Svenska Aerogel (AERO) Stora Aktiedagarna 2026 summary

Product innovation and technology

• Quartzene® is a next-generation, customizable aerogel with fine granularity, enabling new applications previously limited by particle size.

• Production uses a water-based process with lower climate impact and cost efficiency compared to traditional aerogels.

• Holds 5 active patents (7 total) and is ranked #3 among global aerogel producers.

• Certified under ISO 9001 and ISO 26000, supporting responsible production and climate goals.

Market segments and applications

• Serves building, industrial, transport, advanced materials, and textile sectors with solutions for insulation, fire protection, and energy efficiency.

• Dual-use applications include defense industry insulation, IR signature management, and compliance with NATO durability standards.

• Matrix Brands partnership involves a five-year contract for a patented personal care product application.

• Outlast® Technologies collaboration targets thermal textiles, with a 2025 launch and award recognition.

Commercial progress and financial outlook

• Over 170 customer projects, with 15 currently in the commercial phase; mature customers are expected to drive self-financing.

• EBITDA is projected to exceed 50 MSEK with 15 commercial customers and 450 tons in production, demonstrating strong operational leverage.

• Sales show a positive trend, with Q4 2025 sales at 1.2 MSEK and continued growth in rolling 12-month figures.

• Business development pipeline includes prospects and customers with a potential mature-phase revenue of 258 MSEK.