MilDef Group AB (publ) (MILDEF) Q2 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:04.532 Please Daniel. Thank you Olof for that introduction and warm welcome to all of you that 00:00:04.532 -- 00:00:09.853 are here in the high peak summer period in Sweden joining this YouTube conf 00:00:09.853 -- 00:00:15.215 call for Milllöv. This is the areas we will try to cover today. 00:00:15.215 -- 00:00:20.276 We will have some highlights for the second quarter and post that we will have 00:00:20.276 -- 00:00:25.557 some more clarifications on the financial side and then we will have a summary 00:00:25.557 -- 00:00:29.978 and of course in the end a Q&A session. 00:00:30.173 -- 00:00:34.234 But let's start with slide number three then and look at the highlights for the second 00:00:34.234 -- 00:00:35.734 quarter. 00:00:35.734 -- 00:00:40.835 Q2 was a strong quarter when it comes to the delivery execution and with a high 00:00:40.835 -- 00:00:45.936 operating leverage indicating that our investments and efforts into increased delivery 00:00:45.936 -- 00:00:47.376 capacity 00:00:47.376 -- 00:00:52.377 has not really started to pay off. Net sales grew by 64% purely 00:00:52.377 -- 00:00:57.650 organic and operating profit EBITDA grew with almost 00:00:57.650 -- 00:01:03.152 300%, which is, to me, a clear evidence of the operating leverage and the scalability 00:01:03.152 -- 00:01:07.673 in the business model that we have stated before. 00:01:07.914 -- 00:01:11.156 If we continue, we saw a good market momentum. 00:01:11.156 -- 00:01:15.858 We continue high demand across the entire middle of portfolio. 00:01:15.858 -- 00:01:20.702 The demand for advanced military IT solution is increasing. 00:01:20.702 -- 00:01:26.829 We have an offering that clearly meets the requirements set by the customers. 00:01:26.829 -- 00:01:32.175 The slightl...