Alcadon Group Ab · OMXSTO:ALCA
Alcadon Group Ab — Q2 2026 Earnings Presentation
12 slides from Alcadon Group Ab's earnings presentation, Aug 18, 2026
Slide 1: Presentation Q2 2026
Presentation Q2 2026 August 18, 2026 Fredrik Valentin, CEO Adam Jonsson, CFO
Slide 2: Alcadon Group and what we do – updated
Alcadon Group and what we do – updated “We are a group of European niche distributors of Alcadon Group acquires, owns and develops leading companies and brands that offers systems, solutions and products that supports digitalisation of network infrastructure and data communication society, with the
Slide 3: Pursuing the strategic direction previously communicated
As the digitalisation of society is set to continue, we are pursuing the strategic direction previously communicated Alcadon Group annual report 2025
Slide 4: The acquisition of A-Antennas brings new capabilities and skills
The acquisition of A-Antennas brings new capabilities and skills – and can give some guidance on how we look at future M&A A-Antennas in brief Examples of end-user installations • Founded in 2011 as spin-off from Allgon Antenn • Designs and develops antennas and related connectivity products for wir
Slide 5: Q2 market trends: Multi-front turbulence during a massive market shift
Q2 market trends: Multi-front turbulence during a massive market shift is not without challenges, which we need to continue to balance and master Selected challenges and threats in our market niche: • Increased volatility becoming “the new normal” – geopolitical turmoil, logistical challenges, raw m
Slide 6: Q2 2026 in short: Continued profitability growth in a challenging market climate
Q2 2026 in short: Continued profitability growth in a challenging market climate 33 35 50% 200 4 174 10% 180 30 26 45% 148 160 2,9 2,9 2,9 3,0 25 24 25 2,8 8% 23 3 22 22 25 129 126 125 129 126 140 2,5 21 40% 2,3 2,3 2,3 106 107 120 6% 20 MSEK MSEK 35% 100 2 15 80 4% 30% 10 60 1 2% 40 5 25% 20 0% 0 2
Slide 7: Q2 2026 in numbers: Slight revenue growth, improved EBITA and strengthened P/WC
Q2 2026 in numbers: Slight revenue growth, improved EBITA and strengthened P/WC MSEK Q2 2026 Rolling 12 • Slight revenue growth – shift in trend Outcome Prev. Year Outcome Prev. Year Net Sales 356 352 1 398 1 483 • Focus on gross margins and cost control lifts Gross Profit 96 95 379 385 both the EBI
Slide 8: Brief business update per subsidiary - Q2 2026
Brief business update per subsidiary - Q2 2026 NWC Group Alcadon Sweden Wood Communications Alcadon Norway • Continued shift from • Growth in all business areas • Solid quarter with a • Large opportunities in data broadband to neocloud and in combination with healthy continued impressive P/WC center
Slide 9: The Group's organisational structure is now in good shape
The Group’s organisational structure is now in good shape - and set for additional growth Fredrik Valentin Group CEO Johan Hjerpe Alma Pedersen Adam Jonsson Consolidation & Reporting M&A and Bus. Development Group CFO David Moritz Group IT & Cyber Security James Reid Keith Mahony Magnus Larsson Andr
Slide 10: Priorities going forward (6-12 months)
Priorities going forward (6-12 months) 1. Continue to stay relevant to our (distribution) customers • Continue to broaden the customer offering – reduce dependency on too few segments, products, or customers • Identify new market trends / new products early – front seat vs back seat • Competitive pr
Slide 11: Re-cap: We are looking for acquisition targets in several 'layers of the onion'
Re-cap: We are looking for acquisition targets in several ‘layers of the onion’ within the niche of digitalization of society Unifying mission: “Enabling Digitalization for a Better World” ”Enter new segments of digitalization, acting as a niched serial acquirer” ”Expand distribution offering ”Bring
Slide 12: Presentation Q2 2026
Presentation Q2 2026 Thank you for your attention!