Alligo AB (publ) (ALLIGOB) Earnings Call Transcripts

Alligo AB (publ)'s Latest Earnings Call - Q1 FY2026

In Q1 2026, Alligo AB reported a revenue increase of 5.6% year-over-year, driven by organic growth of 4.9% and acquisition contributions. Adjusted EBITDA surged 53% to SEK 113 million, reflecting strong operational performance across all markets. Management highlighted a stable financial position with reduced leverage, but expressed caution regarding future organic growth expectations, particularly in Q2, due to less favorable weather conditions. Overall, the results indicate a solid start to the fiscal year, with a focus on maintaining growth and profitability amidst uncertain market conditions.

Reported metrics

Guidance from management

Management maintained a cautious outlook for Q2, indicating that while they are committed to organic growth, they cannot guarantee a 5% growth rate due to less favorable weather conditions. They remain optimistic about long-term growth prospects.

What management said

I have to promise the 5% organic growth in Q2. That I don't want to do even if I'm not responsible for Q2. I am for the 2 first months, but not the last month. No, that will be high. But we are fully committed to continue this organic growth track and do whatever possible to continue that. But to promise 5%, that will be steep. And as you say, it's not as weather dependent. But having said that, of course, we like th...

It feels like we've been struggling a lot, and it feels like it's happening a lot now. Obviously, we need to talk about it several years before things start happening. So especially -- and it feels like it's much more focused on workwear, which has, of course, the highest own brand percentage. But it feels like the willingness to grow the own brands are higher in all parts of the organization. Absolutely.

What analysts pressed on

Analysts expressed concerns about the sustainability of organic growth rates in Q2, particularly given the reliance on favorable weather conditions in Q1. There were also questions regarding the profitability of the non-integrated business and the potential for further store closures in Finland.

Main topics on the call

• Revenue Growth — Alligo achieved a revenue increase of 5.6% in Q1 2026, with organic growth at 4.9%. CEO Clein Ullenvik noted, "It should have been 7.5% if the NOK and the euro hadn't affected us negatively."
• Adjusted EBITDA Improvement — Adjusted EBITDA rose 53% from SEK 74 million to SEK 113 million, driven by higher volumes and cost reductions. CFO Irene Bellander stated, "The increase was due to improved results in all 3 countries and was driven by hi...
• Cash Flow Enhancement — Operating cash flow improved significantly, with a positive cash flow of SEK 209 million compared to a negative SEK 38 million last year. This improvement is attributed to higher EBITDA and lower inventory levels.
• Market Conditions and Outlook — Management expressed caution regarding future organic growth, particularly in Q2, stating, "I have to promise the 5% organic growth in Q2. That I don't want to do." They acknowledged the impact of weather on Q1 performan...

Read the full Alligo AB (publ) transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 26 Alligo AB (publ) earnings call transcripts on record, spanning February 12, 2020 to July 17, 2026. Based on this history, Alligo AB (publ) reports quarterly. The most recent call on file is dated July 17, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ALLIGOB

Exchange

OM

Country

SE

Sector

Industrials

Industry

Trading Companies and Distributors

Calls on record

26

First call

February 12, 2020

Most recent

July 17, 2026

Reporting cadence

quarterly