Skip to main content

Year-End Report January 1 – December 31, 2023

  • Net asset value on December 31, 2023, was SEK 150.3 billion, or SEK 348 per share. During the year, net asset value increased by 19%, corresponding to SEK 55 per share. On February 1, 2024, net asset value was SEK 341 per share.
  • The total return for 2023 was 33% for the Class A shares, as well as for the Class C shares, compared with 19% for the Stockholm Stock Exchange’s total return index (SIXRX).
  • During the year, shares were purchased for a total of SEK 2.9 billion, of which SEK 1.1 billion in Sandvik, SEK 0.9 billion in Volvo, SEK 0.6 billion in Handelsbanken and SEK 0.2 billion in SCA.
  • The Board of Directors proposes a dividend of SEK 7.75 per share (7.25).

  20232022
  Dec 31Dec 31
Net asset value, SEK M 150,252126,477
Net asset value per share, SEK 348293
Share price Industrivärden C, SEK 328.30253.00
Debt-equities ratio 5%5%
    
  20232022
SEK M Jan – DecJan – Dec
Earnings per share, SEK 62.15-32.34
Dividend income 6,4185,479
Dividend paid 3,1312,915
Equities portfolio:   
Purchases 2,8543,184
Sales 

This information is such that AB Industrivärden is required to make public pursuant to the EU Market Abuse Regulation. The information was submitted for publication, through the agency of the Head of Corporate Communications and Sustainability, Sverker Sivall (+46-8-666 64 19, ssl@industrivarden.se) at 3:40 p.m. CET on February 2, 2024.

Attachment

Disclaimer & Cookie Notice

Welcome to GOLDEA services for Professionals

Before you continue, please confirm the following:

Professional advisers only

I am a professional adviser and would like to visit the GOLDEA CAPITAL for Professionals website.

Important Notice for Investors:

The services and products offered by Goldalea Capital Ltd. are intended exclusively for professional market participants as defined by applicable laws and regulations. This typically includes institutional investors, qualified investors, and high-net-worth individuals who have sufficient knowledge, experience, resources, and independence to assess the risks of trading on their own.

No Investment Advice:

The information, analyses, and market data provided are for general information purposes only and do not constitute individual investment advice. They should not be construed as a basis for investment decisions and do not take into account the specific investment objectives, financial situation, or individual needs of any recipient.

High Risks:

Trading in financial instruments is associated with significant risks and may result in the complete loss of the invested capital. Goldalea Capital Ltd. accepts no liability for losses incurred as a result of the use of the information provided or the execution of transactions.

Sole Responsibility:

The decision to invest or not to invest is solely the responsibility of the investor. Investors should obtain comprehensive information about the risks involved before making any investment decision and, if necessary, seek independent advice.

No Guarantees:

Goldalea Capital Ltd. makes no warranties or representations as to the accuracy, completeness, or timeliness of the information provided. Markets are subject to constant change, and past performance is not a reliable indicator of future results.

Regional Restrictions:

The services offered by Goldalea Capital Ltd. may not be available to all persons or in all countries. It is the responsibility of the investor to ensure that they are authorized to use the services offered.

Please note: This disclaimer is for general information purposes only and does not replace individual legal or tax advice.