Slides
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Q3 2026 Earnings call October 21, 2026
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2026-10-21 © 2026 Dynavox Group AB (publ)2 Jacob Thordenberg Chief Financial Officer Jacob.Thordenberg@dynavoxgroup.com Fredrik Ruben Chief Executive Officer Fredrik.Ruben@dynavoxgroup.com
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About Dynavox Group 2026-10-21 © 2026 Dynavox Group AB (publ)3
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~50M 50 million people around the world today cannot communicate effectively without a communication aid. Only 2% of people diagnosed with a communication disability receive a communication aid. 2026-10-21 © 2026 Dynavox Group AB (publ)4 98% 2%
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2026-10-21 © 2026 Dynavox Group AB (publ)5 Our vision A world where everyone can communicate Our mission We empower people with disabilities to do what they once did, or never thought possible
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Our global presence 2026-10-21 © 2026 Dynavox Group AB (publ)6 74% North America 20% Europe 6% Other Revenue breakdown1 ¹ Based on 2026 YTD September revenue Direct presence Partners
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2026-10-21 7 © 2026 Dynavox Group AB (publ) Our comprehensive communication solution Language systems - From our catalogue of synthetic voices to our library of symbols to our text-based systems, we design highly customizable solutions. Software - Through our software, users can access computers, browse the web, text, and develop literacy skills. Hardware - Our hardware includes touch devices as well as devices operated through eye tracking that support the software and language systems best suited to each customer. Funding - Our funding team helps families and professionals navigate the process of securing a communication solution through insurance. Support - As customers explore their solution, we provide education and community that helps them achieve independence and self-expression.
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2026-10-21 © 2024 Tobii Dynavox AB (Publ)8
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2026-10-21 © 2024 Tobii Dynavox AB (Publ)9
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2026-10-21 © 2024 Tobii Dynavox AB (Publ)10
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2026-10-21 13 © 2026 Dynavox Group AB (publ)
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Q3 2026: Highlights 2026-10-21 © 2026 Dynavox Group AB (publ)14
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Q3 2026 highlights • Revenue +15% FX adj. • EBIT margin 17%, an increase of 87% • Underlying U.S. demand remains strong, reimbursement complexities sustain. • Europe and other markets led by strong momentum in Germany and Australia • Platform investments now translating into efficiency gains and operating leverage 2026-10-21 © 2026 Dynavox Group AB (publ)15
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Financials 2026-10-21 © 2026 Dynavox Group AB (publ)16
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Q3 2026: Revenue and Gross Margin 2026-10-21 © 2026 Dynavox Group AB (publ)17 Quarterly: Revenue (SEK million) and Gross Margin LTM: Revenue (SEK billion) and Gross Margin 0,9 1,0 1,1 1,2 1,3 1,4 1,5 1,6 1,7 1,8 1,9 2,0 2,1 2,3 2,4 2,5 2,5 2,5 2,6 0% 10% 20% 30% 40% 50% 60% 70% 80% 0,0 0,5 1,0 1,5 2,0 2,5 3,0 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2022 2023 2024 2025 2026 246 288 320 362 335 381 424 473 428 476 483 585 581 603 606 677 588 670 685 0% 10% 20% 30% 40% 50% 60% 70% 80% 0 100 200 300 400 500 600 700 800 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2022 2023 2024 2025 2026 Revenue SEK 685m (606) Revenue growth 15% FX adj. Gross Margin 69% (70) CAGR1 25% Since Q2 2022 Revenue Gross Margin1) FX adjusted CAGR
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Q3 2026: EBIT 2026-10-21 © 2026 Dynavox Group AB (publ)18 Quarterly: EBIT (SEK million) and EBIT Margin LTM: EBIT (SEK million) and EBIT Margin 49 88 71 82 86 100 123 155 166 190 202 229 239 231 234 254 269 329 385 5% 9% 6% 7% 7% 7% 8% 10% 10% 11% 11% 12% 11% 10% 10% 10% 11% 13% 15% 0% 10% 20% 30% 0 50 100 150 200 250 300 350 400 450 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2022 2023 2024 2025 2026 17 16 25 25 21 29 48 56 32 53 61 83 43 44 64 103 57 105 119 7% 5% 8% 7% 6% 8% 11% 12% 8% 11% 13% 14% 7% 7% 11% 15% 10% 16% 17% 0% 10% 20% 30% 0 20 40 60 80 100 120 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2022 2023 2024 2025 2026 EBIT SEK 119m (64) +94% currency adjusted EBIT Margin 17.4% (10.6) + 6.8 p.p. • Opex increased with 7% organically • Net R&D cost decreased by SEK 19m EBIT EBIT Margin
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Cash flow after continuous investments (SEK million) Q3 2026: Balance sheet and Cash flow 2026-10-21 © 2026 Dynavox Group AB (publ)19 Cash flow2 SEK 62m (20) +213% Cash position SEK 273m (172) +59% Net debt SEK 829m (924) -10% Leverage 1.3x (2) Net debt/LTM EBITDA -9 41 17 30 35 63 10 42 7 39 27 -1001 20 46 56 67 62 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 2022 2023 2024 2025 2026 1) Q2 2025 cash flow impacted by a large volume purchase of eye-tracking components from Tobii 2) Cash flow after continuous investments
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Summary and outlook 2026-10-21 © 2026 Dynavox Group AB (publ)20
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2026-10-21 © 2026 Dynavox Group AB (publ)21 Financial targets Time horizon 3-4 years Growth On average, grow revenue by 20% per year adjusted for currency effects, including contribution from acquisitions Dividend Policy Distribute at least 40% of available net profits to shareholders in the form of dividends, share repurchases or comparable measures Profitability To deliver an EBIT margin that reaches and exceeds 15% 20% >15% >40%
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Summary • Strong underlying demand despite reimbursement-related delays in parts of the U.S. • Solid growth across Europe and other markets • Platform investments increasingly translating into efficiency gains and operating leverage • Well positioned for long-term sustainable growth • Focus on aligning a larger team 2026-10-21 © 2026 Dynavox Group AB (publ)22
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Q&A 2026-10-21 © 2026 Dynavox Group AB (publ)23
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Financial calendar Year-end-report 2026 February 4, 2027 Interim report Q1 2027 April 23, 2027 Interim report Q2 2027 July 16, 2027 Interim report Q3 2027 October 21, 2027 Year-end-report 2027 February 4, 2028 2026-10-21 © 2026 Dynavox Group AB (publ)24
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Thank you! Investor Relations inquiries: ir@dynavoxgroup.com 2026-10-21 © 2026 Dynavox Group AB (publ)25