Arlandastad Group (AGROUP) Stockholm Corporate Finance Conference 2026 summary

Strategic project development and portfolio overview

• Two of Sweden's largest development projects are managed at key infrastructure nodes, focusing on the full value chain from land acquisition to long-term management and refinement.

• Project portfolio includes 1,970,000 sqm of building rights under planning, with an estimated investment volume of SEK 45–50 billion.

• Major development areas: Arlandastad (2,750,000 sqm) and Skavsta (4,840,000 sqm), with ongoing and joint venture projects.

Financial performance and transactions

• High transaction activity in H1 2026, with revenues of SEK 174.9 million and a net result of SEK 116.1 million.

• NAV per share increased to SEK 87.1; dividend per share set at SEK 1.55, following a new policy of 5% of equity.

• Significant land sales in Arlandastad: 15,701 sqm to JSR for SEK 78.5 million and 37,259 sqm to Urban Partners for SEK 158.3 million plus conditional earn-out.

• New financing of SEK 1,460 million secured.

Business model and value creation

• Value is created through long-term property development, including land acquisition, planning, development, and management.

• Transactions with joint ventures and divestments at various project stages are integral to the model.

• Demonstrated ability to realize value through sales and joint ventures, with 200,000 sqm of building rights activated in 2025, far above the typical 15,000 sqm/year.