Collaxio (Q2 inital take): Mixed quarter, encouraging underlying trends - Redeye
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Collaxio (Q2 inital take): Mixed quarter, encouraging underlying trends - Redeye

Redeye provides its initial take on Collaxio’s Q2 2026 report, which featured a c13% q/q increase in NAV to SEK 100.5m. However, NAV per share declined due to the higher share count following the acquisition of the Aggregate Media portfolio. The adjusted management fee came in at SEK c2.2m, in line with our estimate, marking another step towards the company’s targeted management fee/NAV ratio of 2.5%. Management highlighted strong operational development across several portfolio companies, with Storage365 and MOVS standing out.

Redeye provides its initial take on Collaxio’s Q2 2026 report, which featured a c13% q/q increase in NAV to SEK 100.5m. However, NAV per share declined due to the higher share count following the acquisition of the Aggregate Media portfolio. The adjusted management fee came in at SEK c2.2m, in line with our estimate, marking another step towards the company’s targeted management fee/NAV ratio of 2.5%. Management highlighted strong operational development across several portfolio companies, with Storage365 and MOVS standing out.
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