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VNV Global (VNV) investor relations material

VNV Global CMD 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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CMD 2025 summary16 Sep, 2025

Portfolio performance and financial outlook

  • 77% of the portfolio is EBITDA positive, with profitability improving even after divesting a highly profitable asset.

  • Revenue growth in the top six holdings accelerated from 17% to 42%, with profitability margins turning positive and expected to rise further by 2025.

  • The portfolio trades at a P/E to EBITDA of about 10, suggesting continued earnings growth through 2027.

  • A 44% discount to NAV remains, despite recent share buybacks and bond redemptions.

Strategic focus and business development

  • Emphasis on network effects and high barriers to entry, with investments in mobility, marketplaces, and emerging markets.

  • Several smaller portfolio companies are positioned as future major contributors, with innovations in corporate gifting, healthcare, HR, and traffic management.

  • Thematic investment approach highlights disruption of traditional sectors and a shift toward early-stage and emerging market opportunities.

Company highlights and operational achievements

  • VOI, a leading micromobility platform, achieved profitability at both EBITDA and EBIT levels, expanded to over 100 cities, and is launching its largest e-bike contract in Paris.

  • Breadfast, Egypt’s largest online grocery platform, reported 98% YoY revenue growth, 10% store-level EBITDA, and 40% private label penetration, with strong resilience to macroeconomic challenges.

  • Bookadirect, Sweden’s top beauty and health marketplace, holds a 35% market share, supports 2.5 million monthly users, and is investing in AI-driven merchant tools and payment solutions.

  • Blablacar, a global leader in long-distance carpooling, is expanding into buses and trains, with 135 million passengers, €1.8 billion GMV, and a profitable, scalable model.

  • Neumann, a UK-based holistic health platform, achieved triple-digit revenue growth, profitability, and is scaling its obesity treatment and digital health services.

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Next VNV Global earnings date

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Q3 2025
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28 Oct, 2025
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Q3 2025
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Frequently asked questions

VNV Global AB is a Private Equity and Venture Capital firm based in Stockholm, Sweden, specializing in growth capital, buyout investments, incubation, seed/startup, early venture, mid venture, late venture, expansion stage, public market equivalent investments, and middle market investments. It also seeks to invest in acquisitions and pre-IPO situations.

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