Core Insights - JLT Mobile Computers reported its interim results for January–June 2025, highlighting a strong order intake but challenges in profitability due to currency fluctuations [1][5]. Financial Performance - Order intake for the first half of 2025 reached MSEK 82, a 48% increase compared to the previous year [5]. - Net sales for the first half amounted to MSEK 76, reflecting a 9% increase from MSEK 70 in the same period last year [5]. - Operating profit decreased to MSEK -0.4 from MSEK 0.4 year-on-year, primarily due to a lower gross margin [5]. - Cash flow for the period was MSEK -5.5, down from MSEK 4.2 in the previous year [5]. Market Developments - The company experienced a record-high order intake in the first quarter, driven by major deals with US customers [5]. - Production capacity was tripled in the second quarter to meet increased demand [5]. - A new vehicle-mounted computer with a 15" Full HD widescreen was launched, targeting sectors such as mining, forestry, and agriculture [5]. Strategic Positioning - Continued investments in marketing and sales are being made to support market expansion [5]. - The company is positioned to address future challenges and opportunities with its leading products and increased production capacity [5].

Core Insights - JLT Mobile Computers is undergoing a leadership transition in its marketing department to centralize and mobilize marketing resources, aiming for global growth and market expansion [1][2] Group 1: Leadership Change - Christian Meincke, the current Chief Marketing Officer, is retiring, and Tejal Ranjan will assume global responsibility for the company's marketing strategy, planning, and operations [2] - Tejal Ranjan joined JLT as Vice President of Marketing, USA in October 2024, bringing over 20 years of international experience in B2B technology marketing [3] Group 2: Tejal Ranjan's Background - Tejal Ranjan has held executive marketing positions at global technology firms, focusing on digital transformation, team building, and integrated campaigns that drive revenue growth and brand recognition [3] - She is recognized for her customer-centric approach and data-driven decision-making, aligning marketing closely with sales for measurable business impact [3] Group 3: Company Overview - JLT Mobile Computers specializes in rugged mobile computing devices and solutions for demanding environments, with 30 years of development and manufacturing experience [6] - The company operates globally from offices in Sweden, France, and the US, and has been listed on the Nasdaq First North Growth Market since 2002 under the symbol JLT [6]

Group 1 - The annual general meeting of JLT Mobile Computers AB was held on May 7, 2025, where key decisions were made regarding the company's financial statements and dividend distribution [1] - The board members and the CEO were granted discharge for the management of the company for the year 2024 [2] - The board will consist of six members without deputies, with the re-election of five members and the election of one new member, Tommy Svensson [3] Group 2 - The total board remuneration was set at 700,000 SEK, with the chairman receiving 200,000 SEK and other members receiving 100,000 SEK each [4] - A nomination committee consisting of three members will be established, with one member appointed by each of the three largest shareholders [5] - The board was authorized to decide on a new issue of up to 2,871,200 shares, representing 10% of the company's shares as of the date of the annual meeting [6] Group 3 - JLT Mobile Computers is a leading developer and supplier of rugged mobile computing devices, with 30 years of experience in the industry [8] - The company operates globally from offices in Sweden, France, and the US, supported by a network of sales partners [8] - JLT has been listed on the Nasdaq First North Growth Market since 2002 under the symbol JLT [8]

Core Insights - JLT Mobile Computers reported a recovery in demand during the first quarter of 2025, with significant order intake and improved financial performance compared to previous quarters [8]. Financial Performance - Order intake reached 59.7 million SEK, a substantial increase from 33.7 million SEK in the same period last year [8]. - Net sales were recorded at 36.0 million SEK, slightly down from 37.7 million SEK [8]. - Operating profit improved to 0.9 million SEK, up from 0.8 million SEK in the previous year [8]. - Profit after taxes increased to 0.7 million SEK, compared to 0.5 million SEK last year [8]. - Positive cash flow of 2.0 million SEK was reported, a significant improvement from a negative cash flow of -1.7 million SEK in the previous year [8]. Market Dynamics - The company secured several major deals, including a significant order from a leading US food producer worth 22 million SEK, contributing to the high order intake [8]. - More than two-thirds of sales during the quarter were made to US customers in USD, although the weaker USD negatively impacted the gross margin, which fell to 38% from 44% [8]. Inventory Management - JLT continued to reduce inventory, which decreased to 33 million SEK, down by 7.4 million SEK from the same period last year and 4.9 million SEK from the beginning of the year [8].