Board Change • May 20
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. Director Annica Bresky was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Aankondiging • Apr 23
Alfa Laval AB (publ) to Report Q1, 2027 Results on Apr 21, 2027 Alfa Laval AB (publ) announced that they will report Q1, 2027 results at 1:00 PM, Central European Standard Time on Apr 21, 2027 Aankondiging • Mar 24
Alfa Laval AB (publ) to Report Q1, 2026 Results on Apr 22, 2026 Alfa Laval AB (publ) announced that they will report Q1, 2026 results at 1:00 PM, Central European Standard Time on Apr 22, 2026 Aankondiging • Mar 05
Alfa Laval Launches FreeWaterLoop for Efficient Data Center Cooling Alfa Laval introduced FreeWaterLoop, an external cooling system for the data center facility loop, engineered to set new standards in efficiency, energy saving, and high-density computing. The liquid-based cooling system combines advanced pump engineering, high performance heat exchanger technology, and filtration into one single fully integrated system - offering data centers a scalable solution completely new to the market. Developed in direct response to growing industry demands for energy-efficient, high-capacity cooling, FreeWaterLoop supports the shift from traditional facility loop air-based cooling to liquid-based cooling. By harnessing the stable temperatures and powerful heat transfer capacity of natural water sources, the system minimizes net water consumption and returns water to its origin, all while delivering a continuous, reliable cooling flow. Additionally, FreeWaterLoop significantly reduces the physical plant footprint of facility cooling as it occupies less space than air-based systems. FreeWaterLoop is introduced 4 March 2026, at Data Center World in London. Aankondiging • Feb 04
Alfa Laval AB (Publ) Proposes Dividend The Board of directors of Alfa Laval AB (publ) proposed a dividend of SEK 9.00 (SEK 8.50) per share to the Annual General Meeting. Aankondiging • Feb 03
Alfa Laval AB (publ), Annual General Meeting, Apr 22, 2026 Alfa Laval AB (publ), Annual General Meeting, Apr 22, 2026, at 16:00 W. Europe Standard Time. Location: lund Sweden Aankondiging • Oct 29
Alfa Laval AB (publ) Updates Financial Guidance for the Year 2025 Alfa Laval AB (publ) updated financial guidance for the year 2025. For the year, the company updated average annual sales growth of 7% over a business cycle (previously 5%). Aankondiging • Sep 25
S. J. Electro Systems, Inc. acquired AMI Global, LLC from Cimbria Capital. S. J. Electro Systems, Inc. acquired AMI Global, LLC from Cimbria Capital on September 23, 2025. As part of the acquisition, SJE has established a new Cloud Connected Solutions division, which will be led by Henrik Laursen.
S. J. Electro Systems, Inc. completed the acquisition of AMI Global, LLC from Cimbria Capital on September 23, 2025. Aankondiging • Jul 22
Alfa Laval Announces Management Changes Alfa Laval announced that Martijn Bergink has been appointed President of the Marine Division, effective 1 September 2025. This is in addition to his current roles as President of Business Unit Pumping Systems in the Marine Division and Managing Director of Framo, an Alfa Laval-owned company. Martijn Bergink joined Alfa Laval in 1998 and, since then, he has held multiple senior leadership positions within the company, mostly in the Marine Division. In his new role as president of the Marine Division he will join Group Management. Martijn will continue as the Managing Director of Framo and President of BU Pumping Systems. In 2024 the Marine Division of Alfa Laval accounted for 40% of the order intake. The division employs 6,300 of the group's 22,300 people. The division delivers a wide range of products, systems and solutions for the marine industry, focusing on enhancing energy efficiency, decarbonization, digitalization, and compliance with environmental regulations. The current President of the Marine Division, EVP Sameer Kalra, will be retiring after a long, and successful tenure at Alfa Laval. Sameer joined Alfa Laval when the company acquired Aalborg Industries in 2011 and has been instrumental in the continued growth and success of the Marine Division, and in the work to develop products and technologies to support the decarbonization of the merchant fleet. Aankondiging • Apr 08
Alfa Laval AB (publ) to Report Q1, 2025 Results on Apr 29, 2025 Alfa Laval AB (publ) announced that they will report Q1, 2025 results at 1:00 PM, Central European Standard Time on Apr 29, 2025 Aankondiging • Feb 07
Alfa Laval AB (Publ) Proposes Dividend Alfa Laval AB (publ) proposed a dividend of SEK 8.50 (SEK 7.50) per share to the Annual General Meeting. Aankondiging • Feb 06
Alfa Laval AB (publ), Annual General Meeting, Apr 29, 2025 Alfa Laval AB (publ), Annual General Meeting, Apr 29, 2025, at 16:00 W. Europe Standard Time. Location: lund Sweden Aankondiging • Feb 05
Alfa Laval AB (publ) (OM:ALFA) signed an agreement to acquire Nrg Marine Ltd. Alfa Laval AB (publ) (OM:ALFA) signed an agreement to acquire Nrg Marine Ltd on February 5, 2025.
The expected completion of the transaction is during 2nd quarter of 2025. Reported Earnings • Oct 24
Third quarter 2024 earnings released: EPS: kr4.77 (vs kr4.28 in 3Q 2023) Third quarter 2024 results: EPS: kr4.77 (up from kr4.28 in 3Q 2023). Revenue: kr16.2b (up 2.8% from 3Q 2023). Net income: kr1.97b (up 12% from 3Q 2023). Profit margin: 12% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Aankondiging • Oct 01
Alfa Laval AB (Publ) Appoints Nomination Committee Alfa Laval AB (publ) announced that the Nomination Committee for the Annual General Meeting 2025 has now been appointed by the largest shareholders of Alfa Laval AB and consists of the following members: Jörn Rausing - Winder Holding; Daniel Kristiansson – Alecta Tjänstepension Ömsesidigt; Lennart Francke – Swedbank Robur Fonder; Anders Oscarsson – AMF-Försäkring och Fonder; Javiera Ragnartz – SEB Fonder. In addition, Dennis Jönsson, Chairman of the Board of Alfa Laval AB, will be part of the Nomination Committee. Buy Or Sell Opportunity • Aug 24
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 7.0% to €39.04. The fair value is estimated to be €49.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings are also forecast to grow by 9.4% per annum over the same time period. Aankondiging • Aug 23
Alfa Laval Announces Executive Changes, Effective 1 September 2024 Alfa Laval announced that Sammy Hulpiau, currently President Business Unit High Speed Separators, will take on the role of President of the Food & Water Division, effective 1 September 2024. Sammy joined Alfa Laval in 1988 and during his 36 years with the company he has held multiple senior leadership positions. In his new role he will join Group Management. The Food & Water Division accounts for 37 percent of Alfa Laval's order intake. The division works with products and systems for food and water applications across industries including food, pharmaceuticals, biotech, brewing, dairy and water treatment. More than 8,000 of the group's 22,000 employees work in the Food & Water Division. Nish Patel, the current President of the division, will move to a new role and lead several important group initiatives. The change is effective as of 1 September 2024, and Nish will continue to report to the CEO in his new capacity. Reported Earnings • Jul 24
Second quarter 2024 earnings released: EPS: kr4.08 (vs kr3.63 in 2Q 2023) Second quarter 2024 results: EPS: kr4.08 (up from kr3.63 in 2Q 2023). Revenue: kr17.5b (up 10% from 2Q 2023). Net income: kr1.69b (up 12% from 2Q 2023). Profit margin: 9.6% (in line with 2Q 2023). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Aankondiging • Jun 25
Alfa Laval AB (publ) to Report Q2, 2024 Results on Jul 23, 2024 Alfa Laval AB (publ) announced that they will report Q2, 2024 results at 7:30 AM, Central European Standard Time on Jul 23, 2024 Aankondiging • May 09
Alfa Laval Announces New Heat Exchanger, Hygienic WideGap Alfa Laval's new heat exchanger, Hygienic WideGap, offers a game-changing alternative to conventional technology,potentially halving emissions in the processing of liquid foods containing fibers and particles. The line of new heat exchangers underscores Alfa Laval's commitment to sustainability and food safety in the food processing industry. A game-changing innovation in the liquid food segment: Many food and beverage producers are eager to reduce a common dependency on fossil fuel-based energy sources and at the same time enhance energy efficiency and reduce emissions. While lowering the consumption of energy, water and chemicals at a plant level, food and beverage producers are simultaneously reducing greenhouse gas emissions throughout their supply chains. The launch of Alfa Laval's new Hygienic WideGap heat exchanger enables the switch from conventional processes to a more sustainable alternative. With this innovation, Alfa Laval has introduced a patented design suitable for the sustainable and hygienic production of, for example, crushed tomatoes, dressings, plant-based beverages, and juices with pulp. In comparison with conventional technologies, the new heat exchanger is 50% more energy efficient with corresponding lower emissions. It is the combination of optimal heat recovery, a 55% lower steam consumption and a 15% lower power consumption due to a lower pressure drop that is the foundation for the superior energy efficiency of the technology. Buy Or Sell Opportunity • Apr 26
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 22% to €40.03. The fair value is estimated to be €33.01, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 9.8% per annum over the same time period. Aankondiging • Apr 26
Alfa Laval AB (publ) Approves Dividend, Payable on May 3, 2024 Alfa Laval AB (publ) at the Annual General Meeting held on April 25, 2024, approved on a dividend to shareholders of SEK 7.50 per share. It was further resolved that the record date for the dividend should be April 29, 2024, which means that payment of the dividend is expected to be distributed by Euroclear Sweden AB on Wednesday, May 3, 2024. Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: kr4.07 (vs kr3.64 in 1Q 2023) First quarter 2024 results: EPS: kr4.07 (up from kr3.64 in 1Q 2023). Revenue: kr14.9b (up 5.6% from 1Q 2023). Net income: kr1.68b (up 12% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Apr 19
Upcoming dividend of kr7.50 per share Eligible shareholders must have bought the stock before 26 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.2%). Aankondiging • Apr 04
Alfa Laval Corporate AB to Report Q1, 2024 Results on Apr 25, 2024 Alfa Laval Corporate AB announced that they will report Q1, 2024 results at 1:00 PM, Central European Standard Time on Apr 25, 2024 Reported Earnings • Mar 30
Full year 2023 earnings released: EPS: kr15.32 (vs kr10.89 in FY 2022) Full year 2023 results: EPS: kr15.32 (up from kr10.89 in FY 2022). Revenue: kr63.6b (up 22% from FY 2022). Net income: kr6.33b (up 41% from FY 2022). Profit margin: 10.0% (up from 8.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Declared Dividend • Feb 08
Dividend of kr7.50 announced Shareholders will receive a dividend of kr7.50. Ex-date: 26th April 2024 Payment date: 3rd May 2024 Dividend yield will be 23%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (49% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 07
Full year 2023 earnings released: EPS: kr15.32 (vs kr10.89 in FY 2022) Full year 2023 results: EPS: kr15.32 (up from kr10.89 in FY 2022). Revenue: kr63.6b (up 22% from FY 2022). Net income: kr6.33b (up 41% from FY 2022). Profit margin: 10.0% (up from 8.6% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Aankondiging • Feb 06
Alfa Laval Corporate AB Proposes Dividend The Board of Directors of Alfa Laval Corporate AB will propose a dividend of SEK 7.50 (6.00) per share to the Annual General Meeting. Aankondiging • Dec 19
Alfa Laval Introduces Life-Cycle Assessment Solution Alfa Laval introduced the Life-cycle Assessment Solution, an innovative software service. The service tool can provide input for the EU Corporate Sustainability Reporting Directive (CSRD) and address the EU Green Claims Directive. It will help Alfa Laval's food and beverage customers to specify necessary data demonstrating their environmental impact and compliance with the coming directives. As consumers, investors and other stakeholders prioritize sustainability, the Corporate Sustainability Reporting Directive ("CSRD") mandates companies to report their sustainability impacts and risks. Applicable to large EU organizations from 2024, CSRD ensures consistent and standardized measurements, promoting transparency in disclosing social and environmental initiatives. Compliance isn't just a legal requirement but a strategic commitment to ethical conduct, aligning with the stakeholders' expectations for responsible business practices and a sustainable future. The EU Green Claims Directive, on the other hand, demands authenticity in environmental marketing. Companies must verify green claims, aligning with consumer expectations for transparency. This directive sets clear guidelines for credible communication of eco-friendly initiatives in the EU, fostering trust and meeting the demand for genuine sustainability efforts. The Green Claims Directive is expected to enter into force in 2024 with a start-up period between 2024 to 2027. To comply with these directives, companies and organizations must demonstrate supply chain transparency, requesting and reporting data from suppliers to verify due diligence in achieving sustainability goals. For instance, EU estimates that more than 50% of current environmental sustainability claims can be categorized as greenwashing due to a lack of verifiable data. Reported Earnings • Oct 26
Third quarter 2023 earnings released: EPS: kr4.28 (vs kr2.92 in 3Q 2022) Third quarter 2023 results: EPS: kr4.28 (up from kr2.92 in 3Q 2022). Revenue: kr15.8b (up 20% from 3Q 2022). Net income: kr1.77b (up 47% from 3Q 2022). Profit margin: 11% (up from 9.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 20% per year. Reported Earnings • Jul 20
Second quarter 2023 earnings released: EPS: kr3.63 (vs kr2.75 in 2Q 2022) Second quarter 2023 results: EPS: kr3.63 (up from kr2.75 in 2Q 2022). Revenue: kr15.9b (up 34% from 2Q 2022). Net income: kr1.50b (up 32% from 2Q 2022). Profit margin: 9.5% (in line with 2Q 2022). Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Jul 04
Alfa Laval Corporate AB to Report Q2, 2023 Results on Jul 20, 2023 Alfa Laval Corporate AB announced that they will report Q2, 2023 results at 7:30 AM, Central European Standard Time on Jul 20, 2023 Upcoming Dividend • Apr 19
Upcoming dividend of kr6.00 per share at 1.6% yield Eligible shareholders must have bought the stock before 26 April 2023. Payment date: 03 May 2023. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.8%). Reported Earnings • Apr 06
Full year 2022 earnings released: EPS: kr10.89 (vs kr11.39 in FY 2021) Full year 2022 results: EPS: kr10.89 (down from kr11.39 in FY 2021). Revenue: kr52.1b (up 27% from FY 2021). Net income: kr4.50b (down 5.4% from FY 2021). Profit margin: 8.6% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings. Reported Earnings • Feb 04
Full year 2022 earnings released: EPS: kr10.89 (vs kr11.39 in FY 2021) Full year 2022 results: EPS: kr10.89 (down from kr11.39 in FY 2021). Revenue: kr52.1b (up 27% from FY 2021). Net income: kr4.50b (down 5.4% from FY 2021). Profit margin: 8.6% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Aankondiging • Feb 02
Alfa Laval AB (Publ) Proposes Dividend The Board of Directors of Alfa Laval Corporate AB will propose a dividend of SEK 6.00 (6.00) per share to the Annual General Meeting. Reported Earnings • Oct 26
Third quarter 2022 earnings released: EPS: kr2.92 (vs kr2.92 in 3Q 2021) Third quarter 2022 results: EPS: kr2.92. Revenue: kr13.2b (up 28% from 3Q 2021). Net income: kr1.21b (flat on 3Q 2021). Profit margin: 9.2% (down from 12% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Buying Opportunity • Sep 17
Now 22% undervalued Over the last 90 days, the stock is up 7.3%. The fair value is estimated to be €32.90, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.2% over the last 3 years. Earnings per share has declined by 7.2%. For the next 3 years, revenue is forecast to grow by 7.4% per annum. Earnings is also forecast to grow by 12% per annum over the same time period. Reported Earnings • Jul 21
Second quarter 2022 earnings released: EPS: kr2.75 (vs kr2.32 in 2Q 2021) Second quarter 2022 results: EPS: kr2.75 (up from kr2.32 in 2Q 2021). Revenue: kr11.9b (up 19% from 2Q 2021). Net income: kr1.14b (up 17% from 2Q 2021). Profit margin: 9.6% (in line with 2Q 2021). Over the next year, revenue is forecast to grow 16%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Board Change • May 31
High number of new directors Independent Director Lilian Biner was the last director to join the board, commencing their role in 2021. Recent Insider Transactions • May 15
Independent Director recently bought €71k worth of stock On the 10th of May, Ray Mauritsson bought around 3k shares on-market at roughly €23.60 per share. In the last 3 months, there was an even bigger purchase from another insider worth €234k. Insiders have collectively bought €997k more in shares than they have sold in the last 12 months. Aankondiging • May 13
Alfa Laval AB (publ) to Report Q1, 2023 Results on Apr 25, 2023 Alfa Laval AB (publ) announced that they will report Q1, 2023 results at 1:00 PM, Central European Standard Time on Apr 25, 2023 Recent Insider Transactions • Apr 30
President & CEO recently bought €234k worth of stock On the 27th of April, Tom Erixon bought around 9k shares on-market at roughly €26.01 per share. This was the largest purchase by an insider in the last 3 months. Tom has been a buyer over the last 12 months, purchasing a net total of €352k worth in shares. Board Change • Apr 27
High number of new directors Independent Director Lilian Biner was the last director to join the board, commencing their role in 2021. Aankondiging • Apr 27
Alfa Laval AB (Publ) Declares Distribution for the Year 2021, Payable on May 3, 2022 Alfa Laval AB (publ) announced that the Annual General Meeting resolved on a dividend to shareholders of SEK 6.00 per share. It was further resolved that the record date for the dividend should be Thursday, April 28, 2022, which means that payment of the dividend is expected to be distributed by Euroclear Sweden AB on Tuesday, May 3, 2022. Upcoming Dividend • Apr 20
Upcoming dividend of kr6.00 per share Eligible shareholders must have bought the stock before 27 April 2022. Payment date: 03 May 2022. Payout ratio is a comfortable 53% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (2.4%). Aankondiging • Apr 16
An unknown buyer acquired Alfa Laval AB from IK Partners. An unknown buyer acquired Alfa Laval AB from IK Partners on April 30, 2017.
An unknown buyer completed the acquisition of Alfa Laval AB from IK Partners on April 30, 2017. Reported Earnings • Apr 03
Full year 2021 earnings released: EPS: kr11.39 (vs kr8.47 in FY 2020) Full year 2021 results: EPS: kr11.39 (up from kr8.47 in FY 2020). Revenue: kr40.9b (down 1.3% from FY 2020). Net income: kr4.76b (up 34% from FY 2020). Profit margin: 12% (up from 8.6% in FY 2020). The increase in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 17%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings. Aankondiging • Apr 01
Alfa Laval AB (publ) (OM:ALFA) signed an agreement to acquire Desmet Business and Operation Units and Brands of Rosedowns and Stolz from Desmet Ballestra Group N.V. Alfa Laval AB (publ) (OM:ALFA) signed an agreement to acquire Desmet Business and Operation Units and Brands of Rosedowns and Stolz from Desmet Ballestra Group N.V. on March 31, 2022. The transaction will be fully financed via cash. Acquired business had a turnover of approx. €300 million in 2021.The transaction is expected to complete in Q2 2022. Aankondiging • Mar 04
Alfa Laval AB (Publ) Announces Resignation of Jan Allde as Chief Financial Officer and He Remain in His Current Position Until Successor Is in Place, At the Latest Until October 31, 2022 Alfa Laval AB (publ) announced resignation of Jan Allde as Chief Financial Officer. Jan will remain in his current position until a successor is in place, at the latest until October 31, 2022. Recent Insider Transactions • Feb 04
President & CEO recently bought €118k worth of stock On the 2nd of February, Tom Erixon bought around 4k shares on-market at roughly €29.51 per share. This was the largest purchase by an insider in the last 3 months. This was Tom's only on-market trade for the last 12 months. Aankondiging • Jan 12
Alfa Laval to Launch Premium Separator Range for Single-Use Pharmaceutical Processing Alfa Laval announced that it is the first manufacturer to introduce a new unique single-use separator range - Alfa Laval CultureOne Maxi - for biopharma processing that will cover the range from lab scale up to large production. All product-contact parts in the separator system can be replaced after each batch, eliminating the risk of cross-contamination, and increasing process hygiene and safety. In 2020, Alfa Laval launched the first premium separator for single-use biopharma processing in small scale production. Based on the positive market reception the company is now expanding the offering to a range of single-use separators covering the scope from small lab production up to large scale processing. Until recently, single-use disc-stack separators did not exist on the market. This forced manufacturers to choose less efficient alternatives for cell harvesting. Now the unique single-use range, based on Alfa Laval's 130 years of experience in separation technology and developed in close contact with Alfa Laval's biopharma customers, eliminates the need for onsite cleaning and sterilization - and thereby the associated consumption of chemicals, water and energy. Aankondiging • Dec 10
Alfa Laval Takes the Next Step in Ground-Breaking Material Research At Max IV Synchrotron Radiation Facility Alfa Laval is continuing its research at the Swedish-based laboratory MAX IV, together with Sandvik Materials Technology, Tetra Pak, Thermo-Calc Software and scientists at Lund University. The experiment is the next step in a study, initiated in March 2020, of stainless steel and its reaction to high temperatures and different mediums. The results from the ongoing study will be used in the company's R&D work to find more efficient materials and processes. Last year, Alfa Laval and senior scientists at Lund University conducted an experiment at the MAX IV synchrotron radiation facility in Lund, Sweden, to image the oxide of stainless steel in an extreme atomic scale. The valuable insights of the nanometre-thin oxide, that protects products from corrosion, have since been used in product development at Alfa Laval. This week, Alfa Laval and representatives from Sandvik Materials Technology, Tetra Pak, Thermo-Calc Software and led by Lund University, are taking the next step in the research, studying the oxide's reaction to corrosive salty mediums. The experiment focuses on metals exposed to conditions similar to various industrial processes, and the aim is to get a better understanding of corrosion, which is a challenge in many process applications. The results from the study will be used in the development of more resilient materials and optimized processes. Reported Earnings • Oct 27
Third quarter 2021 earnings released: EPS kr2.92 (vs kr2.46 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr10.3b (up 5.6% from 3Q 2020). Net income: kr1.22b (up 18% from 3Q 2020). Profit margin: 12% (up from 11% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Reported Earnings • Jul 21
Second quarter 2021 earnings released: EPS kr2.32 (vs kr2.25 in 2Q 2020) The company reported a mediocre second quarter result with weaker revenues, although profit margins were flat and earnings improved. Second quarter 2021 results: Revenue: kr9.98b (down 4.6% from 2Q 2020). Net income: kr973.0m (up 3.0% from 2Q 2020). Profit margin: 9.8% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Aankondiging • Jun 09
Alfa Laval Sets New Standards for the Hygienic Fluid Handling Industries Alfa Lal continues to bring innovative products to the market, and the Alfa Laval Durirc® pump is raising standards for the food, dairy, beverage, home and personal care industries. Alfa Laval has used its extensive experience from previously developed products to create a new design with unmatched customer value, delivering high performance, hygiene safety - and easy maintenance. This launch is another example of the company's commitment to being a technology leader. The unique design of this new Alfa Laval pump is focused on hygiene and safety, ensuring efficient performance that meets the latest global hygiene standards (EHEDG and 3A), whilst enabling easy maintenance. In the past, customers had to choose between pumps that were efficient or pumps that were easy to clean and service. Recent Insider Transactions • May 23
Insider recently bought €59k worth of stock On the 20th of May, Sameer Kalra bought around 2k shares on-market at roughly €29.34 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €547k more in shares than they have sold in the last 12 months. Recent Insider Transactions • May 19
Independent Director recently bought €25k worth of stock On the 10th of May, Maria Hanssen bought around 830 shares on-market at roughly €29.76 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €489k more in shares than they have sold in the last 12 months. Recent Insider Transactions • May 16
Independent Director recently bought €25k worth of stock On the 10th of May, Maria Hanssen bought around 830 shares on-market at roughly €29.76 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €489k more in shares than they have sold in the last 12 months. Recent Insider Transactions • May 14
Independent Director recently bought €25k worth of stock On the 10th of May, Maria Hanssen bought around 830 shares on-market at roughly €29.76 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €489k more in shares than they have sold in the last 12 months. Aankondiging • May 12
Alfa Laval AB (publ) (OM:ALFA) agreed to acquire StormGeo Holding AS from StormGeo Holding AS from EQT Mid Market GP BV, fund of EQT, DNV GL AS and others for NOK 3.6 billion on a debt and cash free basis. Alfa Laval AB (publ) (OM:ALFA) agreed to acquire StormGeo Holding AS from EQT Mid Market GP BV, fund of EQT, DNV GL AS and others for NOK 3.6 billion on a debt and cash free basis on May 10, 2021. Purchase is fully financed through Alfa Laval’s own funds. StormGeo will become part of Alfa Laval's Marine Business Division. StormGeo total sales in 2020 amounted to NOK 714 million. Transaction is conditional upon customary conditions. Transaction is expected to close during Q2 2021. The acquisition is neutral to Alfa Laval's EBITA margin and earnings per share. Houlihan Lokey acted as financial advisor, EY acted as financial and accountant and Wiersholm acted as legal advisor to EQT. Aankondiging • May 04
Alfa Laval AB (publ) (OM:ALFA) commences an Equity Buyback Plan under the authorization approved on April 27, 2021. Alfa Laval AB (publ) (OM:ALFA) commences share repurchases on April 28, 2021, under the program mandated by the shareholders in the Annual General Meeting held on April 27, 2021. As per the mandate, the company is authorized to repurchase up to 5% of the issued ordinary share capital such that that the company's holding at no time exceeds 5% of the total amount of shares in the company. The shares will be repurchased at a price per share within the price range applicable at the time of acquisition. The purpose of the authorization is to give the Board the possibility to adjust the capital structure of the company until the next Annual General Meeting. The repurchased shares will be cancelled. The program is valid during a period up until the Annual General Meeting 2022. As of April 27, 2021, the company had 419,456,315 shares outstanding and no shares in treasury.
On April 27, 2021, the company announced a share repurchase program. Under the program, the company will repurchase up to 5% of its issued share capital for SEK 2,000 million worth of shares. The shares shall be purchased at a per-share price within the price range (spread) on Nasdaq Stockholm applicable from time to time, meaning the spread between the highest purchase price and the lowest selling price prevailing and disseminated by Nasdaq Stockholm from time to time. The purpose of the purchases is to adjust Alfa Laval's capital structure by reducing its capital and cancel the repurchased shares. The program is valid till April 25, 2022. Reported Earnings • Apr 29
First quarter 2021 earnings released: EPS kr2.64 (vs kr2.19 in 1Q 2020) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: kr8.97b (down 15% from 1Q 2020). Net income: kr1.11b (up 21% from 1Q 2020). Profit margin: 12% (up from 8.7% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Apr 28
Alfa Laval AB (publ) Proposes Dividend The Board of Directors of Alfa Laval AB (publ) will propose a dividend of SEK 5.50 per share and a mandate for repurchase of up to 5% of the issued shares to the Annual General Meeting. Upcoming Dividend • Apr 21
Upcoming dividend of kr5.50 per share Eligible shareholders must have bought the stock before 28 April 2021. Payment date: 04 May 2021. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.1%). Reported Earnings • Apr 02
Full year 2020 earnings released: EPS kr8.47 (vs kr13.08 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: kr41.5b (down 11% from FY 2019). Net income: kr3.55b (down 35% from FY 2019). Profit margin: 8.6% (down from 12% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 11% per year. Aankondiging • Mar 09
Alfa Laval Starts Testing New Fuels to Support the Transition Towards More Sustainable Shipping Alfa Laval announced that it will soon start testing two new types of marine fuels; biofuels (made from waste) and methanol, in its Test & Training Centre in Denmark. To make these non-carbon fuels commercially viable can have a big impact on the marine industry in its strive towards zero carbon shipping. The Alfa Laval Test & Training Centre in Aalborg, Denmark is taking a key role in testing new types of fuels to adapt and develop equipment for the vessels' engine rooms and support the industry's journey towards decarbonization. The 2800 m2 testing space - already equipped for today's oil and gas fuels - has been readied for testing biofuels and methanol. The tests will begin during the spring. Aankondiging • Mar 05
Alfa Laval AB (Publ) Wins Energy Efficiency Order in North Africa Alfa Laval has won an order to supply Alfa Laval OLMI air coolers to a refinery in Egypt. The order has a value of approximately SEK 95 million and was booked in the business unit Welded Heat Exchangers of the Energy Division. Deliveries are scheduled for 2021 and 2022. The order comprises different types of air coolers for energy efficiency duties and will be used for converting heavy crude oil into more valuable products. The air coolers, delivered stepwise, is part of a project to upgrade the refinery with more efficient technologies. Is New 90 Day High Low • Mar 02
New 90-day high: €26.45 The company is up 26% from its price of €21.03 on 02 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.75 per share. Aankondiging • Feb 19
Alfa Laval Becomes Partner in an Innovation Project for Sustainable Fish Farming Alfa Laval announced that it has becomes a joint partner to Lingalaks, in an innovation project to develop pumping technology for more sustainable fish farming, enabling similar conditions as in deep fjords. The project aims at having the floating facility completed in 2023. By 2050 the need for high-quality protein will increase by 50%, driving the demand for different protein sources. Sustainable fisheries can be the key to feeding the world population if they are managed correctly. Aquaculture has been practiced for hundreds of years, from pre-Columbian fish traps in the Amazon basin to carp ponds on ancient Chinese farms. On February 18, 2021, the world produces more farmed fish than beef and the global fish farming market is projected to reach $376.48 billion by 2025, witnessing a CAGR of 4.7% from 2018 to 2025, according to Allied Market Research. Alfa Laval has teamed up with Lingalaks to develop a new innovative facility to be placed in the fjord of Hardanger in Norway. The Alfa Laval Framo pumping systems will bring up fresh low temperature water, with high oxygen levels, from 35 m depth and in addition create a perfect sea current for the fish to swim in. The pumping systems will provide conditions similar to the deep fjords giving optimal environment for the fish. Separation technologies will also be used to clean the water and concentrate the sludge for further use as fertilizer, enabling a sustainable solution. Recent Insider Transactions • Feb 12
Independent Director recently bought €20k worth of stock On the 4th of February, Heléne Mellquist bought around 840 shares on-market at roughly €23.29 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €464k more in shares than they have sold in the last 12 months. Is New 90 Day High Low • Feb 10
New 90-day high: €24.63 The company is up 27% from its price of €19.33 on 11 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.24 per share. Reported Earnings • Feb 06
Full year 2020 earnings released: EPS kr8.47 (vs kr13.08 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: kr41.5b (down 11% from FY 2019). Net income: kr3.55b (down 35% from FY 2019). Profit margin: 8.6% (down from 12% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year. Analyst Estimate Surprise Post Earnings • Feb 06
Revenue misses expectations Revenue missed analyst estimates by 0.07%. Over the next year, revenue is expected to shrink by 3.6% compared to a 5.0% growth forecast for the Machinery industry in Germany. Aankondiging • Feb 05
Alfa Laval Announces Executive Changes Sergio Hicke takes up the position of Cluster President for Alfa Laval India, Middle East & Africa. He takes over from Anantha Padmanabhan, who has retired at the end of 2020. In addition, he also takes on the role of Managing Director for Alfa Laval Middle East and Africa, succeeding Nicholas Newman, who takes over the position of Managing Director of Alfa Laval Canada. Sergio Hicke has been part of the Alfa Laval Group since 1995. Aankondiging • Feb 03
Alfa Laval AB (publ) to Report Fiscal Year 2020 Results on Mar 31, 2021 Alfa Laval AB (publ) announced that they will report fiscal year 2020 results at 10:00 AM, Central European Standard Time on Mar 31, 2021 Aankondiging • Jan 29
Alfa Laval Joins the Mærsk Mc-Kinney Møller Center for Zero Carbon Shipping Alfa Laval has joined the Mærsk Mc-Kinney Møller Center for Zero Carbon Shipping to accelerate and work with the development of low- and zero carbon technologies for the marine industry. As a strategic partner Alfa Laval will be part of the Center’s advisory board, providing strategic and technical guidance for future development projects and activities. The collaboration with the Mærsk Mc-Kinney Møller Center will focus on accelerating the development of low- and zero carbon technologies through joint projects and activities. Aankondiging • Jan 20
Alfa Laval Joins Forces with Marine Industry Players to Accelerate Decarbonization Alfa Laval has joined a project with DTU Energy, Haldor Topsoe, Svitzer and the Mærsk Mc-Kinney Møller Center for Zero Carbon to accelerate the development of solid oxide fuel cell (SOFC) technology, which can use green fuels to generate electricity. Alfa Laval will head the development initiative, with the aim to find scalable solutions for noncarbon fuels for the shipping industry. The International Maritime Organization (IMO) targets a 50% reduction of vessel-related greenhouse gas emissions by 2050. To achieve the long-term target of decarbonization the industry must shift towards new fuel types and technologies. To accelerate the development of viable technologies, a coordinated effort within applied research is needed across the entire supply chain. The project, `SOFC4Maritime', will target utilization of future green fuels - such as ammonia, hydrogen or bio-methane - for power production onboard marine vessels. Aankondiging • Jan 14
Alfa Laval AB (publ) (OM:ALFA) acquired a 20% stake in AMI Global, LLC. Alfa Laval AB (publ) (OM:ALFA) acquired a 20% stake in AMI Global, LLC on December 31, 2020.
Alfa Laval AB (publ) (OM:ALFA) completed the acquisition of a 20% stake in AMI Global, LLC on December 31, 2020. 
