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Thinc
Thinc (THINC) investor relations material
Thinc Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary26 Aug, 2026
Executive summary
Net sales increased by 19% year-over-year in Q2 2026 to 84,059 tkr, driven by strong growth in Context Media and increased ownership in Safir Communication.
Adjusted EBITDA for Q2 was 3,551 tkr (4.2% margin), down from 6,590 tkr (9.3%) last year, mainly due to a non-cash revaluation effect from the Safir acquisition.
Net result after tax for Q2 was -6,890 tkr (-0.40 kr per share), compared to 4,675 tkr (0.27 kr per share) last year.
Cash flow from operations improved to 3,172 tkr from -2,205 tkr in Q2 2025.
Financial highlights
H1 2026 net sales rose 10% to 165,782 tkr; agency income up 12% to 48,134 tkr.
H1 adjusted EBITDA was 5,195 tkr (3.1% margin), down from 8,971 tkr (6.0%) last year.
Equity at June 30, 2026 was 43,258 tkr (28.3% equity ratio), down from 53,557 tkr (37.8%) a year earlier.
Net debt increased to 21,812 tkr (2.4x adjusted EBITDA), within the target of max 2.5x.
Cash and equivalents at period end were 7,187 tkr.
Outlook and guidance
Focus remains on profitable growth, operational efficiency, and leveraging AI and martech investments.
Nowa Kommunikation faces potential revenue loss of ~65 mkr/year from March 2027 due to new government contract ranking, but has requested a review due to procedural errors.
The group expects improved results in H2 2026, especially for Nowa Kommunikation after operational measures.
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Latest events from Thinc
- Revenue and agency income grew, but profitability declined; focus shifts to efficiency and core business.THINC
Q1 2026 - Record EBITDA and margin gains in Q4, with dividend reinstated and strong outlook for 2026.THINCQ4 2025
- Margins improved and EBITDA nearly doubled YTD, despite lower sales and negative cash flow.THINCQ3 2025
- EBITDA nearly doubled and margins improved despite lower sales, led by BANG Agency's turnaround.THINCQ2 2025
- Sales up 2% in Q3, but margins and earnings declined; outlook improves for Q4.THINCQ3 2024
- Q2 revenue up 19% year-over-year, with margin gains and strategic wins despite lower gross margin.THINCQ2 2024
- Revenue and EBITDA up, margin improvement continues, public sector wins boost outlook.THINCQ1 2025
- Sales up, margins down; IFRS transition and no 2024 dividend to fund growth.THINCQ4 2024
Next Thinc earnings date
Q3 202612 Nov, 2026
Thinc
Next Thinc earnings date
Q3 202612 Nov, 2026
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