Sampo gör en nedskrivning av de danska IT-systemen

SAMPOAnalyst Comment2026-09-28 07:37

Automatisk översättning: Ursprungligen publicerad på finska 2026-09-28 05:37 GMT. Ge feedback här.

Sampo meddelade på fredagen att bolaget under det tredje kvartalet 2026 bokför en nedskrivning på ungefär 118 MEUR av immateriella tillgångar hänförliga till de danska IT-systemen. Nedskrivningen görs som ett led i integrationen av Topdanmark i If-koncernen. Åtgärden är rent bokföringsmässig och har ingen inverkan på kassaflödena eller vår ståndpunkt om bolaget. Sampo bedömer dessutom att inverkan på soliditeten förblir liten.

Sampo is the leading property and casualty insurance group in the Nordic region and a major operator in the growing digital P&C insurance market in the UK. Sampo Group has around 9 million customers, and it employs 15,000 people. The Group’s insurance revenue totalled EUR 9.1 billion in 2025 of which the Nordic market represented 75 per cent. The Group’s operations are diversified by geography, line of business, and customer group. Sampo Group operates in Sweden, Norway, Finland, Denmark, the UK, and the Baltic countries. Its largest customer groups are private customers in the Nordics and in the UK, representing in total over 65 per cent of the Group's insurance revenue. The Group is also a leading provider of P&C insurance in Nordic commercial and industrial businesses.

Key Estimate Figures24/09

	2025	26e	27e
Revenue	9,078.0	9,730.3	10,421.8
growth-%	8.2 %	7.2 %	7.1 %
EBIT (adj.)	2,436.0	1,484.5	1,964.1
EBIT-% (adj.)	26.8 %	15.3 %	18.8 %
EPS (adj.)	0.74	0.44	0.61
Dividend	0.36	0.38	0.40
Dividend %	3.9 %	4.2 %	4.4 %
P/E (adj.)	12.5	20.7	14.8
EV/EBITDA	10.8	16.9	12.4

Forum discussions

JUST IN: Sampo’s target price is being nudged in the right direction! And the recommendation is BUY, of course.

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10/7/2026, 11:41 AM

by Warren Fyffet

OP’s target price kept unchanged today at 10.40, but recommendation upgraded from ACCUMULATE => BUY

10/6/2026, 12:28 PM

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10/1/2026, 12:09 PM

by Ju-ha-ni

Sampo gör en nedskrivning av de danska IT-systemen

SAMPOAnalyst Comment2026-09-28 07:37

Sauli VilénAnalyst

Discuss

Automatisk översättning: Ursprungligen publicerad på finska 2026-09-28 05:37 GMT. Ge feedback här.

Key Estimate Figures24/09

	2025	26e	27e
Revenue	9,078.0	9,730.3	10,421.8
growth-%	8.2 %	7.2 %	7.1 %
EBIT (adj.)	2,436.0	1,484.5	1,964.1
EBIT-% (adj.)	26.8 %	15.3 %	18.8 %
EPS (adj.)	0.74	0.44	0.61
Dividend	0.36	0.38	0.40
Dividend %	3.9 %	4.2 %	4.4 %
P/E (adj.)	12.5	20.7	14.8
EV/EBITDA	10.8	16.9	12.4