NCAB Group AB (publ) (NCAB) Q1 2025 Earnings Call

Investor webinar replay

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

Watch the replay

Replay transcript excerpt

WEBVTT 00:00:01.145 -- 00:00:05.090 Good morning and welcome to our Q1 report. 00:00:05.090 -- 00:00:07.734 My name is Peter Kruk and I'll be starting the presentation today. 00:00:07.734 -- 00:00:09.734 Again, 00:00:09.817 -- 00:00:13.843 for the new listeners, NCAB is focused, the company focused solely on printed circuit 00:00:13.843 -- 00:00:18.789 boards and these are unique bespoke products that are the heart and foundation in any 00:00:18.789 -- 00:00:21.673 electronic or intelligent product 00:00:21.673 -- 00:00:26.457 that we supply. And these are the green boards that you see to the left on this slide. 00:00:26.457 -- 00:00:31.548 We are a company present in 19 companies across 19 countries, 19 00:00:31.548 -- 00:00:37.621 companies, serving some 50 markets with a little bit more than 600 employees and 00:00:37.621 -- 00:00:41.870 serving our customers with the help of some 33 main partner factories. 00:00:41.870 -- 00:00:46.994 We have no in-house manufacturing, but instead of working with partners and we have 00:00:46.994 -- 00:00:52.363 Out of our 600 employees, we have some 100 plus who are working specifically 00:00:52.363 -- 00:00:57.909 with developing a factory base and working on continuous improvements with our partners. 00:00:58.273 -- 00:01:01.959 If we then move to quarter one. So it's a quarter where I think they have some positive 00:01:01.959 -- 00:01:03.959 news. 00:01:04.283 -- 00:01:08.330 On the positive side, we can see an improved order intake. 00:01:08.330 -- 00:01:12.745 We're up some almost around 10% versus where we were in Q4 and Q3. 00:01:12.745 -- 00:01:17.089 So clearly improving and it's good what we can see is it's a strong order development 00:01:17.089 -- 00:01:22.073 in North America and East and also better than what was ...