Business
Ratos presents new strategic direction and financial targets to drive shareholder value creation
Ratos presents new strategic direction and financial targets to drive shareholder value creation
About this update from Ratos Ab Class A
After a period as an operating company, Ratos returns to a more focused and long-term investment company owning both majority and minority holdings in Nordic companies. Ratos introduces financial targets to support profitable and capital-efficient growth to maximize long-term shareholder returns through active ownership and value creation in our companies.Building on 160 years of investing in and developing companies, Ratos returns to an investment company set-up and presents a new strategic direction. The new strategy will be executed in the period 2026-2028 with the aim to build a more focused Ratos, drive profitable and capital‑efficient growth from organic initiatives and add‑on acquisitions, as well as improve our ways of working.“The transition increases transparency in the Ratos portfolio, while the new strategy and financial targets support an accelerated journey towards a more focused and value-creating Ratos.With clearer strategic priorities, balanced financial targets, and enhanced governance, we are well positioned to drive profitable growth and deliver increased shareholder value,”says Gustaf Salford, President and CEO at Ratos.Build a more focused Ratos 2026-2028Ratos transitions to a sector‑agnostic model with a primary focus on Nordic companies in the Industry and Infrastructure segments. As part of this shift, Ratos discontinues the Business Areas structure and will instead concentrate on the performance of stand-alone companies in our core portfolio.Our core portfolio is structured around three categoriesMajority - Platform companiesDiab, HL Display, Knightec Group, Presis InfraPlatform companies are defined by strong market positions, attractive long-term market dynamics, and opportunities for add-on acquisitions.Majority - Companies to developAleido, LEDiL, Speed, TFS HealthScienceCompanies will focus on organic growth and/or increased profitability.Minority holdingsAibel and SentiaHoldings in larger businesses enable robust dividends throughout business cycles.Selected portfolio companies are considered as non-core (Plantasjen, KVD and Oase Outdoors) and we aim to conduct controlled exits of these companies during the period 2026-2028.Drive profitable and capital‑efficient growth from organic initiatives and add‑on acquisitionsDuring the period 2022–2025, the primary focus was on driving EBITA growth. Going forward, a more balanced ap...