4c Group Ab · OMXSTO:4C
4c Group Ab — Q4 2025 Earnings Presentation
15 slides from 4c Group Ab's earnings presentation, Feb 13, 2026
Slide 1: Building resilience & readiness where it matters most
Building resilience & readiness where it matters most Presented by: Jonas Jonsson, CEO & Veronica Wallin, CFO Ticker Code – 4C February 13, 2026, 4C Group AB, Year-end Report Q4 2025
Slide 2: Introduction
Introduction
Slide 3: 4C Group in brief (mSEK)
4C Group in brief (mSEK) “Q4 confirmed our stronger focus on Defence and profitability, with solid margins and a strong order book heading into 2026.” Financials Q4 2025 Q4 2024 Q4-25 LTM Q4-24 LTM 352 215 113.1 113.1 352.4 343.1 LTM sales ARR Net sales 2025 Q4 2025 Q4 Software revenue 74% 73% 64% 6
Slide 4: Defence
Defence A strong Q4 across markets Order intake was ~110 MSEK including strategically important contracts in several priority markets. Focus on pipeline growth and customer engagements. Strengthened relationships with existing customers and expanded the sales pipeline through targeted customer engag
Slide 5: Resilience
Resilience Strategic shift in Resilience executed Reduced focus to free up resources, targeting ~40 MSEK in annual cost savings, fully implemented by end of Q1 2026. Selective growth and clear targets Focus on renewals, expansions, and profitable pipeline conversion; aim for positive cash flow in 2
Slide 6: Expert Services
Expert Services Strong Q4 and improved profitability FY revenue +~10% to 65 MSEK and 24% EBITDA margin, supported by strong H2 and increased hiring situation. Entering 2026 with momentum Order book >46 MSEK, focus on Nordics and UK, and closer customer presence creating more software opportunities (
Slide 7: Financials and KPIs
Financials and KPls Dd 4C Strategies _ i vf A
Slide 8: Net sales per segment
Net sales per segment • Net sales Q4: 113.1 (113.1) • EBIT margin LTM (adj.): 2% (-2%) • Net sales LTM: SEK 352.4m (343.1), 3% growth • Defence share of LTM net sales: 70% (77%) • EBIT margin Q4 (adj.): 21% (23%) Net sales per segment & adjusted EBIT %, LTM (mSEK) Net sales Defence, LTM (mSEK) 400 3
Slide 9: Financial position and contract assets
Financial position and contract assets • Cash at period end: SEK 11.5m; contract assets and working capital increased due to timing effects (US payment delays, larger multi-year contracts). • Focus Improving cash conversion and strengthening the link between earnings and cash flow. • Financing struc
Slide 10: Order intake & Order book
Order intake & Order book • Total order intake LTM increased from SEK 379m in Q4’24 to SEK 501m in Q4’25, +32%. Order intake in Q4 amounted to SEK 185m (194m). • The order book reached SEK 332m in Q4’25, representing a 66% increase compared to SEK 200m in Q4’24 Order intake LTM and per quarter, mSEK
Slide 11: ARR & Average annual contract value
ARR & Average annual contract value • The Defence segment remains the dominant contributor to ARR and is the primary growth driver during the quarter (70%). • ARR has increased to SEK 215m in Q4 2025, up from SEK 164m last year, demonstrating solid progress and a strong foundation for continued grow
Slide 12: 4C Strategies
2026 Dd 4C Strategies
Slide 13: Future outlook
Future outlook • Focus Defence The European market is growing and our time to execute is now. • Deliver on orderbook and convert contract assets Work with key customers around the world that will continue to invest and grow. • Continue to optimize operations Focus investments in the right areas – gr
Slide 14: 4C Strategies
Dd 4C Strategies
Slide 15: Upcoming reports: Interim Report Q1 2026
Upcoming reports: Interim Report Q1 2026 Find us at 4cstrategies.com