JLT Mobile Computers (JLT) AGM 2026 presentation summary

Company overview and value creation

• Swedish technology firm specializing in rugged vehicle computers for demanding environments like warehousing, ports, mining, and agriculture.

• Over 30 years of industry experience, with development and manufacturing based in Sweden for quality and customization.

• Global sales network with offices in Sweden, France, the US, and Australia; 71% of sales from the Americas.

• Focus on stable operations, uptime, and optimized total cost of ownership through support and service agreements.

• Premium niche position based on performance, reliability, and execution capability.

2025 market trends and performance

• Geopolitical tensions, tariffs, and currency volatility increased uncertainty and lengthened sales cycles.

• Demand was uneven, with warehousing and logistics investments particularly challenged.

• Rising activity in segments where robust solutions are critical, such as ports, construction, mining, and defense.

• 2025 net sales reached SEK 131 million, with a gross margin of 45.8% and operating costs of SEK 52.4 million.

• EBIT for 2025 was SEK -1.9 million, with no dividend paid.

Strategic initiatives and operational highlights

• Diversified focus toward ports, construction, and mining to reduce reliance on warehousing/logistics.

• Structural changes lowered overhead, including consolidation and winding down subsidiaries.

• Launched a 15" Full HD rugged computer and AI-based screen blanking for enhanced security.

• Initiated structured efforts to enter the defense segment and reduced inventory by SEK 13 million.