Hemnet Group (HEM) AGM 2026 presentation summary

Market position and user engagement

• Sweden's largest property portal, with over 2.7 million unique weekly users and more than 40 million monthly visits in 2025.

• Ranked as the fourth largest commercial media platform in Sweden, after major newspapers.

• 22% of the Swedish population aged 16–80 visit weekly.

Financial performance and shareholder returns

• Net sales grew by 9.5% year-on-year in 2025, reaching SEK 1,526.8 million.

• ARPL increased by 28.1% to SEK 8,175, with an EBITDA margin of 50.3%.

• Nearly SEK 2.2 billion returned to shareholders via dividends and buybacks since 2022.

Market dynamics and strategic focus

• Swedish property market has seen longer sales cycles and weaker price development post-pandemic.

• Strategic focus areas for 2026 include "Sell first, pay later," partnerships, AI-driven product innovation, and enhanced sales and marketing.