BPC Instruments (BPCINS) investor relations material

Executive summary

• Returned to profitability in Q2 2026 after a slow start to the year, with net sales rising sequentially from Q1 but declining 11% year-over-year.

• Completed relocation to a new 3,600 sqm facility in Lund, integrating production, logistics, labs, and offices.

• Achieved ISO 9001 certification, enhancing quality management and procurement eligibility.

• Entered a three-year partnership with AURI in the US to strengthen market presence and technical collaboration.

Financial highlights

• Q2 2026 net sales: KSEK 15,025 (down 11% YoY); EBIT: KSEK 1,641 (down from 2,436); EBIT margin: 10.9%.

• H1 2026 net sales: KSEK 27,514 (down 8.3% YoY); EBIT: KSEK 1,061 (down from 3,427); EBIT margin: 3.9%.

• Q2 net profit: KSEK 1,343 (down from 2,003); EPS: SEK 0.12 (down from 0.18).

• Total liquidity at quarter-end: KSEK 64,315 (up from 59,680 YoY); equity/asset ratio: 91.9%.

• No interest-bearing debt; cash flow from operations in Q2: KSEK -4,132.

Outlook and guidance

• Order timing remains unpredictable due to longer sales cycles and economic uncertainty, especially in Europe and North America.

• Focus for H2: leverage new facility, convert market opportunities, and drive sustainable, profitable growth.

• Management prioritizes scalability, service readiness, and cost control.