JLT Mobile Computers (JLT) investor relations material

Executive summary

• Weak demand, led by warehousing and logistics, reduced Q3 order intake to MSEK 15.2 and net sales to MSEK 16.9; operating loss was MSEK 4.5.

• For 9M, order intake was MSEK 64.9, net sales MSEK 75.1 and operating loss MSEK 5.9; gross margin improved to 41.5% from 38.0%.

• Near-term priorities: lift sales activity and order intake, expand partner and application reach, protect cash flow and align costs to activity.

Financial highlights

• Q3 net sales were MSEK 16.9 (28.2), gross profit MSEK 7.1 (13.0), and gross margin 42.1% (46.0%).

• 9M gross profit was MSEK 31.1 (39.6); operating expenses were MSEK 37.1 (38.1), including personnel costs of MSEK 26.5 (27.0).

• 9M EBITDA was MSEK -7.0 (1.6), operating profit MSEK -5.9 (1.1), and net profit MSEK -6.8 (0.9).

• Q3 net loss was MSEK 4.6 (profit 1.3); 9M loss per share was SEK 0.24 (earnings 0.03).

Outlook and guidance

• Priorities are to strengthen order intake, protect cash flow and align the cost base ahead of Q4 and 2027; market uncertainty and long sales cycles persist.

• Reliable, rugged computers remain in demand across target segments; the product portfolio, gross margin and experienced team underpin longer-term positioning.