Studsvik (SVIK) ABGSC Investor Days summary

Business overview and market position

• Global leader in nuclear power lifecycle services, with operations in 7 countries and over 500 employees from 20+ nationalities.

• Offers solutions across the nuclear lifecycle: new build, operations, decommissioning, and waste management.

• Recognized as a trusted advisor for nuclear projects, including fuel/materials testing, waste planning, and isotope production.

• International hub for joint research and qualification of nuclear fuel and materials.

• Center of excellence with a legacy dating back to 1947, supporting OECD/NEA projects and repository studies.

Market trends and industry outlook

• Global electricity demand projected to grow 4% by 2025, with nuclear capacity potentially increasing 2.5x by 2050.

• 30 countries are considering or advancing nuclear power adoption.

• Light water SMRs could contribute about 25% of new nuclear capacity.

• Data center electricity consumption expected to triple by 2028, driving demand for reliable power.

Business areas and offerings

• Three main business areas: Decommissioning & Radiation Protection, Studsvik Scandpower (software), and Fuel, Materials & Waste Technologies.

• Decommissioning services include feasibility studies, licensing, dismantling, waste management, and project management.

• Scandpower software supports reactor analysis, core design, safety analysis, and spent fuel management; used by 50% of light water reactors globally.

• Waste technology focuses on consultancy, technology licensing, and inDRUM solutions for volume reduction and treatment of problematic waste.