NRC Group

NRC Group ASA – Capital Markets Update and third quarter 2026 presentation today at 09:00 am (CET)

Källa: MFN
Positiv

Sammanfattning

NRC Group presenterar strategiska framsteg och finansiella ambitioner. Bolaget visar en stark EBIT för Q3 och bibehåller förväntan om EBIT-marginal över 3,0% för 2026.

Analys

Bolaget presenterar sin strategi fram till 2028 och fokuserar på lönsam tillväxt. Stark EBIT för Q3, trots valutamotvind, och bibehållen marginalprognos för 2026 är positiva signaler. Orderintaget var starkt, men orderstocken minskade något.

VD-ord

optimistisk · PDF

VD lyfter fram ökad lönsamhet och marginaler i Q3, men noterar utmaningar med lägre orderintag och vinstgrad i Norge. Framtiden ser ljus ut med stark pipeline och nya finansiella mål för 2027-2028.

Utsikter: För 2027 mål: EBIT-marginal över 3.5% och orderintag över 10 miljarder NOK. För 2028 mål: EBIT-marginal över 5.0% och orderintag över 12 miljarder NOK.

Nyckeltal

EBIT Q3
NOK 91 million (NOK 65 million)
Revenue Q3
NOK 1.8 billion (in line with last year)
EBIT margin expectation 2026
> 3.0%
Order intake Q3
NOK 1,238 million (NOK 900 million)
Order backlog
NOK 7,880 million (NOK 8,535 million)
Operating cash flow Q3
NOK -27 million (NOK -95 million)

Insikter

  • • Fokus skiftar från lönsamhet före till lönsam tillväxt.
  • • Finland fortsätter att prestera starkt, men kontrakt är i tidiga faser.
  • • Osäkerhet kring tidpunkten för annonsering av nya anbud.
Fundamental påverkan
Positiv

Bolaget presenterar en uppdaterad strategi med fokus på lönsam tillväxt och bibehåller sin marginalprognos för 2026, vilket är positivt för det långsiktiga investeringscaset.

Omfattning: 5/10Materiell påverkan
0 · Ingen påverkan10 · Avgörande påverkan

Poängen visar omfattning, inte förväntad kursrörelse.

The event will be held at House of Oslo, Ruseløkkveien 34, Oslo, and will start at 09.00 am (CET) and is expected to last approximately 2.5 hours, including Q&A. The presentation will be given in Swedish/Norwegian.

The presentation will also be broadcasted as a webcast on the following link:

https://qcnl.tv/p/_53O13TampADXapEio3QCw

Group highlights:Third quarter

  • EBIT strengthened to NOK 91 million (NOK 65 million) - strongest quarter since restart of NRC Group
  • Revenue was NOK 1.8 billion, in line with last year despite significantly weaker SEK and EUR
  • Maintain expectation of EBIT margin above 3.0% for 2026
  • Finland continues to succeed, revenue grew 37%, EBIT was stable at NOK 31 million as light rail contracts are still in early phase
  • Sweden developing, improved EBIT of NOK 10 million (NOK 1 million), restarted civil business provides broader base for growth
  • EBIT of NOK 15 million (NOK 5 million) in Norway, reflecting ageing and profit takeout of the current portfolio.
  • Kept continues to improve, delivering EBIT margin of 5.3% compared to a loss last year.
  • Gunnar Knutsen profitable with an EBIT of NOK 8 million while in transition after completing major multi-year contract
  • Machine with an EBIT of NOK 27 million, develops well as new separate segment
  • Tender pipeline at high level, uncertainty is timing - whether and when tenders are announced
  • Order intake NOK 1,238 million (NOK 900 million)
  • Order backlog NOK 7,880 million (NOK 8,535 million)
  • Operating cash flow NOK -27 million (NOK -95 million)

Topics to be covered during the Capital Markets Update:During the Capital Markets Update, NRC Group will present the progress made during the first half of its 2024–2028 strategy period and outline the priorities for the next phase, shifting from profitability before growth to profitable growth. The presentation will cover:

  • Strategic progress and achievements since the 2024 Capital Markets Update
  • Market outlook and growth opportunities
  • Strategic priorities for profitable growth towards 2028
  • Financial performance, updated financial ambitions and capital allocation priorities

Speakers at the event:

  • Anders Gustafsson – CEO
  • Åsgeir Nord – CFO

The third quarter financial report, quarterly presentation and Capital Markets Update presentation will be made available under the company's ticker "NRC" on www.newsweb.no and on the company's website, www.nrcgroup.com.

For further information, please contact: Åsgeir Nord, CFO of NRC Group, + 47 957 34 985.

This information is considered to be inside information pursuant to the EU Market Abuse Regulation, and is subject to the disclosure requirements pursuant to Section 5-12 of the Norwegian Securities Trading Act. The information was published at 2026-11-05 07:00 CET.

This stock exchange announcement was published by Charlotte Krog, Communications, NRC Group ASA.

AttachmentsNRC Group Q3 2026 Result ReportNRC Group Q3 2026 PresentationCapital Markets Update 2026

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