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Modular Finance IR Consensus: Embracer Group – Consensus estimates Q1 2026/2027 - Update

EMBRAC BPress release11.08.2026, 17.30
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Estimates compiled by Modular Finance on behalf of Embracer Group.

Number of contributors: 10 (all of which have been updated or confirmed before the report)

KPI (MSEK, unless otherwise specified)Q1 26/27E (Median)Q1 26/27E (Mean)
Net sales3,1863,166
Organic growth (%)4.154.03
Adjusted EBITDA745741
Adjusted EBIT6966.1
Adjusted EBIT margin (%)2.002.08
Cash EBIT*-23.5-31.9
Net sales per segment**
PC/Console Games1,4101,411
Mobile Games525532
Entertainment & Services1,1931,211
Adjusted EBIT per segment**
PC/Console Games4434.8
Mobile Games5959.3
Entertainment & Services3534
Group functions and other-56-56.9

* Beginning in the first quarter of FY 2026/27, Cash EBIT will be introduced as the company's primary measure of profitability.

** Starting from Embracer Group’s Q1 FY 2026/27, the segment structure will change, with the company reporting through two distinct business segments: Fellowship Entertainment and Embracer.

More consensus estimates can be found on Embracer Group’s webpage: https://embracer.com/investors/analysts-and-estimates/

Embracer Group’s Q1 report will be released on Thursday 13 August at 7:00 CEST.

Attachments
Embracer Group – Consensus estimates Q1 2026/2027 - Update