Bravida Holding AB (publ) (BRAV) Q1 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:05.216 Good morning, everyone, and welcome to Bravida's presentation of the first 00:00:05.216 -- 00:00:06.197 quarter. 00:00:06.197 -- 00:00:09.841 And as always, together with me, I have... 00:00:09.841 -- 00:00:14.666 Petra Vranjes, here, CFO, and happy to present the first quarter of 26. 00:00:14.666 -- 00:00:17.029 And my name is Mattias Johansson, CEO of Bravida. 00:00:17.029 -- 00:00:22.514 So with that, we start. And the headline is Solid Sales and Margin Development 00:00:22.514 -- 00:00:26.336 with Increased Order Backlog. So... 00:00:28.432 -- 00:00:32.337 We tell you that we are starting the year with a good momentum. 00:00:32.337 -- 00:00:37.663 Net sales above 7 billion. Cash conversion improves in the quarter, 00:00:37.663 -- 00:00:42.687 but still on a low level, 77%. Order intake 00:00:42.970 -- 00:00:48.056 up 5%. EBITDA margin well above consensus at 4.6% 00:00:48.056 -- 00:00:52.242 and higher than last year. Net debt, 00:00:52.242 -- 00:00:57.570 strong balance sheet at 1.1 times EBITDA and the order backlog 00:00:57.570 -- 00:01:00.792 increases with 7%. So 00:01:01.416 -- 00:01:06.684 and for the first time in a while we have positive organic growth and stable 00:01:06.684 -- 00:01:09.472 EBITDA margin on top of that. 00:01:09.472 -- 00:01:11.534 This is very much 00:01:11.534 -- 00:01:16.519 because of that we are in many different geographies, working in different segments with 00:01:16.519 -- 00:01:22.445 different types of customers. So we are in a diverse market. 00:01:22.445 -- 00:01:26.788 Sales is up in the quarter with 2%. 3% 00:01:28.632 -- 00:01:33.777 is acquired growth and we have 1% organic and FX is 00:01:33.777 -- 00:01:37.467 actually impacting the growth with minus 2%. 00:01:37.467 -- 00:01:43.135 ...