Replay available

Hanza AB (publ) (HANZA) Q2 2026 Earnings Call

Hanza AB (publ) (STO: HANZA) Q2 2026 earnings conference call, held 2026-07-21. Replay captured from the company's public earnings webcast.

Tue, July 21, 2026 at 4:00 AMendedReplay
Hanza AB (publ) (HANZA) Q2 2026 Earnings Call

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Thomas Blixted

Analyst, Pareto Securities

Marcus de Velius

Analyst, DNB Carnegie

Anton Ingves

Analyst, Nordea

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Replay transcript excerpt

WEBVTT 00:00:01.152 -- 00:00:06.874 on the clear way towards the financial targets for 2028. 00:00:07.856 -- 00:00:11.219 We see a sales growth of 70%. 00:00:11.219 -- 00:00:14.901 We have an organic growth of 9%, 00:00:14.901 -- 00:00:20.845 slightly lower than the 20% we had in Q1, but 00:00:20.845 -- 00:00:23.227 it is a little bit seasonal, 00:00:23.227 -- 00:00:28.702 but it's still a strong organic growth. Eric talked about the shortage 00:00:28.702 -- 00:00:30.902 of components. 00:00:31.663 -- 00:00:33.904 We do not see 00:00:33.904 -- 00:00:39.207 more than a minor effect on the sales in Q2. 00:00:39.207 -- 00:00:44.770 So the 9% in organic growth is not depending 00:00:44.770 -- 00:00:48.310 on the increased prices on components. 00:00:48.631 -- 00:00:51.353 We have an 00:00:51.353 -- 00:00:56.451 operating margin for the comparable units of 9.2%. 00:00:56.451 -- 00:01:01.474 3% compared to seven a year ago. As Eric mentioned, we 00:01:01.474 -- 00:01:07.438 have BMK on seven and a half percent, a couple of percentage 00:01:07.438 -- 00:01:10.279 points or 00:01:10.320 -- 00:01:15.444 two percentage points higher than in Q1 and in line 00:01:15.444 -- 00:01:20.987 with what they had in 2025. And here we expect the margin 00:01:20.987 -- 00:01:24.129 to continue to increase 00:01:24.129 -- 00:01:26.790 quarter by quarter. 00:01:26.812 -- 00:01:31.995 We have, as an effect on the Horizon project, 00:01:31.995 -- 00:01:33.995 and 00:01:34.157 -- 00:01:37.618 in order to increase the profitability 00:01:37.979 -- 00:01:43.743 over time, we have taken one-time cost. We have reduced employees, mainly 00:01:43.743 -- 00:01:49.947 in BMK, and we have decided to wind down the operations in China 00:01:49.947 -- 00:01:51.748 and also 00:01:51.748 -- 00:01:54.142 done...