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Kinnevik
Kinnevik (KINV) investor relations material
Kinnevik Pre-silent presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Pre-silent presentation summary1 Apr, 2026
Market environment and valuation trends
AI-driven derating observed across portfolio sectors amid broader macroeconomic uncertainty.
Significant quarter-on-quarter declines in EV/Revenue or EV/Gross Profit multiples for several sectors, with some segments experiencing up to 40% drops.
Sectors impacted include tech-enabled value-based care, healthcare technology, SaaS (mid-margin, high-growth, transactional), e-commerce logistics, food delivery, digital wealth management, and online travel agencies.
Portfolio composition and currency impact
US Dollar exposure constitutes 66% of the private portfolio and 52% of NAV, with a 3.3% positive currency change versus SEK.
Euro exposure accounts for 29% of the private portfolio and 23% of NAV, with a 1.4% positive currency change.
Swedish Krona and British Pound exposures are minor, each representing 2-3% of the private portfolio and NAV.
Impact of AI-driven derating on SaaS multiples
Quantify USD tailwinds on private portfolio NAV
Drivers for Tech-Enabled VBC multiple contraction
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Kinnevik
- NAV fell 4% in Q4 and 8% for 2025 as market headwinds offset strong core company growth.KINV
Q4 20253 Feb 2026 - NAV fell 4.7–5% as core growth companies outperformed and capital deployment set to rise.KINVQ2 20243 Feb 2026
- Strong portfolio growth offset by 15–20% valuation headwinds from market and currency shifts.KINVPre-silent presentation26 Jan 2026
- NAV fell 5% to SEK 37.4bn as VillageMD was written down, but core assets grew over 60%.KINVQ3 202419 Jan 2026
- Focused on high-growth private assets in health, software, and climate tech, targeting 15–25%+ returns.KINVCMD 202419 Jan 2026
- NAV up 5% to SEK 39.2bn, core companies grew 55%, strong SEK 10.9bn net cash for growth.KINVQ4 20249 Jan 2026
- NAV up 2% to SEK 36.8bn, core revenue growth >35%, SEK 860m invested, SEK 9.6bn net cash.KINVQ2 20258 Jan 2026
- NAV down 8% as core companies delivered >40% revenue growth and strong cash position.KINVQ1 202524 Dec 2025
- NAV up 2% to SEK 37.5bn, with strong core growth and SEK 8.6bn net cash.KINVQ3 202521 Oct 2025
Next Kinnevik earnings date
Q1 202616 Apr, 2026
Kinnevik
Next Kinnevik earnings date
Q1 202616 Apr, 2026
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