Aankondiging • May 22
Truecaller Launches Travel eSIM Across 29 Countries Truecaller launched travel eSIM - the company's first step into mobile data services and a new category for its global user base. Travel eSIM is a fully digital mobile data service that activates in minutes and offers plans from 1 GB over 7 days to 20 GB over 30 days. Customers can buy travel eSIM in 29 markets at launch, through the Truecaller iPhone app or on the web at Truecaller.com. The web opens the product to compatible Android devices from day one. Coverage works globally, so travelers buy at home and stay connected wherever they go. Travel eSIM is currently available to purchase in: Italy, Sweden, Spain, France, Germany, Poland, Portugal, Romania, the Netherlands, Belgium, Ireland, Austria, Finland, the Czech Republic, Denmark, Hungary, the United States, the United Kingdom, Australia, Canada, New Zealand, Switzerland, Norway, Chile, Indonesia, Malaysia, South Africa, Egypt, and Nigeria. Upcoming Dividend • May 18
Upcoming dividend of kr0.28 per share Eligible shareholders must have bought the stock before 25 May 2026. Payment date: 29 May 2026. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Swedish dividend payers (4.2%). Higher than average of industry peers (1.8%). Recent Insider Transactions • May 17
Chief Operating Officer recently bought kr144k worth of stock On the 12th of May, Fredrik Kjell bought around 10k shares on-market at roughly kr14.22 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr500k. Despite this recent buy, Fredrik has been a net seller over the last 12 months, reducing personal holdings by kr2.4m. Reported Earnings • May 12
First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2026 results: EPS: kr0.097 (down from kr0.30 in 1Q 2025). Revenue: kr373.7m (down 26% from 1Q 2025). Net income: kr32.5m (down 68% from 1Q 2025). Profit margin: 8.7% (down from 20% in 1Q 2025). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Software industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 28% per year, which means it is performing significantly worse than earnings. Major Estimate Revision • May 11
Consensus revenue estimates fall by 12% The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from kr1.85b to kr1.63b. EPS estimate fell from kr1.06 to kr0.777 per share. Net income forecast to shrink 32% next year vs 27% growth forecast for Software industry in Sweden . Consensus price target of kr35.40 unchanged from last update. Share price rose 5.9% to kr13.52 over the past week. Aankondiging • Apr 21
Truecaller AB (Publ) Announces Helena Svancar Has Declined Re-Election as Board Member Truecaller AB (publ) announced Helena Svancar has declined re-election as Board member at the Annual General Meeting to be on 22 May 2026. Valuation Update With 7 Day Price Move • Apr 17
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to kr11.98, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 23x in the Software industry in Sweden. Total loss to shareholders of 56% over the past three years. Reported Earnings • Feb 23
Full year 2025 earnings: EPS exceeds analyst expectations Full year 2025 results: EPS: kr1.13 (down from kr1.51 in FY 2024). Revenue: kr1.95b (up 4.1% from FY 2024). Net income: kr388.6m (down 26% from FY 2024). Profit margin: 20% (down from 28% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.7%. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Software industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 30% per year, which means it is performing significantly worse than earnings. Recent Insider Transactions • Feb 20
Chief Business Officer recently bought kr151k worth of stock On the 17th of February, Ben Zhang bought around 13k shares on-market at roughly kr11.78 per share. This transaction amounted to 18% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr270k. Despite this recent purchase, insiders have collectively sold kr12m more in shares than they bought in the last 12 months. Declared Dividend • Feb 19
Dividend reduced to kr0.28 Dividend of kr0.28 is 84% lower than last year. Ex-date: 25th May 2026 Payment date: 29th May 2026 Dividend yield will be 2.5%, which is higher than the industry average of 0.5%. Sustainability & Growth Dividend is covered by earnings (27% earnings payout ratio) but not adequately covered by cash flows (94% cash payout ratio). The dividend has increased by an average of 106% per year over the past 2 years and payments have been stable during that time. EPS is expected to decline by 5.7% over the next 3 years. However, it would need to fall by 70% to increase the payout ratio to a potentially unsustainable range. Major Estimate Revision • Feb 19
Consensus revenue estimates fall by 14% The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from kr1.99b to kr1.71b. EPS estimate fell from kr1.23 to kr0.813 per share. Net income forecast to shrink 33% next year vs 29% growth forecast for Software industry in Sweden . Consensus price target down from kr39.17 to kr36.00. Share price fell 23% to kr11.00 over the past week. Aankondiging • Feb 18
Truecaller AB (Publ) Proposes Dividend for Financial Year December 2025 Truecaller AB (publ) announced that in accordance with Truecaller's dividend policy, Truecaller's board of directors has decided to propose a dividend of SEK 0.28 per share for the December 2025 financial year to the annual general meeting. New Risk • Feb 17
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Swedish stocks, typically moving 8.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.6% average weekly change). Minor Risk Dividend is not well covered by cash flows (94% cash payout ratio). Valuation Update With 7 Day Price Move • Feb 17
Investor sentiment deteriorates as stock falls 33% After last week's 33% share price decline to kr9.96, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 18x in the Software industry in Sweden. Total loss to shareholders of 72% over the past three years. Aankondiging • Jan 23
Truecaller AB (Publ) Provides Preliminary and Unaudited Earnings Guidance for the Fourth Quarter of 2025 Truecaller AB (publ) provided preliminary and unaudited earnings guidance for the fourth quarter of 2025. Total net sales for the fourth quarter 2025 is expected to amount to SEK 451 million (523) which is a decrease of 1% in constant currencies compared to the same period last year. Net profit of SEK 60.4 million (150.4) and Total revenues of SEK 462.4 million (528.5). Recent Insider Transactions • Jan 09
Chief Business Officer recently bought kr175k worth of stock On the 7th of January, Ben Zhang bought around 10k shares on-market at roughly kr17.50 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr270k. Despite this recent purchase, insiders have collectively sold kr13m more in shares than they bought in the last 12 months. Recent Insider Transactions • Dec 22
Chief Human Resource Officer recently bought kr270k worth of stock On the 15th of December, Fatima Antonsson bought around 15k shares on-market at roughly kr17.66 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr13m more in shares than they bought in the last 12 months. Recent Insider Transactions • Dec 17
Chief Human Resource Officer recently bought kr270k worth of stock On the 15th of December, Fatima Antonsson bought around 15k shares on-market at roughly kr17.66 per share. This transaction amounted to 19% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold kr13m more in shares than they bought in the last 12 months. New Risk • Dec 15
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 Swedish stocks, typically moving 6.5% 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: Minor Risks Dividend is not well covered by cash flows (96% cash payout ratio). Share price has been volatile over the past 3 months (6.5% average weekly change). Valuation Update With 7 Day Price Move • Dec 15
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to kr18.10, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 22x in the Software industry in Sweden. Total loss to shareholders of 41% over the past three years. Price Target Changed • Nov 28
Price target decreased by 16% to kr50.83 Down from kr60.17, the current price target is an average from 6 analysts. New target price is 103% above last closing price of kr25.00. Stock is down 49% over the past year. The company is forecast to post earnings per share of kr1.25 for next year compared to kr1.51 last year. Aankondiging • Nov 11
Truecaller AB (publ), Annual General Meeting, May 22, 2026 Truecaller AB (publ), Annual General Meeting, May 22, 2026. Location: stockholm Sweden Major Estimate Revision • Nov 04
Consensus EPS estimates fall by 14% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr2.03b to kr1.92b. EPS estimate also fell from kr1.46 per share to kr1.25 per share. Net income forecast to grow 11% next year vs 15% growth forecast for Software industry in Sweden. Consensus price target down from kr67.67 to kr60.17. Share price fell 26% to kr28.32 over the past week. Recent Insider Transactions • Oct 31
Chief Operating Officer recently bought kr195k worth of stock On the 29th of October, Fredrik Kjell bought around 7k shares on-market at roughly kr30.00 per share. This transaction amounted to 16% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth kr1.0m. Despite this recent buy, Fredrik has been a net seller over the last 12 months, reducing personal holdings by kr2.6m. Reported Earnings • Oct 29
Third quarter 2025 earnings: EPS and revenues miss analyst expectations Third quarter 2025 results: EPS: kr0.32 (down from kr0.34 in 3Q 2024). Revenue: kr476.7m (up 3.9% from 3Q 2024). Net income: kr108.5m (down 7.9% from 3Q 2024). Profit margin: 23% (down from 26% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.4%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Software industry in Sweden. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings. Valuation Update With 7 Day Price Move • Oct 28
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to kr31.40, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 28x in the Software industry in Sweden. Total loss to shareholders of 19% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr60.97 per share. Price Target Changed • Oct 23
Price target decreased by 8.8% to kr67.67 Down from kr74.17, the current price target is an average from 6 analysts. New target price is 76% above last closing price of kr38.34. Stock is down 18% over the past year. The company is forecast to post earnings per share of kr1.43 for next year compared to kr1.51 last year. Aankondiging • Oct 15
Truecaller for Business Launches in Europe to Bring Trust Back to Business Calls Truecaller announced the launch of Truecaller's Verified Business Customer Experience Platform in Europe ("VB platform"). The platform helps enterprises build trust, increase pickup rates, and improve engagement by turning business calls into verified, context-driven conversations. It is a proven product globally, used by around 3,000 businesses across more than 30 markets, and valued by both enterprises and consumers for improving trust and communication. Un answered and fraudulent calls are a growing challenge across Europe. Businesses in sectors like BFSI, delivery, and transportation often struggle to reach customers who hesitate to answer unknown numbers. Truecaller's VB platform makes these calls more trustworthy and effective, helping businesses improve customer experience and reach higher efficiency in their customer communication. The platform includes advanced features such as: Verified Caller ID: Businesses can display their official brand name, logo, and a green "verified" badge on the user's screen during an incoming call, establishing instant trust. Secure Calls: This feature secures every business call through a proprietary, integrated call signing process, moving beyond identity verification to effectively combat call spoofing and brand imaging fraud. Call reason: Companies can provide context for their calls, letting customers know why they are calling even before the call is answered, ensuring transparency. Call Me Back: A unique feature to enable a call back signal from a non-successful call, increasing the efficiency and end-user convenience. Analytics: Businesses get access to detailed insights on calling patterns, pick-up rates, call reason conversion, and user behavior to optimize their communication strategies and drive better outcomes. Truecaller's V B Platform is available to businesses across Europe, on flexible plans suitable for startups to large enterprises. Aankondiging • Oct 06
Truecaller Announces adVantage: an AI-Platform Driving Smarter Segmentation and Higher Performance Truecaller unveiled adVantage, an AI-powered recommendation engine that redefines how businesses engage users in high-attention communication moments. adVantage leverages a centralized intelligence hub that continuously learns from user interactions, refining its outputs to foster deeper engagement and stronger business outcomes. It can work across Business Messaging, contextual advertising and various other enterprise-grade solutions, empowering brands to deliver the right message with precision and impact. adVantage is powered by a unique, daily stream of insights from Truecaller's vast ecosystem. By harnessing real-time behavioral intelligence and advanced recommendation models, it delivers personalized, privacy-safe experiences with data that is anonymized and aggregated, ensuring that every ad or offer is far more relevant. For consumers, this means greater trust and relevance, as they engage only with communications that matter to them. For businesses, adVantage is an AI-powered advisor, helping reach the right audiences, unlocks new revenue opportunities and uncovers actionable insights that sharpen day-to-day decision-making. The outcome is a smarter, more effective way to align customer engagement with business growth. After a successful testing phase within Truecaller's ads business, where it consistently delivered higher engagement and stronger ROI benchmarks, adVantage is now being rolled out for additional use cases. One such vertical is Truecaller's business messaging platform, which saw open rates jump by 400% during initial testing. The three modules of adVantage: Discover, Engage, and Perform, adjust automatically, making it simpler to reach the right users, keep them interested, and drive results. Discover: Expands reach by finding new, relevant audience segments and increasing visibility across the Truecaller platform. Engage: Boosts mid-funnel performance by re-targeting users who have shown interest and guides them toward a purchase. Perform: AI optimization drives key outcomes like lead generation, app installs, and direct commerce transactions. get tangible business results - automatically. Proven impact from the start In its pilot phase, the framework delivered impressive results for clients, driving up to a 50% lift in click-through rates and reaching over 200 million users. Performance gains were particularly strong across high-intent sectors such as automotive, fintech, edtech, and e-commerce. By combining precision-led audience discovery with AI-driven insights, these campaigns successfully converted brand awareness into measurable business outcomes consistently surpassing internal benchmarks. Recent Insider Transactions • Aug 18
Group Chief Executive Officer recently bought kr1.0m worth of stock On the 14th of August, Rishit Jhunjhunwala bought around 23k shares on-market at roughly kr46.50 per share. This transaction amounted to 54% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Rishit has been a net seller over the last 12 months, reducing personal holdings by kr834k. Aankondiging • Jul 24
Truecaller Announces the Appointment of Saraswati Agarwal as Regional Sales Head for Ad Solutions for the Important MEA Region Truecaller announced the appointment of Saraswati Agarwal as Regional Sales Head for Ad Solutions for the important MEA region. In her new role, Saraswati will play a pivotal part in helping brands differentiate themselves and effectively connect with potential customers through Truecaller’s advanced advertising offerings. Saraswati has over 15 years of prior experience in the industry with companies such as Bloomberg, CNN, ITP Media group, driving revenue growth and market expansion across luxury, digital, and media sectors. She has a degree in Electronics and Telecommunications from the University of Mumbai. Price Target Changed • Jul 21
Price target decreased by 9.3% to kr77.83 Down from kr85.83, the current price target is an average from 6 analysts. New target price is 42% above last closing price of kr54.65. Stock is up 64% over the past year. The company is forecast to post earnings per share of kr1.54 for next year compared to kr1.51 last year. Reported Earnings • Jul 20
Second quarter 2025 earnings: EPS and revenues miss analyst expectations Second quarter 2025 results: EPS: kr0.34 (down from kr0.35 in 2Q 2024). Revenue: kr506.2m (up 11% from 2Q 2024). Net income: kr118.0m (down 4.1% from 2Q 2024). Profit margin: 23% (down from 27% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.0%. Earnings per share (EPS) also missed analyst estimates by 12%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in Sweden. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Recent Insider Transactions Derivative • Jun 19
Chief Legal Officer exercised options and sold kr602k worth of stock On the 16th of June, Ola Espelund exercised 28k options at a strike price of around kr45.38 and sold these shares for an average price of kr67.15 per share. This trade did not impact their existing holding. Since December 2024, Ola's direct individual holding has increased from 9.75k shares to 63.45k. Company insiders have collectively sold kr15m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions • Jun 19
Chief Legal Officer recently sold kr3.6m worth of stock On the 13th of June, Ola Espelund sold around 54k shares on-market at roughly kr66.96 per share. This transaction amounted to 85% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of kr13m more than they bought in the last 12 months. Aankondiging • Jun 12
Truecaller Launches Secure Calls to Fight Call Spoofing Truecaller announced the launch of Secure Calls, a groundbreaking feature as part of its Truecaller for Business platform. Building upon Truecaller's established Verified Business platform, Secure Calls represents the next level of verification, moving beyond verified business identities to now securing every business call. The solution helps businesses effectively combat the growing issue of call spoofing through a secure call signing process. Truecaller For Business subscribers can now make secure calls to their customers. By performing a secure backend handshake with Truecaller, the app verifies the caller's authenticity, ensuring it is indeed the company and not an impersonator. As a result, Truecaller can confidently label the call as a genuine "Secure Call" originating from a verified entity. This increased transparency empowers consumers to answer calls with greater confidence, further reducing the likelihood of them falling victim to fraud and scams. Key Benefits of Truecaller's Secure Calls:Reduced Spoofing: Makes it significantly harder for fraudsters to impersonate legitimate businesses, through a secure call signing mechanism. Enhanced Verification: Securing verified business identities for every call they make to their customers. Increased User Trust: By adding an individual Secure Call signal to the existing verified business identity, Truecaller users now experience an additional layer of verification.Enhanced Brand Protection: Strengthens the company's reputation by making it more difficult for fraudsters to hijack their brand identity.Clear Visual Indicators: Receiving users will see distinct visual cues within the Truecaller app, highlighting that the incoming call has been securely signed. Upcoming Dividend • May 19
Upcoming dividend of kr1.70 per share Eligible shareholders must have bought the stock before 26 May 2025. Payment date: 02 June 2025. Payout ratio is a comfortable 28% and the cash payout ratio is 91%. Trailing yield: 2.5%. Lower than top quartile of Swedish dividend payers (3.9%). In line with average of industry peers (2.5%). Recent Insider Transactions • May 15
Chief Operating Officer recently bought kr230k worth of stock On the 8th of May, Fredrik Kjell bought around 3k shares on-market at roughly kr67.70 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Fredrik has been a buyer over the last 12 months, purchasing a net total of kr587k worth in shares. Recent Insider Transactions • May 14
Chief Operating Officer recently bought kr230k worth of stock On the 8th of May, Fredrik Kjell bought around 3k shares on-market at roughly kr67.70 per share. This transaction amounted to 9.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Fredrik has been a buyer over the last 12 months, purchasing a net total of kr587k worth in shares. Major Estimate Revision • May 08
Consensus revenue estimates fall by 11% The consensus outlook for revenues in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from kr2.38b to kr2.13b. EPS estimate fell from kr2.00 to kr1.88 per share. Net income forecast to grow 25% next year vs 29% growth forecast for Software industry in Sweden. Consensus price target down from kr92.43 to kr89.86. Share price fell 9.5% to kr65.85 over the past week. Reported Earnings • Apr 30
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: kr1.51. Revenue: kr1.88b (up 7.9% from FY 2023). Net income: kr524.3m (down 2.2% from FY 2023). Profit margin: 28% (down from 31% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Sweden. Aankondiging • Apr 29
Truecaller AB (publ) to Report Fiscal Year 2025 Results on Feb 17, 2026 Truecaller AB (publ) announced that they will report fiscal year 2025 results on Feb 17, 2026 Aankondiging • Apr 23
Truecaller AB (Publ) Proposes Dividend on Series A Share and Series B Share, Payable 2 June 2025 Truecaller AB (publ) announced that the board of directors proposed payment of a dividend of SEK 1.70 per series A and series B share. The record date to receive the dividend is proposed to be 27 May 2025. If the annual general meeting resolves in accordance with the proposal, payment of the dividend is expected to be performed through Euroclear Sweden AB on 2 June 2025. Declared Dividend • Apr 14
Dividend of kr1.70 announced Shareholders will receive a dividend of kr1.70. Ex-date: 26th May 2025 Payment date: 2nd June 2025 Dividend yield will be 2.6%, which is higher than the industry average of 0.5%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 23%. Aankondiging • Mar 31
Truecaller AB (publ) to Report Nine Months, 2025 Results on Nov 07, 2025 Truecaller AB (publ) announced that they will report nine months, 2025 results on Nov 07, 2025 Reported Earnings • Feb 19
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: kr1.51. Revenue: kr1.88b (up 8.0% from FY 2023). Net income: kr524.3m (down 2.2% from FY 2023). Profit margin: 28% (down from 31% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.1%. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Sweden. Valuation Update With 7 Day Price Move • Feb 18
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to kr81.10, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 20x in the Software industry in Sweden. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr117 per share. Price Target Changed • Feb 07
Price target increased by 8.4% to kr70.29 Up from kr64.86, the current price target is an average from 7 analysts. New target price is approximately in line with last closing price of kr68.55. Stock is up 129% over the past year. The company is forecast to post earnings per share of kr1.47 for next year compared to kr1.49 last year. Aankondiging • Jan 22
Truecaller Announces Its Big Ever Update for iPhone Users Globally Truecaller announced its biggest ever update for iPhone users globally with the advancements in Apple's latest iOS 18, Truecaller is now able to for the very first time launch a real-time caller ID and automated blocking of spam calls on iOS. These capabilities and other improvements as well as the ability to subscribe for a Premium Family plan are now being rolled out globally for paying subscribers of Truecaller on iOS. The launch is expected to further boost Truecaller's subscription revenues. At year-end about 30 million (or 7%) of Truecaller's total 435 million MAUs are iOS-users. Of Truecaller more than 2.6 million paying subscribers about 750.000 of them are on iOS and more than 40% of Truecaller's current premium revenues comes from iOS-users. The functionality of Truecaller's Caller ID on iOS has historically been limited to a smaller local database on the user's local device. This update can leverage Truecaller's latest AI capabilities and global database to identify as many calls as possible. In addition, the latest update includes something that Truecaller iOS users have been requesting for a long time: automatic blocking of spam calls. All this has been made possible by Apple's Live Caller ID Lookup framework, developed especially for apps like Truecaller to provide live caller ID in a privacy-preserving way. This API uses homomorphic encryption and Truecaller is the first in the world to deploy this at scale for Caller ID. Finally, Truecaller on iPhone now includes the ability to subscribe for a premium Family plan. With Family Plan, one can share all Truecaller Premium benefits like e.g. Truecaller AI Assistant, with up to four additional people at a low monthly or annual price. In India the subscription offering also includes a fraud insurance whereby now can through the family offering can protect four more family members from becoming a victim of fraud. All the new features will be made available for Truecaller Premium subscribers with the same pricing as for the Android offering. Free users on iOS will continue to enjoy ad-supported manual number search and caller ID of Verified Businesses. Auto blocking of spam is available globally & the new Caller ID will be rolled out starting today. It will be available to all users across the world within the coming days. Valuation Update With 7 Day Price Move • Jan 21
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to kr62.50, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 17x in the Software industry in Sweden. Total loss to shareholders of 1.1% over the past three years. Aankondiging • Dec 06
Truecaller AB (Publ) Appoints Gaurav Loomba as Senior Director for Public Affairs in India Truecaller appoints Gaurav Loomba as its senior director for public affairs in India. Loomba previously served as AVP for government and public affairs at Paytm. He has also held roles at the National Payments Corporation of India and ICICI Bank. Loomba brings expertise in digital payments and financial services, along with experience in CSR and ESG initiatives. In his role, he will collaborate with government bodies to develop and execute public affairs strategies aimed at securing essential policy and regulatory backing for Truecaller’s growth and innovation in India. Aankondiging • Nov 26
Truecaller AB (publ), Annual General Meeting, May 23, 2025 Truecaller AB (publ), Annual General Meeting, May 23, 2025. Location: stockholm Sweden Recent Insider Transactions Derivative • Nov 17
Independent Director exercised options and sold kr298k worth of stock On the 8th of November, Helena Svancar exercised 19k options at a strike price of around kr28.70 and sold these shares for an average price of kr44.10 per share. This trade did not impact their existing holding. Since June 2024, Helena has owned 3.80k shares directly. Company insiders have collectively bought kr2.4m more than they sold, via options and on-market transactions, in the last 12 months. Recent Insider Transactions • Nov 14
Co-Founder recently bought kr986k worth of stock On the 8th of November, Nami Zarringhalam bought around 23k shares on-market at roughly kr43.19 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Nami has been a buyer over the last 12 months, purchasing a net total of kr1.5m worth in shares. Reported Earnings • Nov 08
Third quarter 2024 earnings: EPS misses analyst expectations Third quarter 2024 results: EPS: kr0.34 (up from kr0.29 in 3Q 2023). Revenue: kr458.9m (up 15% from 3Q 2023). Net income: kr117.8m (up 12% from 3Q 2023). Profit margin: 26% (in line with 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.6%. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Sweden. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Oct 12
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to kr44.38, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 24x in the Software industry in Sweden. Total loss to shareholders of 10% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr86.74 per share. 
