Simplify's take
What believers are saying
- H1 2026 net profit reached €339.6 million, up 24%, beating peers on profitability.
- AvH raised full-year 2026 guidance on August 28, targeting over 10% profit growth.
- Grieg Aqua received €93 million on August 28, 2026, opening a new growth leg.
What critics are saying
- Private banking and DEME still drive results; if DEME stalls, AvH loses its engine.
- Van Moer Logistics called 2026 markets uncertain, highly competitive, and cost-sensitive on October 19.
- Grieg Aqua, V.Group, and Confo Therapeutics force capital into volatile, hard-to-exit bets.
What makes Ackermans & van Haaren unique
- Delen Private Bank and Bank Van Breda delivered €187.4 million H1 2026 profit.
- AvH Growth Capital keeps compounding through Van Moer Logistics, reaching 39.77% on October 19, 2026.
- Management pairs financial services with infrastructure, salmon aquaculture, and logistics, reducing single-sector dependence.
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