Today's focus: Review — score outcomes, reset the bridge. The day's plan leads; the rest of the week follows.
Your daily value-creation plan, cash-first — every goal sized and owned. Check goals off to feed the bridge; open ▸ play & evidence on any card for the steps and the numbers.
Themed cash-first · grounded in SKF's governed data · enterprise value at 8× adjusted EBITDA (assumption)
Target this week: SEK 1.6 bn cash + +SEK 2.8 bn profit (≈ SEK 22.1 bn enterprise value). Captured rises as goals are checked off below.
Leading indicators · one number, the action it implies
Bearing Solutions is SEK 49.2 bn of the SEK 91.6 bn book — the industrial core that stays in AB SKF post-spin. The watch-item is the mix: keep lifting the aftermarket & services share 37%→40% via condition monitoring, REP contracts and the vehicle aftermarket.
Recurring aftermarket & services are >50% of Industrial revenue. Push condition monitoring and REP contracts across the ~17,000-location network to lift the mix toward target and dampen the cycle.
SEK 1.8 bn (data-centre & magnetic bearings) and SEK 1.4 bn (rail high-speed / China & India) are sitting in Proposal. Enforce dated next steps before they age out.
6 points of idle capacity against the 90% target across the bearing & specialty lines. Fill it before adding lines — every utilized hour drops to margin.