Electrolux Professional (EPRO) SEB Nordic seminar presentation summary

Strategic positioning and growth potential

• Operates in structurally growing end-markets with a geographically balanced business and a strong track record in EBITA, cash flow, and dividends.

• Positioned to grow margins through efficiency programs and high-margin products, with a focused plan for organic growth and potential M&A acceleration.

• Recognized as a sustainability leader in the industry.

Financial performance and targets

• Organic net sales growth target set at 4%, with 2025 QTD at 0.9%.

• Profitability target of 15% EBITA margin, with 2025 QTD at 11.9%.

• Operating working capital target at 15% of net sales, currently at 16.2%.

• Net debt/EBITDA ratio well below 2.5x, currently at 1.2x.

• Dividend payout policy at 30% of income, with increasing dividends per share.

Margin improvement drivers

• Margin growth supported by price management, new product launches, stronger sales mix, cost-out activities, and R&D normalization.

• Tariff impacts mitigated by price increases, with US sales representing 25% of group sales and less than half subject to tariffs.

• Currency effects have reduced top line and EBITA, but margin impact remains limited.