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Shelly Group (SLYG) investor relations material
Shelly Group Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Product and platform development
Nearly all promises from two years ago have been delivered, with remaining features set for release within the next two months.
New product categories include smart walls, smart cameras, monitoring/security devices, connected protection (automatic breakers), and HVAC system controls.
Smart cameras are in mass production, with final software touches being added for enhanced customer experience.
Shelly X technology is now embedded in various third-party appliances, reflecting strong market demand.
The Shelly Fleet Manager platform was developed to provide comprehensive hardware and software solutions for diverse customer needs.
Software and premium services
Premium application subscriptions are growing, with cloud expenses now fully covered by premium customers.
Premium features are being bundled with new camera products, expected to drive significant revenue growth.
The Fleet Manager platform enables businesses to manage devices, collect data, and build custom interfaces, with ongoing improvements based on beta tester feedback.
The platform supports both cloud and local installations, catering to customers with varying security and operational needs.
Use cases and customer applications
Shelly devices and Fleet Manager are used in homes, hotels, municipalities, retail stores, PV plants, and data centers for automation, monitoring, and energy management.
Real-time, detailed energy consumption analytics are available to all users, with advanced AI-driven features for premium customers.
Fleet Manager enables tailored solutions for city lighting, multi-location retail, building management, container storage, and food chain operations.
Third-party integrators are empowered to build custom solutions using open APIs and documentation.
- Q1 2026 delivered 26% revenue growth, margin gains, and strong cash flow, with H2 acceleration expected.SLYG
Q1 202612 May 2026 - Revenue up 40% YoY to €149.7M, with 2026 guidance at €195–205M and strong margin discipline.SLYG
Q4 202524 Feb 2026 - Aiming for €200m revenue by 2026, with innovation, SaaS, and global expansion fueling growth.SLYG
CMD 20243 Feb 2026 - Community-driven innovation and strong growth position the company as a smart home leader.SLYG
Planet MicroCap Showcase: VEGAS 20253 Feb 2026 - Revenue and net profit up sharply, EBIT margin 25.8%, and guidance reaffirmed.SLYG
Q2 20242 Feb 2026 - Revenue up 47.2%, EBIT margin 23.6%, and guidance reaffirmed amid strong market outperformance.SLYG
Q3 202414 Jan 2026 - Revenue up 42% to EUR 106.7m (BGN 208.7m); 2025 guidance: EUR 145–155m revenue, higher EBIT.SLYG
Q4 202416 Dec 2025 - H1 2025 saw record revenue, profit, and SaaS growth, with strong outlook despite FX headwinds.SLYG
Q2 202523 Nov 2025 - Q1 2025 revenue and EBIT exceeded targets, with strong growth, cash, and global expansion.SLYG
Q1 202519 Nov 2025
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