Alleima Management
Management criteria checks 2/4
Alleima's CEO is Goran Bjorkman, appointed in Jan 2017, has a tenure of 9.5 years. total yearly compensation is SEK20.09M, comprised of 39.8% salary and 60.2% bonuses, including company stock and options. directly owns 0.038% of the company’s shares, worth SEK10.39M. The average tenure of the management team and the board of directors is 3.1 years and 5.5 years respectively.
Key information
Goran Bjorkman
Chief executive officer
SEK 20.1m
Total compensation
| CEO salary percentage | 39.83% |
| CEO tenure | 9.5yrs |
| CEO ownership | 0.04% |
| Management average tenure | 3.1yrs |
| Board average tenure | 5.5yrs |
Recent management updates
Recent updates
Narrative Update • Jul 17
ALLEI: Nuclear Capacity Expansion Will Sustain An Already Overstretched Share Price
Analysts have raised their fair value estimate for Alleima from SEK 74.80 to SEK 83.60, citing updated assumptions that include a slightly higher discount rate, a higher projected revenue growth rate, a marginally lower profit margin, and a higher future P/E multiple. What's in the News for Alleima Alleima received a major order worth approximately SEK 995 million for advanced umbilical tubes SAF 2507 from a global subsea technology provider, linked to the Kutei North Hub Project offshore East Kalimantan, Indonesia, with deliveries scheduled between 2026 and 2030.
Narrative Update • Jul 02
ALLEI: New Nuclear Capacity And Subsea Order Will Not Justify Current Optimism
Analysts now place Alleima's fair value at SEK67, up from SEK64, citing refreshed assumptions around revenue growth, profit margins, and the stock's future P/E profile as key drivers of the updated price target. What’s in the News for Alleima Alleima received a major order valued at approximately SEK 995 million for advanced umbilical tubes from a global subsea technology provider, linked to the Kutei North Hub Project in Indonesia, with deliveries planned between 2026 and 2030.
New Narrative • Jun 30
Umbilicals Nuclear And Medical Demand Will Drive Stronger Long Term Earnings Potential
Catalysts About Alleima Alleima supplies advanced stainless steels and high value added industrial products for energy, industrial, and medical applications. What are the underlying business or industry changes driving this perspective?Analysis Article • Jun 18
Alleima (OM:ALLEI) Stock Could Be 17% Undervalued After Its SEK 995 Million Subsea Order
Why Alleima stock is in focus after a major subsea order Alleima (OM:ALLEI) has come onto investors’ radar after securing an approximately SEK 995 million order for advanced umbilical tubes tied to a major Indonesian offshore energy project. See our latest analysis for Alleima. At a share price of SEK94.7, Alleima has seen a 30.17% 90 day share price return and a 22.45% one year total shareholder return, suggesting recent momentum has been strong as investors react to developments like the...New Narrative • Jun 16
Alleima Stock Will Face Pressure From Oil Projects And Weak Short Cycle Demand
Catalysts About Alleima Alleima produces advanced stainless steels and special alloys for industrial, energy, medical and heating applications. What are the underlying business or industry changes driving this perspective?Narrative Update • Jun 04
ALLEI: Nuclear Expansion And Dividend Payout Will Sustainfully Support Overstretched Share Price
Analysts have kept their SEK 74.8 price target for Alleima unchanged, citing only minor tweaks to assumptions such as the discount rate, profit margin and future P/E that do not meaningfully alter their overall view of the stock. What's in the News In June 2026, Alleima inaugurated its Tube Mill 2026 production facility, a SEK 330 million investment intended to serve demand for conventional nuclear power and small modular reactors.Narrative Update • May 02
ALLEI: Dividend Payout And Adjusted Assumptions Will Shape Balanced Outlook
The analyst price target for Alleima has been adjusted slightly higher to SEK 74.80 from SEK 74.25, with analysts citing updated assumptions for revenue growth, profit margins and future P/E expectations as key drivers of this change. What's in the News At the AGM held on April 29, 2026, shareholders approved a cash dividend of SEK 2.50 per share, following the Board's proposal (Key Developments).Analysis Article • Apr 30
Alleima AB (publ) Just Beat EPS By 28%: Here's What Analysts Think Will Happen Next
A week ago, Alleima AB (publ) ( STO:ALLEI ) came out with a strong set of quarterly numbers that could potentially lead...Narrative Update • Apr 17
ALLEI: Downgrade And Higher Risk Perception Will Pressure Near Term View
Analysts have trimmed their outlook on Alleima, cutting the consensus price target from SEK 74.25 to SEK 74.25. They cited a slightly higher discount rate and a modestly higher assumed future P/E multiple, along with a recent downgrade in sentiment after Danske Bank turned more cautious on the shares.Narrative Update • Apr 02
ALLEI: Downgrade And Dividend Proposal Will Shape Balanced Near Term View
Analysts have slightly reduced their price target on Alleima from SEK 75.00 to SEK 74.25. This reflects more cautious views after recent research, including a downgrade, while still aligning projections with updated assumptions on growth, margins and P/E.Narrative Update • Mar 19
ALLEI: Downgrade And Dividend Plans Will Shape Balanced Near Term Outlook
Analysts have nudged their Alleima price target to SEK 75, reflecting a slightly lower discount rate and marginally adjusted long term assumptions, as some have turned more cautious on the shares following Danske Bank’s downgrade. Analyst Commentary Bullish Takeaways Bullish analysts view the SEK 75 target as consistent with a more balanced risk reward, suggesting the current valuation already reflects a degree of caution after the downgrade.Narrative Update • Mar 05
ALLEI: Cautious Downgrade Will Keep Execution And Dividend Outlook Under Scrutiny
Analysts have trimmed their price target on Alleima to SEK 75, reflecting a slightly higher assumed discount rate and only marginal tweaks to growth, margin, and P/E assumptions after recent cautious research updates, including a downgrade from Danske Bank. Analyst Commentary Bullish Takeaways Bullish analysts point out that the new SEK 75 target still implies some headroom versus prior assumptions, suggesting they see room for the shares if execution stays on track with current growth and margin expectations.Narrative Update • Feb 19
ALLEI: Cautious Downgrade Will Put Execution And Dividend Commitment Under Scrutiny
Analysts have trimmed their stance on Alleima, keeping the fair value estimate steady at SEK 75 while adjusting inputs such as the discount rate and forward P/E. This reflects a more cautious tone following recent research downgrades.Narrative Update • Feb 04
ALLEI: Trimmed Fair Value And Downgrade Will Test Margin Resilience
Analysts have trimmed their fair value estimate for Alleima from SEK 85.50 to about SEK 75.00, citing slightly lower assumptions for revenue growth, profit margins and future P/E, as reflected in recent bearish Street research including a downgrade of the shares. Analyst Commentary Recent Street research has taken a more cautious stance on Alleima, with the latest report contributing to the reduced fair value estimate.Analysis Article • Jan 31
Alleima's (STO:ALLEI) Dividend Will Be Increased To SEK2.50
Alleima AB (publ) ( STO:ALLEI ) will increase its dividend from last year's comparable payment on the 7th of May to...Analysis Article • Jan 30
Alleima AB (publ) Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Alleima AB (publ) ( STO:ALLEI ) shareholders are probably feeling a little disappointed, since its shares fell 9.5% to...Narrative Update • Jan 21
ALLEI: Future Margins And P/E Assumptions Will Steady Fair Value
Analysts have nudged their price target for Alleima slightly lower to €85.50 from €86, citing updated assumptions for revenue growth, profit margins and the future P/E multiple that together point to a modestly different balance between earnings potential and valuation. Valuation Changes Fair Value: Trimmed slightly from €86.00 to €85.50, implying a modest adjustment to the estimated share value.Narrative Update • Jan 06
ALLEI: Future Margins And Discount Rate Will Shape Fair Value Poise
Analysts have nudged their price target on Alleima slightly lower to €86.0 from €86.5. This reflects small adjustments to assumptions around discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value Estimate: Trimmed slightly from €86.5 to €86.0 per share, reflecting minor model adjustments.Analysis Article • Jan 05
Market Participants Recognise Alleima AB (publ)'s (STO:ALLEI) Earnings
There wouldn't be many who think Alleima AB (publ)'s ( STO:ALLEI ) price-to-earnings (or "P/E") ratio of 21.4x is worth...Narrative Update • Dec 21
ALLEI: Future Margins And Discount Rate Will Guide Fair Value Confidence
Analysts have trimmed their price target on Alleima to approximately $86.50 from $87.50, reflecting slightly softer expectations for revenue growth and profit margins, despite broadly stable long term valuation assumptions. Valuation Changes Fair Value: Reduced slightly to SEK 86.50 from SEK 87.50, reflecting a modest downgrade in the intrinsic value estimate.Narrative Update • Dec 07
ALLEI: Margins And Discount Rate Will Shape Future Confidence In Fair Value
Narrative Update on Alleima Analysts have trimmed their price target on Alleima to approximately €87.50 from about €89.67, reflecting more cautious assumptions on long term revenue growth and a slightly higher discount rate, partly offset by modestly improved margin expectations and a lower projected future P/E multiple. Valuation Changes The fair value estimate has decreased slightly to SEK 87.50 from approximately SEK 89.67, indicating a modest downward revision in the intrinsic valuation.Analysis Article • Nov 30
Is Alleima AB (publ) (STO:ALLEI) Trading At A 43% Discount?
Key Insights The projected fair value for Alleima is kr145 based on 2 Stage Free Cash Flow to Equity Current share...Narrative Update • Nov 23
ALLEI: Discount Rate Adjustment Will Support Long-Term Confidence In Fair Value
Analysts have made a slight downward adjustment to Alleima's price target, now valuing shares at SEK 89.67. This revision is due to small changes in the discount rate and profit margin projections.Analysis Article • Nov 14
Does Alleima (STO:ALLEI) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Narrative Update • Nov 07
ALLEI: Future Earnings And Discount Rate Shifts Will Boost Confidence
Analysts have slightly raised their price target for Alleima to SEK 89.67, reflecting modest adjustments in the discount rate and future earnings expectations. Valuation Changes The Fair Value estimate remains unchanged at SEK 89.67.Narrative Update • Oct 24
Decarbonization, Nuclear, And Hydrogen Advances Will Redefine Global Markets
Narrative Update on Alleima Analysts have raised their price target for Alleima from SEK 81.33 to SEK 89.67, citing improved profit margin projections as a key driver for this positive revision. Valuation Changes The Fair Value Estimate has increased from SEK 81.33 to SEK 89.67, reflecting a higher price target.Analysis Article • Sep 27
Slowing Rates Of Return At Alleima (STO:ALLEI) Leave Little Room For Excitement
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...Analysis Article • Aug 14
Alleima AB (publ)'s (STO:ALLEI) Share Price Is Matching Sentiment Around Its Earnings
OM:ALLEI 1 Year Share Price vs Fair Value Explore Alleima's Fair Values from the Community and select yours Alleima AB...Analysis Article • Jul 22
Earnings Miss: Alleima AB (publ) Missed EPS By 25% And Analysts Are Revising Their Forecasts
The analysts might have been a bit too bullish on Alleima AB (publ) ( STO:ALLEI ), given that the company fell short of...Analysis Article • Jun 10
Returns On Capital At Alleima (STO:ALLEI) Have Hit The Brakes
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...Analysis Article • Apr 28
Alleima's (STO:ALLEI) Shareholders Will Receive A Bigger Dividend Than Last Year
Alleima AB (publ) ( STO:ALLEI ) will increase its dividend from last year's comparable payment on the 6th of May to...Analysis Article • Apr 26
Alleima AB (publ) Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Alleima AB (publ) ( STO:ALLEI ) just released its quarterly report and things are looking bullish. The company beat...Analysis Article • Apr 11
Alleima's (STO:ALLEI) Upcoming Dividend Will Be Larger Than Last Year's
Alleima AB (publ)'s ( STO:ALLEI ) dividend will be increasing from last year's payment of the same period to SEK2.30 on...Analysis Article • Mar 28
Alleima (STO:ALLEI) Is Increasing Its Dividend To SEK2.30
Alleima AB (publ)'s ( STO:ALLEI ) dividend will be increasing from last year's payment of the same period to SEK2.30 on...Analysis Article • Mar 14
Alleima's (STO:ALLEI) Dividend Will Be Increased To SEK2.30
The board of Alleima AB (publ) ( STO:ALLEI ) has announced that it will be paying its dividend of SEK2.30 on the 6th of...Analysis Article • Feb 26
Alleima's (STO:ALLEI) Dividend Will Be Increased To SEK2.30
The board of Alleima AB (publ) ( STO:ALLEI ) has announced that it will be paying its dividend of SEK2.30 on the 6th of...
New Narrative • Feb 12
Global Expansion And Nuclear Projects Will Strengthen Future Opportunities
Strategic expansion and acquisitions position Alleima to capitalize on growing demand, boosting potential revenues and profit margins.Analysis Article • Dec 22
Is There An Opportunity With Alleima AB (publ)'s (STO:ALLEI) 45% Undervaluation?
Key Insights The projected fair value for Alleima is kr133 based on 2 Stage Free Cash Flow to Equity Alleima's kr73.70...Analysis Article • Dec 04
Is Alleima (STO:ALLEI) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | SEK 912m |
| Mar 31 2026 | n/a | n/a | SEK 567m |
| Dec 31 2025 | SEK 20m | SEK 8m | SEK 671m |
| Sep 30 2025 | n/a | n/a | SEK 979m |
| Jun 30 2025 | n/a | n/a | SEK 1b |
| Mar 31 2025 | n/a | n/a | SEK 2b |
| Dec 31 2024 | SEK 13m | SEK 7m | SEK 1b |
| Sep 30 2024 | n/a | n/a | SEK 1b |
| Jun 30 2024 | n/a | n/a | SEK 1b |
| Mar 31 2024 | n/a | n/a | SEK 810m |
| Dec 31 2023 | SEK 11m | SEK 7m | SEK 2b |
| Sep 30 2023 | n/a | n/a | SEK 2b |
| Jun 30 2023 | n/a | n/a | SEK 1b |
| Mar 31 2023 | n/a | n/a | SEK 2b |
| Dec 31 2022 | SEK 11m | SEK 5m | SEK 1b |
| Sep 30 2022 | n/a | n/a | SEK 1b |
| Jun 30 2022 | n/a | n/a | SEK 2b |
| Mar 31 2022 | n/a | n/a | SEK 1b |
| Dec 31 2021 | SEK 10m | SEK 5m | SEK 1b |
| Dec 31 2020 | SEK 7m | SEK 4m | SEK 390m |
| Dec 31 2019 | SEK 7m | SEK 4m | SEK 663m |
Compensation vs Market: Goran's total compensation ($USD2.09M) is above average for companies of similar size in the Swedish market ($USD1.52M).
Compensation vs Earnings: Goran's compensation has increased by more than 20% whilst company earnings have fallen more than 20% in the past year.
CEO
Goran Bjorkman (61 yo)
9.5yrs
Tenure
SEK 20,085,784
Compensation
Mr. Goran Bjorkman serves as President and Director at Sandvik Materials Technology AB. He had been President of the Sandvik Materials Technology business area at Sandvik AB (publ) since November 1, 2017 u...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 9.5yrs | SEK 20.09m | 0.038% SEK 10.5m | |
| Chief Financial Officer | less than a year | no data | 0.0032% SEK 906.9k | |
| Head of Investor Relations | less than a year | no data | no data | |
| Executive VP & General Counsel | less than a year | no data | no data | |
| Executive VP & Head of Communications | 8.5yrs | no data | 0.00084% SEK 234.4k | |
| Executive VP | less than a year | no data | no data | |
| Executive VP and Head of Strategic Research & Innovation | 8.5yrs | no data | 0.0024% SEK 669.7k | |
| Executive VP and Head of Group IT | 8.5yrs | no data | 0.0072% SEK 2.0m | |
| President of Kanthal Division | 3.4yrs | no data | 0.0098% SEK 2.7m | |
| President of Tube Division | 2.8yrs | no data | 0.0086% SEK 2.4m | |
| President of Strip Division | no data | no data | 0.00024% SEK 67.0k |
3.1yrs
Average Tenure
53yo
Average Age
Experienced Management: ALLEI's management team is considered experienced (3.1 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| President | 7.5yrs | SEK 20.09m | 0.038% SEK 10.5m | |
| Independent Director | 5.5yrs | SEK 644.00k | 0.41% SEK 114.8m | |
| Employee Representative Director | 5.5yrs | no data | 0.00023% SEK 64.2k | |
| Independent Director | 5.5yrs | SEK 644.00k | 1.2% SEK 335.8m | |
| Independent Director | 2.2yrs | SEK 530.00k | 0.0048% SEK 1.3m | |
| Independent Chairman | 5.5yrs | SEK 1.64m | 0.0037% SEK 1.0m | |
| Deputy Director | 5.5yrs | no data | 0.000050% SEK 14.0k | |
| Independent Board Member | 4.3yrs | SEK 760.00k | no data | |
| Employee Representative Director | 5.5yrs | no data | 0.000010% SEK 2.8k | |
| Independent Director | 3.2yrs | SEK 609.00k | 0.0020% SEK 558.1k | |
| Deputy Board Member | less than a year | no data | no data |
5.5yrs
Average Tenure
61.5yo
Average Age
Experienced Board: ALLEI's board of directors are considered experienced (5.5 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/30 22:44 |
| End of Day Share Price | 2026/07/30 00:00 |
| Earnings | 2026/06/30 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
|
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Alleima AB (publ) is covered by 8 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| null null | ABG Sundal Collier |
| Patrick Mann | BofA Global Research |
| Viktor Trollsten | Danske Bank |