Devyser Diagnostics Ab · OMXSTO:DVYSR

Devyser Diagnostics Ab — Q1 2026 Earnings Presentation

23 slides from Devyser Diagnostics Ab's earnings presentation, Apr 27, 2026

1. Slide 1: Devyser Earnings call Q1 2026

   Devyser Earnings call Q1 2026 April 27, 2026

2. Slide 2: Today's presenters

   Today’s presenters Jan Wahlström Sabina Berlin CEO CFO

3. Slide 3: Devyser Q1 result – Sustainable growth, four EBIT positive quarters

   Devyser Q1 result – Sustainable growth, four EBIT positive quarters

4. Slide 4: Continuing towards profitable growth

   Continuing towards profitable growth · Sales growth in local currency over 24% · Sales supported in the quarter by Thermo orders · Fourth consecutive quarter with positive EBIT, 2.6 MSEK in Q1 and strong gross margin · Cost and cash focus and continuous improvement continue Growing faster than the m

5. Slide 5: Q1 highlights

   Q1 highlights · Completion of CyberGene acquisition · Release of Devyser Thalassemia v2 IVDR · Illumina reagent rental agreement

6. Slide 6: MolDx progress

   MolDx progress · MolDx application for kidney transplant follow up as a service in the US ongoing · Compiling data for third submission · Hopefully approval before the end of the year · Preparations ongoing for commercialization and channel strategy ahead of approval

7. Slide 7: First quarter 2026

   First quarter 2026

8. Slide 8: First quarter

   First quarter  Revenue • Sales 61.8 MSEK (54.8 MSEK) • Growth +12.9%, F/X adjusted 24.4% 8

9. Slide 9: Rolling months net sales

   Rolling 12 months net sales SEK million 300 250 200 150 100 50 0 9

10. Slide 10: Sales by region

    Sales by region % of Q1 % of Q1 % Growth Q1 2026 Q1 2025 2026 2025 QoQ EMEA 48,3 45,7 78,2% 83,5% 5,6% Asia-Pacific 1,6 1,7 2,6% 3,1% -8,8% North and South 11,9 7,3 19,3% 13,4% 63,2% America Total 61,8 54,8 100,0% 100,0% 12,9% 10

11. Slide 11: Sales by sales channel

    Dvysr. Sales by sales channel Direct sales 44,8 39,6 72,5% 72,3% 13,2% Distributor sales 17,0 15,2 27,5% 27,1% 12,1% Total 61,8 54,8 100,0% 100,0% 12,9%

12. Slide 12: First quarter

    First quarter  Revenue • Sales 61.8 MSEK (54.8 MSEK) • Growth +12.9%, F/X adjusted 24.4%  Gross margin 81.6% (83.4%) 12

13. Slide 13: First quarter

    First quarter  Revenue • Sales 61.8 MSEK (54.8 MSEK) • Growth +12.9%, F/X adjusted 24.4%  Gross margin 81.6% (83.4%)  EBIT • 2.6 MSEK (-20.5) 13

14. Slide 14: First quarter

    First quarter  Revenue • Sales 61.8 MSEK (54.8 MSEK) • Growth +12.9%, F/X adjusted 24.4%  Gross margin 81.6% (83.4%)  EBIT • 2.6 MSEK (-20.5)  Cash • 75.3 MSEK in liquidity • Operative cash flow +12.1 MSEK 14

15. Slide 15: Highlights Q1 and Commercial outlook

    Highlights Q1 and Commercial outlook

16. Slide 16: Q1 commercial recap

    Q1 commercial recap  A record high first quarter with revenue 62 MSEK (55), growth of 24,4% in local currency driven by positive development in Europe and US  Strong development in US sales with our direct business  Our transplantation business strengthened with new accounts won-over by our partn

17. Slide 17: Devyser becomes an Illumina "Systems Integrator"

    Devyser becomes an Illumina “Systems Integrator” · On January 28th Devyser became an Illumina Systems integrator with Pan-European rights to sell their new MiSeq i100 instrument and consumables · This opens up for selling reagent rental agreements where we combine the instrument and consumables with

18. Slide 18: Update on Thermo Fisher Scientific

    Update on Thermo Fisher Scientific  Q1 was a good quarter  Thermo Fisher continues to bring in more customers  We continue to accelerate customer onboarding as well as market adoption of especially cfDNA  In Europe we are making significant progress related to having cfDNA become recognised and

19. Slide 19: North America update

     Devyser Genomic Laboratories  Cyted collaboration is following plan  Strong interest from companies to adopt the same way of partnering as we do with Cyted , moving towards agreements  Our sales through the CLIA lab had good growth in the quarter, North America  CFTR and Thalassemia drive grow

20. Slide 20: Europe

    • The Illumina agreement broadens our play in Europe and strengthens our position, it is a framework agreement which enables a broader future collaboration. We have multiple opportunities to get reagent rental agreements in place. Europe • We launched a new version of Thalassemia and have seen over

21. Slide 21: Going forward

    Going forward • Continued profitable growth • Continue developing our one stop solution in hereditary products – more revenue per customer • Capitalize on our launched products and continue our RnD efforts to launch new products in 2026 • Continue to work on organizational efficiency • Continue our

22. Slide 22: Q&A

    O&A Dvysr.

23. Slide 23: Thank you!

    Thank you! Connect with us www.devyser.com

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