(NAVIGO-PREF) Navigo Invest Pfd - Ratings and Ratios

Navigo Invest AB (publ) is a Swedish private equity and venture capital firm with a sharp focus on small and medium-sized enterprises (SMEs) in the Nordics. They specialize in buyouts, growth capital, and turnaround situations, with a particular emphasis on the energy, green tech, and clean technology sectors. The firm also targets B2B companies, leveraging its operational expertise to drive value creation. Navigo primarily invests in unlisted companies, where they can take an active role in shaping strategy and execution.

Their investment mandate is clearly defined. They deploy capital in companies with an enterprise value between SEK 10 million ($1.24 million) and SEK 500 million ($61.85 million), committing between SEK 1 million ($0.14 million) and SEK 10 million ($1.40 million) per investment. Portfolio companies typically generate revenues between SEK 50 million ($7.02 million) and SEK 300 million ($42.11 million). While they prefer majority stakes, they remain flexible and will consider minority positions in the right situations.

Founded in 2007 and headquartered in Gothenburg, Sweden, Navigo Invest AB (formerly Pegroco Invest) has established itself as a disciplined investor with a long-term perspective. The firms current market capitalization stands at 8,009.93M SEK, with key financial metrics including a P/B ratio of 5.38 and a P/S ratio of 13.64. These figures reflect the markets assessment of their portfolio and growth prospects.

For investors and fund managers, Navigos focus on sustainability and operational transformation is noteworthy. Their deep sector knowledge in energy and green tech positions them well to capitalize on the accelerating transition to renewable energy and circular economies. Their approach combines strategic capital allocation with hands-on governance, aiming to unlock latent value in underperforming or undervalued assets.