Slide 1: Interim report Q2
Interim report Q2 10 July 2026 Driving efficiency and quality in the world of care
Slide 2: Agenda
Agenda Todays presenters 1 Company update 2 Financial update Daniel Öhman Svein Martin Bjørnstad CEO CFO
Slide 3: Fast growing and highly recurring EHR business
Fast growing and highly recurring EHR business 3 364 LTM quarterly revenue 344 349 SEKm 329 Rapidly improving financials 311 294 245 250 254 261 275 401m 15% 19% 240 233 Contracted ARR Organic ARR Adj. EBITDA 220 Q2 2026 growth margin Q2 2026 195 179 168 154 137 Sticky SaaS business model 128 >90% 3
Slide 4: Highlights Q2
Highlights Q2 4 Update ▪ Acquisition of InfoSolutions – market leader in lab and diagnostics integrations ▪ Strong sales to both new customers and add-on services, including our AI assistant ▪ Cost reductions implemented in InfoSolutions ▪ New CEO appointed in Germany Growth ▪ Contracted ARR of SEK
Slide 5: Acquisition of InfoSolutions
Acquisition of InfoSolutions 5 The acquisition ▪ Software connecting healthcare providers’ EHRs with laboratories and diagnostics ▪ Mission-critical for customers – lab orders and results flow through the platform daily ▪ Central add-on in Carasent’s Swedish products for many years ▪ 2025 revenue of
Slide 6: Medsum – strong traction
Medsum – strong traction 6 Adoption Key metrics ▪ Medsum, our AI assistant, automatically drafts clinical notes Medsum users per month from the patient consultation ▪ Around 300 active users at the end of June ▪ Around 200 paying users, up from 13 in January ▪ Customers are satisfied and report sign
Slide 7: Journey Ahead
Journey Ahead 7 Strong organic growth Efficient use of resources Launch Webcur Strong foundation of mission critical solutions with minimal churn in a growing and non-cyclical industry
Slide 8: Financial update Q2 2026
Carasent Capital Market Day 2023 Financial update Q2 2026
Slide 9: Carasent – Q2 financial highlights
Carasent – Q2 financial highlights 9 401 15% 19% Million contracted ARR per Q2 Organic ARR growth Adj. EBITDA margin 2026 (constant fx) 29% 110% 11% ARR growth Net retention rate Adj. EBITDA – capex margin
Slide 10: Strong improvements YoY
Strong improvements YoY 10 SEKm Q2 2026 Q2 2025 YoY growth H1 2026 H1 2025 1▪ 18% revenue growth – 11% organic Subscription based 77.3 65.1 19 % 149.8 129.7 growth Transaction based 13.9 11.0 27 % 27.9 23.6 Consulting and other 6.5 6.7 -4 % 10.4 14.7 2▪ Infosolutions dilutes gross margin slightly Re
Slide 11: 15% organic ARR growth
15% organic ARR growth 11 Ending Q2 at a good pace with 15% organic ARR growth Implemented ARR Signed, not implemented ARR Churn in the nordics at 1.6% 401 6 42 359 6 8 15 320 38 12 +5% -3% +12% 395 15% 353 ARR growth in the nordics at 17% Q225 ARR Net upsale Churn New customers Q2’26 ARR organic M&
Slide 12: Scalability over time
Scalability over time 12 Keeping costs flat while growing revenues LTM development of cash cost base (adjusted for one-offs) LTM Revenue: 364m 245 243 236 231 231 229 229 234 234 231 229 229 Flat cost base Q4 2023 Q1 2024 Q2 2024 Q3 2024 Q4 2024 Q1 2025 Q2 2025 Q3 2025 Q4 2025 Q1 2026 Q2 2026 LTM re
Slide 13: Strong operating cash flow
Strong operating cash flow 13 SEKm Q2 2026 Q2 2025 H1 2026 H1 2025 ▪ Continued strong cash flow during Q2 2026: Revenue 97.7 82.9 188.1 168.1 ▪ Operating cash flow of SEK 25m – Reported EBITDA 14.8 12.1 33.0 26.0 26% of revenue (36% YTD) Change in working capital 10.6 0.7 35.2 -8.6 ▪ 49m free cash f
Slide 14: Q&A
Q&A