ContextVision AB (publ) (0L8Z) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to ContextVision, today with Richard, our CFO, and myself, Gerald. I hope you all had a good summer. You're back well, looking to a fantastic year-end race, but today we want to focus on presenting our second quarter 2026 results and the results for the first half year. There's a lot of good news that we're going to show, so we'll keep it short and crisp. Starting with an executive overview, we see signs of stability and stabilization in the market, and we see continued growth in net sales. In the second quarter we see a 1.6% underlying growth, so that excludes FX and IFRS impacts, and for the first half year this amounts to a positive 4.1% growth in net sales. I think that is worth and Aplos. We have achieved a solid financial position. Operating results amounted to a cash flow of plus 9.5 million SEC in the second quarter and a total cash position of 78.5 million SEC at the end of the quarter. With continued cost discipline, we're able to deliver an adjusted EBTA of 15.7 million SEC and that is adjusted for our venture in data quality and is corresponding to an adjusted margin of 44.4%. That also is a fantastic number. One operational highlight I would love to mention here in the executive highlight is a successful OEM supplier audit that went very well and that we have passed and were confirmed as a supplier by a major OEM in the market. and that was an interview to assess our IEC 62304 compliance and that is medical as a software device lifecycle management and in this case related to the very critical interventional devices. So we're glad to have managed this audit without any difficulty. Let's look a little bit more into what is happening in the market. So signs of market stabilization is for us mainly related to the number of systems in the market. So ...