Knowit Ab · OMXSTO:KNOW
Knowit Ab — Q3 2026 Earnings Presentation
16 slides from Knowit Ab's earnings presentation, Oct 23, 2026
Slide 1: Improved profitability and accelerated transformation
Improved profitability and accelerated transformation Interim report January – September 2026 INVESTOR PRESENTATION / OCTOBER 2026 Information Classification : INTERNAL
Slide 2: Q3 in brief
Q3 in brief Improved earnings and * Improved profitability and stable revenue driven by higher utilization, positive pricing cost control, and increased sales clear direction ahead Solid development in several segments and * markets, Norway in particular * broad expertise is helping clients move fro
Slide 3: A new structure for growth
A new structure for * A new land led organization from October 1st 2026 - DK, FI, NO, SE and Products growth Creating a simpler organization, closer to * clients to strengthen local accountability, reduce complexity and gradually lower costs * Stronger platform for growth, improving client proximity
Slide 4: Annual savings vs costs
Annual savings vs costs • The new organizational structure is expected to generate annual cost savings of 100 MSEK • Savings will be realized gradually, with full effect from Q3 2027 • Expected restructuring costs of 70 MSEK of which 7.5 MSEK was realized in this quarter • Progress against target wi
Slide 5: Business area Solutions
Operations Business area Solutions Nordic market leader in systems development • C ontinued solid performance with stable utilization and healthy margins • Norway continues to perform strongly with revenue growth and profitability • Sweden remain the main challenge, however with signs of improvement
Slide 6: Business area Experience
Marketing & sales Business area Experience The largest digital agency in the Nordic region • Strong improvement in profitability, with higher utilization • Several new wins supporting continued positive momentum in Sweden • Continued challenges in Norway, where further improvements in utilization ar
Slide 7: Business area Connectivity
Research & development Business area Connectivity Supporting a connected world • A quarter with continued growth challenges in Sweden and Poland • Cautious telecom clients taking longer to commit to new assignments • Positive development in defense, with important agreements signed • Several new agr
Slide 8: Business area Insight
Management teams Business area Insight Management consultants from strategy to implementation • Improved earnings, supported by focused sales efforts and an increase in traditional management consulting assignments • Profitable, yet still below expectations • Focus on improving efficiency and increa
Slide 9: Business area Products
Management teams Business area Products Scalable IP & platform based solutions • A strong quarter with high activity and good profitability, particularly in smart mobility and defense • Weaker performance in finance & insurance, although new business wins provide a stronger foundation ahead • Contin
Slide 10: Q3 in figures
Q3 in figures INVESTOR PRESENTATION / OCTOBER 2025
Slide 11: Financial quarter July – September 2026
Financial quarter July – September 2026 1,219.4 81.7 6.7% Net sales decreased Adjusted EBITA The adjusted EBITA by 0.2% (1,221.9) million increased compared to last year margin increased to 6.7% (5.1%) (62.5 million)
Slide 12: Net debt development
Net debt development Net debt development • Healthy balance sheet and solid financial position SEK, MILLION Q3 26 Q2 26 Q1 26 Q4 25 Q3 25 Cash equivalents 262 169 409.8 326 212 • Net debt of 519 MSEK Interest -bearing liabilities 266 166 333 333 400 • Within the frame of our financial target of maxi
Slide 13: Revenues and EBITA Adjusted development
Revenues and EBITA Adjusted development
Slide 14: Strong and diversified client base
Sales per client segment Strong and diversified client base • Continued strong development in the public sector following several strong frame agreements, increasing from 39 to 43% of total revenues Sales per client industry, July – September 2026 • In retail we are still impacted by one client post
Slide 15: In summary
In summary * Strong quarter with improved adjusted EBITA and margin * Sweden, and signs of improvement in Strong performance in Norway, progress in Denmark * Business opportunities in AI, data , defense and cyber security alongside continued development of scalable offerings and recurring revenue st
Slide 16: Slide 16