Elisa Oyj Class A · OMXHEX:ELISA
Elisa Oyj Class A — Investor Day (2025)
17 slides from Elisa Oyj Class A's investor day presentation, 2025
Slide 1: Consumer Customers: Faster Profitable Growth
Consumer Customers Faster Profitable Growth Vesa-Pekka Nikula EVP Consumer Customers
Slide 2: Performance update, Faster profitable growth, Management priorities
1 Performance update 2 Faster profitable growth 3 Management priorities
Slide 3: Constantly improving performance
Performance update Constantly improving performance Low-single-digit revenue growth Stable EBITDA1 growth EURm EURm CAGR +1.1% CAGR +4.6% 400 160 +1% 0% +4% +3% -1% +6% 350 +4% -1% +2% 140 +7% +5% +7% +2% -1% +4% +1% 300 120 250 100 200 80 150 60 100 40 50 20 0 0 1Q 2Q 3Q 4Q 1Q 2Q 3Q 4Q 2022 202
Slide 4: Faster profitable growth with 5G & fiber upsell & home services
Faster profitable growth Faster profitable growth with 5G & fiber upsell & home services Faster Profitable Growth Customer-focused value creation… International 5G & Fiber Home Corporate Software Upsell Services IT & Cyber Services Simplicity & Productivity …driven by engaged people building excelle
Slide 5: Strong customer-focused value creation
Faster profitable growth Strong customer-focused value creation Elisa customers are the most Customers with more products stay Loyalty programme rewards tenure satisfied longer and spend Consumer customer NPS1 Customer-level churn Loyalty programme customer base 30.8 -50% -83% 1 million rewards clai
Slide 6: #1 in telecom and entertaining video services with attractive new growth markets
Faster profitable growth #1 in telecom and entertaining video services with attractive new growth markets Telecom services Entertaining video services Residential energy storage EUR 1.1bn EUR 160m EUR 1m EUR 12m CAGR 2024–2027 >75% EUR 650m EUR 3.2bn CAGR Home security CAGR 2024–2027 2024–2027 +2% +
Slide 7: Strong foundation for future mobile service revenue growth
Faster profitable growth – telecom services Strong foundation for future mobile service revenue growth Customer base shifting to Speed correlates with NPS & Value increase from 4G to 5G faster speeds1 value capture2 upgrades2 +28% > EUR 3 +27% +32% +38% <150 Mbps 200–300 Mbps ≥600 Mbps NPS Average b
Slide 8: Strong growth in mobile value-added services with momentum in digital security services
Faster profitable growth – telecom services Strong growth in mobile value-added services1 with momentum in digital security services2 & mobile ID Value-added services revenue Significant potential to improve Strong growth momentum in EURm penetration in Mobile ID5 CAGR +11% NPS 58 +60% 15% Digital
Slide 9: Solid fiber business case with attractive cross-selling opportunities
Faster profitable growth – telecom services Solid fiber business case with attractive cross-selling opportunities High Elisa Viihde TV service Solid business case with cross-sell Broadband base shifting to 5G penetration in broadband & upsell & fiber2 Cross-sell & upsell 65% FTTH1 Starting ARPU Mobi
Slide 10: Healthy growth in telecom services
Faster profitable growth – telecom services Healthy growth in telecom services 1000 CAGR +4.1% 800 600 CAGR +4.7% 400 200 0 2022 2023 2024 Mobile service revenues Fixed service revenues 10
Slide 11: Value generation with Elisa Viihde TV service & wide selection of streaming services
Faster profitable growth – home services Value generation with Elisa Viihde TV service & wide selection of streaming services Improving profitability in entertaining The Elisa Viihde service offering Elisa Viihde service competes with video services1 the best3 160 Max 120 Disney+ Elisa Viihde 80 Sup
Slide 12: Interesting growth opportunities & differentiation with original series
Faster profitable growth – home services Interesting growth opportunities & differentiation with original series Further cross-sell potential in our customer base1 Ten years of original series with international recognition +100% Mister 8 Money Shot Man in Room 301 All the Sins The Invincibles +100%
Slide 13: Exciting new growth opportunities at home
Faster profitable growth – home services Exciting new growth opportunities at home Residential energy storage Home security Energy consumption management Modular service for home monitoring & service surveillance Willingness to buy1 from telco Willingness to buy1 from telco 34% 40% Elisa’s solution
Slide 14: Improving productivity & leveraging online services
Faster profitable growth – simplicity & productivity Improving productivity & leveraging online services AI & automation productivity impact Improving operational cost Leveraging recognised1 online efficiency services 100% CAGR +9.0% # 2024 Change 80% 1 Elisa 0 2 Telia 0 60% 3 Gigantti 0 4 Kesko
Slide 15: Faster profitable growth
Management priorities Faster profitable growth Customer-focused value creation… Customer-focused value creation • Drive customer loyalty • Boost multi-product penetration 5G & Fiber Upsell 5G & Fiber Home Corporate International Upsell Services IT & Cyber Software Services • Continue upgrading custo
Slide 16: | CMD
| CMD Wise | 5095
Slide 17: Forward-looking statements
Certain information and statements in this presentation, including those related to future performance and other trend projections, contain "forward-looking statements". By their nature, forward-looking statements involve unknown risks and uncertainties because they relate to events and depend on ci