Arjo Ab Class B · OMXSTO:ARJO_B

Arjo Ab Class B — Q3 2026 Earnings Presentation

20 slides from Arjo Ab Class B's earnings presentation, Oct 22, 2026

  1. Slide 1: Solid growth and a strategy for greater value creation

    ARJO Q3 REPORT 2026 Solid growth and a strategy for greater value creation ANDRÉAS ELGAARD, PRESIDENT & CEO CHRISTOFER CARLSSON, CFO OCTOBER 22, 2026

  2. Slide 2: We exist for the most vulnerable moments in care

    GUIDED BY A STRONG PURPOSE We exist for the most vulnerable moments in care. Our solutions empower movement while protecting caregivers and enabling safer, more efficient care.

  3. Slide 3: Experts in improving mobility in care settings

    OUR STARTING POINT Experts in improving mobility in care settings Healthcare systems are under growing pressure to do more with less – Arjo helps improve patient outcomes, caregiver safety and operational efficiency through solutions that enhance mobility across the care journey. 1957 11 billion ~ 7

  4. Slide 4: Business overview Q3 2026

    Business overview Q3 2026

  5. Slide 5: Q3 2026 Key Takeaways

    Q3 2026 KEY TAKEAWAYS Solid growth and a strategy for greater value creation • Strong Q3 performance with 6% organic growth Net sales Gross • Tariff effects supported earnings, while underlying organic growth margin profitability continued to improve • Net financial items impacted by revaluation of

  6. Slide 6: Commercial development per segment

    Q3 2026 KEY TAKEAWAYS Commercial development per segment North America, 6.4% organic growth (3.2% YTD) • US organic growth exceeded 7%, driven by patient handling, service and diagnostics. • Continued positive momentum in Canada. North America 38% Europe Europe, 7.4% organic growth (4.9% YTD) Share

  7. Slide 7: Financial performance Q3 2026

    Financial performance Q3 2026

  8. Slide 8: Gross margin improves, supported by positive mix and tariff effects

    Gross margin improves, supported by positive mix and tariff effects H IG H L IG H TS IN Q3 2 0 2 6 G RO SS PRO FIT B RID G E – Q 3 2 0 2 6 vs. Q 3 2 0 2 5 (M S EK) • Gross margin increased to 43.0% (41.1%) 41.1% N/A +0.7 p.p. +1.2 p.p. -0.0 p.p. 43.0% • Positive mix effects offset higher freight cos

  9. Slide 9: Adj. EBIT increases, with improved profitability even when excluding tariff refunds

    Adj. EBIT increases, with improved profitability even when excluding tariff refunds H IG H L IG H TS IN Q3 2 0 2 6 A DJ. E B IT B RID G E – Q 3 2 0 2 6 vs. Q 3 2 0 2 5 (M S E K ) • Adj. EBIT increased to 247 MSEK (165) 6.2% 8.7% • Underlying profitability improved even when excluding tariff refunds

  10. Slide 10: Improving operating cash flow trend

    Improving operating cash flow trend WORKIN G C APITAL (DAYS) O PE RAT IN G C A SH FLOW (M S EK) 734 +9% 96 95 600 565 86 87 88 512 485 479 84 83 82 83 437 446 82 81 77 79 78 344 76 250 256 237 257 184 205 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2023

  11. Slide 11: Strategic direction and what to expect from us in the coming years

    Strategic direction and what to expect from us in the coming years

  12. Slide 12: A plan to put Arjo back on track

    M A KE T H E M O VE. T O G ET H ER. A plan to put Arjo back on track Win where we have Simplify Working better, the right to play to amplify together • Own and expand leadership • Build a stronger, more focused • Establish a fit-for-growth in Long-Term Care portfolio and accelerate operating model •

  13. Slide 13: A strategy focusing on our strengths while building a platform for the future

    350 MSEK A strategy focusing on our strengths while building a platform for the future profit improvement Establish a customer-centric operating Unlocking the model with empowered regions – better leveraging group diversity and scale potential of being Arjo – a plan we A firm commitment: Profitabili

  14. Slide 14: ~350 MSEK EBIT improvement vs. 2025 by mid 2029

    ~350 MSEK EBIT improvement vs. 2025 by mid 2029 Driven mainly by a more effective operating model and enhanced procurement focus – and not dependent on future growth Operating model & Procurement spend Commercial Product portfolio Supply chain Capital Growth & re-engineered cost reduction excellence

  15. Slide 15: Majority of EBIT impact realized by 2028, enabled by ~370 MSEK restructuring

    Majority of EBIT impact realized by 2028, enabled by ~370 MSEK restructuring, largely over the coming 18 months EBIT* IMPROVEMENT FROM STRATEGIC INITIATIVES ~370 MSEK in restructuring ~350 MSEK • EBIT* improvement ramps ~1.5x progressively from 2027 • Majority of targeted impact realized by 2028 – f

  16. Slide 16: A stronger core to create a platform for expansion from 2029

    A stronger core to create a platform for expansion from 2029 2026-2029 2029- Allowing us to… Unlock the potential of Arjo Expand from a stronger core Re-connect to core strengths and Scale from a core platform, and establish a fit-for-growth platform expand into selected geo markets, segments, produ

  17. Slide 17: New financial targets in Q1 '27 and regular updates on progress

    New financial targets in Q1 ‘27 and regular updates on progress Year-end report 2026 January 28, 2027 New financial targets Q1 2027 Q1 report 2027 April 16, 2027

  18. Slide 18: Q&A

    Q&A slel=

  19. Slide 19: Forward looking information

    Forward looking information This document contains forward-looking information based on the current expectations of Arjo’s management. Although management deems that the expectations presented by such forward-looking information are reasonable, no guarantee can be given that these expectations will

  20. Slide 20: Arjo - Empowering Movement

    afJjJoO EMPOWERING MOVEMENT

Arjo — Q3 2026 Earnings Presentation on 6ix