North America and Global Sales
1.2% 7.0% North America Global Sales Continued strong traction in the US Western Europe grew 6.0% • 7th consecutive quarter with YoY growth • Solid growth in i.e. France, • Healthy service and capital sales, incl. Italy and Austria Patient Handling and Medical Beds • Back to growth in the UK • Renta
Slide 7: Financial performance Q2 2026
Financial performance Q2 2026 Christofer Carlsson CFO
Slide 8: Lower gross margin due to mix effects and higher cost environment
Q2 GROSS PROFIT Lower gross margin due to mix effects and higher cost environment Gross profit bridge – Q2 2026 vs. Q2 2025 (MSEK) • Unfavorable mix effects x Margin (Percent) x Margin development (Percentage point) • Pressure from cost inflation in transportation and material in the quarter 43.4% N
Slide 9: Adjusted EBIT in line with last year despite headwinds
Q2 ADJUSTED EBIT Adjusted EBIT in line with last year despite headwinds Adj. EBIT bridge – Q2 2026 vs. Q2 2025 (MSEK) • When adjusted for one-offs, adjusted EBIT was in line x Margin (Percent) with last year despite headwinds related to inflation effects on transportation and material costs 7.8% 7.7
Slide 10: Slight uptick in working capital days, with improvement in operating cash flow
Slight uptick in working capital days impacted by increased receivables, with improvement in operating cash flow Working capital days Operating cash flow (MSEK) 734 600 565 96 95 512 479 86 87 437 446 82 84 83 82 83 79 78 81 77 76 344 250 256 237 257 184 205 Q1.23 Q2.23 Q3.23 Q4.23 Q1.24 Q2.24 Q3.24
Slide 11: Net debt decreased and leverage impacted by dividend in the quarter
Net debt decreased and leverage impacted by dividend in the quarter Net debt Leverage Net debt, incl. IFRS16 (BSEK) Net debt / Adj EBITDA, multiple (R12)* 5.3 5.2 2.8 2.8 4.7 2.6 4.7 2.4 4.5 4.5 4.5 2.3 2.3 2.4 4.3 4.4 4.4 4.3 4.3 2.3 2.2 2.2 2.2 2.2 4.2 4.1 2.0 2.1 Q1.23 Q2.23 Q3.23 Q4.23 Q1.24 Q2.
Slide 12: Five regional leaders join Arjo Management Team
Five regional leaders join Arjo Management Team to accelerate commercial focus and execution • Strengthens regional market insight and commercial focus in strategic decision-making Chris Dorsey Chris Gooderham Alain Monneau US Canada South and West Europe • Accelerates execution of strategic priorit
Slide 13: Capital Markets Day 2026
Capital Markets Day 2026 September 24, Stockholm More details to follow in August
Slide 14: Q&A
Q&A glels
Slide 15: Financial calendar and further questions
Financial calendar Capital Markets Day 2026 September 24, 2026 Interim Report Jan-Sep 2026 October 22, 2026 Year-End Report 2026 January 28, 2027 Annual Report 2026 March-April, 2027 Interim Report Jan-Mar 2027 April 16, 2027 Annual General Meeting 2027 April, 19, 2027 Further questions Maria Nilsso
Slide 16: Forward looking information
Forward looking information This document contains forward-looking information based on the current expectations of Arjo’s management. Although management deems that the expectations presented by such forward-looking information are reasonable, no guarantee can be given that these expectations will
Slide 17: Empowering Movement
aifJjJoO EMPOWERING MOVEMENT