Elanders Ab Class B · OMXSTO:ELAN_B
Elanders Ab Class B — Q2 2026 Earnings Presentation
18 slides from Elanders Ab Class B's earnings presentation, Jul 15, 2026
Slide 1: Quarterly Report January – June 2026
15 July 2026 Quarterly Report January – June 2026
Slide 2: Elanders today
Elanders today Group ~1.2 Annual net sales, EUR billion ~7,000 Employees >125 Locations ~20 Countries Americas ~17% Share of net sales ~1,100 Europe Asia Employees ~70% ~13% ~15 Share of net sales Share of net sales Locations ~4,800 ~900 Employees Employees FY 2025 ~100 ~20 Locations Locations 2
Slide 3: Elanders' customer segments
Elanders’ customer segments Our customer segments’ approximate share of total net sales.* Electronics Fashion Other Automotive Industrial Health Care 26% 24% 17% 15% 13% 5% *As a percentage of total net sales FY 2025. 3
Slide 4: Operational highlights and financials Q2, 2026
Operational highlights and financials Q2, 2026
Slide 5: Second quarter 2026
Second quarter 2026 Continued signs of improvement in the market Organic growth of three percent, adjusted for Air & Sea organic growth of two percent. All regions showed organic growth. Adjusted EBITA continued to improve, increased to MSEK 181 (167) which represents an improvement of 8 perce
Slide 6: Second quarter 2026
Second quarter 2026 Q2 Q2 Rolling FY FY FY Rolling June 2026 2026 2025 12m 2025 2024 2023 60m Operating cash flow excl. acquisitions, MSEK 535 487 1,542 1,667 1,978 2,170 8,704 EBITDA, MSEK 472 459 1,918 1,817 2,197 1,967 9,644 Cash conversion, % 113% 106% 80% 92% 90% 110% 90% Cash conversion cont
Slide 7: Supply Chain Solutions Sales continue to improve
Second quarter 2026 Supply Chain Solutions Sales continue to improve Organic growth of four percent. Key figures Q2 2026 Q2 2025 Asia continued to develop strongly, but the other regions also Net sales, MSEK 2,369 2,470 showed growth. EBITA adjusted, MSEK 166 144 Adjusted EBITA margin improved
Slide 8: Print & Packaging Solutions Sales decreased
Second quarter 2026 Print & Packaging Solutions Sales decreased Very weak demand in April and May resulted in negative Key figures Q2 2026 Q2 2025 organic growth of three percent. There was recovery in June, Net sales, MSEK 580 606 but it couldn't compensate for the weak start. EBITA adjusted, MSE
Slide 9: Customer segments
Customer segments Electronics 27% Demand continues to be positive. Organic growth in the quarter of around five percent. Growth in both Asia and Europe. Fashion 24% Organic sales unchanged. Both Europe and North America in line with last year. Other 18% Organic growth of around 9 percent through gro
Slide 10: Going forward
Going forward A positive start to the first half of the year makes us cautiously optimistic about the rest of the year, even though the world around us continues to be challenging for both us and our customers. We also continue to see a stabilization in demand and improved new sales in Germany,
Slide 11: Questions?
Questions? 1" ~@ elanders GROUP
Slide 12: This is Elanders
This is Elanders HQ Mölndal, Sweden NASDAQ OMX Stockholm Two business areas 80% 20% Supply Chain Solutions Print & Packaging Solutions Global operations ~1.2B ~7,000 ~20 >125 ~2.0M Annual net sales, EUR billion Number of employees Number of countries Number of locations m2 of production and warehous
Slide 13: Elanders' business proposal
Elanders’ business proposal 1 2 3 4 5 We develop With our global We have a very Our deep When it comes to efficient end-to- footprint we can entrepreneurial integration into our sustainability we end solutions that offer both local and approach to clients processes always try to makes life easier gl
Slide 14: Balanced mix of high-growth and durable customer segments
Balanced mix of high-growth and durable customer segments Customer segments Key highlights CUSTOMER SEGMENTS Automotive 13% Fashion Customer segment Growth opportunity Cyclicality 24% Fashion High Medium Industrial 13% Electronics High Medium Automotive Medium High Other Industrial Medium High 18% E
Slide 15: Our end-to-end solution
Our end-to-end solution Diversified customer base channelled into unified processes creates opportunities for multi-sites and knowledge sharing which benefits our clients. Procurement & Inbound Services Automotive Electronics Consumers Retail Elanders’ Recipients customer segments Other Fashion Prod
Slide 16: Elanders' growth opportunities
Elanders’ growth opportunities Target group Elanders USP OMNICHANNEL / CloudX, proprietary Multi-channel sales B2B & B2C E-COMMERCE global WMS-system Network solution with LIFE CYCLE Manage a product’s MANAGEMENT B2B & B2C own and external lifecycle partners OUTSOURCING Contract logistics B2B Global
Slide 17: Sustainability – Key figures
Sustainability – Key figures 36 thousand tonnes CO2e (FY 2025) 185 thousand tonnes CO2e (FY 2025) 27 percent (FY 2025) Scope 1 & 2 emissions Scope 3 emissions Percentage of female supervisors (Base year: 52,000 tonnes) (Base year: 229,000 tonnes) (2024: 29%) 66 percent (FY 2025) 74 thousand tonnes C
Slide 18: Thank you!
Thank you! SU D @ elanders