Saab AB (publ) (SAAB_B) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning, everyone, and welcome to the presentation for Saab's report for the first quarter of 2026. My name is Johan Andersson, responsible for the investor relations, and I will be the moderator here today. Here in Stockholm, I have our CEO, Michael Johansson, and our CFO, Anna Vikander. Michael and Anna will present the report, and thereafter we will have a Q&A session. And I remind you that you can both ask your questions over the telephone conference, or you can write your question in the web interface, and I will read it out here in Stockholm. So with that, warm welcome, and I'll hand over to you, Michael. Thank you, Johan. And also from my side, most welcome to this quarter one report. Let's jump right into some highlights. I think we can conclude that we have started this year in a very strong way. Substantial organic growth, 23.6%, and also creating scale gives us a good profitability. Good cash flow and still very intensive in the market. The momentum is very high in the market. So we have many avenues and the order intake as we've seen is on par with the quarter one last year. So a strong quarter. A couple of examples of important things that happened, and I will come back to deliveries and stuff like that, but the contract from Sweden on the country-US system called Gute is very important. We have created an agnostic, very flexible country-US system, and I will get a little bit into that later. A very big event that happened this quarter is, of course, the delivery of the first Gripen E from the Brazilian facilities, the factories in Gavião Peixoto, which got lots of interest from the Brazilian side. And they are really proud of having this sovereign capability now in-country. And it's good for us as well, having a hub, so we can ramp up the capacity,...