Slide 1: Building readiness & resilience where it matters most
Building readiness & resilience where it matters most Presented by: Jonas Jonsson, CEO & Veronica Wallin, CFO Ticker Code – 4C July 9, 2026, 4C Group AB, Interim Report Q2 2026
Slide 2: Introduction
Introduction
Slide 3: 4C Group in brief (mSEK)
4C Group in brief (mSEK) Financials Q2 2026 Q2 2025 Q2-26 LTM Q2-25 LTM 341.3 LTM sales 2026 Q2 Net sales 95.4 75.6 341.3 373.4 Software 67% 56% 67% 66% 95.4 Net sales 2026 Q2 revenue EBITDA 26.2 -1.2 51.5 80.8 67% Software Rev Q2 2026 LTM EBIT 13.2 -12.0 4.3 39.8 EBIT margin 14% -16% 1% 11% 12% Net
Slide 4: Our largest contract to date
Our largest contract to date Largest contract in 4C’s history Signed on June 29: a contract in the UK defence sector worth GBP 55 million (~SEK 700 million), running from 2026 to 2041. Fixed-price with indexation Delivery of the Exonaut software platform with associated development and support servi
Slide 5: Defence
Defence Return to growth in the quarter Software revenue of SEK 61.5m (37.3) as exercise volumes normalized in line with Q1 guidance. EMEA developed strongly, driven by a major customer contract within UK Defence. Strengthened position in priority markets Defence accounted for 77% (68) of net sales.
Slide 6: Resilience & Expert Services
Resilience & Expert Services Resilience – operated selectively Focus on existing customers in core markets. Cost program of ~SEK 40m annualized fully in effect from Q2; the target of cash-flow positive during 2026 stands. Ongoing implementation within NATO and European defence agency going according
Slide 7: Financials & KPIs
Financials & KPIs
Slide 8: Net sales per segment
Net sales per segment • Net sales Q2: SEK 95.4m (75.6) • EBIT LTM: 4.3 (39.8) • Net sales LTM: SEK 341.3m (373.4) • EBIT margin LTM: 1% (11%) • EBIT Q2: SEK 13.2m (-12.0) • Defence share of net sales: 77% (68%) • EBIT margin Q2: 14% (-16%) Net sales per segment & adjusted EBIT %, LTM (mSEK) Net sale
Slide 9: Financial position and contract assets
Financial position and contract assets • Cash at period end amounted to SEK 1.2m. • Contract assets increased by ~SEK 33m to SEK 318m, primarily driven by the major customer contract signed towards the end of the quarter • A fully secured rights issue was announced during the quarter, with the subsc
Slide 10: Order intake & Order book
Order intake & Order book • Solid order intake of SEK 683m in Q2 2026. • Order book reached a new record of SEK 960m, up 222% compared with Q2 2025. Order intake LTM and per quarter, mSEK Order book end of quarter, mSEK 1,200 1,000 1,019 900 960 960 1,000 800 800 700 686 683 600 600 500 400 400 300
Slide 11: Looking forward
Looking forward
Slide 12: Looking forward
Looking forward • Focus Defence • Deliver on continued cost optimization and cash conversion • Product innovation and enhanced delivery
Slide 13: Q&A
Q&A