AddLife AB (publ) (ALIF_B) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone, and welcome to AddLife's second quarter call. As usual, we will be providing you with an overview of the quarter and then go through the financials and then have the Q and A. And after the Q and A, as always, a video from one of our subsidiaries, this time around from Roblox, one of the companies within the home care area, which we are focusing on a little bit extra in this quarter. So let's move on to the numbers. In the second quarter, we are really pleased to note that we see positive development across AddLife's companies. Margins, our highest priority, are improving significantly, so 12.6% EBITDA margin for the group compared to 11.9% in the corresponding quarter of last year. Margins improved in both business areas. In Labtech, a full percentage point up to 13.4%. In Medtech, a strong improvement to 12.8% EBITDA margin. Improvement initiatives are part of our DNA, and in many areas we have had long standing improvement efforts. In Home Care, we are pleased to note that we see significant growth in the quarter and margins are clearly improving. In eye surgery, there has been a long effort to gradually evolve the business, and now we are in a very positive margin trend, and we think this demonstrates stability and confidence in the future. Overall, sales is in a positive trend. Advanced products are driving growth and margins. We see strikes in Spain and a little bit subdued capital spend in The UK market that did hold back revenue growth a little bit, but strong growth in The Nordics, solid improvement in Eastern Europe, and continued positive development in research as we have talked about in the past. And then as I mentioned early on, very, very good growth in home care. So a lot of positives when it comes to growth. And then finally, w...