Pricer Ab Class B · OMXSTO:PRIC_B
Pricer Ab Class B — Q3 2026 Earnings Presentation
13 slides from Pricer Ab Class B's earnings presentation, Oct 22, 2026
Slide 1: Q3 2026 Investor presentation
Q3 2026 Investor presentation Magnus Larsson, President and CEO Claes Wenthzel, CFO October 22, 2026
Slide 2: Pricer in brief
Pricer in brief 7,500+ 28.000+ Stores on Stores Plaza delivered 380+ 80+ Vision Million Labels Deployed Countries The preferred partner for in-store communication and digitalization. 65+ 180+ Million Employees Labels on Plaza
Slide 3: Q3 highlights
Q3 highlights ▪ Financial performance reaching historically high levels ▪ Continuous Gross Margin improvement at 30.4% (23.2%) ▪ Adjusted EBIT Margin almost doubled vs. Q3-25 at 12.9% (6.5%) ▪ Recurring revenue at 7.4% (5.0%) of Net Sales ▪ Pricer Plaza Net Sales growth at +39% vs. Q3-25 and +20% vs
Slide 4: New customer win: Orange, France
New customer win: Orange, France ▪ Orange, the leading telecommunications operator in France, is accelerating the transformation of its distribution network through the deployment of ESL’s to: ▪ Improve customer experience ▪ Strengthen the operational efficiency of their store advisors ▪ Deployment
Slide 5: Order intake
Order intake 2,841 2,918 2,661 2,670 ▪ Strong North American growth 2,576 2,404 2,408 2,229 ▪ Accelerated delivery of Sobeys in Canada 972 1,967 2,064 916 1,891 1,901 ▪ US growth on announced contracts ▪ Positive customer engagements on the US market 668 ▪ Continuous commercial traction 581 568 532
Slide 6: Retail industry insights & macro trends
Retail industry insights & macro trends 1. Market growth & strategic digitalization 2. Rising operational cost pressures 3. Inventory accuracy & on-shelf availability 4. Evolution of in-store experience 5. Sustainability as a competitive advantage 6. Tech transformation & Personalization Sources: IH
Slide 7: Operational agility and sustainability with Company Shop Group
Operational agility and sustainability with Company Shop Group Operational model: High-velocity redistribution of surplus goods requiring real-time shelf-edge updates Solution: Full-estate deployment of Pricer ESLs for automated markdowns and central pricing control Environmental impact and business
Slide 8: Our direction: One platform for in-store connectivity
Our direction: One platform for in-store connectivity Modern retailers demand more connected devices, richer real-time data, and faster shelf-edge execution to enable AI and automation at scale. From proven ESL portfolio to retail’s single platform for in-store connectivity Market demand Our approac
Slide 9: Profit & Loss statement
Profit & Loss statement ▪ Net sales in Q3 at 504.2 MSEK (598.4) P&L (MSEK) Q3 2026 Q3 2025 12 month FY 2025 ▪ Strong performance in North America compensates for a Net Sales 504.2 598.4 2 050.9 2 147.9 weaker development on the European market COGS -350.8 -459.7 -1 507.8 -1 671.3 Gross Profit 153.4
Slide 10: Cash flow
Cash flow ▪ Cash flow from operating activities was 7.4 MSEK (0.6) January-September ▪ Net debt was 30 MSEK, 270 MSEK in cash and bond loan of 300 MSEK Cash flow from operating activities (MSEK) YTD Q3 2026 YTD Q3 2025 FY 2025 Operating result 93.6 31.1 50.9 Adjustment for non-cash items 85.3 63.5 7
Slide 11: Net sales and Gross profit development
Net sales and Gross profit development Net Sales Gross Profit & Gross Margin 2,780 2,737 2,729 553 563 558 551 2,681 529 529 2,558 499 2,416 492 496 477 478 455 30.4% 2,221 2,205 2,147 2,107 2,145 28.1% 801 2,051 25.3% 24.2% 23.3% 22.8% 22.1% 23.2% 22.7% 670 19.1% 19.0% 644 17.7% 161 630 614 152 598
Slide 12: Summary
Summary ▪ Strong financial performance on historically high levels in the quarter ▪ Gross margin: 30.4% ▪ Adjusted EBIT: 65.2 MSEK with an adjusted EBIT Margin of 12.9% ▪ Strong growth of recurring revenues and the number of connected Plaza stores ▪ Plaza Net Sales up +39% vs. Q3-25 and +20% vs. Q2-
Slide 13: Q&A
Q&A 13