NCAB Group AB (publ) (NCAB) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the NCAB Q1 presentation for 2026. During the questions and answers session, participants are able to ask questions by dialing star 5 on their telephone keypad. Now I will hand the conference over to the CEO Peter Crook, CFO Timothy Benjamin, and Head of Investor Relations Gunala Oman. Please go ahead. Thank you very much and welcome everyone to our call. Today presenting primarily will be myself and my colleague Timothy Benjamin. Just for those of you who might be new to us, NCAB is the supplier of printed circuit boards, so the product you see to the left on the screen, which form the foundation in any electronic product. So our customers will mount semiconductors or microprocessors on our product And that then creates the intelligent nodes in any electronic product. And what is important to recognize is that wireless semiconductor components are standard components. The printed circuit board is uniquely designed for each and every application. NCAB is present today through 19 companies across the world. We have some 650 colleagues around the world supporting our customers, and we are dealing with some 34 factories to supply the main portion of our customers. We have no in-house manufacturing, but we have a very strong focus on securing the supplier network. So roughly 120 of our 650 colleagues are working specifically with technology and the factory management. Our focus is for printed circuit boards for demanding customers, customers with high demands in terms of quality, on-time delivery, efficiency. And we aim to supply them with zero defects, produced sustainably, and giving them the overall lowest total cost. And our aim is to be the number one PCB producer wherever we are. And we are the globally leading supplier of printed circuit boards worldwid...