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Nobia
Nobia (NOBI) investor relations material
Nobia Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor update summary14 Jan, 2026
Strategic focus and business consolidation
Announced divestment of UK operations to Alteri Partners, including Magnet, Gower, Commodore, and CIE brands, to focus on core Nordic markets with higher margins and well-invested production facilities; buyer assumes SEK 746 million in lease liabilities.
Launched cost and restructuring initiatives targeting SEK 80 million in annual run-rate savings from Q3 2026, aligning organizational structure with future business needs.
Fully guaranteed rights issue of SEK 1.5 billion to be completed in Q1 2026, demonstrating main shareholders' commitment and strengthening the balance sheet.
Amended and extended SEK 2.5 billion revolving credit facility with improved terms, including lower margins and normalized covenants.
Multi-brand strategy targets mass-premium and adjacent segments, leveraging strong B2B and B2C positions and focusing on leading brands such as HTH, Marbodal, Sigdal, and Invita.
Nordic market outlook and operational strategy
Nordic kitchen market expected to recover, with housing starts projected to drive kitchen sales growth from 2026 after several years of decline.
Investment in Nobia Park manufacturing facility enables cost efficiency, harmonized product range, and consolidated sourcing, with potential for 30% lower conversion costs and industry-leading sustainability.
Operational flexibility prioritized to capture B2B opportunities and new market segments within the Nordics.
Efficiency gains targeted through complexity reduction, harmonized supply chain, and capitalizing on market recovery.
Focus on extracting full potential from leading brands and consolidating supply network.
Financial performance and targets
Excluding UK, business has historically delivered EBIT margins above 10% under normalized conditions, with recent improvements despite market headwinds.
Nobia excluding UK generated SEK 5.6 billion in net sales and an average EBIT margin of 8.6% (2015–2025-09LTM).
Capital expenditures expected to return to historical levels (2%-4% of net sales) as investment cycle ends.
Net debt currently at SEK 2.6 billion with leverage of 6.8; rights issue and refinancing expected to significantly improve leverage and reduce interest costs.
Financial targets: 3-5% organic growth, EBIT margin above 10%, net debt/EBITDA below 2.5x, and resumption of dividend payments over time.
Plan to restore ex-UK EBIT margins?
Details on contingent consideration structure?
Specifics of SEK 80m cost reduction initiatives?
Details on SEK 80M group cost reduction?
Nobia Park capacity utilization and growth plans?
Timeframe for UK divestment performance upside?
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Next Nobia earnings date
Q4 20255 Feb, 2026
Nobia
Next Nobia earnings date
Q4 20255 Feb, 2026
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Frequently asked questions
Nobia AB develops, manufactures, and sells kitchen solutions to consumer and professional customers. It offers kitchen furniture, worktops, sinks, and faucets under the Rationell, Metod, Marbodal, Invita, Norema, Sagstua, Entré, Golvabia, Noremax Professional, Marbodal Professional, Invita Professional, Elliott Kitchen Systems brand names. The company operates through ten segments: IKEA Sweden/Norway; IKEA Europe; IKEA North America; Norway; UK & Ireland; Netherlands & Belgium; Continental Europe/Rest of World; China; Property; and Payments.
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