Senzime Ab · OMXSTO:SEZI
Senzime Ab — Q3 2026 Earnings Presentation
16 slides from Senzime Ab's earnings presentation, October 2026
Slide 1: Q3 Quarterly Report July–September 2026
Q3 QUARTERLY REPORT JULY – SEPTEMBER 2026
Slide 2: This is Senzime
This is Senzime A global leader in the field of precision-based monitoring of patients undergoing anesthesia. Trusted by thousands of clinicians, the TetraGraph system delivers precise neuromuscular monitoring to support optimal intubation conditions, effective neuromuscular block management and saf
Slide 3: Q3 2026: Growth in all regions. Clear progress towards profitability
Q3 2026: Growth in all regions. Clear progress towards profitability. Net sales Q3 2022-2026 (KSEK) EBITDA by month 2026 (KSEK) 35,000 0 30,000 5,112 -2,000 25,000 8,989 -4,000 20,000 15,000 4,933 -6,000 24,987 10,000 17,490 4,513 12,473 -8,000 5,000 1,201 4,644 2,519 0 -10,000 Q3 2022 Q3 2023 Q3 20
Slide 4: Sensors, utilization and recurring revenue
Sensors, utilization and recurring revenue Shipped sensors (units) Weekly average utilization Q3 2022-Q3 2026 among key accounts 1 in the US, 2026. 180,000 53% 5 growth in 160,000 rolling 12- month units 4 140,000 120,000 3 100,000 60% growth in utilization 80,000 rate in 2 2026 60,000 40,000 1 20,0
Slide 5: Case study: University of Miami Hospital
Case study: University of Miami Hospital Adoption of Quantitative Neuromuscular Block Monitoring in an Academic Institution N. BHAVSAR & R. EPSTEIN University of Miami Miller School of Medicine, Miami, FL, USA “The most pronounced inflection occurred following the next-generation Tetragraph® install
Slide 6: Pediatric market continues to grow following European clinical guidelines
Pediatric market continues to grow following European clinical guidelines Rolling 12-month volumes of sold pediatric sensors 2x growth rate increase as result of guidelines ESPA guideline announcement ESAIC and ESPA Recommending EMG-based quantitative neuromuscular monitoring on children Q1 Q2 Q3 Q4
Slide 7: Selected Q3 wins and key contracts
Selected Q3 wins and key contracts Philips strategic development US Veterans Affairs Soul Source Senzime secures additional major and commercial partnership 5-year Agreement secured US hospital network contract ”…a landmark agreement for Senzime that "This national contract award represents another
Slide 8: Back to Growth, Driven by Strong Recurring Sensor Sales
Back to Growth, Driven by Strong Recurring Sensor Sales Currency Sales split per Sales split per Reported adjusted product group (Q3) region (Q3) KSEK Q3 Q3 2026 Q3 2025 Growth Growth Europe 13% US 20,989 19,293 9% 7% Disposable sensors RoW Devices/other 2,880 6,603 -56% -57% 83% 17% Disposables 18,
Slide 9: Gross Margin continues to improve
Gross Margin continues to improve Quarterly Gross Margin development (%) 80% 75% 74.0% > Gross margin continued to improve, reaching 74.0% 73.2% in Q3 2026, an increase of 13 percentage points com pared with Q3 2025. Year-to date gross margin reached 68.2% (62.9%). 70% 68.3% 67.3% 66.1% > Improvemen
Slide 10: OPEX reduction proven in the numbers
OPEX reduction proven in the numbers Total OPEX (KSEK) 50,000 45,000 43,121 40,000 > Lower operating expenses reflect disciplined cost 35,563 34,200 control and a reduced headcount. 35,000 31,039 > OPEX decreased by 15% vs. Q3 in 2025, a reduction 30,000 of SEK 6.0 million to SEK 31.0 million. OPEX
Slide 11: EBITDA trends towards profitability
EBITDA trends towards profitability EBITDA per month 2026 (KSEK) 0 -2,000 > EBITDA has developed favorably month-by-month during 2026, pointing towards profitability. Result of higher sales, improved gross margin and reduced -4,000 OPEX. > Regional EBITDA profitability was achieved in US and -6,000
Slide 12: Operating Cash flow trends towards positive
Operating Cash flow trends towards positive Cash Flow (KSEK) Q4 2025 Q1 2026 Q2 2026 Q3 2026 0 -5,000 > Operating cash flow has improved quarter by quarter during 2026 -10,000 > Q3 cash flow improved by approximately 70% to SEK -8.7 million (-28.3), representing an improvement -15,000 of nearly SEK
Slide 13: Strengthened financing and path to profitability
Strengthened financing and path to profitability > Strengthened financing structure through What does this mean? a new SEK 35 million non-dilutive credit line Senzime’s ongoing efforts to provided for by a group of institutional 28.7 MSEK Cash in improve gross margins and investors, including the Se
Slide 14: Backed by a strong investor base
Backed by a strong investor base Diff Q3 Diff Q3 Largest shareholders End of Q3 '26 End of Q2 '26 End of Q4 '25 vs. Q2 '26 vs. Q4 '25 Crafoord family and the Crafoord Foundation 26 074 939 16,6% 25 896 551 16,5% 178 388 25 896 551 16,5% 178 388 Segulah Venture AB, Segulah AB, SMA AB 15 870 271 10,1%
Slide 15: Key take-aways
Key take-aways 1 2 3 Recurring revenues The operating Well positioned for continue to grow model is proving accelerated OEM- strongly. scalable. driven growth. Disposable revenue increased Gross Margin reached 74%, The new Philips partnership and 43% in Q3, and the installed base OPEX declined 15% a
Slide 16: Join us on our mission to safeguard every patient's journey
So, join us on our mission to Safeguard every patient's journey, from anesthesia to recovery.