Outlook and financial targets

Outlook for 2025 revised

The review period was turbulent in the investment markets, and the operating environment is expected to remain uncertain and difficult to predict for the rest of the year. The expansion of geopolitical risks and concerns about the sustainability of economic growth are increasing uncertainty in the markets. If investor confidence erodes further and market values ​​decline, it will have a negative impact on Evli’s commission income and 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, favorable profit development in the early part of the year, and growth prospects, we estimate the operating profit to be clearly positive and exceed the comparable level of the previous year (EUR 43.3 million). 

Previously, we estimated the operating result 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%.