Knowit AB (publ) (KNOW) Q4 2025 Earnings Call

Investor webinar replay

Replay transcript excerpt

Hi and thank you and with me is our CFO as well Marie Björklund. First I would like to take you through some operational highlights during the quarter. We are happy to see continued improvement in both utilization and margin in all four business areas for the first time since Q1 2022. I see this as a clear result of our hard work over the past two years. The improvement Improved profitability is driven by higher utilization, greater efficiency and proactive sales. And this focus has shaped both the quarter and the full year. And as you've seen, after the period we ended, we made a strategic decision to establish a fifth business area products. risk this reflects a clear shift in the market with the growing demand for the combination of consulting and our own ip platforms now it already has several successful offerings in this area with this change i think that we will be able to create the clearer accountability strengthen strengthen our commercial focus um and also provide better conditions for growth in a quite fast evolving market. This business area will consist of approximately 200 employees and the revenue of the operations amount to around 300 million SEK 2025. Thanks to its continued strong financial position and confidence in the group's long-term development, the board proposed a dividend of 2.5 SEC per share, an increase of 9% compared to last year. Next slide, please. We will now take a look at our business areas more in detail. Solutions, our largest business area, accounted for more than 50% of the total revenue reported net sales of 771 million SEK for the quarter. The EBITDA margin was 10%, improving compared to last year. We are happy to see a solid improvement in the business area driven by a positive trend in Sweden, where we have seen signs of pic...