Verisure Group (VSURE) Company presentation summary

Vision and strategy

• Aims to provide peace of mind and security to families and small businesses, emphasizing the right to feel safe.

• Core values include commitment, passion, innovation, teamwork, trust, and responsibility.

• Focuses on innovation, customer experience, and a strong go-to-market approach to unlock market potential.

Market position and growth

• Holds #1 position in 9 of its top 10 geographies, with a portfolio exceeding 5.9 million customers as of Q3 2025.

• Annualized recurring revenue (ARR) reached €3.1bn in 2024, with an 11% CAGR over the last three years.

• Maintains a significant lead over competitors in Europe and Latin America, with Europe representing ~90% of the portfolio.

Financial performance

• 2024 revenue was €3,408m (+10.3% YoY), with adjusted EBIT of €819m (24% margin) and adjusted EBITDA of €1,534m (45% margin).

• Q3 2025 saw group revenue of €933m (+9.9% YoY cc) and adjusted EBIT of €250m (+17.1% YoY cc).

• Cash conversion rate was 60% in 2024, with strong reinvestment in customer acquisition and portfolio growth.