Sinch AB · OMXSTO:SINCH

Sinch AB — Q3 2026 Earnings Presentation

23 slides from Sinch AB's earnings presentation, Nov 5, 2026

Slide 1: Investor Presentation Q3 2026
INVESTOR PRESENTATION NOVEMBER 5, 2026 Q3 2026 ©2026 All rights reserved Jonas Dahlberg, Acting CEO & CFO Sofia Ohlander, SVP Corporate Control Mia Nordlander, SVP Investor Relations & Sustainability 1
Slide 2: Key Q3 highlights
Key Q3 highlights Continued organic revenue growth, +5% • Americas +7%, driven by API Platform • EMEA and APAC combined essentially stable Advancing AI driven customer communications ©2026 All rights reserved • Tier 1 RCS footprint across North America • Introducing voice API v2 on top of the US #1
Slide 3: Development by segment
Development by segment Share of Gross Profit Q3 2026, % Americas EMEA APAC 66% 20% 14% ©2026 All rights reserved Continued growth engine Steps toward improved results Organic net sales driven by email • 7% organic net sales and 10% organic • Organic net sales growth driven by • Organic net sales gro
Slide 4: Continued commercial momentum
Continued commercial momentum New customer wins Existing customer wins New partner wins Expanded USD 6-figure relationship with a financial Secured USD 6-figure voice deal with an AI agent Signed USD 6-figure voice API deal with a global services company, adding voice and displacing a company for lo
Slide 5: Three levers of growth
Three levers of growth ©2026 All rights reserved Double down on today’s Increase Net Revenue Innovative products and growth engines Retention for tomorrow solutions for the future • Geography: US • Target fast growing • Conversational channels: customers, esp. AI natives RCS & WhatsApp • Product: Em
Slide 6: Full Tier 1 RCS coverage across North America
Full Tier 1 RCS coverage across North America Sinch completed Tier 1 RCS coverage across the US and Canada on one platform GLOBAL RCS FOOTPRINT RCS REACH NEW IN Q3 Canada: all major Tier 1 +5x in carriers North America RCS messages volume YoY COMPLETED 2025 Direct RCS connectivity in 21 countries 84
Slide 7: The trusted partner for AI voice
The trusted partner for AI voice One voice network, fueling direct, AI and partner channels DIRECT AI Enterprises AI agents and platforms INDIRECT Carriers and partners Buy wholesale to serve their own customers Voice API v2  Power voice experiences with phone numbers, SIP or in-app calling Wholesa
Slide 8: Bringing Sinch to agentic development tools
Bringing Sinch to agentic development tools Open by Design: all major agentic development tools, broad toolbox, all Sinch channels WHERE THEY BUILD HOW SINCH CONNECTS WHAT THEY ACCESS WHAT IT ENABLES Platforms + agents Development tools Channels (APIs) Faster path to live MCP Messaging → Skills → Vo
Slide 9: Sinch named SpaceX Super Intelligence Partner
Sinch named SpaceX Super Intelligence Partner Bringing messaging, voice, email and verification into agentic development Easier to discover Available in developers' existing workflows Faster to build Integration in minutes, not days 50,000+ Enterprises build with Grok Ready to scale Enterprise-grade
Slide 12: Organic growth led by Americas
Organic growth led by Americas Net sales, SEKm Gross Proﬁt, SEKm 7 729 2 582 7 150 7 049 7 085 2 406 2 408 2 322 2 318 2 378 2 450 6 616 6 659 6 756 6 493 6 866 2 214 2 300 Accelerating organic net sales growth +5% ©2026 All rights reserved • Driven by Americas and API product category Q324 Q424 Q12
Slide 13: Solid and stable profitability
Solid and stable profitability Gross margin, % EBITDA margin, % 36% EBITDA margin Adjusted EBITDA margin 35% 35% 35% 35% 16% 34% 34% 13% 14% 14% 14% 13% 13% 13% 13% 12% ©2026 All rights reserved 34% 34% 34% 33% 12% 13% 13% 12% 13% 11% 12% 11% 11% 8% 32% 4% 4% 30% 0% Q3 24 Q4 24 Q1 25 Q2 25 Q3 25 Q4
Slide 14: Cost control supporting organic Adj. EBITDA growth
Cost control supporting organic Adj. EBITDA growth Adj. Opex, SEKm Adj. EBITDA, SEKm 1 600 1 446 1 442 1 482 6% 915 933 967 12% 1 392 858 1 403 822 10% ©2026 All rights reserved 800 1 200 10% 4% 8% 800 4% 8% 6% 400 6% 3% 2% 4% 400 5% 4% 2% 2% 1% 1% 0 0% 0 0% Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 Q3 25 Q4 25
Slide 15: Solid cash conversion in quarter and R12
Solid cash conversion in quarter and R12 Cash flow after investments (FCF), SEKm Cash conversion – FCF/Adj. EBITDA, R12 1 000 80% 75% 786 751 787 61% 800 54% ©2026 All rights reserved 60% 600 38% 40% 40% 400 375 244 20% 200 0 0% Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 • 81% FCF c
Slide 16: Solid cash flow and solid balance sheet
Solid cash flow and solid balance sheet Net debt/Adjusted EBITDA R12m* • Net debt/Adj EBITDA reduced to 1.7x 2.0 1.9 • Repurchased 15% of outstanding shares between Q2 2025-Q2 2026, with no ©2026 All rights reserved 1.7 1.6 repurchases in the current quarter 1.4 • Leverage declining rapidly due to s
Slide 17: Key Q3 highlights
Key Q3 highlights Continued organic revenue growth, +5% • Americas +7%, driven by API Platform • EMEA and APAC combined essentially stable Advancing AI driven customer communications ©2026 All rights reserved • Tier 1 RCS footprint across North America • Introducing voice API v2 on top of the US #1
Slide 20: Connecting every business with every customer, everywhere in the world
Connecting every business with every customer, everywhere in the world Scalable cloud communications platform for messaging, voice and email ©2026 All rights reserved 200K+ 1tn+ 59 business customers interactions per year countries with local presence SEK 27bn SEK 9.3bn SEK 3.6bn net sales in the pa
Slide 21: Income statement
Income statement SEKm Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 2025 R12M Net sales 6,616 6,659 6,756 6,493 6,866 7,085 27,080 27,199 Cost of services sold -4,294 -4,341 -4,378 -4,278 -4,565 -4,635 -17,654 -17,857 Gross profit 2,322 2,318 2,378 2,214 2,300 2,450 9,426 9,342 ©2026 All rights reserved Opera
Slide 22: Cash flow
Cash flow SEKm Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 2025 R12M Profit or loss before tax 80 173 227 171 163 264 472 826 Adjustment for non-cash items 740 650 437 769 773 868 2,565 2,847 Income tax paid -334 -131 25 26 -216 -108 -550 -273 Cash flow before changes in working capital 486 692 689 967 720
Slide 23: Cash conversion
Cash conversion SEKm Q2 25 Q3 25 Q4 25 Q1 26 Q2 26 Q3 26 2025 R12M Adjusted EBITDA 869 915 933 822 858 967 3,605 3,580 Net interest paid -73 -61 -61 -64 -67 -62 -271 -255 Paid taxes -334 -131 25 26 -216 -108 -550 -273 Other items 24 -32 -207 182 146 227 -298 347 ©2026 All rights reserved Cash flow b

Sinch — Q3 2026 Earnings Presentation on 6ix

Sinch AB — Q3 2026 Earnings Presentation

Slide 1: Investor Presentation Q3 2026

Slide 2: Key Q3 highlights

Slide 3: Development by segment

Slide 4: Continued commercial momentum

Slide 5: Three levers of growth

Slide 6: Full Tier 1 RCS coverage across North America

Slide 7: The trusted partner for AI voice

Slide 8: Bringing Sinch to agentic development tools

Slide 9: Sinch named SpaceX Super Intelligence Partner

Slide 10: ©2026 All rights reserved

Slide 11: Financials

Slide 12: Organic growth led by Americas

Slide 13: Solid and stable profitability

Slide 14: Cost control supporting organic Adj. EBITDA growth

Slide 15: Solid cash conversion in quarter and R12

Slide 16: Solid cash flow and solid balance sheet

Slide 17: Key Q3 highlights

Slide 18: Q&A

Slide 19: Thanks!

Slide 20: Connecting every business with every customer, everywhere in the world

Slide 21: Income statement

Slide 22: Cash flow

Slide 23: Cash conversion