Safeture (SFTR) Q1 2026 earnings summary

Executive summary

• Returned to growth in Q1 2026 with improved profitability after a flat 2025, driven by strong order intake and a positive economic outlook for partners and clients.

• Revenue growth supported by increased demand due to geopolitical events, notably the conflict in Iran, which led to higher platform usage.

• Secured a landmark five-year agreement with a global health and security leader, one of the largest in company history.

• Expanded partner network and launched new strategic partnerships and marketing initiatives.

Financial highlights

• Operating revenue increased by 1% year-over-year to 14,743 KSEK in Q1 2026 (8% growth at constant exchange rates).

• Annual Recurring Revenue (ARR) rose 8.3% year-over-year to 61,759 KSEK.

• EBIT reached +412 KSEK, the strongest quarterly result to date.

• Gross margin remained strong at 81%.

• Earnings per share before and after dilution were 0.01 SEK.

• Cash flow from operating activities was positive at +0.9 MSEK; cash and cash equivalents stood at 32 MSEK at quarter-end.

Outlook and guidance

• Management is confident in achieving mid-term financial targets, including sustainable profitability at ARR of 65 MSEK and average annual revenue growth of 15%.

• Healthy sales pipeline and momentum from both existing and new partners across more geographies.

• Continued focus on sustainable profitability and gross margins above 80%.