Slide 1: Interim report
Interim report August 27th 2026
Slide 2: Disclaimer
Disclaimer IMPORTANT – You must read the following before continuing. The following applies to this document, the oral presentation of the information in this document by SmartCraft Group AB (Publ) (the "Company") or any person on behalf of the Company, and any question-and-answer session that follo
Slide 3: Agenda
Agenda • This is SmartCraft • Q2 highlights • Q2 financials • Summary • Q&A Interim Report Q2 2026 Page 3
Slide 4: Presenters
Presenters Jeremias Jansson Tobias Lindquist CEO CFO Interim Report Q2 2026 Page 4
Slide 5: This is SmartCraft
This is SmartCraft Interim Report Q2 2026 Page 5
Slide 6: This is SmartCraft
This is SmartCraft Why we exist What we do We are here to digitize construction for We offer solutions that help companies the benefit of people, profit and the plan and work more efficiently. So that planet. they can be more profitable, create better working conditions, and deliver a more sustainab
Slide 7: Our business areas and solutions
Our business areas and solutions HVAC & SME Electro Enterprise plumbing construction Interim Report Q2 2026 Page 7
Slide 8: Long-term track record of strong organic growth
Long-term track record of strong organic growth Reported revenue, SEKm Amalgamated revenue pre-IPO, SEKm1) 528 502 Total CAGR ~16% 404 Organic CAGR 351 ~15% 270 214 190 163 142 121 88 94 103 83 64 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Note: 1) Aggregated revenue
Slide 9: Q2 highlights
Q2 highlights Interim Report Q2 2026 Page 9
Slide 10: Strengthening the offering and organization
Q2 2026 – Highlights Strengthening the offering and organization Organic growth +6.8%, up from 6.0% Q2 ‘25 ARR development SEK M 514 Mixed performance across business areas 504 469 475 476 477 Churn down 1.9pp YoY to 8.1% Strengthening the executive team with key hires 6% 6% 7% 7% 7% 7% Q1'25 Q2'25
Slide 11: Solid financial performance with strong cash generation
Q2 2026 – Financial highlights Solid financial performance with strong cash generation 514 26.7 33 8.9 8.1 +8% YoY -2.7 p.p. YoY +8 SEK M YoY -1.6 p.p. YoY -1.9 p.p. YoY Annual Recurring Revenue, Adjusted EBITDA-Capex margin, Operational cash flow, Return on equity (LTM), Churn, SEK M % SEK M % % In
Slide 12: Enterprise efficiency actions
Q2 2026 – Main events during the period Enterprise efficiency actions Efficiency measures in the Enterprise business area are expected to deliver SEK 15 M in annual cost savings from 2027. The savings, equivalent to ~10% of annual revenue, are expected to support a significant margin uplift from 202
Slide 13: New appointments amplify the executive team
Q2 2026 – Main events during and after the period New appointments amplify the executive team A strengthened technical organisation Key executive roles in place Thomas Staven Tobias Lindquist Chief Product & Technology Officer, joins in October Chief Financial Officer, joined in June Christian Salek
Slide 14: SmartCraft's unique position in the AI era
2026 – Product and AI highlights SmartCraft’s unique position in the AI era WORKFLOW PROPERIETARY DATA CUSTOMER TURNING INTO AI- RELATIONSHIP POWERED PRODUCTS Embedded in the daily workflows Industry-specific data generated Broad and established customer AI embedded across new product of our custome
Slide 15: AI-enabled releases drive customer value and efficiency
2026 – Product and AI highlights AI-enabled releases drive customer value and efficiency PRODUCT & MONETIZATION WORKFLOW EXPANSION AI IN PRODUCTION • Resource Planner driving upgrades and • Workflow automation and productivity • Bygglet – AI invoice assistance new customer sales enhancements • EL-VI
Slide 16: Q2 financials
Q2 financials Interim Report Q2 2026 Page 16
Slide 17: ARR growth improving, supported by lower churn
Q2 2026 – Financial development ARR growth improving, supported by lower churn ARR development SEK M ARR +8.1% YoY to SEK 513.7 M 10 2 514 Organic ARR growth 6.8% 12 504 -3 6 9 10 9 Enterprise +11.9% and SME Construction 9 -2 477 475 476 +8.7% 469 -2 0 -7 -1 -7 Net new ARR SEK 10.0 M in Q2 Churn imp
Slide 18: Revenue growth strengthened, with solid organic momentum
Q2 2026 – Financial development Revenue growth strengthened, with solid organic momentum Revenue Operating expenses Result SEK M SEK M SEK M 142 40 134 136 39 38 132 130 37 36 120 116 119 110 104 110 114 111 29% 28% 27% 30% 27% 106 8% 101 10% 10% 3% 7% 1% 3% 0% 0% 0% Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q2
Slide 19: Different growth profiles create clear opportunities for improvement
Q2 2026 – Financial development Different growth profiles create clear opportunities for improvement SME Construction HVAC & Plumbing Electro Enterprise SEK M SEK M SEK M SEK M 52 53 55 50 50 33 35 34 35 34 36 31 30 30 32 10% 10% 11% 10% 8% 8% 16 16 7% 7% 7% 5% 4% 2% 2% 3% 2% 17 17 17 1% 1% Q2 2025
Slide 20: Strong cash generation provides flexibility for growth and capital returns
Q2 2026 – Financial development Strong cash generation provides flexibility for growth and capital returns Operating cash flow Return on equity SEK M % 911 925 887 893 855 73 35 33 11% 10% 10% 25 9% 9% 23 35% 31% 0% -4% 26 22 10 24 24 -49% Q2'25 Q3'25 Q4'25 Q1'26 Q2'26 Q2'25 Q3'25 Q4'25 Q1'26 Q2'26
Slide 21: Capital allocation focused on shareholder value
Q2 2026 – Financial development Capital allocation focused on shareholder value Solid cash position of SEK 139.5 M, improving QoQ Net interest-bearing assets of SEK 118.0 M Focus on selective M&A opportunities to expand offerings and footprint Ambition to act on share buy-back mandate given by AGM i
Slide 22: Building momentum for renewed growth and profitability
Q2 2026 – Focus ahead Building momentum for renewed growth and profitability GROWTH EFFICIENCY CAPITAL & OPPORTUNITY • ARR +8.1%, organic +6.8% • SEK 15 M annual Enterprise • SEK 118 M net interest-bearing assets savings from 2027 • Net new ARR of SEK 10.0 m in Q2 • Streamlined functions, clearer •
Slide 23: Q&A
Q&A Interim Report Q2 2026 Page 23
Slide 24: SmartCraft
J& SmartCraft