NCAB Group AB (publ) (NCAB) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the NCAB Q2 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 and welcome everyone to today's quarterly report. Startinging out with NCEB as a background. We are a supplier of printed circuit boards, which are the products that you see on the left here, which form the foundation in any electronic products. So our customers are typically OEM customers or EMS companies mounting electronics and creating the intelligent modules in today's modern industrial equipment. And what is unique about our business is, of course, that the PCBs are uniquely designed for the product they go into. So there are no standard components, but we provide a lot of value both in terms of engineering support as well as in the manufacturing. NCAB, we are a company with outsourced production. We have no internal manufacturing, but work with a network of factories. And our mission is to supply PCBs for demanding customers and to do this on time with zero defects and produce sustainably at the lowest total cost. And we believe very much in being local, close to the customers where we can provide the technical and quality engineering support and commercial support to our customers. We are operating in an increasingly complex world, especially in today's environment with AI putting pressure on supply chains. And our vision is to making PCBs easy, to absorb that complexity and make life easier for our customers. Beyond the factor that we are focusing on demanding customers, we are also targeting specifically the high-mix-low-volume segment of...