Thule Group Ab · OMXSTO:THULE

Thule Group Ab — Q4 2025 Earnings Presentation

13 slides from Thule Group Ab's earnings presentation, Mar 30, 2026

  1. Slide 1: Pre-quarter update

    Pre-quarter update March 30, 2026 Mattias Ankarberg, CEO Toby Lawton, CFO

  2. Slide 2: 2025/Q4 – Increased sales and profitability in the last quarter

    2025/Q4 – Increased sales and profitability in the last quarter Q4/2025  Sales of SEK 1,835m (1,678) +20% vs PY excl currency effects − Still cautious consumers and retailers − Organic growth 0%, reported growth 9%, currency effects -10% − Growth driven by new Thule products and new product categor

  3. Slide 3: 2025 – Profitable growth continues

    2025 – Profitable growth continues Net 12 000sales EBIT 2 500 SEK m SEK m 10 000 2 000 8 000 1 500 2025 6 000  Net sales SEK 10.4b  EBIT SEK 1.7b 1 000  EBIT margin 16.0% 4 000 500 2 000 0 0 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Net sales EBIT 3 Note: EBIT adjusted to exclud

  4. Slide 4: Focus 2026: build Champions and drive efficiency gains

    Focus 2026: build Champions and drive efficiency gains Well positioned in a tough market  Continued cautious consumers and retailers, particularly in N Am  Improving market conditions in RV Products  Thule well-positioned and entering 2026 with upgraded product portfolio, fast growth in newest ca

  5. Slide 5: Product launches 2026 support focus on champions

    Product launches 2026 support focus on champions Grow our no 1 positions – our champion categories • Thule Epos ParkSecure – our most premium bike carrier gets better • Thule Vero – premium hitch bike carrier built for heavier bikes • Thule VeloLite – new entry level bike carrier, first ever 1-bike

  6. Slide 6: Thule Vero – premium hitch bike carrier built for heavier bikes

    Thule Vero – premium hitch bike carrier built for heavier bikes 6

  7. Slide 7: Thule VeloLite – new entry level bike carrier, first ever 1-bike version

    Thule VeloLite – new entry level bike carrier, first ever 1-bike version 7

  8. Slide 8: Thule Pulse 2 – refreshed version of our entry level roof box

    Thule Pulse 2 – refreshed version of our entry level roof box 8

  9. Slide 9: Thule InLock – innovative new bike commute bag and rack solution

    Thule InLock – innovative new bike commute bag and rack solution 9

  10. Slide 10: Quarterly overview

    Quarterly overview Net sales Operating income SEK m SEK m SEK m SEK m Quarterly net sales LTM Quarterly operating income LTM Note: An adjustment of SEK 31m was made to operating income in conjunction with the restructuring of the North American operations in the second quarter of 2025. In the 10 fou

  11. Slide 11: Q&A

    Q&A 11

  12. Slide 12: Disclaimer

    Disclaimer  This presentation has been prepared by Thule Group AB (publ) (the “Company”) solely for use at this presentation and is furnished to you solely for your information and may not be reproduced or redistributed, in whole or in part, to any other person. The presentation does not constitute

  13. Slide 13: THULE

    THULE

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