This afternoon, OssDsign released preliminary Q1 figures. Sales are expected to be SEK 37m (-18% vs SEB) and EBIT in the range of SEK -12-14m (SEB at SEK -10m). In local currencies, this corresponds to growth of -16% q/q, -2% y/y (SEB at +2% q/q, +18% y/y). Our first take is that this could cause negative revisions of c. -20% to cons 2026 sales. Further, we believe the reasons mentioned raise questions about the value proposition of the product and long-term scalability.
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