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On 1 October 2025, Sampo announced that Lars Kufall Beck, COO at If P&C, would take over as new Group CFO as of 1 April 2026 succeeding Knut Arne Alsaker.

Annual savings of around 2.4 MEUR support the improvement of profitability.

The advanced concept design phase for Factory 02 has been completed, and the company is now moving into the final design phase.

KH Group announced on Monday that it has signed secured financing agreements totaling 33.5 MEUR.

Although the current year is exceptional for the company in terms of revenue growth, we believe that a strong volume level will be maintained in the coming years as well.

Inderes announced today a new long-term incentive program.

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Puuilo published its Q4’25 results last week. Analyst Arttu Heikura discusses the company.

We consider the raised guidance a significant positive signal, even though part of the growth is explained by a technical change in reporting methods.

The agreement is relatively small for Kreate's size, but an interesting opening to the Norwegian market.

Bioretec will carry out a rights issue by the end of April.

We lowered our revenue estimates as we interpret new sales to have progressed slower than our estimates.

Although increased uncertainty has once again clouded the economic outlook, we do not currently anticipate any significant harm to Nordea from this, as the anticipated rise in interest rates supports net interest income.

Success in the US requires success in several sub-areas.

Uncertainty regarding economic development has clearly increased recently, and our assessment of Aktia's volume development is more cautious than before. At the same time, however, the rise in market interest rates supports net interest income, so overall our earnings forecasts for the coming years increased slightly.

In our view, H&M’s Q1 report did not contain any major surprises. The overall narrative remains unchanged; the company continues to struggle to drive sales growth, while margin improvement is primarily supported by internal initiatives and external factors rather than top-line momentum. In our view, valuation levels remain elevated, and given the ongoing revenue concerns, we continue to view the risk/reward as unattractive. As a result, we reiterate our Sell recommendation and our target price to SEK 155 per share.

The 0.55 EUR dividend proposal exceeded our 0.31 EUR estimate.

We believe the targets set for 2030 (revenue of 100-150 MEUR and EBIT of 25-30%) are realistically achievable

Sampo reports its financial performance under four segments based on its operational business areas. In this blog series, we will introduce all our segments. Next up is Private UK.