Slide 1: Building readiness & resilience where it matters most
Building readiness & resilience where it matters most Presented by: Jonas Jonsson, CEO & Veronica Wallin, CFO Ticker Code – 4C April 29, 2026, 4C Group AB, Interim Report Q1 2026
Slide 2: Introduction
- pq 4C Strategies Introduction
Slide 3: 4C Group in brief (mSEK)
4C Group in brief (mSEK) Financials Q1 2026 Q1 2025 Q1-26 LTM Q1-25 LTM 322 60.1 90.9 321.5 358.3 LTM sales Net sales 2026 Q1 Software revenue 53% 55% 64% 68% 60.1 64% EBITDA -9.0 18.3 24.1 60.2 Net sales Software Rev 2026 Q1 Q1 2026 LTM EBIT -20.4 9.0 -20.9 19.2 11% EBIT margin -34% 10% -6% 5% Net
Slide 4: Defence
Defence Strong order intake despite lower revenue in the quarter Order intake reached SEK ~91 million (of which 70 in defence), driven by contracts in priority markets, while revenue decreased due to timing effects and postponed deals. Strengthening position in key markets New U.S. contracts and lon
Slide 5: Resilience
Resilience Selective growth with focus on value creation Business managed selectively with focus on renewals and targeted expansions where the business case is strongest. Strengthening existing customer relationships Key customer expansion during the quarter highlights continued demand and validates
Slide 6: Resilience
Resilience Selective growth with focus on value creation Business managed selectively with focus on renewals and targeted expansions where the business case is strongest. Strengthening existing customer relationships Key customer expansion during the quarter highlights continued demand and validates
Slide 7: EEAS crisis coordination
EEAS crisis coordination How the 4C platform helps coordinate consular response during a regional crisis. Shared operational picture Cross-country coordination Faster repatriation
Slide 8: Expert Services
Expert Services Developing according to plan with strong pipeline Seasonally softer first quarter, with a solid order book and pipeline supporting the remainder of the year. Strengthening customer proximity and software delivery Expert Services enhances operational presence close to customers and su
Slide 9: Financials and KPIs
Financials and KPls Dd 4C Strategies _ i vf A
Slide 10: Net sales per segment
Net sales per segment • Net sales Q1: SEK 60.1m (90.9) • EBIT margin LTM: -6% (5%) • Net sales LTM: SEK 321.5m (358.3) • Defence share of net sales: 65% (78%) • EBIT margin Q1: -6% (5%) Net sales per segment & EBIT %, LTM (mSEK) Net Sales per segment & EBIT% per quarter (mSEK) 400 120 40% 65% 350 10
Slide 11: Financial position and contract assets
Financial position and contract assets • Cash at period end: SEK 0.4m; total available liquidity of SEK 7.3m. • Contract assets increased by ~SEK 12m to SEK 285m, reflecting strong activity levels and timing effects. • Invoicing of SEK 61m in Q1’26 demonstrates continued progress in converting reven
Slide 12: Order intake & Order book
Order intake & Order book • Solid order intake of SEK 91m in Q1’26. • Order book continued to grow, reaching a new high of SEK 364m, +10% vs Q4’25. Order book end of quarter, mSEK Order intake LTM and per quarter, mSEK 400 250 600 350 364 194 203 263 364 500 332 200 185 300 320 320 298 400 250 281 1
Slide 13: Looking forward
Looking forward Dd 4C Strategies
Slide 14: Focus
Focus • Focus Defence Deliver on deal conversion and larger programs that are in the pipeline. • Deliver on orderbook and convert contract assets Continuous Deployment supported by AI coding tools enhance capabilities do deliver better faster. • Continue to optimize operations Focus investments on g
Slide 15: 4C Strategies
Dd 4C Strategies
Slide 16: Upcoming reports: Interim Report Q1 2026
Upcoming reports: Interim Report Q1 2026 Find us at 4cstrategies.com