Q3 sales reached a record SEK 1,057m, up 27% YoY and 2% organically; relocations and material constraints limited output.
Adjusted operating profit was SEK 98m at a 9.3% margin; reported operating profit was SEK 91m.
Order backlog rose 12% like-for-like, while the H1 2027 order book was ~20% higher YoY, supporting the growth outlook.
Q3 gross profit was SEK 153m and gross margin 14.5%, up from 13.3%; EPS was SEK 1.98 versus SEK 1.92.
9M sales rose 14% to SEK 3,194m, with organic growth of -1%; adjusted operating profit was SEK 298m.
9M profit after tax was SEK 165m versus SEK 195m, and net financial expenses rose to SEK 59m from SEK 25m.
Q3 operating cash flow after investments was SEK 11m versus SEK 121m; 9M was SEK 23m versus SEK 379m.
Relocations cost roughly two production weeks late in Q3, representing estimated missed sales of SEK 35–45m and affecting EBIT.
FY operating margin is expected within the 9.5%–10.5% target range; Q4 is expected to be the strongest quarter on record for sales and profitability.
H1 2027 order backlog was ~20% higher YoY, including acquired sites; demand reflects customers waiting for products rather than inventory buildup.
STI is expected to contribute SEK 550–600m of 2026 sales; estimated full-year sales are GBP 60m, with profitability comparable to the existing business.
A new AI data-centre hardware customer is scheduled to begin production in Q1 2027, with potential annualised sales of ~SEK 100m in 2028.
Inventory levels are expected to stop increasing; stable stock could support stronger cash flow in Q4 or Q1, depending on payment timing.
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