Arlandastad Group (AGROUP) Avanza Börsdag 2026 summary

Strategic project development and portfolio overview

• Manages two of Sweden's largest development projects: Arlandastad (2.9 million sqm) and Skavsta (4.84 million sqm), focusing on infrastructure nodes and long-term value creation.

• Covers the full value chain from land acquisition to management and divestment, with a low leverage ratio and a project portfolio valued at SEK 45–50 billion.

• Joint ventures with partners like Swiss Life and BRA Bygg enable capital-efficient expansion and risk sharing.

• Maintains a 24% loan-to-value ratio, supporting flexibility and resilience in uncertain markets.

Financial performance and transaction highlights

• 2025 saw a significant increase in development pace, with 200,000 sqm of building rights activated, compared to the previous 10,000–15,000 sqm per year.

• Annual revenues reached SEK 376.9 million, with a cost saving of SEK 30 million and a net result of SEK 133 million.

• Major transactions included JV with BRA Bygg (SEK 200 million), and building rights sales to Evroc (SEK 27 million) and JSR (SEK 78 million).

• Realized and unrealized value changes totaled SEK 226.8 million.

Operational progress and sustainability initiatives

• New leases signed in Arlandastad's F60 business park, with major tenants moving in by spring 2027.

• Skavsta focused on detailed planning, infrastructure, and green energy, including a letter of intent with Fortum for hydrogen and sustainable aviation fuel.

• Investments in solar and battery projects enhance energy self-sufficiency and reduce fossil dependency.

• Partnerships with Mercedes-Benz and Nima Energy for EV charging infrastructure.