Elekta AB (publ) (EKTAB) Earnings Call Transcripts

Elekta AB (publ)'s Latest Earnings Call - June 17, 2026

Elekta AB (publ) reported its Capital Markets Day on June 17, 2026, outlining a strategy to enhance its competitive position in the precision radiotherapy market. The company expects revenue growth of 2% to 4% for the fiscal year 2026-2027, with an EBIT margin target of 12.5% to 13.5%. Management emphasized a focus on product innovation, particularly with the Evo platform, and a commitment to maintaining a strong R&D investment of around 10% of revenue, which they believe will drive future growth and profitability.

Reported metrics

Guidance from management

Elekta maintains a revenue growth guidance of 2% to 4% for fiscal 2026-2027, with an EBIT margin target of 12.5% to 13.5%. The company aims for mid-single-digit CAGR through fiscal 2028-2029, supported by product innovation and operational efficiencies.

What management said

So thank you, Jakob. Thank you. So the next speaker, been mentioned quite a lot about Jakob, so big expectations, and I'm sure you delivered is our Chief Product and Technology Officer, Christopher Busch. He's been with Elekta since 2023. Before that, he had senior R&D roles in Philips. And he will lay out the -- among other things, the innovation pipeline that will support our future growth. So please, Christopher.

Thank you, Arno. Thank you. So moving from a region which has delivered well on the launch of Evo, moving to a region where you have a great potential based on the launch of Evo. We will have our Head of Americas, Ardie Ermers. He started in the company in 2022 as Head of Europe, and then he moved to U.S. and heading up that organization. Before that, Ardie had a few senior positions in Philips and spend quite a lot ...

What analysts pressed on

Analysts expressed concerns regarding the impact of U.S. reimbursement pressures on growth and market share, particularly with new competitors entering the space. There were also questions about how Elekta plans to maintain service revenue growth amidst a changing installed base and increasing competition.

Main topics on the call

• Product Innovation and Launches — Elekta is focusing on enhancing its product offerings, particularly the Evo platform, which is expected to drive growth. CEO Jakob Just-Bomholt stated, "We are not trading at our full potential," indicating a strong emph...
• Market Growth Expectations — Management anticipates a gradual increase in revenue growth, projecting a CAGR of mid-single digits through fiscal 2028-2029. They noted, "We expect sales development indicates a gradually higher growth rate towards the ...
• Operational Efficiency and Cost Management — Elekta aims to achieve SEK 500 million in annual cost savings through a new decentralized operating model. CFO Klara Eiritz mentioned, "The cost reductions have come through perhaps a little bit faster than what was orig...
• U.S. Market Dynamics — The U.S. market is experiencing pressure on reimbursement rates, which management views as an opportunity to shift towards more complex treatments. Ardie Ermers stated, "The centers that actually prove that they can fina...

Read the full Elekta AB (publ) transcript (June 17, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 35 Elekta AB (publ) earnings call transcripts on record, spanning February 20, 2020 to June 17, 2026. Based on this history, Elekta AB (publ) reports quarterly. The most recent call on file is dated June 17, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

EKTAB

Exchange

OM

Country

SE

Sector

Health Care

Industry

Health Care Equipment and Supplies

Calls on record

35

First call

February 20, 2020

Most recent

June 17, 2026

Reporting cadence

quarterly