Opter (OPTER) Q3 2026 earnings summary

Executive summary

• Q3 revenue rose 14% YoY to SEK 27.7m; ARR increased 14% to SEK 103.9m, with EBIT margin up to 38% from 33%.

• 25 new customer agreements were signed in Q3; 635 customers were in operation at quarter-end.

Financial highlights

• Q3 net income was SEK 8.5m vs SEK 6.6m; diluted and basic EPS were SEK 1.42 vs SEK 1.10.

• Q3 operating cash flow was SEK 6.9m vs SEK 6.8m; no investments were made during the quarter.

• 9M revenue grew 11% YoY to SEK 81.7m; 9M EBIT was SEK 24.0m vs SEK 18.5m and net income was SEK 19.1m vs SEK 14.6m.

Outlook and guidance

• For 2026–2029, the target is for annual revenue growth plus EBIT margin to total at least 40%; the dividend target is at least 60% of annual net income.

• ARR from customers not yet onboarded was estimated at SEK 7m, with customer implementations continuing.