Berner Industrier (BERNER) investor relations material

Executive summary

• Achieved record sales and EBITA in Q2 2026, with net sales up 17.3% year-over-year and EBITA up 24.8%.

• Order intake increased 1.8% in Q2 and 3.4% for the first half, signaling strong customer demand.

• Energy & Environment business area drove growth, with sales up 40% and EBITA up 19% in Q2.

• Technology & Distribution saw a sales decline but improved gross margin and stable EBITA.

Financial highlights

• Q2 net sales: SEK 319.9 million (up 17.3%); H1 net sales: SEK 573.2 million (up 12.6%).

• Q2 EBITA: SEK 30.7 million (up 24.8%); H1 EBITA: SEK 49.2 million (up 14.7%).

• Q2 EBITA margin: 9.6% (prior year 9.0%); H1 EBITA margin: 8.6% (prior year 8.4%).

• Earnings per share before dilution: SEK 1.04 in Q2 (up 13%), SEK 1.71 in H1 (up 8.2%).

• Cash flow from operating activities: SEK 23.0 million in Q2, SEK 35.1 million in H1.

Outlook and guidance

• Management confirms progress toward financial targets: average EBITA growth of 15% and revenue growth above 10%.

• Return on equity exceeded 25%, in line with long-term goals.

• Order intake momentum increased toward the end of Q2, indicating a positive outlook.