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VNV Global (SE:VNV)
:VNV
Earnings Data
Report Date
Apr 22, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-1.2Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents stronger operational progress and accelerating growth across core portfolio companies (notably Voi, BlaBlaCar, Numan, Breadfast and HousingAnywhere) with improving profitability and selective follow-on investments. However, near-term reported NAV and valuation headwinds—driven by peer multiple moves, currency effects and continued discounting of VNV shares—remain material. Management is addressing the discount via opportunistic buybacks and sees long-term upside from portfolio fundamentals.Company Guidance
NAV and Portfolio Size
NAV at year-end 2025 of $547 million (≈$4.25/share). Total investment portfolio ~$589 million (investments $537M, cash ~$55M).
Strong growth and profitability across core holdings
Top 6 holdings generated ~SEK 1 billion in revenues in 2025 (VNV's share ≈SEK 150M). The six largest holdings showed ~40% revenue growth in 2025 and management expects ~30% growth in 2026; ~76–80% of the portfolio is EBITDA positive.
Voi: material operational and commercial progress
Voi delivered ~30% net revenue growth in 2025, monthly active riders up >33% (≈1 million retained monthly users). VNV increased its Voi valuation by >25% during 2025 (Voi now >22% of VNV portfolio; valued at $127M). Strong regulated-market mix (≈30% market share in regulated markets; ~80% revenues from regulated markets).
BlaBlaCar long-term monetization opportunity
BlaBlaCar valued at $164M (VNV stake); management highlights monetization opportunities in emerging markets (Brazil, India, Mexico) and improving product-led growth in Europe despite a quarter valuation mark-down.
High-conviction buybacks and capital returns
Company continued opportunistic buybacks (holds ~2.4M common shares, ≈1.8% outstanding). Management emphasizes buybacks while stock trades at large discounts and notes $170M of exits around NAV over past 2 years.
Notable portfolio successes and follow-ons
Successful exits and marks: Tise sold to eBay above VNV mark; OURA and Yuv rounds priced above VNV marks; VNV intends to support select follow-on rounds (e.g., commit ~EUR 1M to HousingAnywhere).
Breadfast, HousingAnywhere and Numan momentum
Breadfast valued at $30M with run-rate GMV ≈$290M and accelerating growth; HousingAnywhere ~20% CAGR, adjusted EBITDA positive since 2024 and VNV to invest in upcoming round; Numan delivered triple-digit revenue growth in 2025 with positive EBITDA and valuation held flat based on summer 2025 funding.
Debt reduction and cash inflows
Borrowings were reduced (partial bond redemption halved outstanding bond), with main cash inflows from Gett and Tise closings; net cash position improved and gross cash provides buyback firepower (~$55M cash reported).
SE:VNV Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
SE:VNV Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 29, 2026 | kr19.90 | kr18.50 | -7.04% |
Oct 28, 2025 | kr23.64 | kr23.62 | -0.08% |
Jul 17, 2025 | kr18.71 | kr21.48 | +14.80% |
Apr 23, 2025 | kr16.16 | kr16.42 | +1.61% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does VNV Global (SE:VNV) report earnings?
VNV Global (SE:VNV) is schdueled to report earning on Apr 22, 2026, Before Open (Confirmed).
What is VNV Global (SE:VNV) earnings time?
VNV Global (SE:VNV) earnings time is at Apr 22, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of VNV Global stock?
The P/E ratio of VNV Global is N/A.
What is SE:VNV EPS forecast?
Currently, no data Available