ALIV-SDBNasdaq StockholmConsumer DiscretionaryIFRS · SEK

Autoliv SDB

Autoliv SDB represents Autoliv, a Sweden-based automotive safety supplier organized around vehicle occupant protection systems and related safety technologies. The company sells engineered safety components and complete systems to global automakers through a multi-country manufacturing and development footprint.

Liikevaihto10,8mrd SEK
+4,1 %v/v
Liikevoitto (EBIT)1 088milj. SEK
+11,1 %v/v
EBIT-marginaali10,1%
+0,6 %-yks.v/v
Nettotulos736milj. SEK
+13,6 %v/v

Tilikausi 2025 · muutos edellisvuodesta

Kehitys 2021–2025

0,02,55,07,510,012,5mrd SEK2021: EBIT 0,00 mrd SEK20212022: 0,00 mrd SEK2022: EBIT 0,00 mrd SEK20222023: 10,5 mrd SEK2023: EBIT 0,00 mrd SEK20232024: 10,4 mrd SEK2024: EBIT 0,98 mrd SEK20242025: 10,8 mrd SEK2025: EBIT 1,1 mrd SEK202510,81,1
LiikevaihtoLiikevoitto (EBIT)

Liiketoiminta

Osuus liikevaihdosta
Airbags35 %

Inflatable restraint systems and related modules for front, side, curtain, and knee protection.

Seatbelts30 %

Seatbelt assemblies, pretensioners, and load-management systems for vehicle occupants.

Steering Wheels and Modules10 %

Steering wheel-based safety modules and integrated driver interface components.

Safety Electronics15 %

Electronic sensing, control units, and related safety system technologies.

Other Safety Solutions10 %

Engineering services, project development, and adjacent safety products.

Asiakkaat

Autoliv sells primarily to vehicle manufacturers, especially global OEMs that source safety systems for specific vehicle platforms. Its customer base includes mass-market, premium, and new-energy brands, with relationships spanning about 100 vehicle brands worldwide. Customer concentration remains important because programs are tied to individual vehicle models and platform launches.

Global light vehicle OEMs

Automakers sourcing airbags, seatbelts, and related safety systems for mass production vehicles.

Premium vehicle brands

Premium OEMs buying higher-specification restraint and integrated safety modules.

Chinese automakers

Fast-growing OEMs in China buying localized safety content for domestic and export platforms.

New EV and emerging brands

New vehicle makers sourcing safety components and launch engineering for new platforms.

Platform and model programs

Vehicle platform contracts that determine volumes, pricing, and launch timing.

Strategia

Autoliv’s strategy centers on customer focus, competitive products and solutions, efficient value delivery, and the Autoliv Way as an operating discipline. The company emphasizes early product planning, safety research, and launch execution so it can win vehicle-platform programs before production starts. It also aims to deepen local presence in growth markets, especially Asia, while using a global manufacturing footprint to support cost, timing, and customer responsiveness.

Early product development and innovationKeskipitkä aikaväli

Autoliv wants to shape customer specifications before platform sourcing decisions are finalized.

Commercial excellence and program executionLyhyt aikaväli

Winning and launching model-specific contracts drives long-term program revenue and customer retention.

Growth in Asia and ChinaKeskipitkä aikaväli

Local presence in faster-growing markets broadens the customer base and reduces dependence on mature regions.

Efficient value deliveryKeskipitkä aikaväli

A global supply chain must deliver the right product at the right time and cost to protect program competitiveness.

Maantiede

Autoliv operates a global manufacturing and engineering footprint across 25 countries, with sales split across Europe, the Americas, and Asia. The reports indicate a broadly balanced regional mix, with Europe at about 28%, the Americas at about 33%, and Asia at about 39% of total sales in 2024, and a similar mix in 2025. China and other growth markets are strategically important because they support local sourcing, customer proximity, and exposure to faster-growing vehicle production.

Riskit

Autoliv is exposed to vehicle production cycles, customer pricing pressure, and supply-chain disruption because its products are tied to specific vehicle platforms and OEM volumes. Geographic and geopolitical risks also matter, since the company manufactures and sells across many countries and relies on multi-tier sourcing for critical components.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Light vehicle production volatility1Customer pricing pressure2Customer concentration3Geopolitical and trade disruption4Developing-market execution risk5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Light vehicle production volatilityVaikutus: KorkeaTodennäköisyys: Korkea

    Sales depend on OEM output for individual vehicle models, while fixed costs make volume swings painful.

    Kohdistuu: Plant utilization and short-term earnings

  2. Customer pricing pressureVaikutus: KorkeaTodennäköisyys: Korkea

    Automotive components are routinely subject to price reductions and give-backs.

    Kohdistuu: Margins and contract economics

  3. Customer concentrationVaikutus: KorkeaTodennäköisyys: Kohtalainen

    A relatively small number of large OEMs account for a meaningful share of sales.

    Kohdistuu: Revenue loss if a major customer or platform is lost

  4. Geopolitical and trade disruptionVaikutus: KorkeaTodennäköisyys: Kohtalainen

    Tariffs, sanctions, and policy shifts can disrupt sourcing, imports, and customer demand.

    Kohdistuu: Global supply chain and cross-border sales

  5. Developing-market execution riskVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Expansion in growth markets raises exposure to infrastructure and local operating uncertainty.

    Kohdistuu: Manufacturing and commercial execution in Asia and other growth regions

Kirjanpito

Harkinnanvaraiset erät
Revenue recognition on vehicle programs

Sales depend on when customer platforms enter serial production and how contract pricing is structured.

Vaikutus: Can shift reported revenue across quarters and affect launch-period comparability

Derivative and hedge accounting

Autoliv uses derivatives to manage foreign exchange and interest-rate exposure.

Vaikutus: Fair-value changes can move reported earnings and equity

Receivables and customer credit risk

A concentrated OEM customer base requires judgment in estimating collectability.

Vaikutus: Bad debt allowances can affect operating profit

Inventory valuation

Automotive programs and launch timing can create slow-moving or specialized inventory.

Vaikutus: Write-downs can affect gross margin

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Päivitetty: 28.9.2026

Autoliv SDB (XSTO) – Consumer Discretionary | Analyysi – Clarifo