Vaisala (VAIAS) Investor presentation summary

Strategic positioning and business overview

• Global leader in measurement instruments and intelligence for climate action, operating in over 60 countries with nearly 2,500 experts worldwide.

• Business areas include Industrial Measurements, Xweather (data and solutions as a service), and Weather, Energy, and Environment.

• Balanced portfolio creates resilience, with growth focus in industrials and expansion of subscription-based services.

• Strong track record of growth, profitability, and strategy execution, with net sales reaching €596.9M and EBITA at 15.8% of net sales in 2025.

• Purpose-driven culture emphasizes innovation, customer focus, and sustainability.

Financial performance and shareholder returns

• Total shareholder return from 2015–2025 was 370%, with share price up 302% and cumulative dividends of €262.6M.

• R&D investments at 11% of net sales in 2025, supporting technology leadership.

• Five acquisitions in four years, supporting growth and expanding capabilities.

• Dividend payout ratio in 2025 was 52%, with stable and increasing dividends aligned with profit growth.

• Long-term financial targets include 7% average sales growth and strong cash conversion.

Business segment highlights

• Industrial Measurements saw record-high orders in Q2 2026, with 26% Y/Y growth and strong performance in data centers and power markets.

• Xweather achieved double-digit growth, with ARR of €58M in Q2 2026 and over 95% recurring revenue.

• Weather, Energy, and Environment experienced a slow quarter in project orders but improved profitability, with a stable order book and ongoing large projects.

• Key markets include industrial, life science, power, transportation, logistics, energy, finance, meteorology, aviation, and renewable energy.