Sensys Gatso Group AB (publ) (SGG) Q2 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Welcome to the Census Q2 2026 report presentation. For the first part of the presentation, participants will be in listen-only mode. During the questions and answers session, participants are able to ask questions by dialing pound key 5 on their telephone keypad. If you are listening to the presentation via webcast, you can ask written questions using the form below. Now, I will hand the conference over to speakers CEO Lewis Miller and CFO Simon Mulder. Please go ahead. Good morning and welcome to the presentation of Census Gatso Group's Q2 2026 Interim Report. My name is Lewis Miller, Group Chief Executive Officer, and joining me this morning is our Group CFO, Simon Mulder. To start our presentation, I'll provide an overview of our Q2 and first half results, which include an increase in our full year EBITDA guidance, developments with our North American restructure and the appointment of our new chief technology officer. I'll then turn the presentation over to Simon to review the group's results, segment reporting, and cash position in greater detail before addressing our financial outlook for the remainder of 2026. Q2 saw us build on our momentum of the past four quarters with disciplined execution driving a material increase in profitability and improved sales performance. As we reach mid-year, revenue is up 2% over 2025 with EBITDA margin expanding from 11.9% to 17%, a 5.1 percentage point increase. Based on this strong first half margin performance, we are increasing full year EBITDA guidance to 15 to 17%. We're also beginning to see tangible results from the strategic restructuring of our North American business that commenced in Q1 with multiple new customer signings leading to a significant increase in backlog. Additionally, to accelerate our next phase of in...