Sectra AB (publ) (SECTB) Earnings Call Transcripts

Sectra AB (publ)'s Latest Earnings Call - June 5, 2026

In the fourth quarter of fiscal year 2025/2026, Sectra AB reported a solid performance with net sales of SEK 3.5 billion, reflecting a 9.3% year-over-year growth. The company's profit per share grew by nearly 20%, driven by a significant increase in cloud recurring revenue, which surged by 55%. Management maintained a positive outlook, emphasizing the importance of AI in healthcare and signaling continued growth in recurring revenue streams, although they noted that order bookings saw a slight decline due to the nature of large contracts.

Reported metrics

Guidance from management

Management signaled that while cloud recurring revenue is expected to grow, it cannot outpace overall revenue growth in the long term. They remain optimistic about the SaaS transition and AI integration in their services.

What management said

Jessica Holmquist, sorry. My name is Helena Pettersson. I will be moderating the Q&A session after management presentation. The chat function is open from start, and you are most welcome to write your questions during the presentation. Management will address them afterwards. And with that, I hand over to you to, Torbjorn.

Thank you, Torbjorn and Jessica. We have received a lot of questions during your presentations, but I will start with one that we have seen from several investors and it's connected to the Sectra One Cloud. Could you please update us on the implementation status and timeline on some of the larger Sectra One Cloud deployments and how they are proceeding, especially contracts nationwide enterprise imaging in Scotland...

What analysts pressed on

Analysts expressed concerns regarding the geopolitical situation affecting European sales and the potential for order intake volatility. There were also questions about the impact of AI on traditional imaging workflows and the pace of implementation improvements.

Main topics on the call

• Cloud Recurring Revenue Growth — Cloud recurring revenue grew by 55% to SEK 960 million, highlighting a strong transition to a software-as-a-service model. Management stated, 'the main part of that growth is... the cloud return.'
• Order Book Volatility — Order bookings decreased slightly, with full-year contracted order bookings at SEK 7.6 billion. Management noted that 'individual quarters and even years are heavily influenced by individual orders,' indicating inherent ...
• Profitability and Margin Improvement — Operating profit increased by 16% to SEK 711 million, with an improved margin of just above 20%. Jessica Holmquist highlighted that 'profit growth is seen across all 3 operating areas.'
• Customer Satisfaction and Market Position — Sectra ranked #1 in customer satisfaction for the 13th consecutive year in the U.S. and maintained high satisfaction across multiple regions. Management emphasized that 'trust comes both in other references and other hap...

Read the full Sectra AB (publ) transcript (June 5, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 27 Sectra AB (publ) earnings call transcripts on record, spanning March 4, 2020 to June 5, 2026. Based on this history, Sectra AB (publ) reports quarterly. The most recent call on file is dated June 5, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SECTB

Exchange

OM

Country

SE

Sector

Health Care

Industry

Health Care Technology

Calls on record

27

First call

March 4, 2020

Most recent

June 5, 2026

Reporting cadence

quarterly