Outlook and financial targets

Outlook for 2026

The beginning of the year has been turbulent on the investment markets, and the operating environment is expected to remain uncertain and difficult to predict. The expansion of geopolitical risks and concerns about the sustainability of economic growth are increasing uncertainty in the markets. The weakening of investor confidence and the decline in market values could have a negative impact on Evli's commission income as well as the return on its own investment portfolio.

Despite the challenging operating environment, Evli has succeeded in strengthening its market position. Growth has been supported by a wide range of products and a broad client base. With a strong market position and positive growth prospects, we estimate the operating profit to be clearly positive.

Financial targets

Evli’s strategy is guided by its long-term financial targets: 

  • Significant growth of AUM (EUR 30 billion) over the long-term
  • EBIT margin of 30%
  • High return on equity (25%)
  • Recurring revenue ratio in excess of 130%.