Investor comments on Scania and its prospects
In September, MAN launched a public bid for Scania. Investor, with its focus on building companies with a long-term industrial perspective, rejected the offer. While there are industrial merits to a combination of the two companies, the initial bid did not at all reflect the long-term value and potential of Scania. We estimate potential synergies in a combination of Scania and MAN to be substantially higher than the EUR 500 m. per year indicated by MAN, even when taking execution risks into consideration.
Scania is a strong company and well positioned to take advantage of anticipated high growth over the coming years in new markets. Scania communicated in its Q2 report the potential for cost savings and a plan to review its capital structure. Our assessment is that the earnings prospects for Scania are significantly higher than the current market consensus for future years. This has been reinforced by Scania's announcements today.
Investor's focus today, as before, is to evaluate all options in the best interest of Scania and all its shareholders.
For further information:
Fredrik Lindgren, Vice President, Communications:
+46 8 614 20 31, +46 735 24 20 31
Our press releases can be accessed at www.investorab.com on the Internet.
Investor is the largest industrial holding company in the Nordic region. For almost a century, our business concept has been generate attractive long-term returns by investing in companies with solid potential for value creation and applying our experience, knowledge and network to make them best-in-class. Investor is a leading shareholder in a number of multinational companies, including Ericsson, SEB and Atlas Copco. Investor also conducts private equity activities in the United States, Northern Europe and Asia.
Discover more
-
Learn moreRegister for updates
Use our subscription service to access a range of financial documentation including press releases, interim and annual reports, using your personal user profile.
-
Learn moreOur Companies
We create value for people and society by building strong and sustainable companies.
-
DownloadAnnual Report 2025
Read more about our targets and progress in our Annual Report.
