Tieto (TIETO) Investor presentation summary

Investment highlights and strategic positioning

• Holds a leading position in resilient Nordic markets with a focused software mix and high recurring revenue.

• Clear path to margin expansion and scalable growth through selective European expansion.

• Strong positioning to benefit from AI transformation, leveraging deep domain expertise and partnerships.

Business overview and financials

• Operates four main segments: Tech Consulting, Caretech, Banktech, and Indtech, serving thousands of customers globally.

• Annual revenue is approximately €1.9 billion, with a significant share from recurring sources.

• Adjusted operating profit (EBITA) for 2025 is €257 million, with strong contributions from software businesses.

Strategic priorities and execution

• Strategy for 2026–2028 focuses on customer centricity, simplified core, selective European expansion, and a competitive cost base.

• Cost optimization program targets €130 million in run-rate savings by end of 2026, with €105 million already realized.

• Personnel reductions of ~2,100 FTEs year-over-year, with ongoing focus on operational efficiency.