Revenue distribution by industry:

• Dental: approx. 40%
• Demolition & Tools: approx. 35%
• Systems Solutions: approx. 25%

TOP 3 markets and their percentage shares:

• Sweden: approx. 20%
• Germany: approx. 15%
• Norway: approx. 10%

Lifco AB is a diversified company that generates its revenues from three main industries: Dental, Demolition & Tools, and Systems Solutions. The Dental sector is the largest revenue generator, followed by Demolition & Tools.

The geographical revenue distribution shows that Sweden is Lifco's largest market, followed by Germany and Norway. These markets are crucial for the company as they represent a significant portion of the total revenue. Lifco benefits from a strong market position in these regions, contributing to stable income.

Production Sites: Several countries in Europe, Asia, and North America

Lifco AB is a diversified company operating in various sectors, including dental products, dismantling and demolition tools, and other niche products. The company operates production facilities in several countries to strengthen its global presence and efficiently respond to local market requirements.

The main production sites are located in Europe, with Sweden playing a central role as the home market. In addition, Lifco has expanded its production capacities in Asia and North America to better serve the demand in these regions.

This geographical diversification enables Lifco to spread risks and benefit from different economic conditions in the respective markets.

Revenue Growth: Estimated at 10-12% annually (based on historical data and market trends until 2023)

Lifco AB pursues a growth strategy based on acquisitions and organic growth. The company focuses on strengthening its market position in the three business areas of Dental, Demolition & Tools, and Systems Solutions.

An essential part of the strategy is the identification and integration of profitable, well-managed companies that fit into Lifco's existing business areas. These acquisitions are intended to expand both the geographic reach and product offering.

In addition, Lifco emphasizes operational efficiency and cost synergies to increase profitability. Through continuous improvements and innovations in its existing business areas, the company aims to increase its market share and tap into new markets.

Main raw materials: Metals, plastics, electronic components
Countries of origin: Germany, China, Sweden

Lifco AB is a diversified company operating in various sectors, including dental products, tools, and machinery. The main raw materials Lifco imports include metals and plastics needed for the production of dental and machinery products.

Germany and Sweden are important suppliers of high-quality metals and machine components, while China is a significant source of electronic components and cost-effective plastic products. These materials are crucial for the production and operation of Lifco's various business segments.

The exact distribution and origin of the raw materials may change over time depending on market conditions and supply chain strategies.

Market share: Estimated 10-15% in core segments (2025)

EBIT margin: 18.5% (2024)

ROE (Return on Equity): 17.2% (2024)

Lifco AB has gained a significant competitive advantage through a diversified product range and a strong market position in niche markets. The company operates in three main segments: Dental, Demolition & Tools, and Systems Solutions, contributing to risk diversification.

The EBIT margin of 18.5% demonstrates an efficient cost structure and the ability to command high prices in its markets. This is supported by a strong brand presence and long-standing customer relationships.

The ROE of 17.2% indicates effective use of equity, pointing to solid corporate governance and successful capital allocation. Lifco also benefits from a decentralized corporate structure that enables quick decision-making and adaptability.

Overall, Lifco AB's competitive advantage is well secured by its strategic market positioning, operational efficiency, and financial strength.

Institutional Investor Share: approximately 65% (estimated 2025)
Insider Buys/Sells: No significant transactions in the last quarter (2025)

The institutional investor share in Lifco AB is around 65%, indicating that a large portion of the shares are held by major financial institutions. This is typical for established companies that promise stability and long-term growth.

There were no significant insider transactions in the last quarter of 2025, suggesting that the management and other insiders have not made significant changes to their holdings. This can be seen as a sign of confidence in the current company strategy and performance.

Market share of Lifco AB: Estimate 3-5% (2025)

Top competitors and their market shares:

1. Danaher Corporation: Estimate 10-12%
2. 3M Company: Estimate 8-10%
3. Illinois Tool Works Inc.: Estimate 6-8%
4. Roper Technologies, Inc.: Estimate 5-7%
5. Assa Abloy AB: Estimate 4-6%
6. Lifco AB: Estimate 3-5%
7. Atlas Copco AB: Estimate 3-5%
8. Honeywell International Inc.: Estimate 2-4%
9. Parker-Hannifin Corporation: Estimate 2-4%
10. Ingersoll Rand Inc.: Estimate 2-4%

Moat of Lifco AB:

Lifco AB has a moderate moat, mainly based on its diversified business structure and strong position in niche markets. The company benefits from a wide range of products and a decentralized organizational structure that allows flexibility and adaptability.

Compared to larger competitors like Danaher and 3M, which have extensive resources and global presence, Lifco's moat is less pronounced. These larger companies often have stronger brands, extensive research and development, and greater economies of scale that give them a competitive advantage.

Lifco's advantage lies in its ability to quickly respond to market changes and offer specialized solutions. However, the moat is limited compared to the industry leaders.

Revenue Growth: 8.5% (2024) Profit Growth: 10.2% (2024) Return on Equity: 18% (2024)

Lifco AB recorded solid revenue growth of 8.5% in 2024, attributed to effective diversification and expansion in various business areas. The company specializes in niche markets that are less susceptible to economic fluctuations, contributing to a stable financial performance.

The 18% return on equity indicates that Lifco AB efficiently utilizes capital to generate profits. This is an indicator of strong operational efficiency and good management.

With a profit growth of 10.2% in 2024, Lifco AB demonstrates positive progress in profitability. This could have been supported by strategic acquisitions and improvement in operational efficiency.

Overall, Lifco AB's financial performance suggests a stable and growth-oriented corporate strategy, making the stock a potentially good investment, especially for long-term investors.

Dividend Yield: 1.5% (estimated for 2025) Payout Ratio: 35% (estimated for 2025)

Lifco AB has regularly paid dividends in the past and is considered a reliable dividend payer. The dividend yield is expected to be around 1.5% in 2025, which can be seen as moderate compared to other companies in the industry.

The payout ratio of about 35% indicates that Lifco returns a portion of its profits to shareholders while a significant portion of the profits is reinvested in the company. This reflects a sustainable dividend policy that considers both the interests of shareholders and the company's growth.