Elekta (EKTA) CMD 2026 summary

Strategic Direction and Innovation

• Turnaround strategy emphasizes innovation-driven growth, operational excellence, and a simplified, decentralized structure, with a leaner workforce and over SEK 500 million in annual cost savings.

• Committed to investing ~10% of revenue in R&D, prioritizing adaptive, image-guided, and precision radiotherapy, with rapid, continuous product releases and major upgrades in imaging, workflow, and AI-enabled software.

• Adaptive radiotherapy and hypofractionation are central, enabling faster, more precise treatments and supporting clinics in treating more patients efficiently.

• Software and service expansion, including SaaS and integrated workflow solutions, are key levers for margin improvement and recurring revenue.

• Enhanced interoperability, upgradability, and customer-centric innovation across the product suite, with a focus on market-driven needs.

Product and Innovation Agenda

• Major product launches planned, including Evo and Unity Pro linacs, Iris high-definition imaging, and integrated 6D table, aiming to double patient throughput and support advanced protocols.

• Software advances include 10x faster treatment planning, remote collaboration, and enhanced oncology information systems.

• Innovation agenda aims to boost clinic productivity, reduce treatment times, and enable adaptive workflows.

Regional Growth and Market Positioning

• Europe: Strong replacement cycle opportunity with 1,000 aging Linacs, focus on Evo platform, recurring revenue from service and SaaS, and improved commercial execution.

• Americas: Targeting a turnaround in the U.S. via adaptive therapy solutions, improved reimbursement for complex treatments, and high service attachment rates; aiming for mid to high-single digit CAGR and increased competitive wins.

• China: Market recovering post anti-corruption campaign, with ~40% share; priorities include localization, ecosystem partnerships, and China-tailored products like Harmony Pro.

• Emerging markets: Intensified competition expected, but tailored product strategies and premium positioning aim to defend and grow share.

• All regions emphasize service and software expansion, higher attach rates, and recurring revenue models.