Saab AB (publ) (SAAB_B) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Good morning everyone and welcome to the presentation of Saab's report for the second quarter 2026. My name is Johan Andersson, responsible for Investor Relations, and I will be the moderator here today. With me here in Stockholm, we have our CEO, Michael Johansson, and our CFO, Anna Vikander. Michael and Anna will present the report, and thereafter, we will start with the Q&A session. And remember that you can both ask your questions over the telephone, or you can post the questions in the web interface, and I will read them out here in Stockholm. So with that, warm welcome, and I will hand over to you, Michael. Thank you, Johan. And also from my side, welcome to the second quarter report. Let's just dive into the highlights immediately. As you've seen, this was another strong quarter with lots of momentum on the business side. And what's been defining the quarter was, of course, the major contracts that we have received on the submarines in Poland and also the Gripen Echo version contract with Ukraine. Huge sort of breakthroughs and success of course. And then we are doing extremely well when it comes to improving our way on the operational execution and that drives gross margin and of course our profitability on the bottom line. and connected to that it's all about sort of production ramp up and increasing our capacity in achieving this and since we are investing and have done that for quite a few years now in capacity this is now coming into play and we also recruit many skillful employees, as we speak, roughly on a number of 3000 net up a year, which adds to our capacity to deliver to our customers. And that pleases me really well that we are doing well in that area. We will continue to do that of course but on top of that it's not only about capacity it's also ...