Slide 1: Q2 2026 results
Q2 2026 results Juha Varelius, CEO Ann Zetterberg, CFO August 6, 2026
Slide 2: Agenda
Agenda 01 Business Highlights & Market Trends 02 Financials 03 Outlook and Guidance for 2026 2
Slide 3: Business Highlights & Market Trends
01 Business Highlights & Market Trends Juha Varelius, CEO
Slide 4: Q2/26: Net sales Growth of 19.6%
01 Business Highlights & Market Trends Q2/26: Net sales Growth of 19.6% Net sales, MEUR ▪Quarterly net sales were EUR 61.3 million. 77 An increase of 19.6% or 20.9% at 68 comparable currencies. 61 ▪EBITA-margin at 15.1% and EBITA was 53 51 53 EUR 9.3 million in Q2/26 47 42 41 ▪ARR increased to EUR 1
Slide 5: Increased Net Sales and Recurring Revenue
01 Business Highlights & Market Trends Increased Net Sales and Recurring Revenue ▪License demand remains strong across all industries. ▪ Mixed regional demand, with strong results for EMEA, AMER was stable and Despite customers continue APAC more moderate. being cost-conscious and the ▪Adoption to I
Slide 6: AI Capabilities Across Product Portfolio
01 Business Highlights & Market Trends AI Capabilities Across Product Portfolio AI Adds Complexity Governing AI Where Qt Fits Beyond Per-Seat AI is accelerating software Structured frameworks, automated Qt Framework provides the reusable We expect the traditional per-seat development, increasing the
Slide 7: Financials
02 Financials Ann Zetterberg, CFO
Slide 8: Income statement Q2/2026
02 Financials Income statement Q2/2026 Net sales ▪ Growth 19.6%. Exchange rate impact -0.6 MEUR. 20.9% at comp currency. 4- EUR 1,000 6/2026 4-6/2025 Change, % 1-6/2026 1-6/2025 Change, % 1-12/2025 ▪ YTD Growth 15.8%. Exchange rate impact -3.3 MEUR. 19.7% at comp Net sales 61,261 51,224 19.6% 113,98
Slide 9: Balance sheet Q2/2026
02 Financials Balance sheet Q2/2026 EUR 1,000 Non-current assets 6/30/2026 6/30/2025 12/31/2025 Goodwill 166,886 44,370 166,886 ▪ Goodwill 166.9 MEUR ->122.5 MEUR refers to IAR. Other intangible assets 119,125 35,115 125,804 ▪ Other intangible assets 119.1 MEUR - IAR, Froglogic, Axivion. Other non-c
Slide 10: Outlook and Guidance for 2026
03 Outlook and Guidance for 2026 Juha Varelius, CEO
Slide 11: Market outlook and guidance for 2026
03 Outlook and guidance for 2026 Market outlook and guidance for 2026 ▪ Our plan is to have the majority of IAR’s customers transitioned to the SaaS model in the next three years We estimate that ▪ If transition goes as planned, IAR’s revenue ▪ our full-year net sales for decreases year-on-year in 2
Slide 12: Thank you
Thank you Q&A Contact us: pr@qt.io