Embellence Group (EMBELL) ABGSC Investor Days summary

Company overview and business model

• Aims to lead in premium interior decoration, focusing on wallpaper and complementary products, with a decentralized brand structure and strong heritage brands spanning over 150 years.

• Operates five brands, including Cole & Son, Boråstapeter, Wall&decò, Pappelina, and Artscape, with manufacturing in Sweden and Italy and sales in over 100 countries.

• Main markets are Sweden, UK, US, and Italy, with flexible in-house and external production capabilities.

• Employs around 220 people and reported SEK 765 million in net sales for 2025 with a 14.1% EBITDA margin.

Market opportunity and sustainability

• Targets the $10 billion premium wallpaper segment within the $800 billion global interior decoration market, focusing on residential and hospitality sectors.

• Holds about 60% of its market in Europe and the US.

• Committed to reducing carbon footprint by 50% by 2030 and cutting waste by 5% annually.

Brand highlights and product innovation

• Boråstapeter leads sales (38%), followed by Cole & Son (18%), with recent designer collaborations and new collections.

• Wall&decò specializes in innovative wallpaper for wet areas and acoustics, serving luxury hotels and tech offices.

• Pappelina focuses on rugs with high online sales, while Artscape offers window films for privacy and sun reflection.

• Ongoing product launches and design innovation, with a push for new materials and printing techniques.