Replay available

EQT AB (publ) (EQT) Q1 2026 Earnings Call

EQT AB (publ) (STO: EQT) Q1 2026 earnings conference call, held 2026-04-22. Replay captured from the company's public earnings webcast.

Wed, April 22, 2026 at 2:30 AMendedReplay
EQT AB (publ) (EQT) Q1 2026 Earnings Call

Hosted by

Featured presenters

Hubert Lam

Analyst, Bank of America

Oliver Carruthers

Analyst, Goldman Sachs

Erming Gehrig

Analyst, D&B Carnegie

Arno Givla

Analyst, BNP Paribas

Hayley Tam

Analyst, UBS

Investor webinar replay

Watch the replay and follow the connected company analysis, news, and investor updates for Eqt Ab.

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.655 Good morning, everyone, and welcome to EQT's Q1 announcement 2026. 00:00:04.655 -- 00:00:09.700 It's been a busy first quarter at EQT. We kicked off the year by announcing 00:00:09.700 -- 00:00:14.824 the combination with Color Capital. In Galderma, we completed the largest sponsor-backed 00:00:14.824 -- 00:00:19.989 block trade ever to deliver the largest single fund capital gain ever. 00:00:19.989 -- 00:00:25.694 We closed BPA9 at hard cap. We launched our new AI infrastructure strategy, 00:00:25.694 -- 00:00:30.018 and we had a record quarter in terms of net inflows to our evergreens. 00:00:30.018 -- 00:00:35.192 This quarter again faced significant volatility across markets, which affected our fund 00:00:35.192 -- 00:00:40.166 valuations in different directions. So we'll cover all of these points in further detail 00:00:40.166 -- 00:00:44.238 over the next 30 minutes. And with that, let me hand over to Per. 00:00:44.238 -- 00:00:46.779 Next slide, please. 00:00:47.213 -- 00:00:51.979 Thank you, Olof. And good morning, everyone, from IKT's 00:00:51.979 -- 00:00:57.445 London office. It's been a volatile quarter driven by rapid advances 00:00:57.445 -- 00:00:59.608 of AI technology, 00:00:59.608 -- 00:01:02.751 as well as geopolitical uncertainty. 00:01:02.751 -- 00:01:08.939 And that uncertainty having a short-term impact on energy prices 00:01:08.939 -- 00:01:10.400 and 00:01:10.400 -- 00:01:15.456 also the broader macroeconomic outlook. In this 00:01:15.456 -- 00:01:20.825 environment at DQT, we remain focused on executing on our strategic 00:01:20.825 -- 00:01:22.825 priorities. 00:01:22.989 -- 00:01:27.998 And as we're entering the second quarter, I'm happy to say that we 00:01:27.998 -- 00:01:30.282 continue to see strong 0...