Opter (OPTER) Q2 2026 earnings summary

Executive summary

• SaaS provider for transport planning in the Nordics, serving over 600 transport companies with a subscription-based model.

• Q2 2026 saw strong sales with 24 new customer contracts and continued product development, including new AI-based features.

Financial highlights

• Net revenue for Q2 2026 was 27.6 MSEK, up 13% year-over-year from 24.4 MSEK.

• Annual recurring revenue (ARR) at period end reached 100.6 MSEK, a 13% increase year-over-year.

• EBIT for Q2 2026 was 6.7 MSEK, up from 5.1 MSEK, with a 24% EBIT margin.

• Net income after tax was 5.4 MSEK (0.89 SEK/share), up from 3.9 MSEK (0.64 SEK/share) year-over-year.

• Cash flow from operations was 7.4 MSEK, compared to 4.1 MSEK in Q2 2025.

Outlook and guidance

• Financial targets for 2026–2029: combined annual revenue growth and EBIT margin to reach at least 40%.

• Dividend policy aims for at least 60% of annual net income to be distributed.