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EQT : Presentationer under årsstämman (engelska) (4e2b45c866493f8cda8e0e149d3525b0117466bc)
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EQT : Presentationer under årsstämman (engelska) (4e2b45c866493f8cda8e0e149d3525b0117466bc)

‌EQT AB Annual Shareholders' Meeting 2026

12 May 2026, Stockholm



‌Conni Jonsson

Chair & Founder Styrelseordförande & Grundare



‌Since 1994, EQT has grown into a global private markets firm ...

25+

# countries

~2,200

# EQT FTEs1

330+

# portfolio companies

550,000

# employees in portfolio companies



260,000

# jobs added in portfolio companies2

SEK 3,400bn

Total AUM1

SEK 750bn

Realized returns3

~20%

Net IRR in EQT Equity funds4



  1. As of Q1 2026, including Coller Capital

  2. During the EQT funds' ownership in the last 15 years. Includes FTE data post 2008 for all control investments

  3. Realized value less realized cost for Key funds in EQT Private Capital Europe & North America and EQT Infrastructure since inception

  4. Net IRR in EQT Equity funds since inception



‌Per Franzén

CEO & Managing Partner VD & Managing Partner



‌30+ years of uninterrupted growth in FAUM

Fee-generating assets under management (FAUM)

Secondaries1

Private Capital Asia Real Estate

Combination with BPEA

Combination with Exeter and LSP

Combination with Coller Capital1

Infrastructure

Private Capital EU & NA

Founded in Stockholm with

Investor AB

Expansion to Munich

Launch in the US

Launch of EQT Infrastructure

Expansion to Hong Kong

Launch of EQT Ventures and

Motherbrain

IPO on

Nasdaq Stockholm

'94 '95 '96 '97 '98 '99 '00 '01 '02 '03 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 '15 '16 '17 '18 '19 '20 '21 '22 '23 '24 '25

Nordic

Northern European focused

Multi-strategy and scaling globally

  1. On 22 January 2026, EQT announced it had signed an agreement to combine with Coller Capital, a leading global secondaries firm, marking the next step in EQT's strategic evolution. Coller Capital's FAUM estimated as of 31 December 2025: EUR 28bn. The transaction is subject to customary closing conditions and is expected to close in mid to late Q3 2026.

‌A global leader in private markets

€313bn

Total AUM1

>330

Portfolio companies

~2,200

FTEs1

>25

Offices in more than 25 countries



>1,700

Clients1

>2,200

Buildings

600+

advisors in EQT Industrial Network

6th

largest listed Swedish company2



  1. As of 31 March 2026. Includes Coller Capital. The transaction is subject to customary closing conditions, including regulatory approvals and certain Coller Capital fund investor consent approvals

  2. As of 8 May 2026. Ranking on Nasdaq Stockholm refers to companies incorporated in Sweden, by market capitalization

‌Be the most attractive private markets firm of scale - delivering industry-leading performance and solutions globally

Coller Capital5

Simplified organization

Revenue growth3: 16%

AI Infrastructure strategy

Leadership transition

EBITDA margin3: 60%

BPEA IX closed at the hard cap

‌A year of strong progress across key business and strategic priorities

Investments & exits1

Clients

Financials

People & Culture

Strategic

Investment:

€29bn

  • of which €11bn in co-investment

Realizations:

€38bn

  • of which €19bn for co-investors

Launch of new evergreen vehicles and strong momentum in private wealth

~€2.6bn of evergreen net inflows2

• +330% vs. same period last year

Dividends and buybacks4: €758m

  1. Q1 2026 LTM figures.

  2. Q1 2026 LTM net evergreen inflows

  3. Adjusted figures. Full year 2025

  4. Q1 2026 LTM. Dividends €461m and share repurchases €297m

  5. The transaction is subject to customary closing conditions, including regulatory approvals and certain Coller Capital fund investor consent approvals

‌Secondaries: EQT's next strategic growth engine

EQT + Coller Capital is better positioned to serve private markets investors and capture growth opportunities

Long-term structural growth Client needs for strategic liquidity solutions Shift towards longer-term ownership Facilitates access to private markets

Building a market-leading secondaries platform

‌Building a well diversified global platform

Private Capital

Infrastructure

Real Estate

Secondaries1

Dry powder

Healthcare

Dry powder

Digital

Dry powder

Dry powder

€77bn Soft €43bn

Multi-family

€21bn

€30bn

Early Stage Healthcare

Early Stage Tech

Industrial & Other Tech

-ware Services

Environ

-mental

Transport & Logistics

Social

Energy

Industrial & Logistics

Private Credit

Secondaries

Private Equity Secondaries

~45%

of FAUM2

~25%

of FAUM2

~12%

of FAUM2

~18%

of FAUM2

Note: Unrealized cost of investments as share of FAUM by business segment, all data as of Q1 2026

  1. On 22 January 2026, EQT announced it had signed an agreement to combine with Coller Capital, a leading global secondaries firm, marking the next step in EQT's strategic evolution. The transaction is subject to customary closing conditions and is expected to close in mid to late Q3 2026

  2. Illustrative FAUM split including Coller Capital

‌Delivering attractive risk-adjusted returns and international alpha at scale

Digital Infrastructure, North America

4.1x

Gross MOIC

EQT Infrastructure IV, V

Software, Europe

6.7x

Gross MOIC

EQT IX

Education, APAC

3.5x

Gross MOIC

BPEA VI

Dermatology, Europe

4.3x

Gross MOIC

EQT VIII

Past performance is no guarantee of future results. Any references to specific transactions should not be viewed as indicative of future results or of the performance of the firm's investments as a whole. EdgeConnex: Gross MOIC refers to transaction announced in April 2026. Nord Anglia: Gross MOIC refers to BPEA VI's sale announced on 21 October 2024. IFS: Gross MOIC refers to EQT IX's sale announced on 9 April 2025. Galderma: Gross MOIC refers to total exit Gross MOIC



‌A platform built to capture the AI opportunity

1

Insights from Early stage to Mature

2

Investments across the global platform

3

Active ownership to drive rapid transformation at scale

4

Ecosystem of AI natives and partnerships ‌Significant growth opportunities ahead

US - key opportunity for further growth

Grow in the Mid market and Early Stage strategies

Scale riding-the-winners strategy EQT Future

Private Capital

Scale newly launched open-ended

Active Core and AI strategies

Infrastructure

Broaden thematic focus areas outside of Logistics

Real Estate

Double Coller Capital's FAUM in less than

four years1

Secondaries

Continue to build product offerings, expand distribution partnerships and client base

Private Wealth

1) On 22 January 2026, EQT announced it had signed an agreement to combine with Coller Capital, a leading global secondaries firm, marking the next step in EQT's strategic evolution. The transaction is subject to customary closing conditions and is expected to close in mid to late Q3 2026



‌Jacob Wallenberg

Chair of the Nomination Committee Ordförande i valberedningen



‌Nomination Committee

Assignments



Jacob Wallenberg Investor AB

Cynthia Lee Jean Salata

Harry Klagsbrun Conni Jonsson



Prepare proposals on:

  • Chair of the Annual Shareholders' Meeting

  • Number of Board members

  • Election of Board members and Chair

  • Board fees

  • Auditor and Auditor fees

Joachim Spetz Swedbank Robur Funds

Conni Jonsson Chair of EQT AB Board

‌Board

Board fees

  • Chair of the Board: €361,000

  • Board member: €164,000

  • Audit Committee Chair: €42,000

  • Audit Committee member: €21,000

  • Remuneration Committee Chair: €40,000

  • Remuneration Committee member: €20,000

  • Total: €1,857,000

New elections



Jean Salata Chair

Jean-Pascal Tricoire



Board member

Re-elections





Margo Cook

Marcus Wallenberg







Diony Lebot

Brooks Entwistle



Gordon Orr

  • Re-election of KPMG as auditor

  • Auditor fee to be paid upon approved invoice

  • Håkan Reising continues as auditor-in-charge

Auditor



Richa Goswami

Jacob Wallenberg Jr



Currently serves as Chair of Schneider Electric, a global leader in energy management and automation, and as independent director on the board of Qualcomm

Previous experience includes 17 years as CEO and Chair & CEO of Schneider Electric (2006-2023). He has held operational roles across France, Italy, China, South Africa, the US and Hong Kong

Holds a degree in Electrical Engineering from ESEO and an MBA from Emlyon Business School

‌Jean-Pascal Tricoire Proposed Board member Föreslagen styreseledamot



‌Margo Cook

Chair of the Remuneration Committee Ordförande i Ersättningsutskottet



‌Reward tools to attract, retain and incentivise the best talent globally

We use our compensation philosophy … … to shape our compensation and incentive toolbox





Base Salary

Performance driven



Annual Bonus

Long term focus



Equity Programs

Reinforcing the EQT Culture



Investment Opportunities

Uniting 'Local' and 'Global'

‌2025 performance criteria were met

Share program Option program

Criteria

Revenue growth1

EBITDA

margin1

Sustainability assessment

Individual targets

2025

outcome

Above target

On target

On target

Individual assessment

Max

dilution2

0.11%

0.61%

  1. Adjusted figures

  2. Max dilution of 0.7%, and only if the EQT share price was to increase by ~60% annually for the next three years

‌Key learnings each year drive continuous development

Equity grants remain a powerful tool to drive shareholder alignment at EQT

1

Refine eligibility to drive real ownership across key employees through targeted grants

2

Cost, complexity and dilution management can be refined through appropriate equity vehicles

3

Ability to use equity to help drive business scaling

4