Electrolux Professional (EPRO) Handelsbanken Mid Cap seminar presentation summary

Strategic positioning and growth potential

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

• Focuses on organic growth, efficiency programs, and high-margin products, with the ability to accelerate growth through M&A.

• Recognized as a sustainability leader, with a clear strategy to drive growth and margin improvement by focusing on fewer, high-impact initiatives.

Financial performance and targets

• Achieved SEK 12.2 billion in net sales and SEK 1.4 billion EBITA in 2025, with a 12.1% EBITA margin and operations in about 110 countries.

• Targets 15% EBITA margin medium-term, with 2025 profitability at 12.1% and net debt/EBITDA at 1.0x.

• Dividend payout set at 30% of income, with SEK 0.95/share for 2026.

• Strong cash generation and rapid deleveraging post-acquisitions, with SEK 5.7 billion in available funding.

Operational excellence and margin drivers

• Laundry and Customer Care segments deliver profitability well above group average, supporting margin improvement.

• New modular laundry platform (Line 7000) to drive efficiency, sustainability, and market expansion, with launches planned for 2026-2027.

• Acquisition of Royal Range in 2026 strengthens high-margin cooking segment and is EBITA margin accretive.

• Streamlining program aims to save SEK 80m in 2026 and SEK 175m in 2027, shifting focus to digital, sales, and marketing.