Shareholders to meet to decide Northvolt's future

The battery manufacturer in crisis, Northvolt – with thousands of employees in Skellefteå and Västerås – is facing another day of reckoning. Major shareholders will meet today, Wednesday, to decide whether the business will continue or be liquidated.

Decision for liquidation or continued operation at Northvolt’s extraordinary general meeting. Archival photo.

Decision for liquidation or continued operation at Northvolt’s extraordinary general meeting. Archival photo.

Foto: Christine Olsson/TT

Ekonomi2025-01-07 09:12

The extraordinary general meeting (EGM), that was called in December, is not open to the media. However, a decision is expected to be made on the Wednesday afternoon.

Two alternatives to vote for

There are two alternatives for shareholders to vote for according to Erik Zsiga, press officer at Northvolt: continue operations or liquidate.

“The board's proposal is for the activities to continue, considering the ongoing chapter 11 process, among other things. That is of course what the management and the whole company is working towards and planning for. If, in spite of this, a majority votes for liquidation, the board will apply for this”, writes Zsiga in an e-mail to TT.

In autumn Northvolt applied for reorganisation in a court in Texas in accordance with Chapter 11 in USA’s bankruptcy legislation, after having tried in vain to get a capital injection and new loans. This was a result of the German major client BMW in June pulling a more than 20 billion order for electric car batteries due to quality and production problems.

Northvolt – with Volkswagen (VW), Goldman Sachs and Harald Mix’s Vargas Holding as the largest shareholders – had, when the application for reconstruction was submitted, already stopped a number of big projects and laid off about a fifth of the staff.

Vargas, who has previously supported Northvolt’s reconstruction plans, does not want to offer any comments ahead of the meeting about their position in the matter of liquidation or continued operation.

Folksam, a smaller owner with 0.7 per cent, will also participate in the meeting.

We are currently analysing the different alternatives and intend to participate in the meeting in order to get the opportunity to ask questions and discuss together with the other owners. Our intention is to act in the manner that best preserves value for our customers", writes Kajsa Moström, press officer at Folksam in an email to TT.

A 60 billion debt mountain

The debt mountain – which the company hopes to be able to cut in half through reconstruction – amounted to more than 60 billion kronor when the application for reconstruction was submitted to an American court.

Before Christmas, Northvolt was given the all clear from creditors to keep paying employees, key suppliers, taxes and insurance policies as well as the public benefit services that are required to keep the company running during the reconstruction.

Northvolt is aiming to conclude the construction in the first quarter of 2025.

Facts

VW and Goldman Sachs are the biggest shareholders

The biggest shareholder in the battery manufacturer in crisis, Northvolt, is according to the latest available annual report Volkswagen (VW), with 21 per cent of the shares. VW is currently going through a big profitability crisis and is planning for great cut-backs in Germany. 

The second-largest shareholder is the American investment bank Goldman Sachs, with 19.2 per cent. The third-largest shareholder is Vargas Holding with the financier Harald Mix who holds 7.2 per cent of the shares.

Among the institutional shareholders are also the state-owned AP funds, AMF Pension and Folksam – but also the Danish pension fund ATP.

Many of the owners have also depreciated large parts of the value of their holdings in Northvolt.

The Södertälje-based truck manufacturer Scania – which via the holding company Traton is one part of VW’s vehicle cluster and one of Nortvholt’s largest clients – offered a $100 million priority loan (approx. 1.1 billion kronor) in connection with the reconstruction in order to support Northvolt.

Liquidation is an alternative for Northvolt

At the meeting, Northvolt’s shareholders will decide to either continue running the business (that is, go through with the planned reconstruction) or liquidate the company.

If the choice is liquidation the Swedish Companies Registration Office or a general court will appoint a liquidator who will replace the company's board and CEO and then carry out a sale of all assets. The purpose is to amass money so as to pay off an as large part of the debt as possible and – if there is anything left over after that – divide the surplus among the company's shareholders.

Voluntary liquidation can be chosen by the shareholders but companies can be wound up through compulsory liquidation after a decision by a general court or the Swedish Companies Registration Office.