Exalt Engages Redeye for Strategic Review

Exalt AB, a prominent player in the digital network infrastructure sector, has announced its engagement with Redeye, a leading Nordic investment bank, to assist in a comprehensive review of strategic alternatives. This move signals Exalt's commitment to exploring new growth avenues and optimizing its operational framework.

The strategic review will be supported by TM & Partners, appointed as legal advisors, ensuring that Exalt navigates this process with robust legal guidance. The company has not set a specific timeline for the completion of this review, and the outcome remains open-ended. This cautious approach allows Exalt to thoroughly evaluate all potential paths without the pressure of a deadline.

As part of this strategic initiative, Exalt has released financial forecasts for the fourth quarter and full-year 2025, alongside targets for 2026. The company projects net sales of SEK 13 million and an EBIT of SEK 1.2 million for Q4 2025, with a full-year net sales forecast of SEK 50.5 million and an EBIT margin of 2.6%. Looking ahead to 2026, Exalt aims for an organic growth of 10-15% and an EBIT margin of 8%.

These projections reflect Exalt's strategic focus on efficiency and growth. The company's efficiency program, which began impacting results in the third quarter of 2025, is expected to yield annual cost savings of approximately SEK 1.5 million. Additionally, Exalt is analyzing the financial implications of its listed status, with potential cost reductions of SEK 1.3 million annually if unlisted.

For investors, the strategic review presents a potential turning point. Exalt's commitment to transparency and efficiency, coupled with its strategic partnerships, positions the company for potential growth and enhanced shareholder value. However, given the uncertainties inherent in strategic reviews, a cautious approach is advisable. Investors should consider holding their positions as Exalt navigates this transformative phase.

In conclusion, Exalt AB's engagement with Redeye and TM & Partners underscores its proactive approach to strategic growth. While the outcome of the review remains uncertain, the company's clear financial targets and efficiency initiatives signal a promising future. Investors are advised to hold their positions and monitor the developments closely.