Embellence Group AB (publ) (EMBELL) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Papelina is the brand that has the highest share of online sales of our brands and we expect this development to continue in the coming quarters since we're actively working on refining our platform with new features and more content. This will build an even stronger connection with consumers and builds loyalty and ultimately a more robust business model. We are gaining market share with the brand and are also continuing to expand more broadly internationally where we in the quarter changed our distribution model in North America, which was launched in the end of April. This has started out well and we have participated in a few fairs and we'll continue with this going forward where the next big fair is already in the beginning of August in New York. This is also the brand where we hire new personnel in marketing and e-comm and brought in a new managing director during second half year of 2025. And the new team led by Henrik Andersson is performing well. So we expect that the growth will continue for the brand going forward both domestically and internationally. Borås AP Fabrik reported an increase of 14% in the quarter. We are gaining market share in both digital and traditional printing driven by continued strong demand across our core segment. Growth is coming from both existing customers where we're deepening in our relationships and from new customers. The focus here is on developing new materials and substrates, but also on broadening our product offering overall. This allows us to meet the wider range of consumer needs while also strengthening our brand's portfolios with new and exciting products. Over time, these initiatives support the build out of a broader brand portfolio and creates a stronger foundation for continued growth across the group. If we move o...