Outlook and financial targets

Outlook for 2026

The past year was turbulent in the investment markets, and the operating environment is expected to remain uncertain and difficult to predict also in 2026. The expansion of geopolitical risks and concerns about the sustainability of economic growth are increasing uncertainty in the markets. If investor confidence weakens 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 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%.