Slide 1: Q2 update
Q2 update July 11, 2025 Lime Technologies Q2 2025
Slide 2: Today's presenters
Today's presenters Nils Olsson Anders Hofvander CEO CFO Lime since 2006 Lime since 2024
Slide 3: Exceeding customers' expectations
Exceeding customers' expectations Software and know-how that helps companies attract new and keep existing customers “ Over Key success We go all in to create a world where users factors every customer experience exceeds • Long term profitable growth expectations, making customers’ Over • 67 % recur
Slide 4: Sum up Q2
Sum up Q2 Sales growth Adj. EBITA margin ARR growth • Strong profitability and good momentum in new sales in a challenging market • Growing share of recurring software revenue • Vertical focus gaining traction – breakthrough deals in Germany • Ramping up sales activities – ICP and focus outbound
Slide 5: Agenda
Agenda 01 Order intake 02 Revenue 03 Profit 04 Summary
Slide 6: 1. Order intake
1. Order intake Lime Technologies Q2 2025
Slide 7: Several deals within our verticals
Several deals within our verticals Good mixture of small, midsize and large enterprises 10% 9% 8% 7,0% 7,0% 7% 6,3% 6% 5% 4% 3% 2% 1,0% 1,0% 0,8% 1% 0% 2023 2024 LTM Q2 2025 Top 10 customers % of net sales Top customer % of net sales
Slide 8: 2. Revenue
2. Revenue Lime Technologies Q2 2025
Slide 9: Increase in annual recurring revenue drives growth
Increase in annual recurring revenue drives growth ARR development (SEKm) Growth 502 25Q2 vs. 24Q2 483 491 444 454 432 13% 16% 372 348 356 331 -36% 321 296 306 292 279 259 260 463 475 487 420 431 408 327 346 298 318 270 287 241 254 258 219 222 40 38 38 38 38 35 35 33 30 29 26 24 24 23 20 16 15 Q2-21
Slide 10: Recurring revenue is growing rapidly
Recurring revenue is growing rapidly Transition from up-front to subscription pricing model since 2015 Pricing model transformation over time Revenue guidance 23% growth in subscription License, subscription 800 LTM LTM net sales by revenue stream, SEKm • Software mainly as subscription 700 • Vertic
Slide 11: Revenue
Revenue Net sales development Traction across geographies SEKm Growth 13% SEKm 713,3 631,8 20% 9% Growth 5% 174,5 183,0 17% 15% Q2 2024 Q2 2025 LTM Q2 2024 LTM Q2 2025 214,8 197,7 Split by geography Growth 498,5 188,3 182,9 169,2 174,5 183,9 Q2-25 vs. Q2-24 434,1 154,7 158,1 144,5 144,5 133,5 52,8 5
Slide 12: 3. Profit
3. Profit Lime Technologies Q2 2025
Slide 13: Profit
Profit Reaching an adjusted EBITA margin of 25 % in Q2 2025 EBITA development1) Rolling LTM EBITA and margin development1) SEKm SEKm 179,0 +12 % 159,4 25,0% 25,1% 25,2% 25,1% 25,1% 179 26,0% 25,7% 25,5% 25,5% 25,5% 25,5% 25,7% 25,7% 172 176 159 165 155 148 137 142 132 120 125 117 24,6% 25,2% 25,1% 2
Slide 14: OPEX development
OPEX development Large majority of operating expenses related to growth in FTEs Personnel expenses development (adj.)1) Other operating expenses development (adj.)1) +15% SEKm SEKm 415,4 362,2 11% 123,7 111,5 +7% -2% 101,5 108,6 57,3% 58,2% 32,8 32,1 17,6% 17,3% 58,2% 59,4% 17,6% 18,8% Q2 2024 Q2 20
Slide 15: 4. Summary
4. Summary Lime Technologies Q2 2025
Slide 16: Financial targets
Financial targets LTM Q2 2025 Sales growth “Lime’s objective in the medium term is to achieve an annual net sales growth above 18%” 13% EBITA margin “Lime’s objective in the medium term is to achieve an annual EBITA margin above 25%” 25% Capital “The objective in respect of the capital structure is
Slide 17: 5. Questions?
5. Questions? Lime Technologies Q2 2025
Slide 18: Thank you for listening!
Thank you for listening! investors.lime-technologies.com Lime Technologies Q2 2025
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