Clavister (CLAV) ABGSC Investor Days summary

Market environment and company positioning

• Emphasizes the urgency of European cyber defense amid geopolitical tensions and ongoing cyber warfare.

• Highlights a unique position as one of few European vendors with a comprehensive cybersecurity portfolio for mission-critical sectors.

• Trust and third-party accreditations, such as NATO product catalog inclusion and participation in European Defence Fund projects, are key differentiators.

• Focuses on long-term partnerships with blue-chip clients in defense, telecom, energy, and public administration.

Technology and innovation

• Over 25 years of R&D investment exceeding SEK 700 million, with most intellectual property retained.

• All products are developed in-house in Sweden, resulting in high security, flexibility, and minimal vulnerabilities.

• AI/ML technology acquired and patented in Europe enhances real-time threat detection across all products.

• Average product uptime is close to eight years, demonstrating robustness in critical infrastructure.

Customer segments and use cases

• Serves public administration, energy/utilities, defense, and telecom, where cyber attacks can have catastrophic societal impacts.

• Example: German energy giant RWE uses solutions in hundreds of power plants for secure, encrypted operations.

• Defense sector focus includes tactical security for vehicles, ships, and soldiers, with BAE Systems as a key reference.