Embracer Group - Coffee Stain Group Capital Markets Event 2025 Summary Company Overview - **Company**: Coffee Stain Group, a subsidiary of Embracer Group - **Industry**: Video Game Development and Publishing - **Key Financials**: SEK 1 billion in sales with a 44% cash EBIT margin in the last fiscal year [21][21][21] Key Points and Arguments Development and Growth - Coffee Stain has evolved from two IPs to six core IPs and expanded its team significantly since being acquired by Embracer Group [7][7][7] - The company has maintained a unique business culture while scaling operations, which is seen as crucial for future success [7][7][7] - The spinoff from Embracer is aimed at creating long-term shareholder value and allowing both companies to focus on their core strategies [8][8][8] Market Position and Strategy - Coffee Stain's success is attributed to its passionate team and a decentralized operating model that allows for creative freedom [10][10][10] - The gaming market has been turbulent, but Coffee Stain has thrived by focusing on quality and community engagement, leveraging digital distribution and social media for marketing [10][10][10] - The company aims to maintain its culture and operational model post-spinoff, ensuring that it remains agile and innovative [12][12][12] Financial Performance and IPs - Six key franchises account for 90% of Coffee Stain's net sales, indicating a stable revenue base [23][23][23] - The company has a strong community following, which is integral to its marketing and game development processes [21][21][21] - The Goat Simulator franchise has generated SEK 1.4 billion in net sales since its launch, showcasing the potential for long-term success through community engagement and innovative content [60][60][60] Future Outlook - Coffee Stain is focused on expanding its game portfolio and exploring new platforms for its existing titles [64][64][64] - The company is committed to continuous improvement and innovation in game development, emphasizing gameplay quality and community involvement [36][36][36] - The gaming market is expected to continue growing, with Coffee Stain positioned to capitalize on trends such as cloud gaming and AI integration [50][50][50] Additional Important Insights - The gaming industry is becoming increasingly competitive, with a saturation of new releases, making it essential for companies to stand out through quality and community engagement [52][52][52] - Coffee Stain's approach to publishing involves forming partnerships with developers, aligning incentives for long-term success [44][44][44] - The company is exploring opportunities in mobile gaming but remains primarily focused on PC and console markets, where its strategy has proven effective [55][55][55]

Capital Markets Event 2025 17 November 2025 AGENDA 01 INTRODUCTION TO COFFEE STAIN 02 GAMING MARKET DYNAMICS 03 GAME PORTFOLIO AND STUDIOS 04 05 06 CONCLUSION AND Q&A GROWTH AVENUES FINANCIAL PROFILE 2 TODAY'S SPEAKERS 3 ANTON WESTBERGH CEO & CO -FOUNDER COFFEE STAIN JACOB JONMYREN CHAIR OF THE BOARD COFFEE STAIN SEBASTIAN ERIKSSON CEO & CO -FOUNDER COFFEE STAIN NORTH ROBERT LAZIC STUDIO MANAGER COFFEE STAIN STUDIOS SØREN LUNDGAARD CEO & CO -FOUNDER GHOST SHIP MARCUS DAWSON CEO TUXEDO LABS MATT KENNEY STUDI ...