Unibap (UNIBAP) ABGSC Investor Days summary

Financial performance and growth

• Achieved highest revenue in company history in Q4 2024, with 80% year-over-year growth and a fourfold increase over two years.

• Recorded first full year of positive EBIT and improving cash flow, though large swings in order intake and revenue are still expected between quarters.

• 102 MSEK order intake in 2024, approximately doubling from the previous year, with a growing share from US and defense sectors.

• Ambition for 30-50% average annual mid-term revenue growth and over 30% revenue growth in 2025.

• Strategic shift toward higher-margin products and services, including increased software and constellation project content.

Technology and product innovation

• Provides edge computing hardware, software, and services for space applications, enabling real-time AI/ML processing and autonomous operations on spacecraft.

• Solutions are dual-use, serving both commercial and defense markets, with products like iX5/iX10 edge computers and SCOS operating system.

• Demonstrated advanced real-time emergency response capabilities, including multi-sensor imaging and AI-driven insights for disaster management.

• SAR data processing pipeline enables live in-orbit object detection, reducing latency from hours to seconds.

• Software-defined missions and over-the-air updates allow continuous enhancements and tailored data products.

Market position and strategic partnerships

• Headquarters and production in Uppsala, Sweden, with over 50 staff and a new US subsidiary; distributors in USA, Japan, and Korea.

• Partnerships with major space sector players such as NASA, ESA, JAXA, Moog, OHB, and AWS.

• Listed on Nasdaq First North Growth Market.

• Growing presence in the US and defense markets, with multiple constellation and defense project orders.

• Involved in high-profile projects like the Italian IRIDE HEO constellation and Nordic Bifrost defense satellite.