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Swedencare AB (publ) (SWDCF) Shareholder/Analyst Call Transcript

Seeking Alpha
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⚡ Quantum Brief
Swedencare introduced a new pre-quarter update format in March 2026, replacing traditional analyst calls before silent periods. The pilot aims to balance transparency with regulatory compliance, offering limited updates while allowing Q&A. CEO Håkan Lagerberg confirmed minimal geopolitical impact despite Middle East turmoil, citing no major market exposure or supply chain disruptions. Air freight from Asia remains unaffected, maintaining operational stability. The call focused on Q4 follow-ups, segment updates, and financial highlights, though detailed results were deferred to the official report. Leadership emphasized brevity, prioritizing analyst questions over extensive disclosures. CFO Jenny Graflind and Lagerberg led the session, signaling potential quarterly adoption if feedback is positive. The shift reflects broader industry debates on pre-earnings communication practices. Participants included Nordea and Jefferies analysts, with questions addressed selectively. The format tests investor relations innovation amid evolving regulatory and market expectations.
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SA Transcripts159.07K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Swedencare AB (publ) (SWDCF) Shareholder/Analyst Call March 20, 2026 5:30 AM EDT Company Participants Emma Nordgren - IR & Communications ManagerHakan Lagerberg - Chief Executive OfficerJenny Graflind - Chief Financial Officer Conference Call Participants Adrian Elmlund - Nordea Markets, Research DivisionAdela Dashian - Jefferies LLC, Research Division Presentation Emma NordgrenIR & Communications Manager Welcome to Swedencare's Pre-Quarter Update, where Jenny and Hakan will provide a short presentation followed by a Q&A. So please raise your hand if you have any questions. Over to you, Jenny and Hakan. Hakan LagerbergChief Executive Officer Thank you so much, Emma. Welcome to this quarterly update and new for this year. And the reason why we have this is basically due to the fact that we normally have separate analyst calls before entering into a silent period before the quarter ends. And as many of you know, there's been discussions about these type of calls, not for us specifically, but we have decided in collaboration with our CA to try a new format. And so this call is primarily a short update, not giving away much. You will have to wait for the report, but giving the analysts the possibility to -- and others to post any questions that they might have, and we will answer as we see fit. So a short -- we will try this. And if it's appreciated, we will continue to have these on a quarterly basis. So agenda, follow-up from Q4 an update by segment, some financial comments. And here also, I would like to take the opportunity to comment on the geopolitical and pet market update, very short, just as you know, Middle East is in turmoil right now, not really affecting us. No big markets for us. And when looking at transports from Asia and back and forth, we normally have flight transportation. So -- and -- so no real

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