Elanders AB (publ) (ELAN_B) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hello, and welcome to the air-handlers of the conference hall. My name is George. I'll be your coordinator for today's event. Please note, this conference is being recorded, and for the duration of the call, you guys will be in the listen-only mode. However, you have the opportunity to ask questions towards the end of the presentation, and this can be done by pressing star 1 on your tablet keypad to ask your question. If you require assistance at any point, please press star 0, and you will be connected to an operator. to begin today's conference. Please go ahead. Thank you, Josh. Welcome, everyone, to the Lambos conference call. Together with me here, I also have Elstar Wilson, the Group CFO, and I'm also having Florian Beck here that will take over as CEO for the Lambos Group, 1st of September. And now I will go directly to slide number five in our presentation and talk about the second quarter. In the second quarter, we could see that the positive trend with improved demand continued, and we could show an organic growth of 3%. And if you adjust for RNC, the organic growth was 2%. And organic growth came mainly from Asia. but also Europe and North America showed growth, which was a very positive indication for us, and which makes us, it makes things look better when we go into the second half of the year. Also, adjusted EBITDA results continues to improve, and it increased to 181 million crowns compared to 167 the year before, and this was an improvement with 8%. and our adjusted EBITDA margin improved to 6.2% compared to 5.5 the year before. In Quarto, we also managed to renegotiate a huge large, sorry, a large lease agreement in the U.S. which combined with the opportunity to exit two other lease agreements in the U.K. in the beginning of the next year will give ...