SenzaGen AB (SENZA) Q1 2026 Earnings Call

Investor webinar replay

Replay transcript excerpt

Tack så mycket för det och varmt välkomna till den här presentationen då av Sensat Gens första kvartal för 2026. Vi kommer inleda med att Peter Nellstedt, VD, kommer att presentera rapporten och innehållet och sedan så kommer vi öppna upp för frågor. As Bärden said earlier, you can either write them in or have them on the phone. We have a number of questions prepared here. I will now hand over to you, Peter, to present the report. Thank you, Rodney, and welcome and good morning from my side to all of you. I will make a short introduction of the first quarter of 2026, describe what has driven our growth and how it goes for our completing businesses. Then I will go over a little presentation about the company and how it is intended that we will grow forward. with our strategic initiative and end with a little picture of what our ownership looks like. After that, we will, as Rodney mentioned, go into a Q&A session where it is good that you ask questions. Rodney will moderate that session. So, if we start with the first quarter, we achieved 10% sales growth, while at the same time, during this quarter, we saw increased attention to animal-free methods. And if we look at the financial part of the quarter, we achieved a sales of 15 million kronor. It is a growth of 10%, but we had a currency against the wind and in constant currencies we had a growth of 14%. Man kan se att det som drev vår tillväxt i gruppen är guardförsäljningen som växte lite kraftigare med 16% eller 21% i konstanta valutor till 11 miljoner. and we achieved a gross margin of 69%. 69% is in the range between 65-70%, which we consider to be a historical and normal, reasonable level for the company, even if it is also affected by the currency. During this growth, we managed to maintain a constant cost base,...