RUSTA

Rusta is a Swedish discount retailer that markets and sells a broad assortment of functional home, leisure, and DIY products to end consumers. The company operates a network of department stores under the RUSTA brand in Sweden, Norway, Finland, and Germany, alongside an online retail platform available in all four markets. Its product range includes home furnishings, seasonal items, consumables, and beauty products, with a significant portion of inventory sourced through direct imports from Asia and Europe, primarily from China. The group manages its supply chain through an automated central warehouse in Norrköping and maintains purchasing offices in Vietnam, China, and Turkey. Key subsidiaries include Baforber AB, Bruksbo KB, Rusta Retail AS, Rusta Retail GmbH, Rusta Retail Finland Oy, Rusta Group Oy, Rusta Suomi Oy, and Rusta Transportation GmbH. Rusta also offers a loyalty program called Club Rusta to drive customer engagement and sales.

Summarised from the company's own disclosures, fiscal year ended Apr 2026

Industry Specialty Retail Homepage rusta.com
Sector Consumer Cyclical IR page investors.rusta.com/en/investor-relations
Tags
discount retail, home furnishings, seasonal products, diy, beauty products, online retail, department stores, consumer goods, RUSTA, Club Rusta, Baforber AB, Bruksbo KB, Rusta Retail AS, Rusta Retail GmbH, Rusta Retail Finland Oy, Rusta Group Oy, Rusta Suomi Oy, Rusta Transportation GmbH
Press page investors.rusta.com/en/press-releases

Metrics

Valuation  
Market cap kr 12.449B
P/E 26.42
P/BV 7.14
P/S 1.05
P/OCF 11.09
P/FCF —
Dividend yield —
Turnover / mcap —
Returns  
ROE 28.5%
ROI 27.3%
ROIC 49.5%
Profit margin 4.0%
Growth  
Revenue growing Yes
Profits growing Yes
Revenue up 3y Yes
Revenue up 5y —
Quality  
Profitable Yes
Margin expanding Yes
Buying back stock No
Diluting (TTM) No
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News sentiment (TTM) 51
Quality score 56.3%
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Figure FY 2025 FY 2024 FY 2023 FY 2022 FY 2021
Revenue 11.828B 11.116B 10.202B 9.49B 8.633B
Net profit 476M 408M 261M 615.3M 0

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At the annual general meeting in Rusta which was held on Friday, 18 September 2026 in Upplands Väsby, it was resolved on, among other things, a dividend of SEK 1.80 per share, election of the members of the board of directors and auditor, implementation of a long-term incentive programme and authorisation for the board of directors to resolve on acquisitions and transfers of own shares.

Adoption of income statements and balance sheets

The annual general meeting adopted the income statement and balance sheet as well as the consolidated income statement and consolidated balance sheet for the financial year 2025/2026.

Dividend

The annual general meeting resolved on a dividend of SEK 1.80 per share for the financial year 2025/2026 and that Tuesday, 22 September 2026 shall be the record date for the dividend. Payment is expected to be made through Euroclear Nordics AB on Friday, 25 September 2026.

Discharge from liability

The annual general meeting resolved to discharge all members of the board of directors and the CEO from liability for the financial year 2025/2026.

Election of the board of directors and determination of the fees to be paid to the board of directors

The annual general meeting resolved, for the period until the close of the next annual general meeting, that the board of directors shall consist of eight directors and to re-elect Claus Juel-Jensen, Anders Forsgren, Björn Forssell, Eva-Lotta Sjöstedt, Maria Edsman, Victor Forsgren and Åsa Källenius and to elect Mats Rignell as new member of the board of directors. The annual general meeting further resolved to re-elect Claus Juel-Jensen as chair of the board of directors for the period until the close of the next annual general meeting.

The annual general meeting further resolved that fees to the members of the board of directors and to the members of the board of directors’ committees for the period until the close of the next annual general meeting shall be paid in accordance with the following:

  • SEK 1,050,000 to the chair of the board of directors,

  • SEK 465,000 to each of the other members of the board of directors elected by a general meeting,

  • SEK 150,000 to the chair of the audit committee,

  • SEK 65,000 to each of the other members of the audit committee,

  • SEK 85,000 to the chair of the expansion committee,

  • SEK 45,000 to each of the other members of the expansion committee,

  • SEK 85,000 to the chair of the remuneration committee, and

  • SEK 45,000 to each of the other members of the remuneration committee.

Election of auditor and determination of the fees to be paid to the auditor

The annual general meeting resolved to re-elect Öhrlings PricewaterhouseCoopers AB as the company’s auditor for the period until the close of the next annual general meeting and resolved that fees to the auditor shall be paid in accordance with approved invoice.

Resolution on approval of the remuneration report

The annual general meeting resolved to approve the board of directors’ remuneration report for the financial year 2025/2026.

Resolutions on implementation of a long-term incentive programme, authorisation for the board of directors to resolve on acquisitions and transfers of own shares as well as a resolution on transfer of own shares

The annual general meeting resolved on implementation of a long-term incentive programme encompassing up to 41 employees, consisting of the company’s CEO, members of the executive management and certain other key employees. Participation in the programme requires that the participant allocates Rusta shares held by them to the programme as savings shares. Participants will, provided that certain conditions are fulfilled, be entitled to, free of charge, receive 0.5 matching shares per savings share, and, additionally, provided that certain pre-determined performance targets are fulfilled, a maximum of five performance shares per savings share. The company’s CEO shall, instead of what is stated regarding the other participants, be entitled to receive a maximum of six performance shares on otherwise the same terms as the other participants and shall not be entitled to receive any matching shares.

The annual general meeting further resolved, for the purpose of securing the company’s commitments under the incentive programme and thereto related costs, on an authorisation for the board of directors to resolve on acquisitions and transfers of own shares as well as a transfer of own shares to the participants of the incentive programme. Acquisitions may be made of up 492,645 own shares on Nasdaq Stockholm in accordance with the price limitations set out in the applicable rules at the trading venue, of which up to 374,863 shares may be transferred free of charge to the participants of the incentive programme in accordance with the terms and conditions of the programme. The board of directors was further authorised to, in order to continuously adapt the number of shares acquired to secure commitments and costs under this incentive programme and previous incentive programmes, transfer own shares up to the number of shares that, at any given time, are held by the company on Nasdaq Stockholm within the registered price interval at any given time and in accordance with the rules otherwise applicable at the trading venue.

The minutes from the annual general meeting will be made available at the company’s offices and on the company’s website (https://investors.rusta.com/en/investor-relations/).

Rusta delivers a solid start to the 2026/27 financial year, with sales growth and improved profitability in all segments during the first quarter, May to July. Net sales amounted to SEK 3,489 million (3,174) during the quarter, an increase of 9.9 percent. Sales increased both in total and in comparable stores, while the gross margin strengthened and the number of customers grew. Rusta’s updated store concept continues to generate positive effects on sales and customer purchasing behavior. Store expansion continues at a high pace, with five new store openings during the quarter.

Summary of the first quarter 2026/27:

Figures in brackets refer to the first quarter of 2025/26

  • Net sales amounted to SEK 3,489 million (3,174), an increase of 9.9% (3.4%)

  • Net sales excl. currency effects increased during the quarter by 8.7% (6.0%)

  • Comparable sales excl. currency increased by 2.2% (1.2%)

  • Gross profit increased by 14.5% to SEK 1,546 million (1,350) and gross margin to 44.3% (42.6%)

  • EBITA amounted to SEK 330 million (280) and the EBITA margin was 9.5% (8.8%)

  • Profit for the quarter amounted to SEK 216 million (174)

  • Cash flow from operating activities amounted to SEK 758 million (472)

  • Earnings per share before dilution amounted to SEK 1.4 (1.1)

  • During the quarter, five (zero) new stores were opened

Cathrine Wigzell, CEO of Rusta, comments on the quarter: “Rusta has demonstrated a solid start to the 2026/27 financial year, with sales growth and improved profitability across all segments. Sales increased both in total and in comparable stores, driven by more customers and improved conversion. The gross margin strengthened, driven by strong results from the product assortment renewal and favorable currency effects. Rusta’s updated store concept continues to contribute positively to sales and customer willingness to purchase. With our strong balance sheet, we continue to invest for the future through low prices, increased efficiency and more store openings.”

Presentation of the report Rusta presents the interim report for the first quarter 2026/27 via audiocast and telephone conference today, Wednesday, September 9, at 09:00 CEST. The report will be presented by CEO Cathrine Wigzell and CFO Sofie Malmunger. The presentation will be held in English.

Link to audiocast participation (no advance notification is necessary): https://rusta.events.inderes.com/q1-report-2026-27/register

Registration to participate via telephone: https://events.inderes.com/rusta/q1-report-2026-27/dial-in

After registration you will be provided a phone number and a conference ID to access the conference. You can ask questions verbally via the teleconference.

Today, August 26, Rusta opens new stores in Simrishamn, Sweden, and in Vantaa (Tammisto) and Iisalmi, Finland. A further eleven store openings will follow during the autumn across Sweden, Norway, Finland and Germany. Together with the 13 new stores opened this spring, Rusta will open a total of 27 new stores during the 2026 calendar year. The high expansion pace is a result of the strong store pipeline that Rusta has built up in recent years.

Of the 14 new stores opening this autumn, six are in Finland, five in Norway, two in Sweden and one in Germany. Rusta is thereby continuing to expand its store network across all markets and will have a total of 258 stores following the autumn openings.

“We continue to expand at a high pace, which demonstrates the strength of our store pipeline and the significant growth opportunities we see across our markets. Our strategy remains unchanged. We will continue to reach more customers through new stores, while further developing our concept, assortment and customer offering,” says Cathrine Wigzell, CEO of Rusta.

Following today’s three store openings, the expansion will continue with a further eleven new locations during the autumn. These include Dortmund, which will become Rusta’s eleventh store in Germany. The store expansion is complemented by the continued development of Rusta’s online offering through Rusta Online, which is now available across all markets.

Planned store openings during autumn 2026:

  • Simrishamn, Sweden

  • Kramfors, Sweden

  • Bergen (Midtun), Norway

  • Bergen (Fyllingsdalen), Norway

  • Skien (Herkules), Norway

  • Stjørdal, Norway

  • Harstad, Norway

  • Vantaa (Tammisto), Finland

  • Raasepori (Karjaa), Finland

  • Iisalmi, Finland

  • Ylivieska, Finland

  • Hyvinkää, Finland

  • Siilinjärvi, Finland

  • Dortmund, Germany

Prompts

Rusta (ticker RUSTA), listed in Sweden.