Scanfil (SCANFL) CMD 2026 Day 2 presentation summary
Event summary combining transcript, slides, and related documents.
CMD 2026 Day 2 presentation summary
30 Sep, 2026Market outlook and growth drivers
Americas EMS market projected to grow at 6.7% CAGR from 2025 to 2030, outpacing the global average, driven by outsourcing, reshoring, electrification, and increased demand in aerospace, defense, and medtech sectors.
Central Europe EMS market expected to grow at 5.0% CAGR, with strong drivers in electrification, defense, and medtech, supported by outsourcing and regulatory trends.
Both regions benefit from government investments, regulatory changes, and a shift toward domestic and specialized manufacturing.
Strategic priorities and investments
Focus on double-digit profitable organic growth, leveraging regional strengths and cross-selling opportunities.
Inorganic growth through acquisitions, including successful integration of ADCO Circuits in the US and MB Elettronica in Europe.
Emphasis on efficiency via automation, supply chain optimization, and the Dream Factory program.
Customer-centric approach with faster quotations, NPI execution, and proactive communication.
Regional operations and capabilities
Atlanta and Detroit sites in the US offer advanced PCBA, system integration, fast prototyping, and regulatory expertise, serving energy, industrial, medtech, and defense markets.
Central European network includes major sites in Poland, Germany, and Italy, specializing in system integration, electronics manufacturing, and complex box build.
MB Elettronica in Italy brings high-mix, low-volume, mission-critical manufacturing with extensive certifications and a strong focus on aerospace, defense, and medtech.
Latest events from Scanfil
- Q3 turnover rose 31.8%, while FY 2026 guidance remained unchanged.SCANFL
Q3 2026 - Double-digit growth, updated targets, and global expansion drive strong performance.SCANFL
CMD 2026 Day 1 presentation - Strong growth in Energy & Cleantech and Aerospace & Defense drives revenue and margin expansion.SCANFL
DNB Carnegie Micro Cap Day Conference - Turnover up 28.1% to EUR 259m, EBITA margin 7.2%, driven by acquisitions and sector growth.SCANFL
Q2 2026 - Acquisitions and organic growth drive expansion, with aerospace, defense, and MedTech as key focuses.SCANFL
Aktiedagarna 2026 - Q1 2026 turnover up 19% to EUR 229.1m, margins and profit improved, outlook strong.SCANFL
Q1 2026 - Strong organic growth, acquisitions, and expansions fueled record turnover and future outlook.SCANFL
Q4 2025 - Profitability and cash flow remained strong despite a 19.7% revenue drop and lower demand.SCANFL
Q2 2024 - Growth strategy, empowerment, and ESG progress drove strong 2024 results and expansion.SCANFL
Status Update