Development steps 2024

Updated materiality analysis

In 2023, Industrivärden updated its stakeholder analysis regarding important counterparties. Views were obtained in the usual way within the framework of ongoing contacts, as well as through a formal questionnaire. The materiality of Industrivärden’s sustainability-related focus areas was established based on the stakeholder analysis, Industrivärden’s capacity to influence and a materiality perspective. Particular emphasis was also placed on the importance of sustainability perspectives in the portfolio companies’ value chains.

Sustainability work was conducted and further developed in 2024 within the framework of Industrivärden’s active ownership.

Continued development of Industrivärden’s sustainability reporting

Work was carried out to prepare for new regulations on sustainability reporting, such as the EU’s Corporate Sustainability Reporting Directive (CSRD).

Thematic reviews

Industrivärden continuously conducts reviews of key areas of influence such as electrification, digitalization, etc. In 2024 an iterated review was conducted into the portfolio companies’ use of AI and the impact of AI on the portfolio companies, along with an extensive review of geopolitics/ macro economics.

Iterated sustainability analysis

In 2024, Industrivärden iterated material parts of the portfolio companies’ sustainability analyses within the framework of the Company’s ongoing work on company analysis. The rapid rate of change in several key impact areas signifies that sustainability is an increasingly important component in Industrivärden’s analysis.