Plejd (PLEJD) Q3 2026 earnings summary

Executive summary

• Q3 net sales rose 31.3% YoY to TSEK 282,824; EBIT increased 60% to TSEK 72,131, supported by higher sales, improved gross margin and cost optimization.

• 9M net sales grew 33.9% to TSEK 865,324, while EBIT rose to TSEK 240,703 from TSEK 149,558.

Financial highlights

• Q3 gross margin was 56.0% vs. 52.6% YoY; EBITDA was TSEK 99,961 vs. TSEK 68,005, and profit after tax was TSEK 56,385 vs. TSEK 35,244.

• 9M gross margin reached 55.6% vs. 52.1%; EBITDA was TSEK 320,902 vs. TSEK 213,714, and profit after tax was TSEK 188,324 vs. TSEK 117,352.

• Q3 basic EPS was SEK 4.98 vs. SEK 3.15; 9M basic EPS was SEK 16.74 vs. SEK 10.50.

• Q3 sales growth reflected higher installations and wholesaler inventory build-up, amid continued high product demand.

Outlook and guidance

• From 2027, European international expansion is expected to become a more important growth driver, supported by several planned product launches.

• TRL-01 tracklight and CMS-01 commercial motion sensor are planned for launch early in 2027; TRL-01 is expected to become a high-volume product.

• LPN-01 production was increased to meet demand; longer project sales cycles are expected to make its commercial-market establishment gradual.