Arjo AB (publ) (ARJO_B) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello everybody. So first of all, for taking time off from your hopefully good start of the summer. Today we're going to present the Q2 reports and I would like to begin by just going through some basic information about Arjo, so those who are new to the call or new to following us get a better grip on what we do. We really are purpose driven. We have an organisation that is really inspired by the purpose of helping patients when they need it the most, to protect their dignity, their integrity, and also to help caregivers do their very important job. We are experts in improving mobility, mainly in acute care and long term care settings, a little bit also in home care, but mainly in acute care and long term care. So everything from patient handling, (publ) hygiene and wellness, medical beds, pressure injury prevention, the ETE prevention, diagnostics and disinfection. We were founded in 1957 in Essler by Arjo and that's where the name Arjo comes from. We had in 2025 11,000,000,000 SEK in turnover and we have approximately 7,000 employees globally. Our sales arms reach more than 100 countries around the world. So a summary of the Q2 reports. So really happy about the growth, very solid organic growth of 4.7%, still pressure on margin. This comes from cost increases, it also comes from some price pressure in certain segments of the market, but all in all we believe that the quarter was good. Global sales was really leading the way and we'll come back into that on the next slide. What is important to highlight is that there is an increasing demand for our sustainable solutions and today quarter Renew had their all time high sales. And Renew is our business of taking disposables, cleaning them in a safe way and being able to use them again and not dispose of them. We have...