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

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WEBVTT 00:00:01.151 -- 00:00:07.194 Welcome to ContextVision, today with Richard, our CFO, and myself, Gerald. 00:00:07.194 -- 00:00:12.556 I hope you all had a good summer. You're back well, looking to a fantastic year-end 00:00:12.556 -- 00:00:18.139 race, but today we want to focus on presenting our second quarter 2026 00:00:18.139 -- 00:00:21.200 results and the results for the first half year. 00:00:21.200 -- 00:00:26.884 There's a lot of good news that we're going to show, so we'll keep it short and crisp. 00:00:26.884 -- 00:00:31.906 Starting with an executive overview, we see signs of stability 00:00:31.906 -- 00:00:36.908 and stabilization in the market, and we see continued growth in 00:00:36.908 -- 00:00:42.131 net sales. In the second quarter we see a 1.6% 00:00:42.131 -- 00:00:45.012 underlying growth, so that excludes 00:00:45.012 -- 00:00:50.154 FX and IFRS impacts, and for the first half year this amounts to a 00:00:50.154 -- 00:00:56.556 positive 4.1% growth in net sales. I think that is worth 00:00:56.862 -- 00:00:58.624 and Aplos. 00:00:58.624 -- 00:01:02.849 We have achieved a solid financial position. 00:01:02.849 -- 00:01:04.892 Operating results 00:01:04.892 -- 00:01:10.358 amounted to a cash flow of plus 9.5 million SEC in the second quarter 00:01:10.358 -- 00:01:16.765 and a total cash position of 78.5 million SEC at the end of the quarter. 00:01:16.765 -- 00:01:22.129 With continued cost discipline, we're able to deliver an adjusted EBTA of 00:01:22.129 -- 00:01:27.252 15.7 million SEC and that is adjusted for our venture in 00:01:27.252 -- 00:01:31.735 data quality and is corresponding to an adjusted margin of 44.4%. 00:01:31.735 -- 00:01:35.476 That also is a fantastic number. 00:01:38.909 -- 00:01:44.234 One operational highlight I would ...