Electrolux Professional (EPRO) Nordea equities small & mid cap days presentation summary

2025 profile and portfolio

• Net sales SEK 12.2bn; EBITA SEK 1.4bn and adjusted EBITA margin 12.1%; operations in ~110 countries with ~4,300 employees.

• Food & Beverage represented 60% of sales and 48% of EBITA; Laundry represented 40% of sales and 52% of EBITA.

• Sales mix by geography: 60% Europe, ~24% Americas and ~16% APAC & MEA.

• Customer Care generated 16.5% of sales and had a margin above the 15% Group EBITA target.

Strategy and margin pathway

• Strategy centers on fewer priorities, faster execution, improved mix and focusing resources where the business can win.

• Medium-term EBITA margin target is 15%, supported by organic development, new products, pricing, stronger mix and cost-out activities.

• Portfolio actions distinguish between fixing low-margin activities, stabilizing average-margin activities, harvesting or transitioning margin-positive activities, and investing in high-margin areas.

• Growth priorities include innovation and sustainability, Customer Care and service, high-margin products and geographies, digitalization, and streamlined operations.

Markets and growth opportunities

• Estimated 2025 markets: Food solutions USD ~26bn, growing 2–4%; Beverage solutions USD ~6bn, growing 3–4%; Laundry solutions USD ~3.7bn, growing 2%.

• Underlying market trends include digitalization, sustainability and labor shortages.

• A new modular Line 7000 Laundry platform has multiple applications, reinforces technical leadership and expands the addressable market; launch roadmap 2026–2027.

• Royal Range, acquired in January 2026, targets fast-food chain restaurants and adds high-margin cooking products; leveraging the sales force is expected to expand sales, and the acquisition is EBITA-margin accretive to the 15% target.