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TietoEVRY (TIETOS) investor relations material

TietoEVRY CMD 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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CMD 2025 summary25 Nov, 2025

Strategic priorities and transformation

  • Four strategic priorities: customer first, simplified core, selective international expansion, and a competitive cost base, with a shift to customer-centricity and sharper execution.

  • Leadership overhaul with 9 of 11 executive team members new, emphasizing fact-based management, accountability, and transparency.

  • Significant investments in AI, product modernization, and leadership development to drive operational excellence and growth.

  • Portfolio simplification and cost efficiency programs underway, including the sale of tech services, ongoing restructuring, and a €115 million run-rate savings target by end of 2026.

  • Selective international expansion aims for over €500 million in European contract value by 2028, focusing on scalable software and partnerships.

Financial guidance and targets

  • Targets for 2027–2028: more than 5% CAGR top-line growth and over 16% adjusted EBITA margin by end of 2028.

  • Dividend payout ratio set at 60–80% of net profit, with excess capital allocated to share buybacks or extraordinary dividends.

  • Leverage target maintained at less than 2x net debt/EBITDA, expected to be reached by 2026.

  • 2026 expected as a transition year with flat or slightly negative growth due to legacy headwinds, but margin expansion anticipated from cost measures and ending of IFRS 5 cost burden.

  • Growth from 2027 driven by Nordic market share gains, international expansion, and software business acceleration.

Business unit/segment strategies and growth levers

  • Tech Consulting shifting to a local operating model, focusing on 60 strategic customers, regulated industries, and a competence shift toward AI, cloud, and data, targeting >3% growth and >12% profitability.

  • Care Tech leverages its modular Lifecare platform to expand from Nordic leadership into a €3.7bn European market, targeting above 7% growth and 28% profitability.

  • IndTech focuses on three core products for international growth, aiming for over 6% CAGR and 17% profitability, with a shift to higher recurring SaaS revenue.

  • Bank Tech targets more than 6% CAGR and 18%+ profitability, expanding from a strong Nordic base into selected European markets with modular banking software and AI-driven solutions.

How will Tieto overcome 2026 growth headwinds?
Which software products drive international growth?
How does new brand structure support strategy?
What specific drivers underpin the 5% growth target?
Explain margin expansion drivers given past levels.
Detail plans for portfolio simplification beyond TS.
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Q4 202512 Feb, 2026
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Frequently asked questions

Founded in 1968, TietoEVRY Oyj works with customers to create digital services and operate IT infrastructures. It offers software solutions, including product development and delivery, as well as related services across industry sectors. The company operates through five business streams: Business Development, Application Services, Systems and Infrastructure Services, Telecom Services, and Data Management Services. Headquartered in Helsinki, Finland, TietoEVRY Oyj operates in countries globally.

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