Proact IT Group (PACT) ABGSC Investor Days summary

Strategic direction and market positioning

• Aims to be a leading, sovereign, sustainable, and resilient hybrid cloud service provider in Europe.

• Focuses on digital transformation, cybersecurity, AI, and hybrid cloud adoption as key market drivers.

• Pursues growth through innovation, portfolio expansion, and targeted M&A.

• Emphasizes operational excellence and a strong, inclusive company culture.

• Maintains a stable, long-term shareholder base supporting strategic decisions.

Service offerings and expertise

• Provides systems, support, managed cloud, and consulting services across the data journey.

• Delivers mission-critical solutions in cybersecurity, AI infrastructure, and cloud-native services.

• Operates two 24/7 Security Operations Centers for continuous protection.

• Supports digital transformation with Microsoft consulting and modern IT foundations.

• Flexible deployment models include on-premises, private, public, and hybrid cloud.

Financial performance and targets

• Achieved SEK ~4,739 million turnover with stable finances and strong cash flow.

• Targets over 10% annual growth, 8%+ EBITA margin, and over 50% services revenue.

• Maintains low leverage (<2x net debt/EBITDA) and targets 20% ROCE.

• Consistent dividend policy, with recent payout of SEK 2.40 per share and share buyback program launched in 2025.

• Financial profile supports both organic growth and disciplined acquisitions.