Jlt Mobile Computers Ab · OMXSTO:JLT

Jlt Mobile Computers Ab — Shareholder Meeting (May 2026)

20 slides from Jlt Mobile Computers Ab's shareholder meeting presentation, May 7, 2026

  1. Slide 1: JLT Mobile Computers Annual General Meeting 2026

    JLT Mobile Computers Annual General Meeting 2026 Per Holmberg, CEO, JLT Group May 7, 2026

  2. Slide 2: Agenda

    jltmobile.com Agenda Brief Introduction to JLT Reflections : Market Trends and JLT’s 2025 Performance Q1 2026 Update Summary : What Matters Going Forward Q&A Reliable performance. Less hassle.

  3. Slide 3: Brief Introduction to JLT

    Brief Introduction to JLT Reliable performance. Less hassle.

  4. Slide 4: JLT at a Glance

    jltmobile.com JLT at a Glance Swedish technology company in Växjö – rugged vehicle computers 30+ years in the industry – proven reliability and performance Built from the ground -up for demanding operating environments where high availability is essential : warehousing/logistics, ports, mines, agric

  5. Slide 5: Where do we create value?

    jltmobile.com Where do we create value? We ensure stable operations in demanding environments where availability is business -critical We deliver seamless operations for decision -makers and end users across operations and IT We ensure uptime and optimize TCO through support & service agreements We

  6. Slide 6: Reflections: Market Trends and JLT's 2025 Performance

    Reflections: Market Trends and JLT’s 2025 Performance Reliable performance. Less hassle.

  7. Slide 7: Market 2025 – key developments

    jltmobile.com Market 2025 – key developments Geopolitical tensions , tariff disruption, and currency volatility increased uncertainty and added work across the value chain More selective customer investment decisions led to longer sales cycles and greater volatility Demand remained uneven —especiall

  8. Slide 8: Key Metrics 2025

    jltmobile.com Edit Key Metrics 2025 Dividend per share : 0 (0)

  9. Slide 9: Regional sales mix

    jltmobile.com Edit Regional sales mix Oceania Nordics 3% 11% EMEA 15% Americas 71%

  10. Slide 10: What We Delivered in 2025

    jltmobile.com What We Delivered in 2025 Strategic diversification • Increased focus on ports as well as construction and mining equipment to reduce reliance on warehousing /logistics and smooth out cycles Scalable cost base • Structural changes with lower overhead (including consolidating developmen

  11. Slide 11: Q1 2026 Update

    Q1 2026 Update Reliable performance. Less hassle.

  12. Slide 12: Q1 Update

    jltmobile.com Edit Q1 Update Market • Warehouse/logistics remains challenged by geopolitical uncertainty and deferred investment—visible broadly across the industry Industry signals • The entire industry is under pressure, with consolidation/restructuring among ecosystem players (e.g., Honeywell’s d

  13. Slide 13: Key figures First Quarter 2026

    jltmobile.com Edit Key figures First Quarter 2026 * * Compared with the record quarter in the prior year, which included a major US order of SEK 22 million

  14. Slide 14: Operational themes in Q1

    jltmobile.com Edit Operational themes in Q1 Increased focus on defense • Membership in SOFF (the Swedish Security and Defense Industry Association) strengthens our network, market insight, and opportunities in the segment; participation in the Defense Entrepreneur Day, Defence Expo Sweden, and plann

  15. Slide 15: Summary: What Matters Going Forward

    Summary: What Matters Going Forward Reliable performance. Less hassle.

  16. Slide 16: What we're taking forward from 2025 and Q1

    jltmobile.com What we’re taking forward from 2025 and Q1 The market remains challenging —and that’s true across the industry We’ve strengthened our foundation through diversification and a more scalable cost base We’re focused on what we can control: new verticals , execution , disciplined pricing ,

  17. Slide 17: What works in our favor?

    jltmobile.com What works in our favor? A strong value proposition • Product, service agreements , and partner solution A scalable operating model • Lower cost base and clearer priorities Broader market exposure • Ports/contracting/mining, with a phased foothold in defense

  18. Slide 18: What Matters Most Going Forward

    jltmobile.com What Matters Most Going Forward Profitability & Cash Flow • Disciplined pricing, delivery execution , and cost control Disciplined , Stepwise Growth • Increase traction in priority verticals with clear customer value Next Product Generation • Execute the roadmap and activate our partne

  19. Slide 19: Questions?

    Questions? Reliable performance. Less hassle.

  20. Slide 20: Per Holmberg

    jltmobile.com YOUR CONTACT Per Holmberg CEO, JLT Mobile Computers AB per.holmberg@jltmobile.com Phone : +46 70 361 3934 Reliable performance. Less hassle.

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