Slide 1: Increased profitability create foundation for growth
Increased profitability create foundation for growth Interim report January – June 2026 INVESTOR PRESENTATION / JULY 2026 Information Classification: INTERNAL
Slide 2: Today’s presenters
Today’s presenters Per Wallentin Marie Björklund Fredrik Ekerhovd CEO & President CFO Acting CEO from August 1 2026
Slide 3: Q2 in brief
Q2 in brief Operative efficiency * Improved adjusted EBITA and adjusted EBITA margin in the quarter as sales and organizational efficiency improves and new leadership * Gradual shift from repositioning to profitable organic growth in areas with strong demand * AI and data drive next phase in Knowits
Slide 4: Fredrik Ekerhovd
Fredrik Ekerhovd * With Knowit since 2011 Acting CEO effective from August 1 * 2024 and Head of Business Area Solutions, Head of Business Area Experience, 2016– 2024–present * Strong foundation to build on - Knowit’s culture, Nordic values and strong capabilities in AI, data, defense and cybersecuri
Slide 5: Solutions
Operations Business area Solutions Nordic market leader in systems development • Stable performance with maintained margins despite slightly lower revenue year-over-year • Continued wins in strategic growth areas, particularly Data Platforms and Cloud • Operational efficiency has improved, enabling
Slide 6: Experience
Marketing & sales Business area Experience The largest digital agency in the Nordic region • Strong quarter with positive organic growth and significantly improved profitability • Higher utilization in Sweden and a stabilizing pricing environment support improved performance • Operations in Norway b
Slide 7: Connectivity
Research & development Business area Connectivity Supporting a connected world • Strong quarter with positive organic growth and significantly improved EBITA margin • Continued momentum driven by new wins in defense sector • Customer diversification remains a priority, reducing dependency on individ
Slide 8: Insight
Management teams Business area Insight Management consultants from strategy to implementation • Weak quarterly result reflecting slow demand, continued restructuring • Strong demand continue in cybersecurity and defense • Strategic transformation projects mainly in ERP secured during the quarter • A
Slide 9: Products
Management teams Business area Products Scalable IP & platform based solutions • Strong organic growth driven by solid performance across several segments • Continued high demand in defense & security and mobility. • New business wins support a strong pipeline and future growth • Profitability was i
Slide 10: Q2 in figures
Q2 in figures INVESTOR PRESENTATION / OCTOBER 2025
Slide 11: Financial quarter April – June 2026
Financial quarter April – June 2026 1,433.2 61.5 4.3% Net sales decreased Adjusted EBITA The adjusted EBITA by 3.8% (1,490.6) million increased compared to last year margin increased to 4.3% (3.6%) (54.0 million)
Slide 12: Net debt development
Net debt development Net debt development • Healthy balance sheet and solid financial position SEK, MILLION Q2 26 Q1 26 Q4 25 Q3 25 Q2 25 Cash equivalents 169 410 326 212 241 • Net debt of 528 MSEK Interest-bearing liabilities 166 333 333 400 400 • Within the frame of our financial target of maximum
Slide 13: Revenues and EBITA Adjusted development
Revenues and EBITA Adjusted development
Slide 14: Strong and diversified client base
Sales per client segment Strong and diversified client base • Continued positive development in the public sector following several strong frame agreements • Decline in retail mainly explained by one client postponing Sales per client industry, April – June 2026 investments • Industry segment declin
Slide 15: In summary
In summary * Positive trend with strengthened adjusted results and margin * We maintain focus on operational efficiency and investments in growth areas such as the defense sector * Client activity improving but still slow progress and uncertainty in some areas, impacting Insight more than other busi
Slide 16: Tack Takk Kiitos
Tack Kiitos Takk
Slide 17: Slide 17