Addnode Group AB Announces New Financial Targets Ahead of Capital Market Day

Addnode Group AB, a Stockholm‑based information‑technology company, released a set of revised financial objectives in the morning of 22 September 2025 in preparation for the week‑long capital market day. The announcement was made by CEO Johan Andersson in a company press release and subsequently covered by several Swedish business news outlets, including Di.se and Avanza.se.

Revised EBITA Growth and Margin Objectives

  • Average annual EBITA growth: The company now targets a minimum 15 % increase in EBITA each year.
  • EBITA margin: Addnode has raised its margin goal, though the precise target percentage was not disclosed in the press release. The CEO emphasized that the new margin ambition reflects a broader focus on profitability as part of the company’s growth strategy.

Strategy to Reach the New Targets

Addnode’s management indicates that achieving the higher margin and growth objectives will require an increased acquisition pace. CEO Andersson stated that the company “must accelerate its acquisition rate to meet the newly set objectives.” The company’s existing organic growth strategy will continue, but the emphasis on strategic purchases is expected to accelerate the build‑out of its product‑management and process‑management segments.

Market Reaction

  • Stock Price: At the opening of the Stockholm Stock Exchange on Monday, Addnode’s shares traded above their 52‑week low of SEK 80.8, with a closing price of SEK 105 as of 29 May 2025. The price movement on 22 September was limited; the shares rose modestly during the early trading session but settled near the midday level.
  • Index Impact: The OMXS30 index, representing the 30 largest companies on the Swedish market, moved only slightly during the day, closing at 2 642. The index’s overall change was within 0.2 % of the opening level, indicating that Addnode’s announcement did not materially affect broader market sentiment.

Company Context

Addnode operates through three primary segments:

  1. Design Management – software and services for simulation, design, and product data management targeted at engineers, architects, and manufacturers.
  2. Product Lifecycle Management (PLM) – systems that enable product data information flow across global organizations.
  3. Process Management – document and case‑management solutions for the public sector and private industry, with a growing presence in Norway and Sweden.

With a market capitalization of approximately SEK 15.51 billion and a price‑earnings ratio of 37.01, the company’s share price reflects expectations of continued growth in a highly competitive IT services market.

Forward Guidance

Addnode’s revised targets signal an intent to strengthen its profitability while expanding its customer base through both organic growth and targeted acquisitions. The company’s leadership remains confident that the new objectives are attainable within a few years, although the exact timeframe has not been specified.

Investors and analysts will monitor the company’s subsequent quarterly earnings reports to gauge progress against the 15 % annual EBITA growth target and the higher margin goal, as well as the pace of any upcoming acquisitions.