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NCAB Group AB (publ) (NCABF) Q1 2026 Earnings Call Transc...
2026-04-24 · via All Articles on Seeking Alpha

NCAB Group AB (publ) (NCABF) Q1 2026 Earnings Call April 23, 2026 4:00 AM EDT

Company Participants

Peter Kruk - President & CEO
Timothy Benjamin - Chief Financial Officer
Gunilla Öhman - IR Manager

Conference Call Participants

Jacob Edler - Danske Bank A/S, Research Division
Jonny Jin - SEB, Research Division
Gustav Berneblad - Nordea Markets, Research Division

Presentation

Operator

Welcome to the NCAB Q1 presentation for 2026. [Operator Instructions] Now I will hand the conference over to the CEO, Peter Kruk; CFO, Timothy Benjamin; and Head of Investor Relations, Gunilla Wikman. Please go ahead.

Peter Kruk
President & CEO

Thank you very much and welcome, everyone, to our call. Today, presenting primarily will be myself and my colleague, Timothy Benjamin.

Just for those of you who might be new to us, NCAB is a supplier of printed circuit boards. So the products you see to the left on the screen, which form the foundation in any electronic product. So our customers will mount semiconductors or microprocessors on our product and that then creates the intelligent nodes in any electronic product. And what is important to recognize is that whilst semiconductor components are standard components, the printed circuit board is uniquely designed for each and every application. NCAB is present today through 19 companies across the world. We have about some 650 colleagues around the world supporting our customers and we are dealing with some 34 factories to supply the main portion of our customers.

We have no in-house manufacturing but we have a very strong focus on securing the supplier network. So roughly 120 of our 650 colleagues are working specifically with technology and the factory management. Our focus is for printed circuit boards for demanding customers, customers with high demands in terms of quality, on-time delivery, efficiency and we aim to supply them with 0