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Kinnevik (KINV) investor relations material
Kinnevik Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary16 Oct, 2025
Executive summary
NAV increased 2% to SEK 37.5bn (SEK 135.56/share), driven by strong operational performance in core companies and selective investments in Mews, Enveda, Aira, and Nory.
Core companies averaged 35% revenue growth and 2 percentage point EBITDA margin improvement year-to-date, with lead indicators pointing to a strong 2026.
Investments in Q3 totaled SEK 1,015m, mainly in existing companies, with SEK 2,675m invested year-to-date.
Net cash position at SEK 8.6bn, reflecting robust financial strength and limited follow-on investment needs.
Significant milestones included Mews' Flexkeeping acquisition, Enveda's USD 150m raise and clinical progress, and Aira's EUR 150m funding round.
Financial highlights
Q3 2025 net profit of SEK 741m, reversing a SEK 1,913m loss in Q3 2024; nine-month net loss of SEK 1,670m, improved from SEK 4,417m loss prior year.
NAV per share at SEK 135.56, up from SEK 132.87 in Q2 2025.
Private investments up 3% in Q3 (4% in constant currency), public investments down 3% to SEK 888m.
73% of the portfolio is in companies that are profitable or funded to break even.
Change in fair value of financial assets in Q3 was SEK 731m, mainly from unlisted holdings.
Outlook and guidance
Core companies expected to grow 30%-40% on average over the next 12 months, with EBITDA margins between breakeven and -5%.
Portfolio maturity trend and disciplined capital allocation expected to persist, supporting stability and liquidity optionality into 2026.
Funding needs are decreasing, with a focus on monetization and new investment opportunities.
Private portfolio's Q3 value drivers?
Rationale for Q3 new investments?
Health & Bio's 5-year IRR vs. Software?
What factors influence TravelPerk IPO timing?
How does portfolio maturity impact new investments?
Explain Aira's 20% valuation uplift
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Frequently asked questions
Kinnevik AB is a venture capital firm specializing in investments in growth capital. It prefers to invest in digital consumer business, education, communication, e-commerce and marketplaces, entertainment, healthcare and financial services but may also invest in other areas. The firm invests worldwide, especially in Europe with a focus on the Nordics, Latin America, Asia, Australia, Africa and North America. The firm looks for disruptive technology-enabled and value added consumer services in developed and emerging markets. It takes an active role on the boards of its subsidiaries and associated companies.
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