Securitas (SECU) Investor Day 2026 summary

Strategic direction and transformation

• Transitioning to a technology- and intelligence-led security partner, leveraging digital platforms, AI, and advanced analytics to deliver proactive, scalable solutions and move up the value chain.

• Emphasis on integrated capabilities across security services, technology, and risk management, with a consultative approach and a focus on large, expanding addressable markets.

• Deepening client relationships through multi-service offerings, driving higher recurring revenue and client retention above 90%.

• Competitive advantage built on combining local/global presence, technology, and data to deliver measurable risk reduction and operational resilience.

• Major transformation completed, including digitalizing 200,000 client sites, integrating major acquisitions, and divesting lower-quality business.

Financial targets and performance

• Achieved 8.2% adjusted operating margin in Q4 2025, surpassing the 8% target, with net debt/EBITDA reduced to 2.1 and strong cash conversion (81% over 2022-2025).

• New 2030 targets: 10% average annual EPS growth, operating margin above 10% long-term, 80-90% operating cash flow, net debt/EBITDA below 2.5x, and 50-60% dividend payout.

• Organic growth targeted at 4%-6% per year, with 20-30 bps annual margin improvement and 1%-2% growth from disciplined, value-accretive M&A.

• Capital allocation prioritizes technology bolt-ons, geographic expansion, and risk management, with CapEx kept below 3% of sales.

• Recurring monthly revenue at BSEK 1, with client retention at 90%.

Innovation, technology, and client solutions

• AI and automation are transforming security design, detection, and delivery, reducing false alarms by up to 93% and enabling proactive, intelligence-led operations.

• Digital platforms like MySecuritas and SRM enable real-time risk intelligence, adaptive security planning, and integrated monitoring for clients.

• Solutions include AI-powered video analytics, autonomous patrol robots, and digital twins, leveraging existing infrastructure and cloud-based services.

• Demonstrated value through case studies: proactive disruption prevention and dynamic event security, reducing operational and brand impact.

• Differentiation comes from integrating intelligence, technology, and operations at scale, supported by global footprint and strong technology partnerships.