Stock Markets June 15, 2026 03:12 AM

Saint-Gobain to Sell Nordic Dahl Distribution Unit to Kesko for €1.518 Billion

Deal transfers leading plumbing, sanitary and heating distributor across Sweden, Norway and Denmark; closing expected by early 2027 subject to approvals

By Avery Klein
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Saint-Gobain has entered a binding agreement to divest its specialist distribution business operating under the Dahl brand in Sweden, Norway and Denmark to Finnish trading company Kesko for €1.518 billion. The unit, which logged roughly €2 billion in sales in 2025, employs 2,700 people across 190 outlets and holds market-leading positions in plumbing, sanitary and heating distribution. The transaction is priced at 10.4 times 2025 EBITDA including lease commitments under IFRS 16, or 14.6 times excluding those commitments, and is expected to complete by early 2027 once regulatory and employee consultation conditions are satisfied.

Saint-Gobain to Sell Nordic Dahl Distribution Unit to Kesko for €1.518 Billion
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Key Points

  • Saint-Gobain agreed to sell its Dahl-branded specialist distribution business in Sweden, Norway and Denmark to Kesko for €1.518 billion.
  • The unit posted roughly €2 billion in sales in 2025, operates 190 outlets and employs about 2,700 people, with leading positions in plumbing, sanitary and heating distribution.
  • The acquisition is valued at 10.4 times 2025 EBITDA including IFRS 16 lease commitments, or 14.6 times excluding those commitments; closing is expected by early 2027 pending regulatory and employee consultations.

Saint-Gobain announced on Monday that it has signed a binding agreement to sell its specialist distribution business in Sweden, Norway and Denmark to Kesko for €1.518 billion. The business operates predominantly under the Dahl brand and reported sales of approximately €2 billion in 2025.

The divested unit runs 190 outlets across the three Nordic countries and employs about 2,700 people. It holds a leading position in plumbing, sanitary and heating distribution across Sweden, Norway and Denmark.

Saint-Gobain said the transaction values the business at 10.4 times 2025 EBITDA when including lease commitments accounted for under IFRS 16. Excluding those lease commitments, the multiple is 14.6 times 2025 EBITDA.

Completion of the sale is expected by early 2027, subject to customary regulatory approvals from competition authorities and the completion of required information and consultation processes with relevant employee representative bodies.


Strategic rationale and statements

Benoit Bazin, chairman and chief executive officer of Saint-Gobain, said the transaction is in line with the company’s efforts to optimise its business profile through targeted investments, acquisitions and divestments under its "Lead & Grow" plan. He added that Kesko will form a strong business combination with Dahl to the benefit of customers in the plumbing, sanitary and heating sectors in the region.

The companies also noted that the deal reinforces the strategic partnership between Kesko and Saint-Gobain in the Nordic region.


Advisers

Citi acted as financial adviser to Saint-Gobain, with Linklaters providing legal counsel on the transaction.

Further procedural steps remain before closing, including regulatory review and employee consultations, and the parties indicated the expected timeline is to complete the transaction by early 2027 if those steps are successfully concluded.

Risks

  • Regulatory approval risk - the deal requires clearance from competition authorities in the relevant jurisdictions, which could delay or block completion.
  • Employee consultation risk - completion depends on the outcome of information and consultation procedures with employee representative bodies, which could affect timing or terms.
  • Timing uncertainty - although the parties expect to close by early 2027, the transaction remains subject to procedural steps that could extend the timeline.

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