Fractal Gaming Group Ab · OMXSTO:FRACTL
Fractal Gaming Group Ab — Q2 2025 Earnings Presentation
12 slides from Fractal Gaming Group Ab's earnings presentation, Aug 15, 2025
Slide 1: Q2 2025 Report
1 5 A U G U S T 2 0 2 5 Q2 2025 Report
Slide 2: Q2 Highlights
Q2 Highlights Continued strong performance in Q2 driven by our strategic initiatives and increased end consumer demand. Net sales in Q2 was 215 SEKm (144), an increase of 50%, +66% NET SALES organically. The second highest USD net sales in a single quarter and +50% strengthened global presence. Sale
Slide 3: Meshify 3, Adjust Pro Hub and Momentum Launch
Meshify 3, Adjust Pro Hub and MESHIFY 3 ADJUST PRO HUB Momentum Launch & SOFTWARE Meshify 3 launched on May 15, continuing the legacy of our award- winning Meshify series — a global favourite since its debut in 2010. Widely praised for best-in-class airflow and build experience, with top- tier media
Slide 4: Fractal Scape Launch – Entry into the Audio category
Fractal Scape Launch – SCAPE Entry into the Audio category Scape marks our entry into the audio category, developed in response to long-standing community demand for a Fractal headset. Applies our proven approach - Scandinavian design, focused functionality, and Fractal’s trusted standard of quality
Slide 5: Market Development & Trends in Q2
Market Development & Trends in Q2 Next-gen entry to mid-level GPUs introduced — ideal for budget gamers upgrading older systems, RTX 5060/5050, RX 9070 bring AI and ray tracing to the $249–$400 range. GPU prices stabilize as availability improves, driven by increased supply signalling a healthier, m
Slide 6: Net sales
Net sales Net sales, SEKm SEKm Q2 2025 marks the second strongest quarter in Fractal’s history at constant 245,3 currency, only surpassed by Q2 2023. Net sales reached 215.4 SEKm, representing 250 215,4 a 49.9% increase YoY. Organic net sales growth in USD was strong at 66.1%. 200 143,7 This robust
Slide 7: Segment and Regional development
Segment and Regional development Sales of cases in Q2 amounted to 192.6 SEKm (128.3), representing an 50.1% YoY Business Segment growth. Cases continued to be a strong growth driver, supported by the launch of Meshify 3. The other product category, including fans, power supplies, and water Cases Oth
Slide 8: Product margin
Product margin Product margin (%) Product profit increased to 76.7 SEKm (59.5), corresponding to a 40,2% 41,4% product margin of 35.6% (41.4%). 40,0% 35,6% 30,0% The margin was primarily impacted by: • Tariffs, with a negative effect of approximately -3.5 percentage 20,0% points. 10,0% • Currency ef
Slide 9: Earnings and Cash flow
Earnings and Cash flow EBITDA (SEKm) and margin (%) SEKm EBITDA increased to 19.8 SEKm (7.0), with a margin of 9.2% (4.8). The 50 19,5% improvement was driven by higher sales and operational efficiencies. 45 40 35 Operating cash flow amounted to 5.6 SEKm (8.9). The decrease 30 compared to last year
Slide 10: Income statement
Income statement Q2 Jan—Jun Jul—Jun Full year SEKm 2025 2024 2025 2024 24/25 2024 Total revenue in Q2 amounted to 221.0 SEKm, an increase of 50.0% YoY. Net sales 215,4 143,7 441,4 336,1 803,2 697,9 Capitalized development expenditure 3,3 3,0 6,8 6,2 14,2 13,6 Other operating income 2,2 0,6 2,4 0,6 2
Slide 11: Summary
Summary • Strong sales momentum in Q2, second • Strong financial position allows us to pursue strongest USD quarter in Fractal history. our strategic initiatives and further advance our position in the market. • Net sales increased by 50% and sales out from tracked partners grew by 40%. • Uncertaint
Slide 12: Questions & Answers
1 5 A U G U S T 2 0 2 5 Questions & Answers