Asmodee Group AB (publ) (ASMDEE_B) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone, and thank you for joining us for our presentation of Asmodee's first quarter results for the fiscal year 'twenty six-'twenty seven. We have made a very strong start to the new fiscal year, delivering double digit growth in both sales and earnings, while continuing to strengthen our profitability and generate healthy cash flow. What is particularly encouraging is the breadth of this performance. We delivered growth across categories, geographies, and our publishing portfolio with both our own studios and our publishing partners contributing to a very strong start to the year. With that, let's look at some of the commercial highlights from the partner. Let me start with board games, which were one of the key contributors to our strong performance this quarter. We delivered double digit growth with all continents contributing, reflecting the strength of our diverse portfolio, which combines evergreen franchises with successful new releases and expansions. Our evergreen franchises continued to perform very well, led by titles such as Catan and Double Spotted with recent releases, including Din Up, The Lord of the Rings, Fate of the Fellowship and Cozy Stickerville also contributing to growth. Expansions for Harmonies and Heat further supported the quarter, demonstrating our ability to continue growing both established franchises and new titles across multiple markets. Turning to trading card games. This category also delivered another very strong quarter with robust demand across our portfolio despite a demanding comparison with last year and the World Cup. Growth was supported by successful releases across several leading franchises. Pokemon once again delivered a very strong performance. Magic the Gathering continued its strong momentum alongsid...