Bifogade filer
Vef 1q23 Eng
Kurs
+2,77%
Likviditet
3,19 MSEK
Prenumeration
Kalender
| Est. tid* | ||
| 2026-01-21 | 08:00 | Bokslutskommuniké 2025 |
| 2025-10-22 | 08:00 | Kvartalsrapport 2025-Q3 |
| 2025-07-16 | 08:00 | Kvartalsrapport 2025-Q2 |
| 2025-05-14 | N/A | X-dag ordinarie utdelning VEFAB 0.00 SEK |
| 2025-05-13 | N/A | Årsstämma |
| 2025-04-16 | - | Kvartalsrapport 2025-Q1 |
| 2025-01-22 | - | Bokslutskommuniké 2024 |
| 2024-10-23 | - | Kvartalsrapport 2024-Q3 |
| 2024-07-17 | - | Kvartalsrapport 2024-Q2 |
| 2024-05-15 | - | X-dag ordinarie utdelning VEFAB 0.00 SEK |
| 2024-05-14 | - | Årsstämma |
| 2024-04-17 | - | Kvartalsrapport 2024-Q1 |
| 2024-01-24 | - | Bokslutskommuniké 2023 |
| 2023-10-25 | - | Kvartalsrapport 2023-Q3 |
| 2023-10-03 | - | Extra Bolagsstämma 2023 |
| 2023-07-19 | - | Kvartalsrapport 2023-Q2 |
| 2023-05-10 | - | X-dag ordinarie utdelning VEFAB 0.00 SEK |
| 2023-05-09 | - | Årsstämma |
| 2023-04-19 | - | Kvartalsrapport 2023-Q1 |
| 2023-01-25 | - | Bokslutskommuniké 2022 |
| 2022-10-26 | - | Kvartalsrapport 2022-Q3 |
| 2022-07-20 | - | Kvartalsrapport 2022-Q2 |
| 2022-05-11 | - | X-dag ordinarie utdelning VEFAB 0.00 SEK |
| 2022-05-10 | - | Årsstämma |
| 2022-04-27 | - | Kvartalsrapport 2022-Q1 |
| 2022-02-02 | - | Bokslutskommuniké 2021 |
| 2021-11-03 | - | Kvartalsrapport 2021-Q3 |
| 2021-07-28 | - | Kvartalsrapport 2021-Q2 |
| 2021-05-07 | - | X-dag ordinarie utdelning VEFAB 0.00 SEK |
| 2021-05-06 | - | Årsstämma |
| 2021-04-28 | - | Kvartalsrapport 2021-Q1 |
| 2021-02-03 | - | Bokslutskommuniké 2020 |
| 2020-11-04 | - | Kvartalsrapport 2020-Q3 |
| 2020-10-22 | - | Extra Bolagsstämma 2020 |
| 2020-07-30 | - | Kvartalsrapport 2020-Q2 |
| 2020-05-14 | - | X-dag ordinarie utdelning VEFAB 0.00 SEK |
| 2020-05-13 | - | Årsstämma |
| 2020-04-29 | - | Kvartalsrapport 2020-Q1 |
| 2020-02-12 | - | Bokslutskommuniké 2019 |
| 2019-11-13 | - | Kvartalsrapport 2019-Q3 |
| 2019-08-14 | - | Kvartalsrapport 2019-Q2 |
| 2019-05-22 | - | X-dag ordinarie utdelning VEFAB 0.00 SEK |
| 2019-05-21 | - | Årsstämma |
| 2019-05-15 | - | Kvartalsrapport 2019-Q1 |
| 2019-02-20 | - | Bokslutskommuniké 2018 |
| 2018-11-14 | - | Kvartalsrapport 2018-Q3 |
| 2018-08-22 | - | Kvartalsrapport 2018-Q2 |
| 2018-05-18 | - | X-dag ordinarie utdelning VEFAB 0.00 SEK |
| 2018-05-17 | - | Årsstämma |
| 2018-05-16 | - | Kvartalsrapport 2018-Q1 |
| 2018-03-07 | - | Bokslutskommuniké 2017 |
| 2017-11-29 | - | Kvartalsrapport 2017-Q3 |
| 2017-08-30 | - | Kvartalsrapport 2017-Q2 |
| 2017-05-19 | - | X-dag ordinarie utdelning VEFAB 0.00 SEK |
| 2017-05-18 | - | Årsstämma |
| 2017-05-17 | - | Kvartalsrapport 2017-Q1 |
| 2017-03-15 | - | Bokslutskommuniké 2016 |
| 2016-11-30 | - | Kvartalsrapport 2016-Q3 |
| 2016-08-31 | - | Kvartalsrapport 2016-Q2 |
| 2016-05-19 | - | Årsstämma |
| 2016-05-18 | - | Kvartalsrapport 2016-Q1 |
| 2016-05-02 | - | X-dag ordinarie utdelning VEFAB 0.00 SEK |
| 2016-03-10 | - | Bokslutskommuniké 2015 |
| 2015-11-18 | - | Kvartalsrapport 2015-Q3 |
Beskrivning
| Land | Sverige |
|---|---|
| Lista | Mid Cap Stockholm |
| Sektor | Finans |
| Industri | Investeringar |
Key events during the quarter
- NAV showed signs of recovery, increasing 7.5% QoQ, driven in part by a recovery of peer multiples and local currency performance. Juspay (+32% QoQ) and Gringo (+68% QoQ) were amongst key drivers, as valuation unlock was driven by a move to mark-to-model valuation for both.
- Creditas announced its 4Q/YE22 summary financial results delivering top line revenues of BRL 1.8 bln in 2022, +118% YoY. Positive trends of improving gross margins off a more efficient cost base continue to be driven through this more moderated growth window.
- Konfío’s commitment to bank Mexican SMEs benefitted from a two-year extension and increase of their credit line to MXN 4.1 bln with Goldman Sachs and Gramercy, which allows for the granting of nearly 10,000 fresh loans.
- VEF issued its maiden bond allocation and impact report. Funds raised in the bond were allocated to fund portfolio companies that derive 90% or more of their revenues from one or several sustainable finance categories: Konfío, Solfácil, Rupeek and Mahaana.
Net asset value
- NAV of VEF’s portfolio as at 1Q23 is USD 410.4 mln (YE22 381.8). NAV per share has increased by 7.5% to USD 0.39 (YE22: 0.37) per share during 1Q23.
- In SEK, NAV equals 4,261 mln (YE22: 3,981). NAV per share has increased by 7.0% to SEK 4.09 (YE22: 3.82) per share during 1Q23.
- Cash position, including liquidity investments, was USD 45.7 mln (YE22: 48.5) at the end of 1Q23.
Financial result
- Net result for 1Q23 was USD 28.4 mln (1Q22: -24.1). Earnings per share were USD 0.03 (1Q22: -0.02).
The first quarter broad-based recovery in financial markets had a positive impact on the financial results in 1Q23. On average peer valuation multiples were in positive territory through the quarter and combined with underlying portfolio performance was the key driver of overall NAV. On an aggregated level, portfolio performance remained strong, with moderated revenue growth a reflection of plans to reach break-even at a majority of portfolio companies.
| Dec 31, 2021 | Dec 31, 2022 | March 31, 2023 | |
| Net asset value (USD mln) | 761.7 | 381.8 | 410.4 |
| Net asset value (SEK mln) | 6,885 | 3,981 | 4,261 |
| Net asset value per share (USD) | 0.73 | 0.37 | 0.39 |
| Net asset value per share (SEK) | 6.61 | 3.82 | 4.09 |
| VEF AB (publ) share price (SEK) | 6.05 | 2.45 | 1.90 |
Events after the end of the period
No significant events after the end of the period.
Visit VEF’s IR page for our financial reports and other information: vef.vc/investors
For further information please contact:
Henrik Stenlund, CFO: +46 (0) 8-545 015 50
About Us
VEF AB (publ). is an investment company whose Common Shares are listed in Sweden. We invests in growth stage private fintech companies, take minority stakes and are active investors with board representation in our portfolio companies, always looking to back the best entrepreneurs in each market. We focus on scale emerging markets and invest across all areas of financial services inclusive of payments, credit, mobile money and wealth advisors. VEF trades in Sweden on Nasdaq Stockholm's Main Market under the ticker VEFAB. For more information on VEF, please visit http://www.vef.vc.
This information is information that VEF AB (publ) is obliged to make public pursuant to the EU Market Abuse Regulation. The information was submitted for publication, through the agency of the contact persons set out above, at 2023-04-19 08:00 CEST.