iZafe Group (IZAFE-B) Q2 2026 earnings summary

Executive summary

• Net sales for Q2 2026 rose to 2,639 TSEK from 1,136 TSEK year-over-year, driven by increased demand but hampered by delayed installations and limited product availability.

• Operating result (EBIT) was -7,511 TSEK, down from -4,277 TSEK, reflecting higher costs from organizational expansion and Dutch operations consolidation.

• Focus for H2 2026 is on converting agreements and customer expansions into recurring revenues and improved cash flow.

• Significant commercial steps in Sweden and the Netherlands, with new contracts and production ramp-up post-quarter.

Financial highlights

• Net sales for Q2 2026: 2,639 TSEK (up from 1,136 TSEK year-over-year).

• EBIT for Q2 2026: -7,511 TSEK (vs. -4,277 TSEK year-over-year).

• EBITDA for Q2 2026: -5,862 TSEK (vs. -3,295 TSEK year-over-year).

• Net result for Q2 2026: -7,418 TSEK (vs. -4,503 TSEK year-over-year).

• Cash and cash equivalents at period end: 10,163 TSEK (vs. 825 TSEK year-over-year).

Outlook and guidance

• Company maintains its forecast of 22.5 MSEK in annual recurring revenue (ARR) by end of 2026, requiring accelerated installations in H2.

• Ongoing production and delivery of 1,300 new Dosell units expected to support ARR target.

• Focus on shortening time from agreement to installation and increasing recurring revenues.