Sitowise Group (SITOWS) Investor presentation summary

Key messages and strategic focus

• Combines technical consulting with digital, location-based solutions, emphasizing responsibility and leveraging megatrends for growth.

• Profitable operations in Finland, with a turnaround underway in Sweden and a challenging but improving market environment.

• Focus areas include empowering employees, customer-centric growth, scaling digital business, and operational efficiency through AI and automation.

Business segments and performance

• Infra segment leads with strong growth, high utilization, and robust profitability, accounting for 38% of Q1 2026 revenue.

• Buildings segment faces market headwinds and project write-downs, but shows improvement excluding these impacts; accounts for 27% of Q1 2026 revenue.

• Digital Solutions maintains stable performance with 6% ARR growth and strong margins, representing 19% of Q1 2026 revenue.

• Swedish operations are progressing but remain loss-making; focus is on sales, utilization, and cost control.

Financial highlights and market outlook

• Q1 2026 net sales grew 1.8% to €49.0M, with an adjusted EBITA margin of 3.8%; order book impacted by €6.9M in write-downs.

• Utilization rates improved across all business areas; personnel numbers declined in Sweden and Buildings, increased in Infra.

• Cash flow from operations improved significantly, and leverage declined year-on-year; refinancing completed with an €89M facility valid until June 2028.

• Market outlook is stable for Infra and Digital Solutions, weak but improving for Buildings and Sweden, with megatrends like green transition and digitalization supporting long-term growth.