Taaleri: Takeaways from capital markets day - Nordea

Taaleri hosted its capital markets day yesterday. The event did not offer any large surprises after the company announced its strategy and financial targets already on 21 November. We make couple of remarks from the event. 1) Growth drivers for the strategy period starting from 2024 are clearly bioindustry and internationalization. The company aims to ramp-up the bioindustry offering and targets EUR 600m AuM by the end of 2026 (EUR 160m at the end of Q3 2023) while aiming for above EUR 100m, direct investments through balance sheet. We note the company could release some EUR 30m from its non-strategic investments into direct investments within bioindustry.

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