Scanfil (SCANFL) CMD 2026 Day 1 presentation summary

Financial performance and growth

• Turnover grew 23.6% in H1 2026 to EUR 488.0m, with organic growth at 5.6%.

• Comparable EBITA increased 27.7% to EUR 34.2m, with margin at 7.0%.

• Net profit reached EUR 20.8m in H1 2026.

• Q2 2026 turnover was EUR 259.0m, up 28.1% year-on-year.

• Guidance for 2026: turnover EUR 940–1,060m, comparable EBITA EUR 64–78m.

Strategic initiatives and market positioning

• Focus on high-mix, low-to-mid volume industrial customers in four core segments.

• Three of four customer groups (Medtech & Life Science, Energy & Cleantech, Aerospace & Defense) outpace EMS market growth.

• Ongoing M&A activity, with recent acquisitions in APAC, US, and Italy.

• Capital allocation targets 2.5% of revenue for capex and 1–2x net debt/EBITDA.

• Long-term ambition to reach EUR 1.8bn turnover by 2030.

Customer and regional development

• Customer portfolio is more diversified, with no single customer dominating turnover.

• New customer wins across four segments and three continents since 2024.

• All regions (Americas, Central Europe, APAC, Northern Europe) reported increased turnover and profitability.

• Employee engagement and customer satisfaction metrics show steady improvement.

• Six capacity investments since 2023, expanding production in four countries.