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Scandinavian Tobacco Group (STG) investor relations material
Scandinavian Tobacco Group CMD 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.CMD 2025 summary20 Nov, 2025
Strategic review and future direction
Launched Focus2030 to sharpen focus, simplify the portfolio, and address a less predictable market, aiming for global leadership in cigars by 2030.
Three strategic priorities: stabilize machine-rolled cigars, accelerate handmade cigars, and grow nicotine pouches, with investments in people, data, and digitalization.
Portfolio simplification centers on four power brands in each core category to drive efficiency and margin protection.
Commitment to strong shareholder returns through dividends and share buybacks, supported by a flexible capital allocation policy.
Investments prioritized in digital transformation, business analytics, and sustainability to support faster execution and cost efficiency.
Business segment strategies
Machine-rolled cigars: focus on stabilizing performance, value chain optimization, and regaining market share in key European markets.
Handmade cigars: target at least 2 percentage point market share growth in the U.S. by focusing on power brands, production optimization, and retail expansion.
Nicotine pouches: XQS is the core brand, with focus on Sweden and the U.K.; aim to grow market share, expand into new European markets, and increase profitability through scale and potential in-house manufacturing.
Asset-light approach in nicotine pouches, with ongoing assessment of insourcing production based on timing and value.
Retail expansion in handmade cigars to continue, with a pause in 2026 for stabilization and CapEx management.
Financial guidance and capital allocation
Ambition to achieve at least 11% ROIC, low single-digit EBIT CAGR, and DKK 1.2 billion in free cash flow by 2030.
2025 expectations: net sales of DKK 9.1-9.2 billion, free cash flow before acquisitions of DKK 0.8-1.0 billion, EBITDA margin of 19.5-20.5%, and adjusted EPS of DKK 10-12.
New payout ratio-based dividend policy (40%-60%) linked to performance and leverage, replacing previous annual dividend growth policy.
Target leverage of 2.5x, with priority to reach this in 2026 before ramping up investments.
DKK 200 million cost improvement program planned, with details to be provided after planning is finalized.
Details on DKK 200M cost improvement plan
How does leverage ratio impact share buy-backs?
What drives low single-digit EBIT growth by 2030?
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Next Scandinavian Tobacco Group earnings date
Q4 20257 Mar, 2026
Next Scandinavian Tobacco Group earnings date
Q4 20257 Mar, 2026
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Frequently asked questions
Scandinavian Tobacco Group produces and markets cigars, pipe tobacco, and fine-cut tobacco. Its portfolio includes premium cigar brands and tobacco accessories sold across international markets. The company is headquartered in Søborg, Denmark, and its shares are listed on the Nasdaq Copenhagen.
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