HMS Networks AB (publ) (HMS) Q2 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:02.414 Thank you, operator. Good morning, everybody. 00:00:02.414 -- 00:00:07.662 Welcome to HMS Networks Quarter 2, 2026. Sunny day in 00:00:07.662 -- 00:00:13.150 Halmstad, where I'm sitting, and Joakim is sitting a bit further south, north of Malmö. 00:00:13.150 -- 00:00:15.994 I hope the sun is shining there as well. 00:00:15.994 -- 00:00:21.277 Sun is also shining in our numbers. We are very happy to present this Q2 report. 00:00:21.277 -- 00:00:26.821 I start with a quick business update, then Joakim will do a detailed 00:00:26.821 -- 00:00:32.024 summary of the financial numbers, and then we end up with a Q&A at the end. 00:00:32.024 -- 00:00:34.285 But a few highlights. 00:00:34.285 -- 00:00:39.967 If you look on our net sales, good growth, organic growth, 00:00:39.967 -- 00:00:45.168 12%. We're happy with that. In total, backed by M&A and some favorable 00:00:45.168 -- 00:00:50.690 currency, plus 18%. Strong currency and a good quarter. 00:00:50.690 -- 00:00:55.732 Net sales, 991. We are not really at 1,000 million 00:00:55.732 -- 00:00:59.153 yet, but the coming quarters, we'll get there. 00:00:59.153 -- 00:01:05.636 Also, order intake are solid, organic, 15% and totally 20%. 00:01:05.636 -- 00:01:10.818 But we are not really seeing pre-orders. In quarter one, we saw some pre-orders, mainly 00:01:10.818 -- 00:01:14.400 relating to the acquisition we made for this Molex business. 00:01:14.400 -- 00:01:20.482 But now we feel that there's a good balance between order intake and net sales. 00:01:20.482 -- 00:01:25.625 Fantastic development on our profits. EBITDA 266, growth from 00:01:25.625 -- 00:01:29.106 59% from last year. So EBITDA margin stronger than our goal of 25%, 26.8%. 00:01:29.106 -- 00:01:31.766 We're very happy with t...