Sectra Q1 Profit Jumps 61% as Cloud Recurring Revenue Tops SEK1 Billion

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Sectra AB reported first-quarter net sales of SEK963 million, up 26% year over year, with operating profit of SEK191 million, up 61%, and profit per share up 55%. Cloud recurring revenue rose 75% to SEK315 million, pushing rolling 12-month cloud recurring revenue above SEK1 billion for the first time, while total recurring revenue grew 32% and churn held at 0.5%. Order intake fell 47% year over year to SEK699 million, with no large orders signed in the quarter, and cash flow from operations dropped to SEK3 million from SEK118 million a year earlier. Imaging IT sales rose 30% with operating profit up 77% and a 23% margin, while Secure Communications sales slipped 4% to SEK89 million on production problems that halted the factory for part of the quarter and have since been resolved. The board and CEO proposed a total dividend of SEK443 million for approval at the annual general meeting, backed by a cash balance of SEK1.8 billion and an equity assets ratio of 52% against a 30% target.

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Q1 net sales up 26%, operating profit up 61%, EPS up 55%, and proposed SEK443m dividend

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