)
Energy Save (ESGR) investor relations material
Energy Save Q3 26/27 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Q3 net revenue rose 24% YoY to SEK 57.4m; EBIT swung to SEK 11.2m from a SEK 3.4m loss, boosted by Aira-extension one-off payments.
9M net revenue increased 10% to SEK 126.8m, while EBIT loss narrowed to SEK 6.4m from SEK 23.4m.
European heat-pump demand improved, with commercial and residential sales shifting toward the R290 propane platform.
Financial highlights
Q3 operating income rose 30% YoY to SEK 60.7m; gross profit was SEK 31.0m versus SEK 15.6m, and net profit was SEK 11.2m versus a SEK 3.4m loss.
Q3 EBITDA was SEK 14.5m versus a SEK 1.3m loss; EPS was SEK 1.4 versus a loss of SEK 0.5.
Gross margin was 51% of operating income and 48% of net revenue; excluding Aira one-offs, the respective margins were 35% and 30%.
9M gross profit rose to SEK 58.5m from SEK 39.9m; EBITDA was SEK 3.4m versus a SEK 17.9m loss, and net loss narrowed to SEK 6.9m from SEK 23.6m.
OPEX fell 2% YoY to SEK 16.5m; personnel costs rose 8% to SEK 9.1m while other external costs declined to SEK 7.4m.
Outlook and guidance
FY2026 EBIT is targeted near break-even; Q4 EBIT of ~SEK 6m was identified as necessary to reach the target, with a strong Q4 anticipated.
The Aira extension is valued at ~SEK 75m, covers deliveries through Q3 2027 and includes one-off payments; compensation is expected to support gross profit in H2 2026.
Aira deliveries are planned for the first three quarters of 2027; the extension is expected to contribute ~SEK 20m to full-year earnings.
ODM partnerships and commercial sales are expected to drive 2027 growth; prospective ODM discussions remain unformalized.
Turkey production is underway, with the factory expected to open in early 2027; cost impact remains uncertain.
- Q2 net revenue up 30% YoY, R290 sales strong, and capital raised for growth and break-even target.ESGR
Q2 26/27 - Strategic investments and partnerships position the business for growth as the heat pump market recovers.ESGR
ABGSC Investor Days - Net revenue fell 8% as own brand sales surged 99% and gross margin improved to 30%.ESGR
Q1 26/27 - Q4 2025 delivered strong revenue growth, margin gains, and a return to profit with a positive 2026 outlook.ESGR
Q4 25/26 - Q3 saw a 200% sequential revenue rebound, margin gains, and strong setup for Q4 growth.ESGR
Q3 25/26 - Sales plunged 85%, but cost cuts, new products, and financing support a rebound.ESGR
Q2 25/26 - Sales surged 110% year-over-year, but losses and margin pressure continued.ESGR
Q2 24/25 - Q1 2025 revenue up 39%, margins improved, and heat pump sales surged.ESGR
Q1 25/26 - Net sales up 37% despite EU market drop; residential and OEM growth drive outlook.ESGR
Q4 24/25
Next Energy Save earnings date
Next Energy Save earnings date
AI chat
Ask anything. Verify everything.
Ask across every event and document from public companies. Each answer links back to the exact line in the transcript, slide or filing it came from.Learn moreFind what matters
AI across all first-party IR material. Live calls, transcripts, slides, filings.)
Trust every finding
50m+ first-party documents. Every output traceable to its source.Automations
Zero in on what matters
Define the prompt once. It runs the moment a company publishes or on a schedule you set. Outputs map to the exact signals you choose.Learn more)
Event-triggered research
Runs when a company publishes new material. Trigger on the first published document for the earliest possible run, or wait for a specific one.)
Scheduled research
Runs on a recurring cadence you set. Daily, weekly, monthly, or quarterly, for aggregate reads across a period rather than a single event.Live audio & transcripts
Be first
Join any earnings call live in one click, with no manual registration. Follow the transcript as it happens and jump straight to the moments that matter.Learn more)
Live earnings calls
Join any call in one click. The audio keeps playing while you work elsewhere in Quartr.)
Live transcripts
Speaker-by-speaker, in real time. Searchable across every live and historical call.Quartr MCP connects your AI environment to 17K+ public companies
Quartr's AI stands out because it only pulls clean, first-party data from public companies. In investing, that's everything.
Jamie Ross
Investment Manager, GAM Investments
Research that used to take hours now takes seconds with Quartr Pro. Tracking shifts in tone or extracting tables, it's as simple as typing a query.
Tom O'Hara
Investment Director
Before Quartr we spent hours manually compiling insights through the peer earnings cycle. Now, these tasks are done faster, with greater precision.
Gregg Lampf
VP of Investor Relations
Being able to ask specific questions across years of transcripts and reports and instantly get verified answers is a game-changer.
Pontus Dackmo
CEO & Investment Manager
)
)
)
)