I Love Lund (LOVE) Q2 2026 earnings summary
Event summary combining transcript, slides, and related documents.
Q2 2026 earnings summary
24 Jul, 2026Executive summary
Net sales remained at 0 TSEK for both the quarter and half-year, unchanged year-over-year.
Operating result improved slightly to -825 TSEK for the quarter and -1.7 MSEK for the half-year.
Profit after financial items rose to 518 TSEK for the quarter and 78 TSEK for the half-year, reflecting successful exits and investment activities.
High transaction activity included profit-taking in BeammWave, new investments in Valkyr Defense, and the acquisition of Saga Diagnostics.
Financial highlights
Operating result for Q2: -825 TSEK (vs. -837 TSEK prior year); half-year: -1.7 MSEK (vs. -1.6 MSEK).
Financial items including write-downs: 343 TSEK for Q2 (vs. -1,048 TSEK); 1.7 MSEK for half-year (vs. -2.4 MSEK).
Result after financial items: 518 TSEK for Q2 (vs. 211 TSEK); 78 TSEK for half-year (vs. -4,022 TSEK).
Earnings per share: 1.2 SEK for Q2 (vs. 0.49 SEK); equity per share at period end: 82.1 SEK (vs. 83.65 SEK).
Substantiated value per share at period end: 108.59 SEK.
Outlook and guidance
Improved macroeconomic and interest rate environment supports selective market segments.
Continued focus on early-stage, unlisted companies with reinvestment of realized gains.
Anticipated business milestones in portfolio companies, including potential partner deals and global expansion.
Latest events from I Love Lund
- Net result improved, portfolio rebalanced, and a major exit in Saga Diagnostics is expected.LOVE
Q1 202618 Jun 2026 - Full-year net result improved to SEK -4.8m, with a diversified, innovation-focused portfolio.LOVE
Q4 202523 Jan 2026 - Stable operating loss, improved net result, and strong equity amid active portfolio management.LOVE
Q3 202524 Oct 2025 - NAV and book value rose in Q2, driven by portfolio gains and new investment in Lead Biologics.LOVE
Q2 202525 Jul 2025 - Net loss driven by write-downs, but strong equity and new capital raised for future investments.LOVE
Q3 202413 Jun 2025 - Improved results and increased investments mark a cautiously optimistic first half of 2024.LOVE
Q2 202413 Jun 2025 - Negative Q1 result driven by accounting change; local investment focus and strong equity remain.LOVE
Q1 20256 Jun 2025 - Losses increased on write-downs, but solvency and liquidity remain robust.LOVE
Q4 20246 Jun 2025