Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to kr121, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 6x in the Metals and Mining industry in the United Kingdom. Total returns to shareholders of 192% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr132 per share. Reported Earnings • Jul 18
Second quarter 2026 earnings released: EPS: kr2.20 (vs kr0.81 in 2Q 2025) Second quarter 2026 results: EPS: kr2.20 (up from kr0.81 in 2Q 2025). Revenue: kr4.90b (up 2.7% from 2Q 2025). Net income: kr549.0m (up 169% from 2Q 2025). Profit margin: 11% (up from 4.3% in 2Q 2025). The increase in margin was primarily driven by lower expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Metals and Mining industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings. Aankondiging • Jul 18
Alleima AB (publ) to Report Q4, 2026 Results on Jan 27, 2027 Alleima AB (publ) announced that they will report Q4, 2026 results on Jan 27, 2027 Recent Insider Transactions • Jun 17
Independent Director recently bought kr900k worth of stock On the 10th of June, Victoria Van Camp bought around 10k shares on-market at roughly kr93.55 per share. This transaction increased Victoria's direct individual holding by 4x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr309m more in shares than they have sold in the last 12 months. Recent Insider Transactions • Jun 13
Independent Director recently bought kr900k worth of stock On the 10th of June, Victoria Van Camp bought around 10k shares on-market at roughly kr93.55 per share. This transaction increased Victoria's direct individual holding by 4x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought kr309m more in shares than they have sold in the last 12 months. Aankondiging • Apr 30
Alleima AB (Publ) Announces Cash Dividend, Payable May 7, 2026 Alleima AB (publ) at its AGM, held on April 29, 2026, resolved pursuant to the Board's proposal on a cash dividend of SEK 2.50 per share. The record day for payment of the dividend was set at May 4, 2026. The dividend is expected to be paid by Euroclear Sweden AB on May 7, 2026. Aankondiging • Nov 18
Alleima AB (publ) Appoints Maria Reinholdsson as Executive Vice President and Head of Human Resources, Effective March 2, 2026 Alleima AB (publ) has appointed Maria Reinholdsson as Executive Vice President and Head of Human Resources, effective March 2, 2026. Maria Reinholdsson will be a member of the Alleima Group Executive Management team. She is currently Head of Human Resources and Sustainability at Stockholm Exergi and previously held the position of Head of Human Resources and Communications at LKAB. Born in 1968, Maria has a longstanding career within Human Resources at several globally operating corporations. Maria will be based in Stockholm. As previously announced, Ulrika Dunker, currently EVP and Head of Human Resources at Alleima, has decided to leave her position, after six years in the role. Aankondiging • Nov 05
Alleima AB (Publ) Appoints Frida Adrian as Head of Investor Relations, Effective December 15, 2025 Alleima AB (publ) has appointed Frida Adrian as Head of Investor Relations, effective December 15, 2025. With an extensive and deep background in Investor Relations, ESG, and corporate communications, Frida will lead the Investor Relations function at Alleima. Born in 1977, Frida Adrian most recently worked as a Senior Advisor in Investor Relations, corporate communications, and ESG in her own consultancy. She has previously held, among other positions, the role of Vice President of Investor Relations, Communications and Sustainability at Indutrade. Frida will be based in Stockholm. Aankondiging • Oct 16
Alleima AB (publ) Appoints Christian Swartling as Executive Vice President and General Counsel, effective January 19, 2026 Alleima AB (publ) has appointed Christian Swartling as Executive Vice President and General Counsel, effective January 19, 2026. Christian Swartling, born in 1974, currently holds the position Senior Vice President Group Legal at Stora Enso, and will be a member of the Alleima Group Executive Management. Christian has a strong foundation in industrial law and corporate governance. He brings deep expertise in navigating complex regulatory environments, managing international transactions, and supporting strategic initiatives across manufacturing and sustainability-driven sectors. His background from an international industrial company and his profound knowledge of working for companies that are listed on the stock exchange, makes him a great fit for the role. Aankondiging • Sep 09
Alleima AB (publ), Annual General Meeting, Apr 29, 2026 Alleima AB (publ), Annual General Meeting, Apr 29, 2026. Location: sandviken Sweden Aankondiging • Jun 10
Alleima AB (Publ) Announces Emelie Alm Leaves as Head of Investor Relations, No Later Than September 4, 2025 Alleima AB (publ) announced that Emelie Alm, Head of Investor Relations, has decided to leave Alleima for the position as Head of Investor Relations at Husqvarna Group. Emelie has been in her current position since 2021 and she will leave Alleima no later than September 4, 2025. The recruitment process of her successor has begun. Aankondiging • Apr 28
Alleima AB (Publ) Approves Cash Dividend, Payable on May 6, 2025 Alleima AB (publ) at its AGM held on April 28, 2025 approved Board's proposal on a cash dividend of SEK 2.30 per share. The record day for payment of the dividend was set at Wednesday April 30, 2025. The dividend is expected to be paid by Euroclear Sweden AB on Tuesday, May 6, 2025. Aankondiging • Mar 14
Alleima AB (Publ) Announces Chief Financial Officer Changes Alleima AB (publ) announced that Chief Financial Officer Olof Bengtsson has informed the company that he will retire from his position as of August 31, 2025. Johan Eriksson, currently Head of Group Business Control at Alleima, will succeed Olof Bengtsson as Chief Financial Officer as of September 1, 2025. Johan Eriksson, who joined Alleima in 2018, has previously held various positions within Finance in the Sandvik Group, most recently as Head of Group Business Control. Aankondiging • Feb 26
Alleima Appoints Per Eklund as President for Strip Division Alleima announced that Per Eklund, currently Vice President and Head of Marketing and Sales for the Alleima Strip division, has been appointed President for the Strip division and member of the Group Executive Management for Alleima. He has led the Strip division as Acting President since December 13, 2024, and will start the new position on March 1, 2025. Per Eklund, born in 1971, has more than 25 years of experience from various roles in marketing, sales, business development, and strategy. He has many years of experience working within Alleima and from several divisions within the company. Per Eklund returned to Alleima in July 2024 after several years at Sandvik Coromant, most recently as Head of Strategy Execution and Corporate Business Development. Per Eklund succeeds Claes Åkerblom who, as previously announced, left the position on December 9, 2024. Aankondiging • Jan 24
Alleima AB (publ) Proposes a Dividend The Board of Directors of Alleima AB (publ) proposed a dividend of SEK 2.30 per share (2.00). Aankondiging • Jan 15
Alleima AB (publ) (OM:ALLEI) acquired Endox Feinwerktechnik and Endox Polska. Alleima AB (publ) (OM:ALLEI) signed an agreement to acquire Endox Feinwerktechnik and Endox Polska on December 10, 2024. With strengthened and complementary capabilities, the acquisition of Endox enables forward-integration in the value chain of the medical industry. The product offering, certifications, and existing customer base of Endox will increase Alleima’s addressable market. The combined capabilities and footprint will drive new product development and geographical sales expansion, as well as possibilities of joint utilization of production and application capabilities. In 2023, Endox had revenues of approximately SEK 65 million, and an EBIT margin slightly positive to Kanthal. Impact on Alleima’s earnings per share will be slightly positive. The transaction is expected to close in the first quarter of 2025 and is subject to customary approvals.
Alleima AB (publ) (OM:ALLEI) completed the acquisition of Endox Feinwerktechnik and Endox Polska on January 14, 2025. Aankondiging • Dec 10
Claes Åkerblom to Leave His Position as President of the Strip Division At Alleima Claes Åkerblom will leave his position as President of the Strip division at Alleima. Claes has held the position as President of the Strip division since 2019. He will leave his position as of December 9, 2024. The process to find a successor will now be initiated. Aankondiging • Sep 26
Alleima AB (publ), Annual General Meeting, Apr 28, 2025 Alleima AB (publ), Annual General Meeting, Apr 28, 2025. Location: sandviken Sweden Aankondiging • Feb 27
Alleima Unveils New Alloy Designed Specifically for Subsea Umbilicals Alleima announced the new tube product represents the next generation of super-duplex seamless tubing developed specifically for the offshore oil and gas industry. It builds on the success of SAF™ 2507 (UNS S32750), which has become the industry standard, and further advances the duplex revolution that Alleima pioneered decades ago. SAF™ 3007 is the latest addition to the growing duplex family of Alleima, a super-duplex stainless steel grade developed for subsea umbilicals. The new tube offers a safe, lighter, stronger and more efficient alternative to SAF™ 2507, the current standard. With superior strength, fatigue properties and excellent corrosion resistance, SAF™ 3007 delivers superior performance in harsh deepwater environments. Aankondiging • Jan 23
Alleima AB (Publ) Proposes Dividend Alleima AB (publ) announced that the Board proposes a dividend of SEK 2.00 (1.40). Aankondiging • Aug 17
Alleima AB (publ) Announces Executive Changes, Effective October 1, 2023 Alleima AB (publ) has appointed Carl von Schantz as President of Tube division, and member of the Group Executive Management team. It has now been decided that he will start his position on October 1, 2023. Carl von Schantz was born in 1973 and most recently came from Atlas Copco, where he held the position as President of the General Industry Tools and Assembly Systems division for the past five years. Carl von Schantz succeeds Michael Andersson, who left Alleima in June 2023. An earlier press release announced November 17 as the latest starting date for Carl von Schantz. As he takes office on October 1, Nigel Haworth, who was acting President of Tube division, will return to his role as President of business unit Energy. New Risk • Jul 08
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 3.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.2% per year for the foreseeable future. Minor Risk Short dividend paying track record (less than a year of continuous dividend payments). Aankondiging • Jul 04
Alleima AB (Publ) Announces Resignation of Kerstin Konradsson from Board of Directors Alleima AB (publ) announced that in conjunction with her appointment as CEO for Erasteel, Kerstin Konradsson has informed the Chairman of the Alleima Board of Directors of her decision to resign from the Board of Directors, effective immediately. Recent Insider Transactions • Jun 11
President recently bought kr496k worth of stock On the 8th of June, Goran Bjorkman bought around 10k shares on-market at roughly kr47.90 per share. This transaction amounted to 36% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Goran has been a buyer over the last 12 months, purchasing a net total of kr1.5m worth in shares. New Risk • Jun 08
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of British stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 5.4% per year for the foreseeable future. Minor Risks Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (7.4% average weekly change). Aankondiging • May 18
Alleima AB (publ) Announces President Changes Alleima AB (publ) appoints Carl von Schantz as new President for the Tube division and member of the Group Executive Management for Alleima as of November 17, 2023, at the latest. He succeeds Michael Andersson, who will leave the company as of June 2023, as previously announced. Carl von Schantz is President for the General Industry Tools and Assembly Systems division at Atlas Copco. Carl von Schantz was born 1973 and comes most recently from Atlas Copco, where he, since the last five years, holds a position as President for the General Industry Tools and Assembly Systems division. The division is a world leading provider of assembly tools and solutions to industries such as general assembly, aerospace, electronics, energy and the offroad. Before that he, for seven years, held a position as Senior Vice President & Head of Energy Sector at Lantmännen. Nigel Haworth, who since February 13, 2023, has been acting President of the Tube division, will continue in the role until Carl von Schantz begins his position. The position as President for the Tube division is located in Sandviken. Reported Earnings • Mar 27
Full year 2022 earnings released: EPS: kr5.86 (vs kr4.80 in FY 2021) Full year 2022 results: EPS: kr5.86 (up from kr4.80 in FY 2021). Revenue: kr18.4b (up 33% from FY 2021). Net income: kr1.47b (up 22% from FY 2021). Profit margin: 8.0% (down from 8.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.3% decline forecast for the Metals and Mining industry in the United Kingdom. Aankondiging • Feb 11
Alleima AB (Publ) Appoints Robert Stål as President of Kanthal Division and New Member of Group Executive Management, Effective 27 February 2023 Alleima AB (publ) has appointed Robert Stål as President of Kanthal division and new member of the Alleima Group Executive Management. It has now been decided that he will start his position as of 27 February 2023. Robert Stål was born in 1983 and has since 2012 held various senior positions within Alleima, formerly Sandvik Materials Technology. Before becoming CEO of Dafo Vehicle Fire Protection AB in March 2022, he was President of Business Unit EMEA within the Tube division at Alleima. Previously it was announced that Robert Stål would start his position no later than May 22, 2023. Robert Stål will succeed Anders Björklund, who left Alleima, December 31, 2022, for a position outside the company. Aankondiging • Feb 08
Alleima AB (Publ) Announces Management Changes Alleima AB (publ) announced that Nigel Haworth, currently President of Business Unit Energy at Alleima, has been appointed Acting President of Tube division as of 13 February 2023. As previously announced, President of Tube division Michael Andersson will leave the company, but remains at the company's disposal until June 2023, to ensure a smooth transition. In addition to his current role as President of Business Unit Energy, Nigel Haworth will have full responsibility for the Tube division during the transition period. The recruitment of a permanent replacement for Michael Andersson has started. Valuation Update With 7 Day Price Move • Jan 31
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to kr52.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 9x in the Metals and Mining industry in the United Kingdom. Simply Wall St's valuation model estimates the intrinsic value at kr87.20 per share. Aankondiging • Jan 25
Alleima AB (Publ) Proposes Dividend for the Year 2022 The Board of Directors of Alleima AB (publ) proposed a dividend of SEK 1.40. The proposal corresponds to 38% of profit for the period (adjusted for metal price effects). Reported Earnings • Jan 25
Full year 2022 earnings released: EPS: kr5.86 (vs kr4.80 in FY 2021) Full year 2022 results: EPS: kr5.86 (up from kr4.80 in FY 2021). Revenue: kr18.4b (up 33% from FY 2021). Net income: kr1.47b (up 22% from FY 2021). Profit margin: 8.0% (down from 8.7% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 2 years, compared to a 2.2% decline forecast for the Metals and Mining industry in the United Kingdom. Aankondiging • Jan 10
Alleima AB (publ) to Report Q4, 2022 Results on Jan 24, 2023 Alleima AB (publ) announced that they will report Q4, 2022 results at 11:30 AM, Central European Standard Time on Jan 24, 2023 Aankondiging • Jan 05
President of Tube Division, Michael Andersson, Will Leave the Alleima Group The President of Tube division, Michael Andersson, will leave the Alleima Group. Michael Andersson has been working for the company since 2002 and has been President of the Tube division for around 10 years. He has been a valued member of the Alleima Management Team. Michael Andersson will leave the company for personal reasons within 6 months at the latest. Reported Earnings • Oct 18
Third quarter 2022 earnings released: kr0.62 loss per share (vs kr1.39 profit in 3Q 2021) Third quarter 2022 results: kr0.62 loss per share (down from kr1.39 profit in 3Q 2021). Revenue: kr4.27b (up 20% from 3Q 2021). Net loss: kr154.0m (down 144% from profit in 3Q 2021). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 2.2% decline forecast for the Metals and Mining industry in the United Kingdom. Valuation Update With 7 Day Price Move • Oct 07
Investor sentiment improved over the past week After last week's 17% share price gain to kr40.60, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 6x in the Metals and Mining industry in the United Kingdom. 
