4C Group AB (4C) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, and welcome to the first quarterly earnings call for 4C Strategies for 2026. My name is Jonas Jansson, and I'm joined here by Veronika Berlin, our CFO, and we're gonna guide you through this morning's presentation. We will do as we have done for the past couple of quarters with a short introduction from myself, a high level overview, and then going through our segments. We will then do a little bit more of a deep dive into the financial numbers where Veronica will present, and then ending with a little bit of a future outlook and some q and a. We are opening the digital floor for questions now, which we will then address at the back end of the presentation. So brief introduction to, the q one numbers. As you will have seen, obviously, first quarter of the year didn't necessarily pan out on the level that we were aiming for. We did have a strong order intake, particularly in the defense segment, which I think, exemplifies and underlines the the underlying fundamentals of our business model and what we're trying to do. But all in all, obviously, the top line numbers and and the, net result didn't meet our expectations. I would say that the first quarter has, been sort of characterized by continuous turbulence in the market. There's a lot of interest, but there's also a lot of things going on for all our customers around the world, which short term impacts our ability to close out deals and also convert on on contract assets. We have also continued the transition work during q one in terms of refocusing the organization more towards a defense first approach, and we have done a lot of work when it comes to actually finalizing the strategic transition, which we initiated off the third quarter last year. So we are looking to see those effects starting in full...