EMB Mission Bound (EMB) Q2 2026 earnings summary

Executive summary

• Revenue for Q2 2026 was SEK 46.4 million, down 2% year-over-year, with a significant shift from royalty to technology access and service fees.

• EBITDA rose 40% to SEK 14.5 million in Q2, and profit for the period surged 186% to SEK 7.3 million.

• Strategic transition toward platform-led, recurring revenue is gaining momentum, with new technology access agreements and expanded customer relationships.

Financial highlights

• Q2 revenue: SEK 46.4 million (↓2% YoY); H1 revenue: SEK 85.0 million (flat YoY).

• Q2 EBITDA: SEK 14.5 million (↑40% YoY); H1 EBITDA: SEK 26.4 million (↑69% YoY).

• Q2 operating income: SEK 7.0 million (↑98% YoY); H1 operating income: SEK 12.2 million (↑348% YoY).

• Q2 profit: SEK 7.3 million (↑186% YoY); H1 profit: SEK 12.4 million (↑677% YoY).

• Cash flow from operations in Q2: SEK 20.8 million (↑109% YoY); closing cash balance: SEK 20.2 million (↑70% YoY).

Outlook and guidance

• Priorities include accelerating commercialization of proprietary technology, expanding technology access agreements, onboarding new clients, and investing in scalable infrastructure and AI-enabled capabilities.

• Continued focus on broadening the customer base and maintaining cost and capital discipline.