Replay available

Evolution AB (publ) (EVO) Q2 2026 Earnings Call

Evolution AB (publ) (STO: EVO) Q2 2026 earnings conference call, held 2026-07-17. Replay captured from the company's public earnings webcast.

Fri, July 17, 2026 at 3:00 AMendedReplay
Evolution AB (publ) (EVO) Q2 2026 Earnings Call

Hosted by

Featured presenters

Martin Karlsson

CEO

Joakim Andersson

CFO

Ed Young

Morgan Stanley Analyst

Martin Arnold

DNB Carnegie Analyst

Charlie Muir-Sands

BNP Paribas Analyst

Ben Shelley

UBS Analyst

Nikola Kalinowski

ABG Sundahl Collier Analyst

Monique Pollard

Citi Analyst

Investor webinar replay

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

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:04.152 Welcome to Evolution Q2 Report 2026 presentation. 00:00:04.152 -- 00:00:09.414 During the Q&A session, participants are able to ask questions by dialing pound 00:00:09.414 -- 00:00:14.615 key five on their telephone keypad. Now I will hand the conference over to the speakers, 00:00:14.615 -- 00:00:18.096 CEO Martin Carleson and CFO Joachim Andersen. 00:00:18.096 -- 00:00:20.557 Please go ahead. 00:00:21.578 -- 00:00:26.519 Thank you. Good morning, everyone. Welcome to the presentation of Evolution's Interim 00:00:26.519 -- 00:00:30.360 Report for the second quarter of 2026. 00:00:30.415 -- 00:00:34.296 My name is Martin Karlsson and I'm the CEO of Evolution. 00:00:34.296 -- 00:00:39.218 With me, I have our CFO Joakim Andersson. As always, I will start with some comments 00:00:39.218 -- 00:00:43.859 on our performance and then hand over to Joakim for a closer look at our financials. 00:00:43.859 -- 00:00:48.600 After that, I will conclude and then we will open up for questions. 00:00:48.661 -- 00:00:51.061 Next slide, please. 00:00:53.222 -- 00:00:58.768 So let's start with the highlights. Net revenues were Euro 00:00:59.110 -- 00:01:04.815 517.8 million, corresponding to year-on-year decline of 1.2%, but a quarter-on-quarter 00:01:04.815 -- 00:01:07.377 increase of 0.9%. 00:01:07.377 -- 00:01:12.701 EBITDA came in at 341 million, corresponding to a margin of 65.9%. 00:01:12.701 -- 00:01:14.583 I'm 00:01:14.583 -- 00:01:16.865 overall happy with the results in the quarter. 00:01:16.865 -- 00:01:19.827 Revenue and EBITDA both move in the right direction. 00:01:19.827 -- 00:01:24.432 The margin is in line with our guidance and cash flow is strong. 00:01:24.432 -- 00:01:29.036 The volatility in Asia continues to disturb the overall pic...