Svedbergs Group (SVED) ABGSC Investor Days summary

Vision and strategy

• Aims to be Europe's leading collection of innovative bathroom brands focused on sustainable products and services.

• Growth driven both organically and through acquisitions, with a focus on expanding product categories and geographic reach.

• Five strategic pillars: profitable growth, business model, sales excellence, product development, and leadership.

• Decentralized organization empowers local leadership while leveraging group synergies.

• Strong commitment to innovation, sustainability, and continuous investment in design.

Financial performance and targets

• 2024 net sales reached SEK 2,184 million with an EBITA margin of 14.3%.

• Average annual growth over the past seven years was 23.6%, with 2024 growth at 19.7%.

• Board proposes a dividend of 47.3% of profit after tax for 2024.

• A SEK 100 investment in 2019 would now be worth SEK 353, reflecting strong shareholder value creation.

• Long-term targets: >15% EBITA margin, 10% annual growth, and up to 50% dividend payout.

Market presence and segments

• Operates eight brands with sales in 15 countries and four production facilities.

• UK is the largest market (49% of sales), followed by the Netherlands (18%) and Sweden (19%).

• Market share in key regions: ~6% Nordics, ~7% UK, ~7% Netherlands.

• Product range includes bathroom furniture, shower enclosures, bathtubs, brassware, WCs, mirrors, and accessories.

• Sales channels span specialists, wholesale, e-commerce, DIY, and professional contracts.