Kongsberg Gruppen ASA (KBGGY) Q2 2026 Earnings Call Transcript

Jan Edvin Pedersen

And welcome to the presentation of KONGSBERG’s second quarter results. This presentation is done as a webcast only, and you will be able to send in questions through the chat function.

Please note that this presentation contains forward-looking statements that, by their nature, involve known and unknown risks, uncertainties and other important factors that could cause the actual results to differ.

Today’s presentation will be delivered to you by our CEO, Eirik Lie; and our CFO, Martin Wien Fjell.

With that, I will hand it over to our CEO, Eirik.

Eirik Lie
Executive VP of Kongsberg and President of Kongsberg Defense & Aerospace

Thank you, Jan Edvin. Good morning, everyone, and welcome to this second quarter results presentation. The second quarter of 2026 was characterized by high activity levels across the company, both in new orders and in our production facilities. We continued to sign significant new contracts, and we made key deliveries to our customers.

Last week, I was in Ankara for the NATO Summit and Industry Meeting. The messages from NATO were clear. Europe must continue to invest in its own defense capabilities and seek joint procurement with other countries.

The need for high industrial production is increasing and urgent. And the Ukraine war continues to show the importance for air defense, missiles and anti-drone capabilities. There is also a critical need for missiles that can be produced in high volumes as well as protection against tactical ballistic missiles.

In Ankara, NATO countries announced more than USD 50 billion in new