Financial Targets and Long-term Growth Outlook
- Double-digit CAGR through 2030
- Maintain gross margin above 70%
- Increase operating margin to more than 40% by 2028
- >100 million tonnes of CO2 reduction by 2028
- Extend increasing dividend from current string of 14 years to 25 years
Double-Digit Growth
Building on a track record of 9.1% Compounded Annual Growth Rate over the last ten years, and 14.6% CAGR over the last 15 years, SinterCast forecasts continued double-digit CAGR of its series production volume through 2030. With recurring revenue accounting for more than 95% of the total revenue, SinterCast also forecasts continued double-digit revenue growth.
Margin Improvement
As a software and service provider, with no in-house manufacturing, the SinterCast business is highly scalable. Historical operating margins have revolved around 30%, depending upon OPEX investments in future growth and R&D. Benefitting from the mature technology, SinterCast foresees reductions in operating costs in parallel with the continued double-digit growth of the series production and the revenue. Adjusted for inflation, the annual expense level at the end of the current five-year planning horizon is forecast to be less than 2023. SinterCast targets to increase the operating margin to more than 40% by 2028. SinterCast will continuously be among the most profitable companies on the Stockholm stock exchange.
CO2 Contribution
Engines that use SinterCast-CGI are smaller, lighter, stronger and more fuel efficient than conventional engines. With more than 90% of our production focussed on commercial vehicles, super-duty pick-ups, full-size pick-ups, and off-road equipment, we estimate that our technology contributes to the saving of more than 10 million tonnes of CO2 per year. We make large climate contributions to large volumes of large vehicles – today.
Dividend Focus
Since the first dividend was approved for the financial year 2010, SinterCast has delivered fourteen consecutive years of increasing dividend. In total, SinterCast has provided SEK 325.5 million in dividends, representing more than 110% of the operating result during the same period. With its strong balance sheet, SinterCast is committed to its pro-dividend strategy and has the goal to attain “dividend aristocrat” status by delivering twenty-five consecutive years of increasing dividend to its shareholders.