Puuilo (PUUILO) Investor evening presentation summary

Historical growth and milestones

• Originated as a small carpenter workshop in 1982, evolving into a major discount retailer with 58 stores and a webstore by 2026.

• Achieved €442m in net sales for FY2026, with consistent store expansion and record profitability.

• Publicly listed in 2021, with a strategy update in 2025 to include international expansion.

• Store network has grown rapidly, with most stores less than five years old, supporting strong like-for-like growth.

Market position and competitive landscape

• Holds approximately 12.1% market share in the Finnish discount retail sector as of 2025, up from 7.9% in 2021.

• Discount retail continues to outpace broader retail sector growth in Finland.

• Among the fastest-growing discount retailers in Finland, outperforming several key competitors.

Business model and value proposition

• Focuses on home, building, tools, garden, pet, and car accessories, with no groceries, electronics, or fashion.

• Offers over 30,000 SKUs, with 23.6% of sales from private label products.

• Emphasizes low prices, broad assortment, and ease of shopping, driving customer loyalty and traffic growth.