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TietoEVRY (TIETOS) investor relations material
TietoEVRY Investor Presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Financial performance and targets
Revenue for the last twelve months (LTM) Q3 2025 was €1,860 million, with adjusted EBITA of €240 million and a margin of 12.9%.
Growth target is set at a CAGR of over 5% for 2027-2028, with profitability (adj. EBITA) above 16% by 2028.
Dividend distribution is planned at 60-80% of net profit, with net debt/EBITDA targeted below 2x.
Each business segment has specific growth and profitability targets, with Caretech aiming for >7% growth and >28% EBITA margin, and Banktech for >6% growth and >18% EBITA margin.
Cost optimization program aims for €115 million in run-rate savings by end of 2026.
Strategic priorities and execution
Four strategic priorities: customer first, simplified core, selective expansion, and competitive cost base.
Focus on deepening customer relationships, expanding in the Nordics and selected European markets, and building distinctive capabilities in AI and software.
Selective international expansion targets over €500 million in total contract value from Europe by 2028.
Investment focus on strengthening the product portfolio, AI technologies, and aiming for shorter payback times and higher returns.
Leverage target (net debt/EBITDA) to be reached by 2026, with excess capital distributed to shareholders.
Business segment highlights
Tech Consulting targets >3% CAGR and >12% EBITA margin, focusing on AI, cloud, and data-driven growth.
Banktech leverages Nordic leadership to expand in Europe, transitioning to a scalable SaaS portfolio and targeting >6% CAGR and >18% EBITA margin.
Caretech leads with its Lifecare software, aiming for >7% CAGR and >28% EBITA margin, expanding through partner-led go-to-market strategies in Europe.
Indtech focuses on scalable software for selected European markets, with >6% CAGR and >17% EBITA margin targets, and a strong position in the Nordics.
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