Pricer AB (publ) (PRICB) Earnings Call Transcripts

Pricer AB (publ)'s Latest Earnings Call - Q1 FY2026

In Q1 2026, Pricer AB reported a revenue decline of 8% year-over-year, totaling SEK 440 million, primarily due to currency fluctuations. However, the company achieved a turnaround to net profitability with an EBIT of SEK 11 million, driven by the highest gross margin since 2020 at 39%. Management highlighted strong order intake, particularly in Scandinavia and from new customers, and announced a significant agreement with Sobeys valued at USD 51 million for the deployment of 300 to 350 stores over the next 18 months. Despite the revenue drop, the positive gross margin and cash flow improvements signal operational strength and potential for future growth.

Reported metrics

Guidance from management

Management maintained a positive outlook for future growth, particularly in North America, and indicated that they are focused on enhancing operational efficiencies and customer engagement.

What management said

Well, the product mix is, of course, important, but as we also said before, we expect to be better on our procurement. So we don't want to make some forecast, but we think it's a good margin even if the volume has not been very, very high.

No, I think we reported the same way all the time. And you can see in the notes exactly how much sales we have in Plaza. One thing that also is affecting Plaza is, of course, we have a base cost for Plaza, and that is also getting better now when we are increasing the volumes of Plaza. So the margins from Plaza also increased. So it's not only related to the volume.

What analysts pressed on

Analysts raised concerns about the impact of the Carrefour agreement termination on future revenues and the competitive landscape in Canada. There were also inquiries regarding the sustainability of the improved gross margins and the pace of deployment with Sobeys.

Main topics on the call

• Gross Margin Improvement — Pricer achieved its highest gross margin since 2020 at 39%, attributed to a better product mix and improved pricing power. CEO Magnus Larsson stated, "the gross profit is higher, and that is due to the better margin, whi...
• New Agreement with Sobeys — The company secured a USD 51 million agreement with Sobeys for deploying ESLs in 300 to 350 stores, indicating strong customer engagement. Larsson noted, "Sobeys have an interest to do this as fast as possible," highligh...
• Turnaround to Profitability — Pricer reported a net profit turnaround from a loss in Q1 2025 to a profit in Q1 2026, with an EBIT of SEK 11 million. This marks a significant operational improvement, as noted by Larsson, who expressed satisfaction wit...
• Impact of Carrefour Agreement Termination — The termination of the exclusive supply agreement with Carrefour is expected to result in lower volumes, but management indicated the impact on gross profit will be minimal, stating it would only affect "low single digit...

Read the full Pricer AB (publ) transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 25 Pricer AB (publ) earnings call transcripts on record, spanning October 23, 2020 to July 16, 2026. Based on this history, Pricer AB (publ) reports quarterly. The most recent call on file is dated July 16, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

PRICB

Exchange

OM

Country

SE

Sector

Information Technology

Industry

Electronic Equipment, Instruments and Components

Calls on record

25

First call

October 23, 2020

Most recent

July 16, 2026

Reporting cadence

quarterly