Taaleri Q2’25 flash comment: Expected development

TAALAAnalyst Comment2025-08-13 09:08

Taaleri operates in the financial sector. The company is a Nordic private equity fund company that focuses on renewable energy and other alternative investments. The company has two business segments: Equity Funds and Strategic Investments. With its capital funds, Taaleri creates, for example, wind and solar power, biofuels and real estate. The company was founded in 2007 and its head office is located in Helsinki, Finland.

Key Estimate Figures2025-04-29

	2024	25e	26e
Revenue	72.6	56.6	61.2
growth-%	10.6 %	-22.0 %	8.1 %
EBIT (adj.)	38.1	23.0	28.2
EBIT-% (adj.)	52.4 %	40.7 %	46.1 %
EPS (adj.)	0.99	0.51	0.73
Dividend	0.50	0.31	0.44
Dividend %	6.2 %	4.2 %	6.0 %
P/E (adj.)	8.1	14.2	10.0
EV/EBITDA	5.8	7.5	6.2

Forum discussions

Here are Sale’s comments on Taaleri launching its new Private Credit business at the beginning of next month. Inderes – 20 Oct 26 Taaleri kä...

10/20/2026, 5:44 AM

by Sijoittaja-alokas

Taaleri Taaleri Private Credit käynnistyy marraskuussa Marjo Koiviston ja Helen... 19.10.2026 09:00:09 EEST | Taaleri Oyj | Sijoittajauutiset...

10/19/2026, 6:19 AM

by Cadel

Wow! I’ve read many comprehensive reports, but this was one of the best. It was especially delightful to see from how many different angles ...

10/8/2026, 7:34 AM

by Pohjolan Eka

This private credit thing is certainly an interesting “move” by Taaleri as well. Have they been reading FT issues from a couple of quarters ...

10/7/2026, 7:01 PM

by Ghostrider

In my view, unlocking the sum of the parts probably can’t really happen through a demerger anymore. As stated above, Garantia is a clear piece...

10/7/2026, 5:18 PM

by mutu_sijoittaja

I made an unbelievable mistake on my end by trusting AI’s claim about a 20% voting power limit per shareholder. The source it provided was real...

10/7/2026, 11:57 AM

At least I couldn’t find any voting cap/restriction etc. in the articles of association, what are you referring to with this?

10/7/2026, 11:26 AM

by excolo

Taaleri Q2’25 flash comment: Expected development

TAALAAnalyst Comment2025-08-13 09:08

Sauli VilénAnalyst

Discuss

Key Estimate Figures2025-04-29

	2024	25e	26e
Revenue	72.6	56.6	61.2
growth-%	10.6 %	-22.0 %	8.1 %
EBIT (adj.)	38.1	23.0	28.2
EBIT-% (adj.)	52.4 %	40.7 %	46.1 %
EPS (adj.)	0.99	0.51	0.73
Dividend	0.50	0.31	0.44
Dividend %	6.2 %	4.2 %	6.0 %
P/E (adj.)	8.1	14.2	10.0
EV/EBITDA	5.8	7.5	6.2