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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Trifork Group
Trifork Group (TRIFOR) investor relations material
Trifork Group Investor update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor update summary13 Jan, 2026
Business model and strategy
Focus on profitable organic growth paired with strategic acquisitions, with revenue split between products (33%) and services (67%).
Trifork Labs drives innovation through investments in startups, providing early-stage support and leveraging a strong network for idea flow and validation.
Labs companies help Trifork stay ahead by testing and mastering new technologies, enabling packaged software and solutions for customers.
Capital allocation prioritizes core business growth, with exit proceeds from Labs reinvested into the core and selective, synergy-driven Labs investments.
AI-supported engineering and product-led growth are expected to reduce capital needs and dilution for Labs investments over time.
Portfolio performance and value creation
Labs portfolio book value reached EUR 84m as of September 2025, with a solid funding runway and strong co-investor backing.
Average invested capital per Labs company is EUR 1.1m, with an average ownership of 27%.
Labs has a strong track record of exits, including Humio (sold to CrowdStrike for $400m), Chainalysis, and Tradeshift, generating significant returns.
Net realized gains since 2016 total EUR 62m, with EUR 22m since the 2021 IPO, and a significant increase in Q4 2025.
Top 10 Labs companies achieved 100% revenue growth and 18.1% EBITDA margin in 2024, with 50% employee growth.
Valuation and risk management
Conservative approach to marking values up, with adjustments based on external financing rounds and risk-based impairments for underperforming companies.
Profitable companies for at least two years are valued using a conservative, auditor-verified DCF model.
Example: XCI's 30% sale to ATP in December 2024 was at a 55% premium to prior DCF valuation.
How do Labs companies directly boost Trifork's core?
How will AI-driven growth impact Labs capital allocation?
Labs Top 10 EBITDA margin trend, what drives it?
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Next Trifork Group earnings date
Q4 202527 Feb, 2026
Trifork Group
Next Trifork Group earnings date
Q4 202527 Feb, 2026
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Frequently asked questions
Trifork Holding provides information technology and business services primarily in Switzerland, Denmark, the Netherlands, and the United Kingdom. It designs, develops, implements, and manages IT solutions for its customers. The company offers digital transformation initiatives and consulting services through the use of Agile methods and methodologies that help customers tackle complex, core strategic problems to deliver measurable results; digital products and software development services; Cloud-based hosting environments; AI and machine learning solutions; DevOps, data intelligence, enterprise infrastructure expertise; cloud management platforms; and hardware/software support solutions.
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