Alligo AB (publ) (ALLIGO_B) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to Aligo Q1 Report 2026. This is my 51st quarterly report and my last. Presenters are, as always, Iria Minseborn-Blander, our brilliant CFO and Deputy CEO, and myself, Kleiner David, CEO. As always, we keep the presentation fairly short. You can read most of it on your own. And we have, as you know, some specific topics. This time it's actually three specific topics. Welding, Eurologistics expansion and tools Finland. So this is Aligo. We are getting closer slowly, slowly to 10 billion SEC turnover. Sweden being the largest country. 2,400, a little shy of 2,500 employees. And 240 stores approximately. And we have a little less than 20% of own brands. It's 18 now. And as we acquire companies, that figure is being diluted a little bit. So then you have to start picking up again. But it's 18% as it is today. But in the quarter, all countries increased their own share of all brands. The integrated business, we normally say it's 80%, but it's actually 79 this quarter. And that part of our business is fully integrated ERP, logistics, finance, HR, everything. It's fully, fully, fully integrated. And we make acquisitions in that part, but then you are always fully integrated. And then we have our other part, which is the non-integrated companies, group of companies, which today amounts to 21% of our sales. So it's product media, 17, 18 companies, welding, which now are up on eight after last week's two acquisitions. Our wonderful Batterilagret and some other companies where we normally highlight HDP being a big and very profitable part of those. Highlighting Q1, macroeconomics. It's hard for anybody to get away from all this flow of information, what's happening. And we are not affected directly we can see price increases but we are very limited affected but of cours...