Carasent AB (CARA) Q2 2026 Earnings Call

Investor webinar replay

Meeting Overview The meeting focused on Kerascent's Q2 report for 2026, highlighting significant company developments, financial performance, and future strategies. Key topics included the acquisition of InfoSolutions, sales growth, and the introduction of new technologies to enhance healthcare services. Key Discussion Points - Overview of Kerascent's HR systems and platform solutions for healthcare. - Financial highlights: 90% recurring revenues, 50% organic ARR growth, and 110% net revenue retention. - Acquisition of InfoSolutions and its strategic importance to Kerascent. - Strong sales performance with a notable increase in implemented sales from Q1 to Q2. - Appointment of a new CEO in Germany to strengthen sales and marketing efforts. - Growth metrics: 29% growth in ARR and 11% total revenue growth. - Cost-saving measures implemented at InfoSolutions, including a 25% reduction in personnel costs. - Introduction of MedSAM, an AI assistant for healthcare providers, and its benefi...

Watch the replay

Replay transcript excerpt

[Speaker identities could not be resolved; generic labels used] [00:00] Speaker 1: Welcome to Kerascent Q2 report for 2026. [00:03] Speaker 1: For the 1st part of the conference call, the participants will be in listen-only mode. During the questions and answers session, participants are able to ask questions by dialing pound key 5 on their telephone keypad. Now I will hand the conference over to CEO Daniel Oman and CFO Svein-Martin Bjornstedt. [00:21] Speaker 1: Please go ahead. [00:25] Speaker 2: Good morning and welcome to our presentation of the 2nd 0.25. My name is Daniel Oman and with me are CFO Svein-Martin [00:32] Speaker 2: Bjornstedt. [00:34] Speaker 2: Just a quick overview 1st. [00:37] Speaker 2: At the center of any clinic or hospital is the HR system. It is the same for Carcent where we offer a number of HR systems for different markets and needs. [00:46] Speaker 2: In addition we offer a number of platform solutions [00:49] Speaker 2: that connects the caregivers with each other and other important players in the sector. [00:54] Speaker 2: And as you can see, we have highly recurring revenues with more than 90%, [00:59] Speaker 2: a 50% organic AR growth and 110% [01:03] Speaker 2: net revenue retention [01:05] Speaker 2: in the 0.25. [01:07] Speaker 2: Looking at some of the highlights of the 2nd 0.25, [01:10] Speaker 2: I'm very happy that we finally acquired InfoSolutions. That's something [01:15] Speaker 2: we have been working with for a number of years. It's an extremely important player in the sector and for our products and I will talk more about that within short. [01:25] Speaker 2: In 2nd 0.25 we also had very strong sales both in new customers and add-on services [01:31] Speaker 2: as San Martin will show a bit later. Our sign-up implemented...