Electrolux Professional (EPRO) Danske Bank Mid Cap seminar summary

Strategic positioning and growth potential

• Operates in structurally growing, geographically balanced end-markets with a strong track record of EBITA, cash flow, and dividend payout.

• Positioned to grow margins through efficiency programs and high-margin products, with a focus on organic growth and targeted M&A.

• Sustainability leadership recognized by industry awards and partnerships, driving value for customers.

Financial performance and targets

• Net sales grew from SEK 7,263m in 2020 to SEK 12,169m in 2025, with a CAGR of 10.9% since 2020.

• EBITA margin reached 12.1% in 2025, with a medium-term target of 15%.

• Dividend payout policy maintained at 30% of income, with a proposed SEK 0.95/share for 2025.

• Net debt/EBITDA ratio at 1.0x in 2025, well below the 2.5x target.

Margin improvement initiatives

• Margin expansion driven by price increases, product innovation, cost-out activities, and R&D normalization.

• Tariff and currency impacts mitigated through pricing and operational actions.

• Streamlining operations and shifting competencies to digital, sales, and marketing, with expected savings of SEK 85m in 2026 and SEK 175m in 2027.