Slide 1: Building resilience & readiness where it matters most
Building resilience & readiness where it matters most 4C Group AB, Interim Report Presented by: Q2 2025 Jonas Jonsson – CEO Ticker code - 4C July 18, 2025 Veronica Wallin – CFO
Slide 2: 4C Highlights Q2 2025
4C Highlights Q2 2025 Strategic Participation in Defense Expansion AI First Key Events and Exercises Continues Supported 15 major exercises across New NATO member state client. Continued integration of AI in all the world, including Mediterranean COTS momentum strengthened in the products Strike 25
Slide 3: 4C Group in brief (mSEK)
4C Group in brief (mSEK) 373 LTM sales 75.6 Net sales 17% Net sales CAGR 66% Software Rev 181 ARR 2025 Q2 2025 Q2 2020-2025 Q2 Q2 LTM 2025 Q2 Financials Q2 2025 Q2 2024 Growth (%) Q2-25 LTM Q2-24 LTM Growth (%) Net sales 75.6 60.5 +25% 373.4 293.0 +27% Software revenue 66% 61% +9% 66% 61% +9% EBIT m
Slide 4: Segment highlights: EMEA and APAC
Segment highlights EMEA APAC Signed an initial contract with a new NATO member Signed SEK 5m agreement Australia-New Zealand state client– a strategic step in our defense expansion, Counter-Terrorism Committee – a key breakthrough in with two additional NATO opportunities progressing the Australian
Slide 5: Segment highlights: North America and Expert Services
Segment highlights North America Expert Services Strong COTS momentum in the U.S. during Q2, with Signed an 8-year, SEK 17.8m contract with the extension and opportunities. This reaffirms the Swedish Transport Administration to lead crisis, growth potential of our scalable, off-the-shelf solutions c
Slide 6: Net sales per segment, LTM
Net sales per segment, LTM Net sales per segment & adjusted EBIT %, LTM Net sales Defence, LTM (mSEK) (mSEK) 350 60% 53% 400 65% 50% 300 350 40% 300 250 45% 30% 250 200 20% 200 25% 150 10% 150 0% 5% 100 100 -10% 50 50 -15% -20% -6% 5% 1% 41% 67% 57% 60% 27% 15% 9% -7% 0% -8% -16% 7% 3% 13% 27% 13 14
Slide 7: Cash & Contract assets
Cash & Contract assets 300 250 200 150 100 50 0 Q1'21 Q2'21 Q3'21 Q4'21 Q1'22 Q2'22 Q3'22 Q4'22 Q1'23 Q2'23 Q3'23 Q4'23 Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 -50 -100 -150 Contract Assets Net working capital Cash & cash equivalents Net debt Contract assets have grown significantly, reflecting strong d
Slide 8: Order intake & Order book
Order intake & Order book Order intake LTM and per quarter, mSEK Order book end of quarter, mSEK 250 600 350 544 300 320 500 298 200 250 400 150 200 275 200 300 150 100 142 200 100 115 114 50 100 50 0 0 0 Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q1'20 Q2'20 Q3'21 Q4'22 Q1'24 Q2'24 Q1'19 Q2'19 Q3'19 Q4'19
Slide 9: ARR & Average annual deal value
ARR & Average annual deal value LTM | Defence Software mSEK ARR, mSEK 14.0 12.1 1,000 900 200 12.0 800 181 181 10.0 700 180 8.1 8.3 8.2 7.9 164 7.6 600 8.0 7.1 160 152 500 6.0 400 140 130 119 121 4.0 300 120 107 108 110 110 200 107 2.0 99 97 100 100 19 20 17 18 15 21 23 100 100 93 94 0.0 0 80 Q4'23
Slide 10: Financial Targets
Financial Targets LTM Q2 2025 29 % 66 % 11 % Sales growth Software revenue share Adjusted EBIT margin 4C Strategies aims to exceed an average 4C Strategies aims to reach software 4C Strategies aims to reach an adjusted annual FX-adjusted organic net sales revenue in relation to net sales exceeding E
Slide 11: 2025 & Beyond
x 4C Strategies
Slide 12: Q&A
Q&A
Slide 13: Be Ready, Be Resilient, Foresee.
Be Ready, Be Resilient, Foresee. Upcoming reports: Find us at Interim Report Q3 2025: October 31, 2025 4cstrategies.com