INTERIM REPORT Q1 2026/2027

OTHER FINANCIAL INFORMATION

Profitability, financial position and cash flow
The return on equity at the end of the period was 28 percent (29) and return on capital employed was 22 percent (22). Return on working capital P/WC (EBITA in relation to working capital) amounted to 81 percent (77).

At the end of the period the equity ratio amounted to 42 percent (41). Equity per share, excluding non-controlling interest, totalled SEK 31.85 (26.95). The Group's net debt at the end of the period amounted to SEK 5,437 million (5,022), excluding pension liabilities of SEK 241 million (264). The net debt/equity ratio, calculated on the basis of net debt excluding provisions for pensions amounted to 0.6 (0.6).

Cash and cash equivalents consisting of cash and bank equivalents and approved but non-utilised credit facilities amounted to SEK 5,263 million (3,163) on 30 June 2026. During the first quarter of the 2026/2027 financial year, the financing structure was strengthened through the raising of new debt. Addtech AB entered into a loan agreement with Nordic Investment Bank for SEK 1,000 million with a tenor of 8 years.

Cash flow from operating activities amounted to SEK 605 million (477) during the period. Company acquisitions and disposals including settlement of contingent consideration regarding acquisitions implemented in previous years amounted to SEK 311 million (258). Investments in non-current assets totalled SEK 46 million (35) and disposal of non-current assets amounted to SEK 1 million (1). Repurchase of call options amounted to SEK 9 million (2) and exercised call options totalled SEK 21 million (6).

Employees
At the end of the period, the number of employees was 4 962 compared to 4 861 at the beginning of the financial year. During the period, completed acquisitions resulted in an increase of the number of employees by 83. The average number of employees in the latest twelve month period was 4 725.

Ownership structure
At the end of the period the share capital amounted to SEK 51.1 million.

Class of shares Number of shares Number of votes Percentage of capital Percentage of votes
Class A shares, 10 votes per share 12,864,384 128,643,840 4.7% 33.1%
Class B shares, 1 vote per share 259,929,600 259,929,600 95.3% 66.9%
Total number of shares before repurchases 272,793,984 388,573,440 100.0% 100.0%
Repurchased class B shares 2,714,958 1.0% 0.7%
Total number of shares after repurchases 270,079,026

Addtech has three outstanding call option programmes for a total of 2,076,000 shares. Call options issued on repurchased shares entail a dilution effect of about 0.1 percent during the latest twelve month period. Addtech's own shareholdings fully meet the needs of the outstanding call option programmes.

Outstanding programme Number of options Corresponding number of shares Proportion of total shares Exercise price Expiration period
2025/2029 761,575 761,575 0.3% 392.70 5 Sep 2028 - 8 Jun 2029
2024/2028 639,925 639,925 0.2% 388.80 6 Sep 2027 - 9 Jun 2028
2023/2027 674,500 674,500 0.2% 221.00 7 Sep 2026 - 9 Jun 2027
Total 2,076,000 2,076,000

Acquisitions and disposal
On 1 April, Staka Holding B.V., Netherlands, was acquired to become part of the Safety business area. Staka designs, manufactures, and sells customized outdoor enclosures primarily to European installation and OEM customers across sectors such as energy, infrastructure and water management. The company has 60 employees and sales of around EUR 15 million.

On 19 may, Nijhuis Engineering B.V., Netherlands, was acquired to become part of the Electrification business area. Nijhuis develops and supplies patented system solutions for road and rail construction machinery. The offer includes safety, load handling, and electrical conversion systems and is sold under its own brand mainly to European retailers and end users, primarily within the railway segment. The company has 23 employees and sales of around EUR 6 million.

The purchase price allocation calculations for the acquisitions completed during the period 1 April - 30 June 2025 have now been finalised. No significant adjustments have been made to the calculations. Acquisitions completed as of the 2025/2026 financial year are distributed among the Group’s business areas as follows:

Acquisitions 2025/2026 Closing Acquired share, % Net sales, SEKm* Number of employees* Business Area
AMP Power Protection Ltd., Great Britain April, 2025 100 70 20 Electrification
Novatech Analytical Solutions Inc., Canada April, 2025 90 260 60 Process
innovatek OS GmbH, Germany September, 2025 100 135 52 Electrification
Cubro Acronet GesmbH, Austria January, 2026 80 165 37 Automation
BCK Holland B.V. and Kramer & Duyvis B.V., Netherlands January, 2026 100 90 35 Automation
Purenviro AS, Norway January, 2026 100 50 7 Process
Axion AG, Germany January, 2026 80 255 28 Industry
Kapp Nederland B.V., Netherlands February, 2026 90 155 15 Process
RAMME Electric Machines GmbH, Germany March, 2026 100 415 156 Electrification
Acquisitions 2026/2027 Closing Acquired share, % Net sales, SEKm* Number of employees* Business Area
Staka Holding B.V., Netherlands April, 2026 100 165 60 Safety
Nijhuis Engineering B.V., Netherlands May, 2026 100 65 23 Electrification
* Refers to assessed condition at the time of acquisition on a full-year basis.

 

 

If all acquisitions which have taken effect during the period had been completed on 1 April 2026, their impact would have been an estimated SEK 51 million on the Group's net sales, about SEK 6 million on operating profit and SEK 5 million on profit after tax for the period.

Addtech normally employs an acquisition structure comprising basic purchase consideration and contingent consideration. The outcome of contingent purchase considerations is determined by the future earnings reached by the companies and is subject to a fixed maximum level. Of considerations not yet paid for acquisitions during the period, the discounted value amounts to SEK 16 million. The contingent purchase considerations fall due for payment within three years and the outcome is subject to a maximum of SEK 27 million. 

Transaction costs for acquisitions that resulted in an ownership transfer during the period amounted to SEK 3 million (7) and are reported under Selling expenses.

Revaluation of contingent consideration had a positive net effect of SEK 14 million (17) during the period. The impact on profits is reported under Other operating income and Other operating expenses, respectively.

According to the preliminary acquisitions analyses, the assets and liabilities included in the acquisitions were as follows, during the period:

Fair value
SEKm
30 Jun 2026 30 Jun 2025
Intangible non-current assets 1) 87 158
Other non-current assets 15 1
Inventories 25 31
Other current assets 70 100
Deferred tax liability/tax asset -21 -39
Other liabilities -35 -88
Acquired net assets 141 163
Goodwill 2) 125 158
Non-controlling interests 3) - -16
Consideration 4) 266 305
Less: cash and cash equivalents in acquired businesses -15 -35
Less: consideration not yet paid -18 -59
Effect on the Group’s cash and cash equivalents 233 211
1) Intangible assets refer to goodwill related to acquired customer and supplier relationships.
2) Goodwill is justified by expected future sales trend and profitability as well as the personnel included in the acquired companies.
3) Non-controlling interests have been measured at fair value, which entails that goodwill is also reported for non-controlling interests.
4) The consideration is stated excluding transaction costs for the acquisitions.

 

Parent Company
Parent Company's net sales during the period amounted to SEK 33 million (29) and profit after financial items was SEK 8 million (-18). Net investments in non-current assets were SEK 0 million (0). The Parent Company's financial net assets was SEK 1,362 million at the end of the period (831).