Positive message on demand and market growth
Today we hosted Proact's CEO Jonas Hasselberg at ABGSC's Investor Days. Mr Hasselberg highlighted Proact's relevance to large and medium-sized enterprises, with its highly skilled workforce and partnerships with leading IT infrastructure vendors as key competitive advantages driving growth. In terms of end markets, the message from September (link) remained that Germany was slightly weaker than the rest, followed by the UK, with the Nordics likely to be the strongest at the moment. The main drivers are demand for cybersecurity solutions, cloud, AI and Microsoft-related consulting. Summing up the market situation, Mr Hasselberg commented that the market is currently accelerating, coming out of somewhat more volatile years during the pandemic and the inflationary environment. Proact is targeting 10% annual growth, of which 5% should be organic, which we believe is a level that should be sustainable in the short term (9% in Q3 and 4% YTD).
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