Omda (OMDA) Aktiedagen 2026 summary

Key strategic focus and market overview

• Operates in two main markets: emergency services and specialised healthcare, with a unified strategy for both.

• Supports value chains in both sectors through a broad ecosystem of software solutions.

• Mission-critical solutions drive predictable revenue, primarily from public sector clients.

• Diversified customer base across 26 countries, with over 750 contracts and low customer concentration.

Financial performance and revenue composition

• Last twelve months (LTM) revenue reached 500 million NOK, with 79% recurring software revenue.

• EBITDA margin for LTM Q2'26 was 25%, with a target to exceed 30%.

• Recurring revenue has grown at a 19% CAGR since 2017, providing strong visibility.

• Sales are well distributed across segments and geographies, with Sweden as the largest market.

Growth strategy: organic and inorganic

• Pursues both organic growth (5–10%) and inorganic growth (10–20%) annually.

• Organic growth driven by margin expansion and product development, exemplified by Medication Management's 9.8% CAGR.

• Inorganic growth supported by a strong M&A track record, with over 20 acquisitions and continued European expansion.

• Recent acquisition of Saab Public Safety Solutions expanded UK and Ireland presence, making the UK the largest market outside the Nordics.