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ASSA ABLOY

Annual Report Mar 29, 2011

2882_10-k_2011-03-29_39d6228a-5c34-49f0-955f-2186d7707457.pdf

Annual Report

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Annual Report 2010

The global leader in door opening solutions

Contents

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Cover photograph: Kitty Yu and daughter Chloe.

Kitty is a graduate of the University of Southern California Law School, Los Angeles, USA and is legal affairs director of ASSA ABLOY Asia Pacific. She is based in Hong Kong and brings great competence to all acquisitions and major legal undertakings in the Asia Pacific region.

The ASSA ABLOY Group

ASSA ABLOY is the global leader in door opening solutions, dedicated to satisfying end-user needs for security, safety and convenience.

ASSA ABLOY is represented on both mature and emerging markets worldwide, with leading positions in much of Europe, North America, Asia and the Pacific. In the fast-growing electromechanical security segment, the Group has a leading position in areas such as access control, identification technology, entrance automation and hotel security.

Since its formation in 1994, ASSA ABLOY has grown from a regional company into an international group with around 37,000 employees and sales of around SEK 37 billion. As the world's leading lock group, ASSA ABLOY offers a more complete range of door opening solutions than any other company on the market.

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¹ 2008 and 2009 have been reclassified. ² Excluding items affecting comparability. ³ As proposed by the Board of Directors.

DEVELOPMENT 2006–2010 FOR A COMPLETE REVIEW OF THE GROUP AND ITS DIVISIONS, SEE PAGE 36–37

SALES AND OPERATING INCOME

¹ Figures for 2008 and 2009 are affected by reclassification. ² Excluding items affecting comparability, 2006, 2008 and 2009.

INCOME BEFORE TAX AND OPERATING CASH FLOW

Income before tax1 Operating cash flow

¹ Excluding items affecting comparability, 2006, 2008 and 2009.

The ASSA ABLOY Group

NORDIC ECOLABEL PRINTEDMATTER

341123

Important events during the year

  • Sales rose 5 percent to SEK 36,823 M (34,963).
  • Operating income amounted to SEK 6,046 M (5,413).
  • Earnings per share after full dilution amounted to SEK 10.89 (9.22).
  • Operating cash flowamounted to SEK 6,285 M (6,843)
  • Investments in product development accelerated and a large number of new products were launched.
  • A scalable infrastructure for secure delivery of mobile keys was launched during the year.
  • Acquisition of Pan Pan which is China's largest manufacturer of high security steel doors. Other large acquisitions where King Door Closers, South Korea, Paddock, United Kingdom and ActivIdentity, USA.
  • Signed an agreement to acquire Cardo, a leading Swedish industrial door company.

DEVELOPMENT 2006–2010 FOR A COMPLETE REVIEW OF THE GROUP AND ITS DIVISIONS, SEE PAGE 36–37

Creating opportunities for growth and profitability

Today ASSA ABLOY is the leading global supplier of lock and security solutions. Products from ASSA ABLOY account for more than one in ten of all lock and security installations worldwide. The strategy to further strengthen the Group's position is divided into three areas:

World-leading market presence

A world-leading market presence is achieved by exploiting the strength of the brand portfolio, increasing growth in the core business and expanding into new markets and segments. ASSA ABLOY has many of the industry's strongest brands. The sales teams on the local markets are united under the ASSA ABLOY master brand to better meet the rising demand for more complete security solutions. Collaboration with architects, security consultants and major end-users on the specification and project market is being intensified. The Group is expanding into new geographical markets through the development of distribution channels, with customized product offerings and through acquisitions.

The Group's product leadership

The Group's product leadership is achieved through the continuous development of products offering enhanced customer value and lower product costs. A key activity for achieving this is the use of common product platforms with fewer components. New products are also being developed in close collaboration with ASSA ABLOY's end-users and distributors to enhance customer value. The product development process has been streamlined by implementing a clearly defined common development process and by separating the maintenance and improvement of existing products from new development.

Efforts to increase cost-efficiency

Efforts to increase cost-efficiency continue in all areas, including common product platforms with fewer components and common product development. In production, flexible final assembly close to the customer is combined with the transfer of high-volume standard production to external and internal production units in low-cost countries. The implementation of lean methods continues, and is leading to more efficient production flows, better control of material costs, improved decision-making procedures, shorter development times and increased cooperation between marketing and sales teams.

Increased growth and profitability

ASSA ABLOY creates opportunities for increased growth and profitability through a strong focus on the strategy's three areas of market presence, product leadership and cost-efficiency.

Vision

  • To be the world-leading, most successful and most innovative provider of total door opening solutions,
  • to lead in innovation and offer well-designed, convenient, safe and secure solutions that create added value for our customers, and
  • to be an attractive company to work for.

Financial targets

  • 10 percent annual growth through a combination of organic and acquired growth.
  • An operating margin of 16–17 percent.

The financial targets are long-term goals and should be considered as an average over a business cycle.

Strategy

The Group's overall focus is to spearhead the trend towards higher security with a product-driven offering centered on the customer. The primary product areas are the traditional segments of mechanical locks and security doors, as well as the fast-growing segments of electromechanical and electronic locks, access control, identification technology and automatic doors.

ASSA ABLOY's strong development is based on long-term structural growth in demand on mature markets in Europe, North America, Australia and New Zealand, increasing demand on emerging markets in Asia, eastern Europe, Africa and South America, and successes in fast-growing product segments.

The strategic action plans have been divided into three focus areas: market presence, product leadership and cost-efficiency.

Statement by the President and CEO Continued profitable growth

I was pleased to note that the business cycle improved in 2010 and organic growth returned to a good 6 percent in the second half of the year. The good growth was achieved through consistent investments in new products, selective strengthening of the market organization and a number of exciting acquisitions. Meanwhile ASSA ABLOY continued its successful efforts to increase efficiency and emerged from the recession as a much stronger company. Earnings and margins remained at a record high and increasing level throughout the year, while cash flow was strong and the financial position was robust. 13 acquisitions were completed during the year increasing sales by 8 percent, largely in emerging markets, and the Group's largest ever acquisition was initiated by a public offer for the Swedish Cardo group.

Strategic action plans

We operate in an industry that is under consolidation and increased presence on existing and new markets is therefore crucial for the Group's growth and position as market leader. Organic growth is the single most important driving force and requires strong innovative product leadership. In addition, continuous efforts to increase cost-efficiency are required to secure strong value creation. We create the opportunities for future growth with continued high profitability by combining enhanced market presence, strong innovative product leadership and cost-efficiency.

Market presence

During the year the Group continued to unite the sales forces under the ASSA ABLOY master brand, enabling a further widening of the product range and streamlining of market development. Today more than 70 percent of the products are double-branded with the local brand endorsed by the ASSA ABLOY brand and it is gradually increasing. In addition the remaining 30 percent of the products are sold under the Yale, HID, ABLOY and Mul-T-Lock brands. These

global brands complement ASSA ABLOY's market presence and range.

Clear market segmentation of the sales organization is fundamental for continued growth in the core business. The successful expansion of the market organization continued, with increased focus on specifiers, architects and the fastgrowing area of electromechanical door opening solutions.

I especially would like to emphasize the consistent actions to increase our presence on emerging markets in Asia, East Europe, the Middle East, Africa and South America. These markets accounted for a full 24 percent of total Group sales in 2010, compared with 9 percent six years ago.

Acquisition activity was high during the year and is an important part of the Group's development. Acquisitions complement ASSA ABLOY's product range, provide new technology and increases the Group's geographical market presence.

A total of 13 acquisitions were completed, with annual sales of SEK 2,880 M, equivalent to 8 percent acquired growth. Major acquisitions included Pan Pan (China), King Door Closers (South Korea), ActivIdentity (USA) and Paddock (UK).

Product leadership

ASSA ABLOY is firmly convinced that a continuous flow of new innovative products, with enhanced customer value and lower product costs, is the single most important driver for organic growth. Successful product development is therefore vital for the Group's future. ASSA ABLOY's vision is to be the most innovative supplier of total door opening solutions and investments in R&D have increased significantly in recent years.

A Group-wide product development process based on customer needs has been introduced, considerably streamlining and shortening the development of new products. As a result, we saw sales of products launched in the past three years exceeding 20 percent (8) for the first time.

Key measures for achieving this were the use of common product platforms, modularization with fewer components, the introduction of shared competence centers and widening the geographical spread of new products.

Customers are increasingly demanding more advanced door opening solutions and the technical level is constantly rising. Meanwhile sales of electromechanical door opening solutions are growing considerably faster than those of traditional mechanical products. Global common product platforms, which are then adapted to the local markets, have therefore become increasingly important. These platforms have been successfully developed by the Group product development function, Shared Technologies, and through collaboration within and between divisions.

Cost-efficiency

Cost-efficiency affects the production structure, product costs and the administrative flow in the Group.

The process of change in the production structure began with the restructuring programs launched in 2006, 2008 and 2009. These have been very successful, resulting in large savings and increased efficiency in the Group's production units. At year-end these programs had resulted in the closure of 38 production units, while 42 units had switched to mainly final assembly. As a result of this restructuring 5,387 employees have left the Group. Another 13 units are set to close during 2011 and 2012. One consequence is that an increasing volume of standard production has been transferred to internal and external units in low-cost countries. Meanwhile the remaining local assembly has been improved through the introduction of Lean methods throughout the Group, combined with efficient final assembly of customized products.

In parallel with the reorganization of production in highcost countries, it is very satisfying to see that ASSA ABLOY has maintained a rapid expansion of the production base in low-cost countries. A large proportion of the Group's total numbers of employees are now employed in low-cost countries.

In product development, the Group works with common product platforms with fewer components and common product development.

With regard to the Group's administrative flow, efforts are now focused on automated and standardized solutions, also known as Seamless Flow. Manual work is to be reduced, and in many cases eliminated, creating a seamless flow from the customer through the company's various processes to the suppliers. Cost reductions and increased efficiency and quality will be immediate as these solutions are implemented.

Development of the divisions EMEA division

Following a good start to the year, growth slowed during the third and fourth quarter resulting in organic growth of 2 percent (–12).

EMEA continued to develop and lead the European lock market through aggressive marketing efforts. Specification of total door opening solutions is increasingly important for sales, and the number of specification sales representatives has therefore been increased substantially in EMEA and the close collaboration with architects and security consultants was further strengthened.

The division made major investments in new innovative products and several new pan-European product platforms were launched. New products included digital door locks for the residential market and electromechanical Cliq cylinders with high security intended for commercial customers.

New innovative products and the ongoing efficiency programs resulted in a substantial increase in operating income.

The year saw the acquisition of Paddock (UK), Aptus (Sweden), Seccom (Austria) and two small companies in Denmark and Israel.

Americas division

The division returned to positive growth in the second half of the year driven by gradually increasing demand in the renovation market. However, the absence of new construction projects in North America had a negative impact on sales. Growth was high throughout the year in Mexico, Central and South America. All the division's business units showed growth towards the end of the year and organic growth for the full year was –2 percent (–19).

The division continued to focus on the specification of security solutions and further increased its knowledge of end-user needs. Marketing tools such as a Mobile Innovation Showroom allowed customers to view and learn about the latest door opening solutions at convenient local venues. The permanent product exhibition, the Innovation Showroom, at the division's main plant in Connecticut increased customer awareness of new products and security solutions.

Many new electromechanical products and environmentally sensitive solutions were launched.

Active marketing campaigns, new innovative products and streamlining measures enabled the division to maintain a very strong operating income and cash flow.

The year saw the acquisition of two U.S. companies: Schaub and Security Metal Products.

Asia Pacific division

The division grew strongly throughout the year led by very strong growth in China, where demand particularly for security doors was high. Growth was also strong on the South Korean, Australian and New Zealand markets. The division reported 14 percent (–1) organic growth for the year.

Asia Pacific worked actively on a number of initiatives to increase the division's market presence. Some of the most important initiatives were the development of the specification and project market, expansion into new markets and segments, particularly in South and South-east Asia, and through acquisitions.

As a result of organic growth and strategic acquisitions, the Group can now offer a complete range of door opening solutions on the Asian markets.

Statement by the President and CEO

» Future shareholder value is based on organic and acquired growth as well as continued rationalization and synergies in the Group «

– Johan Molin, President and CEO

Profitability in the division and all business units increased and was very strong.

The year saw the acquisition of Pan Pan and Longdian (China) and King Door Closers (South Korea).

Global Technologies division

The Global Technologies division reported strong organic growth of 10 percent (–12) for the year. HID experienced strong growth throughout the year, while Hospitality returned to positive growth in the second half of the year.

HID successfully launched a large number of new products and services in logical and physical access and in secure card issuance. These new products were well received by the market resulting in strong growth. In addition, a number of major customer projects were obtained in the product areas of eGovernment and secure card issuance as well as from a large number of major public institutions. Towards the end of the year, the strategically important company ActivIdentity was acquired, providing important technology in logical access. An agreement was also signed to acquire LaserCard Corporation.

Hospitality continued to see a reduction in new hotel construction, which has now reached its lowest level for three years. Meanwhile demand for renovation and upgrades of lock systems increased strongly as a result of the launch of new hotel locks using RFID technology. Demand strengthened further towards the end of the year following the launch of Orion, a system enabling more efficient hotel management and also resulting in energy savings of up to 30 percent.

Through growing volumes and continued efficiency programs profitability increased throughout the division.

ASSA ABLOY's Executive Team

From left to right: Tzachi Wiesenfeld, Head of EMEA division; Denis Hébert, Head of the HID Global business unit; Jonas Persson, Head of Asia Pacific division; Ulf Södergren, Chief Technology Officer (CTO); Johan Molin, President and CEO and Head of Global Technologies division; Tomas Eliasson, Chief Financial Officer (CFO);

Entrance Systems division

New sales of automatic doors were weak throughout the year, while service sales continued to grow strongly. Newly acquired Ditec, where a large number of improvement projects were implemented, saw sales of entrance automation products develop positively towards the end of the year. The division reported organic growth of –2 percent (–3).

Efforts to expand the customer offering by selling total automatic entrance solutions and industrial doors, including a comprehensive service concept, continued successfully. Regular preventive service is beneficial for customers, and ongoing contact with the end-customers also enhances opportunities for additional sales. More efficient and automated processes were implemented in the service organization, providing opportunities for an increased number of customer visits.

Rationalization of the production structure resulted in a very strong earnings trend although the division's total operating margin was negatively impacted by the dilutive effect of the Ditec acquisition.

Thanasis Molokotos, Head of Americas division; Tim Shea, Head of the ASSA ABLOY Hospitality business unit; Juan Vargues, Head of Entrance Systems division.

The year saw the acquisition of Peiser (Germany) and Hunter (Canada). In addition, an agreement was signed to acquire a stake in Agta Record (Switzerland) and a bid was made for the Swedish company Cardo. The acquisition of Cardo will more than double the division's sales and enable it to offer customers a complete and unique range of products and service in entrance automation.

Future development

The Group has further consolidated its market leadership during the year and is today very well positioned for longterm sustainable growth due to the global presence and the market's most innovative product range. Our focus on the profitable commercial segment, the high proportion of aftermarket sales and the increasing share of fast-growing electromechanical and electronic products ensure strong growth and earnings.

Looking forward to 2011, we expect continued good growth on emerging markets and cautious recovery on mature markets. The underlying economic trend is positive, but budgetary constraints may affect those market segments that are dependent on public financing.

Major efforts by employees

Finally I should like to thank all our employees who contributed to the Group's successes during the year, and I look forward to our continued joint efforts to make ASSA ABLOY even more successful.

Since its formation in 1994, ASSA ABLOY has gone through several distinct stages of development and established a global leadership position. Much has been accomplished, but many key markets and product areas remain to be developed. We have never had a better product range, higher market penetration or more innovative new products than today. The continued demand for safety and security, as well as continued population growth and urbanization ensure that there is an underlying structural demand for the Group's products, which will increase over time. Combined with the implemented and planned restructuring measures, this means that we have excellent long-term opportunities for continued growth and good profitability.

Stockholm, 7 February 2011

Johan Molin President and CEO

Market presence

A world-leading market presence is achieved by exploiting the strength of the brand portfolio, increasing growth in the core business and expanding into new markets and segments.

The Asian Game Center in Guangzhou is one of many sports arenas using ASSA ABLOY security solutions.

ASSA ABLOY ANNUAL REPORT 2010 MARKET PRESENCE 9

Market presence Three main approaches to enhancing market presence

A world-leading market presence is achieved by exploiting the strength of the brand portfolio, increasing growth in the core business and expanding into new markets and segments.

» ASSA ABLOY has its own operations in 50 countries and sales all over the world «

The security market

Today ASSA ABLOY is the world-leading supplier of total door opening solutions. As the Group has grown, its product portfolio has expanded and evolved to cover the widely varying needs of, for example, airports, schools, hospitals, offices and homes. Growth in the security market is mainly fuelled by increasing prosperity, urbanization and a general trend towards increased security. The underlying trends and growing uncertainty in the world put security high on the agenda, driving the development of increasingly advanced solutions and upgrades of existing security systems.

The total security market consists primarily of security services and electronic and mechanical security products. ASSA ABLOY estimates the total security market to be worth around EUR 200 billion. The Group has focused its operations on electronic and mechanical security products as well as security doors. The segment in which the Group is active accounts for around 15 percent of the total market. ASSA ABLOY has a global market share of over 10 percent of that segment but with large variations between different markets.

Mechanical and electronic security products

Mechanical security products mainly include cylinders, lock cases, door closers, industrial locks, emergency exit devices and window hardware. ASSA ABLOY is also a major manufacturer of security doors and door hardware. Development in mechanical security products is mainly driven by renovations and replacements of old locks in existing windows and doors, as well as new construction. The market is growing in pace with each country's GDP, averaged over an economic cycle, and is relatively stable for ASSA ABLOY. The majority of Group sales are for use in existing buildings and therefore less sensitive to cyclical fluctuations. The large aftermarket, combined with the spread of ASSA ABLOY's sales across a large number of countries with different economic cycles, contributes to stability in sales and profitability.

ASSA ABLOY's range of electronic security products includes electronic cylinders, automatic doors, secure identification and various access control products, some of which use radio-frequency identification (RFID). Electronic products generally offer high functionality and high security, making them ideal for commercial applications. Focused product development in this area is constantly expanding

the applications for ASSA ABLOY's electromechanical products. Annual growth in the market for electronic security products is estimated to be two to three times as great as for mechanical security products. This is partly due to the fact that today only 3–4 percent of all doors have electromechanical locks or access control systems, but the percentage is steadily rising. Electronic products account for around one-third of Group sales and this percentage is increasing substantially every year.

Customer segments

ASSA ABLOY's main customer segment is the commercial segment comprising institutional and commercial customers, such as schools, hospitals, universities, airports and large office buildings. This commercial segment accounts for around 75 percent of Group sales, while the private residential segment accounts for around 25 percent.

Major customers

– the institutional and commercial market

This segment consists of institutional and commercial customers such as universities, hospitals, offices, airports and shopping malls, through which a large number of people pass daily. The procurement of these projects is often complex and involves many stakeholders on the customer side, such as property and security managers. ASSA ABLOY has specification staff who are experts in a specialized market segment, in order to understand the varying needs for the development of optimal security solutions for the customer. Such projects often have long lead times and are based principally on customized solutions. Distribution and installation are largely handled by installers and locksmiths.

Small and medium-sized customers

This segment is characterized by the customer's need for professional advice and installation, which is primarily met by specialized distributors and installers, such as locksmiths. ASSA ABLOY works actively to train distributors and to develop more standardized solutions for small and mediumsized companies such as stores and offices.

Share of Group sales by region 2010

Emerging markets, 9 % Mature markets, 91 %

Emerging markets, 24 % Mature markets, 76 %

Market presence

The consumer market

The majority of sales are replacements or upgrades of existing security products. Private customers have a great need for advice and installation assistance. ASSA ABLOY has developed a number of home security concepts to meet consumer needs. In some geographical markets, ASSA ABLOY also works with door and window manufacturers or specialized distribution channels such as DIY stores and locksmiths.

Distribution channels

In today's market, products mainly reach the end-customer through a variety of distribution channels, particularly locksmiths, building and lock wholesalers, door and window manufacturers and security system integrators.

Differences between markets

North Americans spend more than twice as much on emergency exit devices as Europeans. Conversely, northern Europeans spend three to four times as much on high-security locks for their homes than North Americans. Automatic doors are also much more common in Europe than in the USA. Electromechanical products are considerably more prevalent in the commercial segment than in the residential segment. If the demand for security and evacuation solutions was as large in Europe as in the USA, the total market would roughly double. This represents considerable potential for ASSA ABLOY.

Digital door locks are a growing segment with a large global market

The market potential arising from the technological shift from mechanical to electronic security products is considerably larger in the commercial segment than in the private residential segment. However, an increasing number

of private individuals want electronic locks for their homes, providing a major growth opportunity. Through its Group company iRevo in South Korea, ASSA ABLOY is the world's leading producer of residential digital locks, and a number of products were developed in 2010 for markets such as China, the USA, Australia and the UK. Digital locks are set to be launched on a large number of markets in 2011.

Globally, the lock market is still fragmented. However, the market in each country is relatively consolidated, as companies in the industrialized world are often still family-owned and leaders on their home markets. They are well-established and have strong ties with local distributors. In lessdeveloped countries, however, established lock standards and brands are less common.

Competition

Although some consolidation has taken place over the past ten years, the security industry is still fragmented in a global perspective. Some countries have one strong manufacturer with a large share of the local market. These companies often focus on their domestic market and have limited international operations.

ASSA ABLOY is the global market leader; its main competitors are four other major players, which operate in part in ASSA ABLOY's segment: Ingersoll-Rand, Stanley Black & Decker, Dorma, and Kaba. Two of these are based in the USA and two in Europe. All these competitors are strongest on their home markets as well as having a presence on some other markets, although none of them has international market penetration comparable with ASSA ABLOY's. The Asian market is still very fragmented; even the largest manufacturers have modest market shares.

» North Americans spend more than twice as much on emergency exit devices as Europeans. Conversely, northern Europeans spend three to four times as much on high-security locks for their homes as North Americans «

INCREASED MARKET PRESENCE

ASSA ABLOY's strategy for increasing its market presence has three main aspects:

  • Exploiting the strength of the brand portfolio.
  • Increasing growth in the core business.
  • Expanding into new markets and segments.

Exploiting the strength of the brand portfolio Common sales force

In order to compete effectively in a global market, the sales force operates as an integrated organization under the ASSA ABLOY master brand. The sales staff represent ASSA ABLOY and create solutions for the customer using different products from established local brands. A common sales force means that customers can be offered total door opening solutions, while recognizing the local brands.

ASSA ABLOY's brand strategy

As a result of its many acquisitions, ASSA ABLOY owns a variety of well-known brands and has the world's largest installed lock base. In order to exploit and manage this valuable asset while benefiting from the Group's size, ASSA ABLOY's logo is combined with the individual product

67 % 33 % of ASSA ABLOY's sales consist of new

of ASSA ABLOY's sales consist of renovations, refurbishments, extensions, replacements and upgrades.

construction.

brands. This approach preserves the link to the installed lock base, while increasing the visibility of the ASSA ABLOY master brand.

The master brand is complemented by four global brands, which are all leaders in their respective market segments. These brands are HID in access control, secure card issuance and identification technology, Yale in the residential market, Besam in automatic doors, and Mul-T-Lock and ABLOY in high-security locks. The growing visibility of ASSA ABLOY as the master brand for complete security solutions demonstrates the great breadth of the Group's product range as the world's largest supplier of security solutions.

Increasing growth in the core business

Growth in the core business is promoted through close collaboration with architects, security consultants, major end-users and distributors. Continued clear market segmentation is also vital for offering relevant solutions to the customer.

Complete security solutions

The requirements in different areas vary greatly, since the security solution for each door is adapted to the door's location and application, for example an entrance door or a door to a computer room or a conference room. The door's functionality must also be adapted on the basis of security and convenience. This may be affected by whether it is an internal or external door, the frequency of opening, the number of users, and special requirements such as fire safety. Customers are also increasingly demanding that the products can be easily integrated into new or existing security systems and IT networks.

¹ The aftermarket consists of renovation, rebuilding, extensions, replacements and upgrades.

Commercial and institutional customers, 75% Residential market – private customers, 25%

Market presence

75 % of sales are to the institutional and commercial market.

25 % of sales are to private customers and the residential market.

Specification of security solutions increasingly important

Bringing new and innovative solutions to market requires close collaboration not only with distributors, but also with architects, security consultants and major end-users. This collaboration stimulates demand from distributors and customers. Building and lock wholesalers, security consultants and locksmiths have a key role in delivering the products specified for various construction projects. ASSA ABLOY has developed close collaboration with architects and security consultants to specify appropriate products and achieve a well-functioning security solution. Many door and window manufacturers install lock cases and fittings in their products before delivering them to customers.

In contrast, electronic security products mainly reach the end-user via security installers and specialized distributors. These products are also sold through security integrators who often offer a total solution for the installation of perimeter protection, access control and increasingly also computer security.

Increased focus on distributors

ASSA ABLOY works closely with its distribution channels to offer end-customers the right products, correct installation and consequently a well-functioning security solution. Distributors also have a key role in providing service and support after installation. This role may vary between different customer segments. In the commercial segment, distributors in some markets act as consultants and project managers to create good security solutions. They understand the customer's needs and ensure that products comply with local regulations.

As technology moves towards more complex security solutions, distributors need increasing skills levels. Locksmiths, who are key distributors of mechanical and electromechanical security products on many markets, are an example of specialized security distributors. They buy direct from the manufacturer or via wholesalers and provide advice, products, installation and service. Some locksmiths have an increased focus on electronics, while IT integrators are increasingly also offering physical security solutions.

DISTRIBUTION CHANNELS FOR THE SECURITY MARKET

In today's security market, manufacturers of security products, such as ASSA ABLOY, mainly reach their end-customers through a variety of distribution channels. A large percentage of ASSA ABLOY's products are sold in small volumes to a large number of end-customers with very different needs. DISTRIBUTION CHANNELS Security system integrators, locksmiths and security installers, building and lock wholesalers, retailers, DIY, hardware and security stores, OEMs, door and window manufacturers. SPECIFICATION Together with end-customers and other stakeholders, ASSA ABLOY specifies a security solution for major commercial projects. FEEDBACK | DEMAND | INCREASED SALES ASSA ABLOY Representative Distributor ASSA ABLOY SPECIFICATION DISTRIBUTORS

ASSA ABLOY is the Group's master brand, under which the sales departments unite. The ASSA ABLOY master brand

Well-known product brands benefit from the large installed lock base and are adapted to comply with local regulations and safety standards. The product brands are combined with the ASSA ABLOY master brand.

Besam is a world-leading supplier of automatic entrance solutions. VingCard is the world's best-known brand for lock systems in the hospitality and cruise ship market.

Complementary global brands, where the products' leading position and market positioning in their specific segment are unique or overlap with ASSA ABLOY.

Market presence

70 %

About 70 percent of the Group's products are co-branded with the local brand and the ASSA ABLOY master brand.

Expanding into new markets and segments

The Group is expanding into new markets and segments by establishing ASSA ABLOY on new geographical markets, developing the OEM market, exploiting opportunities on the residential market, and introducing new technology.

Geographical expansion is achieved principally through acquisitions. By establishing ASSA ABLOY on markets with rising populations and developing economies, the Group can build a strong platform for future growth. Emerging markets in Asia, East Europe, the Middle East, Africa and South America accounted for 24 percent of total Group sales in 2010, compared with 9 percent six years ago.

The Group's presence on the OEM market for door and window manufacturers varies between markets. There is considerable potential here for improved market penetration.

Security doors are an area with considerable growth potential. Since 2000 sales have risen from SEK 2 billion to over SEK 8 billion, equivalent to 22 percent of total Group sales in 2010.

The door automation market is another area with very large growth potential. Traditionally ASSA ABLOY has only been active in door automation for people traffic. However, with the acquisition of Ditec, the Group has entered the much larger entrance automation market, which includes industrial doors, systems for loading docks and garage doors. Efforts to develop channels and products for the residential market continue, with digital door locks a high-priority product area.

The increased demand for electromechanical products is one of the clearest trends in the security market. This product area is also seeing increased technical standardization in which different components in the security solution can be easily integrated with one another. ASSA ABLOY's products aim for open standards to facilitate integration with the customer's other security and administrative systems. Interesting new growth areas are created by exploiting the Group's strength in specific technologies. One example is RFID, which is now adapted to special applications such as contactless hotel locks opened by a card.

ASSA ABLOY'S TOTAL SALES BY REGION

» The common sales organization operates under the ASSA ABLOY master brand, but also acts as representatives of the local product brands recognized by the customer «

Tianming and Gardesa win deal for the best in security and design

As one of Beijing's most exclusive addresses, No. 8 Xiaoyun Road is a high-end residential project that puts high demands on its security solutions. Many of the buildings in the neighborhood are inspired by architectural designs from the US and Europe, and are built with state-of-the-art materials, making Chaoyang one of the best-known parts of the city.

The design team was charged with renovating No. 8 Xiaoyun Road in a style that worked with interior decoration from the famous Hong Kong interior designer Doris Chui.

ASSA ABLOY's door expert in China, Tianming, supplied 800 armored doors for the building after in-depth research and cooperation with Italian Group company Gardesa, which enjoys a good reputation in the high-end residential market in China.

The client chose ASSA ABLOY due to the fact that the doors meet the Chinese fire-rated accreditation standards, have an appealing design and the strong technical specifications, as well as the supplier's thorough understanding of the client's needs.

Students gain access with HID in Reykjavik

Reykjavik University is a vibrant international university located at the heart of Iceland's capital city, Reykjavik. It is Iceland's largest private university and focuses on teaching, research, entrepreneurship, technology development and co-operation with the active business community.

The campus was extended by 7,000 square meters in August 2010 and the existing HID Prox solution was upgraded to HID iCLASS®, using both multi-technology cards and readers. Now, HID Global's multi-technology

smart cards provide about 4,000 students access to university buildings. The cards are used throughout the old and new buildings for access to classrooms, lab rooms and study areas 365 days a year, 24 hours a day.

By uploading a photograph to the university's intranet, the students' cards will be issued on their very first day of school. Student details and photo are already printed on the card by a FARGO® HDP5000 printer, which is handled by the receptionists who can deliver cards to new students.

Product leadership

The Group's product leadership is achieved through the continuous development of products offering enhanced customer value and lower product costs.

18 PRODUCT LEADERSHIP ASSA ABLOY ANNUAL REPORT 2010

Leading museums all over the world invest in intelligent door opening solutions from ASSA ABLOY.

ASSA ABLOY ANNUAL REPORT 2010 PRODUCT LEADERSHIP 19

Product leadership Successful product development drives organic growth

A constant flow of new innovative products to the market is the single most important source of organic growth. Successful product development is therefore vital for the Group's future. ASSA ABLOY's vision is to be the most innovative supplier of total door opening solutions, and investments in R&D have increased substantially in recent years. ASSA ABLOY is creating tomorrow's secure, convenient and flexible security solutions by developing Group-wide technology platforms.

Product leadership

Successful product development and product leadership are the single most important driver for organic growth. Product leadership is achieved through the continuous development of products offering enhanced customer value and lower product costs. A key activity for achieving this is the use of common product platforms with fewer components. New products are also being developed in close collaboration with ASSA ABLOY's end-users and distributors to enhance customer value. The product development process is under constant improvement and renewal. Several customer segments were studied in detail during the year giving rise to new interesting product concepts. The ASSA ABLOY Future Lab is an internet forum in which the Group can ask customers questions to obtain information on long-term trends and product initiatives. Lean Innovation was launched during the year with the aim of halving development time using new approaches. Customers are increasingly demanding more advanced lock and door products and the technical level is constantly rising, with electromechanical door opening solutions growing considerably faster than traditional mechanical products. Global common product platforms, which are then adapted to the local markets, have therefore become increasingly important. These platforms are developed by the Group product development function, Shared Technologies, and through collaboration within and between divisions.

Today's customer base helps to develop tomorrow's security solutions

INVESTMENTS IN RESEARCH AND DEVELOPMENT¹

ASSA ABLOY has the largest base of installed locks and lock systems in the world and its products are well adapted to comply with local and regional standards. The Group builds

¹ Figures for 2008 and 2009 are affected by reclassification.

on this installed lock base to develop tomorrow's solutions, in which electronic codes supplement or replace mechanical identification.

People are assigned access rights to doors or computers. Keys, cards and other ID credentials are assigned codes, which are managed securely and distributed encrypted. ASSA ABLOY has further consolidated its position in secure identification through acquisitions during the year.

Security and convenience

Security is not just a question of identification. The mechanical and electromechanical products that prevent intrusion and permit rapid evacuation are just as important to the final solution. A well-specified security solution also takes into account the design of the products and ensures that they simplify use. The Group's electro mechanical products help to meet all these security requirements. The electromechanical segment is growing rapidly and now accounts for more than one-third of Group sales.

The Group is a global leader in automatic doors through its Entrance Systems division. Automatic doors have sensors and electronics that ensure a convenient and energysaving door environment in for example stores, hotels and hospitals.

It is becoming increasingly important to be able to offer a total entrance automation solution comprising both automatic door solutions and industrial doors. The service offering can therefore be expanded to include automatic entrances for people traffic at the front of a commercial building and for goods deliveries at the rear of the building.

RFID enhances security and is user-friendly

Radio-frequency identification (RFID) and wireless communication allow the Group to create new security applications while offering services that are user-friendly.

Wireless Aperio technology allows cost-effective connection of several doors in an existing access control system. Battery-operated electromechanical cylinders and locks communicate wirelessly with the existing network, avoiding expensive installation costs, new keycards and new access systems. Today many leading manufacturers of access control systems have integrated Aperio technology into their systems.

In contrast to Aperio, Smartair is an off-line system. Smart air's update-on-card facility increases security and convenience through validation; access is updated on the

keycard for a specific period. If the card is not updated in one of the special readers or printers that come with the system, the person is not granted access. Lost cards can easily be blocked and are of no use to unauthorized people.

RFID technology is also the basis for the rapid expansion of logical access control, in which computers are provided with ASSA ABLOY's software that prevents start-up if the user fails to present the right access card.

Mobile phone replaces key

For hotels, VingCard has used RFID and the wireless technology offered by mobile telephony in combination with Near Field Communication (NFC). The hotel guest can use their mobile phone to book and pay online. The mobile phone serves as a code carrier, and guests can also use their mobile phones to unlock the door of their hotel room by holding the phone close to the lock. In 2010 the first test installation was successfully implemented at the Clarion Hotel Stockholm (Sweden) and aroused considerable interest.

Using wireless technology from ASSA ABLOY, many hotels have connected their rooms online, providing guests with enhanced security and comfort, such as arranging room changes without visiting the lobby.

The Group is carefully following developments in this area through its participation in the NFC Forum and other wireless technology organizations.

VingCard Orion was also launched during the year. This is an energy-monitoring system solution in which temperature control of the hotel room depends on the guest's presence, but can also be controlled and monitored from reception.

Total door opening solutions are ASSA ABLOY's strength

ASSA ABLOY's sales are not only based on innovations. The Group's strength is the variety of traditional and new products that can be combined to create a large number of different door environments. ASSA ABLOY has products for

different climates, different types of buildings and differing security and safety requirements. By combining hundreds of thousands of components to meet the needs of consumers, architects and installers, the Group creates products with the right quality, design and price, which are ideal for both new buildings and renovations.

During the year a number of products were launched with the aim of reducing energy consumption in buildings. By using doors with improved insulation together with new sealing products, loss of heat to a cooler environment can be reduced, while in hot climates air-conditioning costs can be cut. In addition, the use of recycled materials in doors is increasingly possible and desirable.

A common process with increased customer focus and better product planning

ASSA ABLOY continues to develop a Group-wide product development process with the aim of halving development time and increasing the number of new products. A clear gateway process with common terminology and interdisciplinary collaboration ensures the quality of the product development process and the implementation of Lean activities is intended to halve development time.

'Voice of the Customer' is a natural part of the Group's process for strengthening customer relationships and integrating customers into the Group's product development process, thereby increasing the fitness for purpose of the Group's product offerings.

Up to and including 2010, more than 2,000 employees have received training in the innovation process, and a number of in-depth studies together with customers have resulted in many new concepts and products under development. Work on Value Analysis/Value Engineering (VA/VE) of the existing product range intensified, and the number of implemented cost savings increased by an additional 40 percent compared with the previous year. A total of nearly 90 projects to increase the skills of hundreds of employees were implemented during the year.

» Successful product development is the single most important driver for organic growth «

Product leadership

A total security solution from ASSA ABLOY comprises many different types of products. These include automatic doors and access control at the main entrance and access systems on each office floor. They may also include security doors, high-security cylinders, mechanical cylinders, handles, hinges and internal doors in the offices. Access cards may also be used to log on to computers and networks and to make secure electronic payments. These are examples of ASSA ABLOY products that together create a total security solution.

ASSA ABLOY's Hi-O communication platform allows the intelligent door to be connected to a network over which each individual component around the door can communicate interactively with other systems, such as security or maintenance systems. The advantages are secure information about each component, simple installation using standardized connections, and remote configuration over the network, which can also be connected to the Internet. In 2010 work continued on Hi-O certification of new products in the ASSA ABLOY Group.

Product leadership

Mobile phones replace hotel room keys

ASSA ABLOY initiated a world first pilot project in the fall of 2010 at the Clarion Hotel Stockholm in Sweden. ASSA ABLOY joined forces with Choice Hotels Scandinavia, TeliaSonera, VingCard Elsafe and Venyon to replace hotel room keys with NFC-enabled mobile phones. The end result was the world's first complete mobile key service utilizing NFC technology.

Selected hotel guests receive an NFC-enabled mobile phone with special software installed. They book hotel rooms in the usual way and receive booking confirmation on their mobile phones. The guests can check in on their mobile phones before arrival at the hotel. When check-in is complete, a digital hotel room key is sent to the mobile phone. On arrival at the hotel, the guests skip the checkin line, go directly to their rooms and open the door by holding the mobile phone close to the door lock. When leaving the room, the doors lock automatically. Guests check out using their mobile phones and the digital hotel room keys are deactivated.

The solution is made possible through ASSA ABLOYs scalable secure delivery infrastructure for mobile keys. This solution ensures end-to-end security and is applicable for residential, commercial and hotel applications.

Sliding doors for clean-room environments

Ditec Entrematic added three new product lines to its VALOR range of pedestrian sliding doors in 2010: the VALOR D space-saving model for double doors, the VALOR S for doors weighing up to 500 kg, and the VALOR H hermetic model.

The new additions double the number of models in the range to six, allowing Ditec Entrematic distributors to provide sliding door automation for an even wider array of applications, including clean-room environments.

All VALOR automation units feature advanced electronics and userfriendly control panels and displays for operating and monitoring the doors. Both the opening width and closing time can be set to adjust automatically when user traffic increases.

Enhanced security with HID

HID Global introduced its multi-CLASS™ Magnetic Stripe readers that are designed for customers upgrading their current access control card system from the popular magnetic stripe (magstripe) technology to enhanced security from 13.56 MHz smart card technology. Supporting access control technology combinations including magnetic stripe, keypad, HID Prox and 13.56 MHz smart card technology (including iCLASS and FIPS 201 credentials), the multiCLASS™ reader line represents the ultimate in flexibility, enabling a cost effective and truly seamless migration solution with no operational disruption.

Aesthetic trim wins design award

The SARGENT HP Series push/pull trim for healthcare was recently awarded the prestigious 2010 GOOD DESIGN award from the Chicago Athenaeum: Museum of Architecture and Design, and The European Centre for Architecture Art Design and Urban Studies.

This recognition reflects the growing demand by architects and designers for hardware products that perform their security and life-safety functions without detracting from the aesthetics of a building.

The push/pull trim features a sleek, aesthetic form that aligns with the evidenced-based design approach to healing environments. The trim provides a functional ligature-resistant solution for behavioral health units and enables hands-free door operation.

Cliq Remote is controlled by mobile phone

Cliq Remote is a new locking system enabling the user to control a key's access rights by mobile phone.

The keys are programmed remotely via the administration system. Each time a Cliq key is inserted into an updating unit, it connects via the internet to the administration system, downloads new access rights and removes old rights. This allows detailed control of access rights so that an individual can open a certain door for a certain period.

The key also energizes the lock cylinder, which therefore does not need its own power supply. The battery lasts for around 30,000 door operations and two years' use. Information transfer and the key's access rights are encrypted using the same technology as banks use in digital certificates.

The locking system was launched in 2010 and has already aroused considerable interest among, for example, energy companies, telecoms operators, rail and water companies with base stations, transformer stations and pumping stations that are remotely located and need occasional maintenance.

Yale develops home security

The smart digital door lock from Yale was launched in the UK during 2010. The lock allows users to access and secure their homes using a personalized PIN code or remote control fob, with no need for a mechanical key.

PIN code access means no more problems with forgotten keys. If a family member forgets the code it can simply be texted to them. PIN code access also avoids carrying heavy keys. The visitor code function allows family, friends or neighbors to gain access to the house without needing an extra key.

The electronic lock makes life safer - automatically locking on the latch when the door is closed, preventing anyone from following inside.

Costefficiency

26 COST-EFFICIENCY ASSA ABLOY ANNUAL REPORT 2010

ASSA ABLOY has installed many security products in Stockholm's newest and largest conference centre, Stockholm Waterfront Congress Centre.

Efforts to increase cost-efficiency continue in all areas, including common product platforms with fewer components and common product development.

Cost-efficiency The share of purchases from low-cost countries has doubled

Efforts to increase cost-efficiency continue in the production structure, in product costs and in the administrative flow in the Group. All areas are affected, including common product platforms with fewer components, and common product development. In production, flexible final assembly close to the customer is combined with the transfer of high-volume standard production to external and internal production units in low-cost countries.

ASSA ABLOY focuses on cost-efficiency in the production structure, in product costs and in the administrative flow in the Group. In product development, the Group works on common product platforms with fewer components and on common product development, as discussed in the section 'Product leadership'.

The production value-chain is constantly under review and the capacity for flexible final assembly close to the customer is combined with the transfer of high-volume standard production to internal and external production units in low-cost countries.

Successful restructuring programs

The process of change in the production structure began with the restructuring programs launched in 2006, 2008 and 2009. These have been very successful, resulting in large savings and increased efficiency in the Group's production units. At year-end these programs had resulted in the closure of 38 production units, while an additional 42 units had switched to mainly final assembly. As a result of this restructuring 5,387 employees have left the Group. One consequence is that an increasing volume of standard production has been transferred to internal and external units in lowcost countries. The production process has been improved, while local presence on end-customer markets ensures fast delivery and efficient assembly of customized products.

In parallel with the reorganization of production in highcost countries, the Group has maintained rapid expansion of the production base in low-cost countries. More than 50 percent of the Group's total employees are now employed in low-cost countries.

Lean methods

Work to implement Lean methods in the Group's operations continues. Lean methods lead to more efficient production flows, better control of material costs, improved decision-making procedures, shorter development times and increased cooperation with the marketing and sales teams.

Many of the companies in the Group have followed these principles for several years and have achieved increased efficiency.

The share of the Group's total purchases of raw materials, components and finished goods from low-cost countries has increased from 30 percent to 46 percent over the

past five years.

An increasing volume of standard production has been transferred to internal and external units in low-cost countries. The production process has been improved, while local presence on end-customer markets ensures fast delivery and efficient assembly of customized products.

Full production

Assembly

Production

units

World culture heritage secured by Abloy

The State Hermitage is a museum of art and culture in Saint Petersburg, Russia – one of the largest and oldest museums in the world. It was founded in 1764 by Catherine the Great and has been open to the public since 1852. The collection of the State Hermitage includes more than three million works of art and artefacts of world culture.

Abloy has been the Hermitage's chosen security provider since 1990, when the construction of the Staraya Derevnya Restoration facility and Storage Centre, covering an overall

surface area of 35,000 square meters, began. Mechanical and electromechanical ABLOY locks, door automatics, door closers, handles and pulls, together with ABLOY Classic and ABLOY Protec masterkeyed cylinder systems were installed.

Abloy authorized dealers in Russia have proved that a total Abloy locking solution products with professional installation and well-managed after-sale services is the key to keep such a world-class customer satisfied.

Cost-efficiency

Seamless Flow in administration

Automation of flows throughout the business is the most important activity in driving administrative efficiency. Manual work is to be reduced or completely eliminated in all processes. On the customer side, this means electronic order handling for both large and small customers. On the supplier side, electronic handling of purchasing is to be introduced. Manufacturing, product development, logistics and other internal processes are included. Such activities are known as Seamless Flow. As Seamless Flows and the coordination of IT tools are implemented, it will also be possible to coordinate support functions effectively.

Efficient sourcing

In purchasing, a comprehensive supply management project covering both raw materials and components has been initiated. This will be increasingly important as areas of component supply are outsourced to external suppliers in low-cost countries and will result in better exploitation of economies of scale in the Group. The share of the Group's total purchases of raw materials, components and finished goods from lowcost countries has increased from 30 percent to 46 percent over the past five years. The divisions have appointed specialized purchasing managers for each component category. As a result the number of suppliers has fallen by 4 percent in the Group.

Besam helps hospital provide comfort and security

As a new construction, the Vlietland Hospital in Schiedam, the Netherlands, needed various automatic entrances for its facilities – and it turned to Besam for the solutions. A comprehensive solution portfolio, dedicated service organization and quality products were key factors in Vlietland Hospital's decision to work with Besam.

The hospital wanted to enhance accessibility throughout the facility, create a safe, draught-proof and convenient main entrance, and develop various automatic systems for a variety of swing doors.

To meet these needs, Besam installed a large, two-wing UniTurn revolving door and an accompanying Besam air curtain in the main entrance, offering both draught-proof comfort and energy savings, as well as guaranteeing a safe escape route and easy access.

200 automatic swing door systems and 150 sliding doors were also installed to provide easy, convenient and safe access between hospital departments.

Besam was also contracted to provide preventative maintenance and service for all of the installations.

Chinese insurer looks to HID Global to secure financial data

China Pacific Insurance is one of China's largest insurance companies, serving 47 million individual clients and 2.8 million corporate clients in China.

With such a large client base, HID Global's full-functionality VertX® network access solutions as well as iCLASS card readers met the insurers' needs for a secure and stable physical access solution.

Covering risk protection services including life and property insurance, as well as wealth management and asset management services, the company required a system with robust technology, a brand with a proven track record in the financial industry, a scalable network system and comprehensive local support. Any security loopholes could cause considerable losses.

The IP-based HID VertX controllers for access management and iCLASS® card readers' dual security identification technology tightened the control of entry points and enabled network monitoring for secure login.

The solutions included card issuance, physical access management, time/attendance management, elevator management and cashless payment systems.

South Carolina Governor's School

The South Carolina Governor's School for Science and Math, located in Hartsville, South Carolina, is a public, residential high school for academically advanced juniors and seniors. The academic institution offers a flexible, enriched and balanced curriculum with a special focus on science and math.

A recent renovation project at the school included a campus-wide upgrade of doorway security. For this important element of student safety, school officials selected a complete opening package from ASSA ABLOY.

The school envisioned a security platform that would require student and faculty ID cards to gain entrance to residence hall, administrative and academic buildings. The main challenge was finding electromechanical locks that incorporated multiple devices into a single lock body.

ASSA ABLOY fulfilled this need with SARGENT Harmony locksets featuring built-in proximity card readers and request-to-exit switches, and SARGENT Powered-by-PERSONA locksets with magnetic stripe card readers for residential halls. The opening package was rounded out with SARGENT mortise and cylindrical locks, Signature key system, door closers and exit devices; McKINNEY mechanical and ElectroLynx hinges; and GRAHAM wood doors.

Growth and profitability

ASSA ABLOY creates opportunities for increased growth and profitability through a strong focus on the strategy's three areas of market presence, product leadership and cost-efficiency.

32 GROWTH AND PROFITABILITY ASSA ABLOY ANNUAL REPORT 2010

Like many other airports worldwide, New Delhi International Airport has chosen ASSA ABLOY security solutions for its new terminal T3.

ASSA ABLOY ANNUAL REPORT 2010 GROWTH AND PROFITABILITY 33

Growth and profitability Successful expansion

Today ASSA ABLOY is the global leader in intelligent door opening solutions following 16 years of successful expansion. Since its formation in 1994, the Group has expanded successfully through a combination of organic growth and acquisitions, transforming the company from a traditional lock company into a modern, multinational security company in intelligent door opening solutions. Today ASSA ABLOY is the global market leader in this sector.

» Successful expansion through organic growth and acquisitions «

Growth from SEK 3 billion to SEK 37 billion in 16 years

Since ASSA ABLOY's formation, Group sales have risen from SEK 3 billion to SEK 37 billion. Today the Group has around 37,000 employees, compared with 4,700 employees in 1994. Operating income (EBIT) excluding items affecting comparability has increased from SEK 212 M in 1994 to SEK 6,046 M in 2010, an increase of over 2,700 percent.

ASSA ABLOY was founded when Securitas in Sweden and Metra in Finland merged their lock businesses. The company had operations in Sweden, Finland, Norway, Denmark and Germany at that time.

Today the Group has its own operations in 50 countries and sales throughout the world. ASSA ABLOY is focusing on enhancing its presence on emerging markets in Asia, East Europe, the Middle East, Africa and South America. Sales on these markets account for 24 percent of total Group sales. Following the acquisition of Pan Pan, China accounts for nearly 9 percent of sales.

Today one in ten lock purchasers worldwide chooses an ASSA ABLOY lock, and the Group continues to grow. Demand for safety and security is constantly increasing in the world and the Group has never had a wider product

range, higher market penetration and so many innovative new products.

At the start in 1994, the product range largely consisted of mechanical security products such as traditional locks and handles for entrance doors. In 2010 ASSA ABLOY launched more products than ever before in the Group's history. These were mainly in the fast-growing product segments of electromechanical and electronic locks, access control, identification technology and automatic doors.

New technology areas and innovative products are the most important driver for organic growth and the Group therefore invests heavily in R&D. Investments in product development have increased by between 10 and 20 percent per year in recent years and today the Group employs around 1,000 development engineers.

ASSA ABLOY has come a long way in 16 years. However, the goals and expectations for the Group's future development are high. The demand for secure and safe security solutions is constantly increasing and will offer the Group major opportunities.

2,700 % Sales have risen over 2,700 percent in 16 years.

SALES AND OPERATING INCOME (EBIT)

¹ Reclassification has been made. ² Excluding items affecting comparability. ³ 1996–2003 have not been adjusted for IFRS.

Strategy

Market presence Exploiting the strength of the brand portfolio. Increasing growth in the core business. Expanding into new markets and segments. Product leadership Developing products offering enhanced customer value and lower product costs. Common product platforms with fewer components. Close collaboration with ASSA ABLOY's end-users and distributors. Costefficiency Common product platforms and fewer components result in cost-efficiency. In production, flexible final assembly close to the customer is combined with the transfer of high-volume standard production to low-cost countries. Seamless Flows streamline administration. Implementation of Lean methods continues. Growth and profitability 10 percent annual growth through a combination of organic and acquired growth. Objectives

An operating margin of 16–17 percent.

The financial targets are long-term goals and should be considered as an average over a business cycle.

ACQUISITIONS 2005–2010

2005 – Increased presence in China ASSA ABLOY enters a joint venture with the Chinese company Wangli, a leading supplier of high-security locks and doors. Other acquisitions: Doorman Services (UK) and Security World (South Africa).

2006 – Secure ID cards ASSA ABLOY acquires Fargo Electronics, which develops systems for secure issuance of credit, bank, debit and ID cards. Other acquisitions: Adams Rite (USA) and Baron Metal Industries (Canada).

2007 – Expansion in Asia A new brand strategy is launched, with ASSA ABLOY as the master brand. The Group acquires iRevo in South Korea, a major player in digital door locks. Other acquisitions: Aontec (Irish Republic), Baodean (China), Powershield (UK), Pyropanel (Australia), Pemko Manufacturing Company and La Force Associates (USA), Alba (Israel), Esety (Italy), Integrated Engineering (Netherlands) and Portronik (Canada).

2008 – Wireless technology launched The new Aperio wireless technology is launched. This technology makes it easy for customers to upgrade their access control systems. Other acquisitions: Beijing Tianming and Shenfei (China), Gardesa and Valli&Valli (Italy), Copiax (Sweden), Cheil (South Korea) and Rockwood (USA).

2009 – Strong results despite weak market Acquisition of the Ditec Group, a leading company in automatic doors, industrial doors, fast doors and gate automation. Other acquisitions: Portsystem 2000 (Sweden), Maiman (USA) and Cerracol (Colombia).

2010 – Complementary acquisitions strengthen the customer offering Acquisition of Pan Pan, China's largest manufacturer of highsecurity steel doors, King Door Closers, South Korea's leading manufacturer of door closers, Paddock, the UK's

leading manufacturer of multipoint locks, and ActivIdentity, a leader in secure identity solutions and Security Metal Products (USA). Agreements were signed to acquire Cardo, a leading manufacturer of industrial doors (Sweden), LaserCard (USA) and Swesafe (Sweden) as well as a stake in Agta Record (Switzerland).

In addition to the acquisitions listed here, ASSA ABLOY has acquired a number of smaller companies.

ASSA ABLOY

Division

Americas

Americas division manufactures and sells mechanical and electromechanical locks, cylinders, security doors and door frames in North and South America. The majority of the division's sales are in North America, where ASSA ABLOY has an extensive sales organization and sells its products through distributors. Sales in South America and Mexico take place mainly through distributors, wholesalers and DIY stores. Some of the division's leading brands are Ceco, Corbin Russwin, Curries, Emtek, Medeco, Phillips, SARGENT and La Fonte. The division has 7,000 employees and divisional management is located in New Haven, Connecticut, USA.

Division

EMEA

EMEA division manufactures and sells mechanical, electromechanical and electronic locks, cylinders, security doors and fittings in Europe, the Middle East and Africa. Most sales take place in West Europe, but emerging markets in East Europe and the Middle East are gaining in importance. EMEA consists of a number of Group companies with a good knowledge of their local and in many respects diversified markets. Some of the division's leading brands are ABLOY, ASSA, IKON, Mul-T-Lock, TESA, UNION, Yale and Vachette. The division has 9,500 employees and divisional management is located in London, United Kingdom.

Division

Global Technologies

Global Technologies has a leading position as a supplier of electronic security solutions worldwide. The division consists of two business units: HID Global and ASSA ABLOY Hospitality, with sales mainly to the commercial segment. HID Global is a global leader in secure identity solutions, primarily in identity and access control, and in contact-

Division

Entrance Systems

Entrance Systems division is a global leader in automatic entrance solutions. The product range, sold under the Besam brand, includes automatic swing-, sliding- and revolving doors, air curtains and a comprehensive service range. Door-, gate- and garage door automation and industrial doors are sold under the Ditec brand. The products are sold through distributors and installation companies, and

– divisions

Division

Asia Pacific

Asia Pacific division manufactures and sells mechanical and electromechanical locks, digital door locks, high-security doors and fittings. China and the rest of Asia account for around 70 percent of sales, while Australia and New Zealand account for the remaining 30 percent of the division's sales. In Asia, the division's largest brands are Baodean, Gateman, Guli, King, Pan Pan, Shenfei, Tianming, Wangli and Yale. In Australia and New Zealand, the largest brands are Lockwood and Interlock. The division has 15,500 employees and divisional management is based in Hong Kong, China.

SHARE OF GROUP

For further information on Asia Pacific see pages 42–43

less identification solutions. ASSA ABLOY Hospitality is the market leader in electronic lock systems and safes for hotels and cruise ships. The division has 2,500 employees and divisional management is based in Stockholm, Sweden.

SHARE OF GROUP

Sales Operating income (EBIT)

For further information on Global Technologies see pages 44–46

installed in industrial, commercial, institutional and residential applications. The division's third brand, EM, markets automatic pedestrian door products and targets major distributors particularly in Europe. Entrance Systems has 2,700 employees and divisional management is located in Landskrona, Sweden.

SHARE OF GROUP

For further information on Entrance Systems see pages 48–49

EMEA Aggressive marketing efforts strengthen leading position

Following a good start to the year, growth slowed in third and fourth quarter. However, EMEA continued to develop and lead the European lock market through aggressive marketing efforts. The division made major investments in new innovative products and several new pan-European product platforms were launched. New products included digital door locks for the residential market and high security electromechanical Cliq cylinders intended for commercial customers. New innovative products and the ongoing efficiency programs resulted in a substantial increase in operating income. The year saw the acquisition of Paddock (UK), Aptus (Sweden), Seccom (Austria) and two smaller companies in Denmark and Israel.

EMEA in brief

The EMEA division manufactures and sells mechanical, electromechanical and electronic locks, cylinders, security doors and accessories in Europe, the Middle East and Africa. EMEA consists of a number of Group companies which have a good knowledge of their local, often diversified, markets and which sell products under some of the most respected brands in the industry, such as ABLOY, ASSA, IKON, Mul-T-Lock, TESA, UNION, Yale and Vachette.

Report on the year

The division's sales during the year totaled SEK 13,036 M (13,601), which was a reduction of 4 percent. Operating income (EBIT) excluding restructuring costs rose by 6 percent to SEK 2,174 M (2,056), which represents an operating margin of 16.7 percent (15.1).

The division's markets recovered initially, but growth slowed in the second half of the year. Germany, Finland, Russia, Scandinavia and areas of the Baltic States showed stable growth, but public sector budget cuts affected investment on other markets. Demand for high-security products and electromechanical products was strong. Exports by European Group companies to other geographical regions increased and car lock sales showed good growth. The emerging markets of East Europe, Africa, the Middle East, Asia and South America showed positive, strong growth, with sales into the emerging markets rising to nearly 16 percent of the division's sales in 2010. Markets in southern Europe recovered slowly, but showed positive growth at the end of the year. Operating income continued to improve strongly thanks to aggressive marketing efforts, new innovative products and savings from efficiency programs.

Local differences between markets

EMEA's companies operate in a highly diversified market with significant local differences. Building regulations, security standards and climates vary greatly between the countries of northern Europe and southern Europe, and to some extent the Middle East and Africa. Consequently there are great differences between the products in demand and sold in each local market. ASSA ABLOY's regional companies have a good local knowledge of lock standards and longterm relationships with their distributors, making demand stable. In addition, the aftermarket contributes a significant proportion of sales, since the installed lock base consists of many millions of units that are continually replaced and upgraded.

Market presence

EMEA is working actively to increase the division's market presence through development of the specification and project market, expansion into new markets and segments, and to grow through acquisitions.

Specification of total door opening solutions is increasingly important for sales, and the number of specification sales representatives has therefore been increased substantially in EMEA and the close collaboration with architects and security consultants further strengthened.

Many sales organizations in EMEA have been coordinated under the ASSA ABLOY master brand resulting in a joint customer image and a considerably wider product portfolio based on the Group's total offering.

Efforts to further strengthen the sales organization in the highly diversified European market continue through an increased focus on specification sales representatives and the structuring of the sales organization into different market segments. One example is the residential segment in which new products are being launched under the Yale consumer brand, which has shown very strong growth in 2010.

Product leadership

Efficient product development with a strong customer focus is the strongest driver of organic growth. The use of Groupwide product platforms with fewer components is constantly increasing, contributing to enhanced customer value and lower costs. Substantially increased investment in R&D in recent years has resulted in the launch of many new electromechanical and electronic products that are both secure and easy to use. The digital door locks for the housing market launched under the brand Yale are one example.

In electromechanical security systems, ASSA ABLOY has developed an electronic cylinder called Cliq, which is an electronic development of a mechanical master-key system suitable for large complex security systems. The technology was developed by ASSA ABOY Shared Technologies and Group companies including ASSA, IKON and Abloy use the technological platform for adapted products. In a Cliq Remote security system, the administrator can issue time-limited digital keys with different access rights to padlocks and high-security systems suitable for remote installations, such as telecoms installations or hydroelectric power plants.

A new range of door closers has been launched under the ASSA ABLOY brand. The products are designed to meet the strictest European standards, have a uniform design and

KEY FIGURES
SEK M 2009 2010
Income statement
Sales² 13,601 13,036
Organic growth, % –12 2
Operating income (EBIT)¹ 2,056 2,174
Operating margin (EBIT)¹, % 15.1 16.7
Capital employed
Capital employed 9,814 8,759
– of which goodwill 5,540 5,471
Return on capital employed¹, % 16.9 21.6
Cash flow
Cash flow 2,850 2,607
Average number of employees 10,138 9,471
¹ Excluding items affecting comparability. 2009.
² Reclassification has been made for 2009.

SALES AND OPERATING INCOME

CAPITAL EMPLOYED AND RETURN ON CAPITAL EMPLOYED¹

SALES BY PRODUCT GROUP

MARKET SEGMENTS

» EMEA continued its aggressive marketing campaigns to develop and lead the European lock market «

suited for the specification of major projects. This project has involved various Group companies in Finland, Italy and China in order to be able to offer the best price relative to function and performance. The Group's new product-development process focuses on increased customer value, while improving cost-efficiency

are suitable for a wide range of doors, making them well

and maintaining higher quality. The products have been well received by customers and have strengthened ASSA ABLOY's market-leading position in total security solutions.

Cost-efficiency

The Group's efficiency programs continued intensively during the year. The aim of these efficiency programs is to improve production efficiency and transfer component production to low-cost countries. In 2010 the Group continued to outsource the production of components and basic products, mainly to preferred suppliers in low-cost countries. The production of some important components is now concentrated in specialized production plants, such as cylinders in the Czech Republic and lock cases in Romania. In order to maintain high standards of service and proximity to customers, West European production facilities will focus on final assembly and product customization.

An important initiative in EMEA is the coordination of purchases for the different production units by specialized purchasing managers for each component category. This has led to an increased percentage of purchases in low-cost countries and better exploitation of economies of scale in the division.

Administrative services such as wage administration and accounts are being coordinated on a regional basis to improve efficiency. Joint administration has already been successfully implemented in Germany and all regions will be similarly organized in the coming years.

Coordination of the division's IT infrastructure was a new project which was initiated during the year and will continue for the next few years. This project will lead to more efficient coordination of the division's IT systems and the implementation of electronic order and order management systems for distributors and other customers. The aim is that this should lead to better internal efficiency and an increased service level for ASSA ABLOY's customers.

Americas Increased market presence and innovation

The division returned to growth in the second half of the year driven by gradual, increasing demand in the renovation market. However, low activity in the new construction market in North America had a negative impact on sales. Growth was high throughout the year on the Latin American market. Marketing initiatives in the commercial market continued in 2010 through increased market presence and product development. Many new electromechanical products and environmentally sensitive solutions were launched. Active marketing campaigns, new innovative products and efficiency measures enabled the division to maintain a strong operating income and cash flow. The year saw the acquisition of two US companies: Schaub and Security Metal Products.

Americas in brief

The Americas division manufactures and sells mechanical and electromechanical locks, cylinders, security doors and door frames in North and South America. The majority of the division's sales are in North America where ASSA ABLOY has an extensive sales organization and sells its products through distributors. Sales in South America and Mexico take place mainly through distributors, wholesalers and DIY stores. The Americas division operates in both the non-residential and residential segments. The non-residential segment accounts for the majority of the division's sales. Some of the division's leading brands are Ceco, Corbin Russwin, Curries, Emtek, Medeco, Phillips, SARGENT and La Fonte.

Report on the year

The division's sales during the year totaled SEK 9,536 M (9,880), which was a reduction of 3 percent. Operating income (EBIT) fell 2 percent to SEK 1,886 M (1,925), which represents an operating margin of 19.8 percent (19.5).

Different products for different market segments

In the North American market there is a clear distinction between products intended for the residential segment and products for the non-residential segment. As a result, very few of the division's products are suitable for both segments, and the distribution channels are also completely distinct. Security doors, door frames and locks are major components of the solutions offered to non-residential customers. There is also increased demand for sustainable products and solutions to contribute to the growing desire for LEED building certifications in the non-residential market.

Positive development in the non-residential segment

The non-residential segment accounts for a large percentage of the division's sales in the US and Canada. The market improved gradually during the year, with growth in third and fourth quarters. Despite lower volumes, Americas succeeded in maintaining very good margins thanks to active marketing efforts and cost control. The division works vigorously to generate demand in many non-residential segments, including public buildings, hospitals, school and college campuses, airports, transport terminals, sports and shopping centers, manufacturing plants and commercial offices. Since security and safety standards for these environments are often highly complex, they require more lock and door functionality than typical residential applications. Fire and life-safety building codes make ever-increasing

demands on product functionality, complexity and durability. It is increasingly essential that security solutions should consider the door environment as a whole. A total security solution from ASSA ABLOY is often a combination of doors, door frames, locks, hinges, door closers or exit devices, access-control products and high-security key systems.

Demand stabilization in the residential segment

The residential segment, which constitutes only a minor part of the division's sales, continued to show a slightly negative trend at the beginning of the year, due to the prolonged downturn in the high-end home construction segment in the US. Substantial efforts to cut costs, combined with aggressive new product launches, made positive contributions to managing the weak market conditions and demand stabilized in the second half of the year. The acquisition of Schaub complements the division's product offering in the high-end residential segment in the US market.

Strong growth in Latin America

Growth in Latin America was strong during the year. The countries in Latin America have their own local security standards requiring unique security solutions. Sales in Brazil and Chile rose strongly, particularly in Brazil where the local demand for security products is good due to the constantly increasing living standard. The acquisition of Cerracol in Colombia at the end of 2009 has strengthened the division's opportunities for successfully meeting market demand in Central America. In Mexico, the successful efficiency programs continued, while sales exceeded market growth.

Market presence

The Americas division continues to focus on specifying security solutions and increasing its knowledge of enduser needs. Marketing tools such as the Mobile Innovation Showroom allow customers to view and learn about the latest door opening solutions at convenient local venues. Increased marketing activities and private showings of security solutions at the permanent Innovation Showroom at the division's main plant in Connecticut have increased customer awareness of new products and security solutions. The division also works closely with architects and security consultants early in the construction process. ASSA ABLOY's specification consultants share their expertise to ensure that security solutions are code-compliant and meet the complex functional and security needs of the end-user. Such activities strengthen relations with architects and increase the likelihood of orders when the project is procured. In

» Increased focus on market presence, innovation and cost control in tough market conditions «

KEY FIGURES
SEK M 2009 2010
Income statement
Sales² 9,880 9,536
Organic growth, % –19 –2
Operating income (EBIT)¹ 1,925 1,886
Operating margin (EBIT)¹, % 19.5 19.8
Capital employed
Capital employed 8,687 8,163
– of which goodwill 6,003 6,039
Return on capital employed¹, % 20.5 21.3
Cash flow
Cash flow 2,677 2,013
Average number of employees 6,897 6,969
¹ Excluding items affecting comparability. 2009.
² Reclassification has been made for 2009.

SALES AND OPERATING INCOME

CAPITAL EMPLOYED AND RETURN ON CAPITAL EMPLOYED 1

SALES BY PRODUCT GROUP

MARKET SEGMENTS

2010 the division participated actively in the US Green Building Council (USGBC), the Canadian Green Building Council (CGBC) and the US Regenerative Council.

Product leadership

Integration of electronics into traditional mechanical door and security products remains a key priority for Americas division. Product development continues at a high rate as well as the focus on aesthetic product design and specific security solutions for the end-user.

In 2010 the division launched additional aesthetic and environmentally sensitive solutions and access control solutions. Some of these door and hardware solutions were winners of various of prestigious prizes for design and function by the design and architecture world.

Cost-efficiency

The Americas division strives for operational excellence to further improve performance in a number of areas. Some of the areas targeted for further cost-efficiency gains are shared services, production efficiency, Lean methods and coordinated purchasing for the production units.

The implementation of Seamless Flow activities to streamline the order flow process has increased the division's cost-efficiency. Lean activities in both manufacturing and administration are an important part of Americas' operations and culture and drive continuous improvement across the entire division. Smart outsourcing of components and improved automation processes complement the division's cost-efficiency strategy.

Americas division continues to coordinate administrative services for its companies. In addition to financial services and human resources, legal and IT services have been consolidated across most companies in the division, leading to increased efficiency and quality.

Asia Pacific Strong development in Asia

The division grew throughout the year driven by very strong development in China, where demand was high particularly for security doors. Growth was also strong on the South Korean, Australian and New Zealand markets. The division worked actively on a number of initiatives to increase market presence. Some of the most important initiatives were the development of the specification and project market, expansion into new markets and segments, and through acquisitions. As a result of organic growth and strategic acquisitions, the Group can now offer a complete range of door opening solutions on the Asian markets. The profitability of the division and all business units increased to a good level. The year saw the acquisition of Pan Pan and Longdian (China) and King Door Closers (South Korea).

Asia Pacific in brief

The Asia Pacific division manufactures and sells mechanical and electromechanical locks, high-security doors and fittings. China and the rest of Asia account for around 70 percent of sales, while Australia and New Zealand account for around 30 percent of the division's sales. In Asia, the division's leading brands are Baodean, Gateman, Guli, King, Pan Pan, Shenfei, Tianming, Wangli and Yale. The Australian and New Zealand markets are more mature, with established lock standards and strong brands such as Lockwood and Interlock. The majority of sales are for the renovation and upgrade of previously installed security products. The Asian markets do not yet have such established security standards and the majority of products are sold for new buildings. The production units in China also supply ASSA ABLOY's other regions.

Report on the year

The division's sales during the year totaled SEK 6,081 M (3,789), which was an increase of 60 percent. Operating income (EBIT) rose by 84 percent to SEK 843 M (459), which represents an operating margin of 13.9 percent (12.1).

Strong growth in China

The Chinese lock market is growing thanks to rapid urbanization. Migration from the country to the cities and the modernization of both residential and commercial buildings are creating increased demand for security. The market is fragmented, with many local security companies, but ASSA ABLOY has a leading position as the largest securitydoor and lock manufacturer in China. The Chinese market is important for ASSA ABLOY and China is now the Group's second largest market after the US.

In China the same types of lock, handle and fittings are often used in both homes and offices. Sales comprise both products manufactured in the region and premium products imported from Europe and North America.

There are few national or regional standards governing how locks, doors and fittings should be designed and fit together. ASSA ABLOY is working with Chinese regulatory authorities to develop and improve these security standards.

Asia Pacific has established a Door Group comprising the Group companies Wangli, Tianming, Longdian and Pan Pan. These companies are working together to develop new products, technologies and sales channels and to reduce the costs of adapting products to different national and

security standards. The investment in the new Door Group is expected to lead to higher growth due to the increased focus across the region on higher security requirements for doors, including fire safety requirements.

Central government measures have been implemented to slow down growth in the large coastal cities with high population growth, while the public authorities have stimulated construction in inland cities. A key strategy for ASSA ABLOY has therefore been creating a presence to exploit the growth in these regions. This has been achieved partly through the acquisition of Pan Pan. Sales in China were very strong during the year, particularly in the Door Group.

Other Asian markets

There is still considerable growth potential in the large, fragmented markets in the rest of Asia. These markets are generally underdeveloped, with low security standards, and are therefore mainly driven by the price of the lock and security solution. Asia Pacific is continuing its strong efforts to develop the sales organization into focused sales teams and to concentrate on fewer but stronger brands, which has further strengthened the division's product offering.

Sales in India have risen substantially and the Group won the prestigious contract for the new terminal T3 at New Delhi International Airport, which was completed in 2010. Continued expansion on the Indian market is a key priority for the division.

In South Korea, the Group company iRevo is the market leader in digital door locks under the brand name Gateman. This type of residential door lock has been very successful in both South Korea and China. iRevo has also developed digital locks for the US and European markets, with their higher security standards. These digital locks were launched on the consumer market under the brand name Yale.

Stable market in the Pacific

In Australia and New Zealand ASSA ABLOY is the market leader on both the housing and the commercial markets with its established Lockwood and Interlock brands. The development in 2010 was good and sales increased particularly at the beginning of the year, due to central government stimulus packages, but returned to more normal levels at the end of the year.

Market presence

Asia Pacific is working actively on a number of initiatives to increase the division's market presence. Some of the most

important initiatives are expansion into new markets and
segments and through acquisitions as well as the develop
ment of the specification and project market.

Acquisitions remain important for increasing market presence and Pan Pan, which has production in seven locations in China, was acquired in 2010. The company is China's largest manufacturer of high-security doors, including fire-, corrosion-proof, armored and standard high-security doors, and has the capacity to produce 2.4 million doors per year. Pan Pan has an extensive and well-established distribution network across China and is a good fit with ASSA ABLOY's other door companies. The year also saw the acquisition of King Door Closers, South Korea's leading manufacturer of door closers and floor springs. King has a comprehensive range of standard and certified commercial and residential door closers as well as a complete range of floor springs. The company has a strong presence on the strategically important specification market and a large proportion of exports mainly to the Middle East and the rest of Asia. The Chinese company Longdian was also acquired during the year.

Specification of total door opening solutions is increasingly important for sales and the number of specification sales representatives has therefore been increased substantially in Asia Pacific and the close collaboration with architects and security consultants further strengthened. The local sales organizations are united under the ASSA ABLOY master brand in order to better meet the demand for total door and security solutions.

Today ASSA ABLOY is the largest door opening solutions company in China and has some 14,000 employees on the local market. The Group has a leading position in door opening solutions with a complete product range covering many different segments and well-known brands. This has been achieved through a healthy combination of acquired and organic growth.

Product leadership

Innovation and continued product development are important factors enabling the division to maintain an attractive product range and increase sales. Electromechanical security products, such as digital door locks from iRevo, are increasingly important and there is considerable growth potential in the commercial segment. Major resources are also invested in product development of mechanical products and doors. 2010 saw the successful launch of a fire door for the higher-end housing market under the Yale brand.

Cost-efficiency

The Group's efficiency programs intensified. The division has continued to invest in production facilities in China, mainly to meet rising demand on the local market but also to increase intra-Group deliveries to Europe, North America and the Pacific.

The remaining production plants in Australia and New Zealand now focus on customized solutions and final assembly. A large proportion of the components and standard products will be made by the division's Chinese plants. Productivity in these plants is constantly improving as a result of the continued implementation of Lean methods and investments in semi-automated processes and sustainability.

KEY FIGURES
SEK M 2009 2010
Income statement
Sales¹ 3,789 6,081
Organic growth, % –1 14
Operating income (EBIT) 459 843
Operating margin (EBIT), % 12.1 13.9
Capital employed
Capital employed 2,768 4,080
– of which goodwill 1,536 3,202
Return on capital employed, % 16.1 25.1
Cash flow
Cash flow 610 917
Average number of employees 7,560 15,510
1
Reclassification has been made for 2009.

SALES AND OPERATING INCOME

CAPITAL EMPLOYED AND RETURN ON CAPITAL EMPLOYED¹

SALES BY PRODUCT GROUP

MARKET SEGMENTS

» Strong growth on Chinese market «

Global Technologies Strong growth in secure identity and product launches within Hospitality

Demand returned in 2010 and the year saw very strong growth. HID Global showed strong growth throughout the year, while Hospitality returned to growth in the second half of the year. HID Global launched a number of new products and services in logical and physical access and in secure card issuance, all of which were well received by the market. A number of major projects were also won in eGovernment. The US company ActivIdentity was acquired during the year. New product launches within Hospitality led to a sharp increase in demand for renovation and upgrades on all markets. Meanwhile it continued to see a reduction in new hotel construction, which has now reached its lowest level for three years. Increased volume and continued efficiency programs raised profitability throughout the division.

Global Technologies in brief

Global Technologies division has a leading position as a supplier of electronic security solutions worldwide. The division consists of two business units, HID Global and ASSA ABLOY Hospitality, with sales mainly to the commercial segment. HID Global is a global leader in secure identity solutions, primarily in identity and access management, and in contactless identification technology solutions. ASSA ABLOY Hospitality is the market leader in electronic lock systems and safes for hotels and cruise ships.

Report on the year

The division's sales during the year totaled SEK 5,015 M (4,766), which was an increase of 5 percent. Operating income (EBIT) excluding restructuring costs rose by 13 percent to SEK 862 M (766), which represents an operating margin of 17.2 percent (16.1).

HID Global

HID Global is a global leader in secure identity solutions, primarily in identity and access management, and in contactless identification technology solutions. Identity and access management product lines include contactless smart cards, wall mount, desktop and mobile readers, for physical and logical access control, secure issuance card printers, and card personalization services.

HID Global – main events in 2010

Demand for HID Global's products increased gradually during the year. New products and active marketing efforts resulted in considerable interest in secure identity solutions.

ActivIdentity, a market leader in secure identity and authentication solutions, was acquired in the second half of the year. The company's product portfolio is a good fit with HID Global. An agreement was also signed to acquire

HID Global's product areas

HID Global works with a common technology platform for secure identification using smart cards, RFID and encryption. Below are some examples of HID Global's product offering in this area of the security market.

Identity and access management

    1. Secure issuance
  • Printing and issuance of secure ID cards 2. Physical access control
  • Contactless cards and card readers
    1. Logical access control Card readers and software for secure login
  • Identification solutions 4. Contactless payment
  • Contactless payment cards and reader modules 5. eGovernment
  • Identification technology for ID cards, ePassports, and readers
    1. Animal ID
  • Contactless tags and readers for identifying livestock 7. Industry and logistics
  • Contactless tags and readers for inventory control and logistics
KEY FIGURES
SEK M 2009 2010
Income statement
Sales² 4,766 5,015
Organic growth, % –12 10
Operating income (EBIT)¹ 766 862
Operating margin (EBIT)¹, % 16.1 17.2
Capital employed
Capital employed 5,464 5,772
– of which goodwill 4,030 4,265
Return on capital employed¹, % 12.9 14.7
Cash flow
Cash flow 1,005 868
Average number of employees 2,416 2,487
¹ Excluding items affecting comparability 2009.
² Reclassification has been made for 2009.

SALES AND OPERATING INCOME

CAPITAL EMPLOYED AND RETURN ON CAPITAL EMPLOYED¹

SALES BY PRODUCT GROUP

» Global leader in secure identity and hotel security «

LaserCard Corporation, a leading provider of secure ID solutions to governments and commercial customers worldwide.

Active efforts to improve the efficiency and organization of the business unit contributed to an increase in HID Global's margin.

Market presence

HID Global continued its long-term investments in market presence. A new collaboration project was started to develop contactless smart cards reader technology for the global PC market. The year also saw the launch of Genuine HID, which provides customers with many benefits, such as interoperable products, services and solutions, technology migration options a global network of authorized reseller partners, and trusted industry expertise.

Secure identity and ePassports are an increasingly important market. HID Global has supplied over 100 million contactless inlays, strengthening its leading position in the global ePassport market.

Product leadership

In physical access, iCLASS products continue to be successful, but the older Prox technology also continues to grow. In logical access, a number of customers including Dell have adopted HID's technology for secure computer login. A new generation of leading card printers for secure card issuance has also been launched. The printers feature innovative functions such as an embedded badging software application, network connectivity, printing and encoding of ID cards and enhanced ribbon handling.

HID Global increasingly supplies reader technology to all the Group's divisions. Reader technology is being integrated into mechanical door opening solutions. This results in increased growth for both HID Global and the other divisions, as it considerably raises the technology level of traditional products, offering customers higher security and better functionality. One of HID Global's key priorities is therefore drawing up a development strategy for a global solutions platform.

Cost-efficiency

One important project in 2010 was to reduce inventories in

HID Global. The project was implemented across all product and geographical areas and resulted in a reduction in capital employed and an improved cash flow.

Consolidation of the business unit's production to the production unit in Malaysia was ongoing and will continue in 2011. A global quality function was also established to reduce costs and confirm that product quality targets are met.

HID Global also increased its activities in Value Analysis/ Value Engineering (VA/VE). The goal is to reduce product costs and at the same time increase functionality. This has led to significant cost savings in both the existing product range and the production of new products.

ASSA ABLOY Hospitality

ASSA ABLOY Hospitality produces electronic locking systems and in-room safes for hotels and cruise ships. The business unit includes leading global brands such as VingCard Elsafe and TimeLox. VingCard Elsafe, the world's best-known brand for hotel locking systems and in-room safes, has products installed in over 6.5 million hotel rooms in more than 39,000 hotels worldwide.

ASSA ABLOY Hospitality – main events in 2010

The new construction market remained at a low level throughout the year. However, demand for renovation and upgrades increased sharply as hotel occupancy rates improved.

ASSA ABLOY Hospitality has worked actively to upgrade customers' installed locks from magnetic locking systems to more secure, flexible and user-friendly locks using Radio Frequency Identification (RFID). The new contactless RFID hotel locks were well received by the market and made a positive contribution to sales. In recent years demand for ASSA ABLOY's RFID technology has increased. RFID technology offers higher security and when combined with ZigBee technology provides a very reliable and cost-efficient wireless online security system (VISIONLINE), improving efficiency and reducing maintenance costs for hotels.

The new VISIONLINE system is integrated with the hotel's other operating systems to add efficient in housekeeping, security, front desk and maintenance functions. The VISION-LINE system improves security by managing card cancellation straight from the server, customer service by enabling the front desk to authorize room changes, extensions of stay and access to conference rooms without the guest needing to hand in their key at the reception to be re-encoded. New integrated technology for further development of the VISIONLINE system, such as mobile keys in mobile phones,

loyalty cards for regular customers.

VingCard Elsafe also presented with great success the new Energy Management Solution, Orion, which intelligently determines guest presence to efficiently manage the energy and HVAC consumption in the room ensuring savings, guest comfort and contributing hotels green initiatives.

Market presence

It is strategically important for ASSA ABLOY Hospitality to expand its customer base beyond the traditional hotel and cruise sectors. Marketing efforts are therefore being made in other segments, such as retirement and student accommodation, where security and accessibility requirements can be met by the products and technologies offered by ASSA ABLOY Hospitality. Future initiatives are in hand to offer integrated security solutions with other ASSA ABLOY companies.

Product leadership

One strategic priority for increased growth in ASSA ABLOY Hospitality is offering upgrades for previously installed products. Important components in achieving this are technologies such as RFID, NFC in mobile phones and ZigBee RF online solutions, which are designed to facilitate gradual upgrade of existing technology to better satisfy customer needs and investment plans.

A successful project during the year was the Clarion Hotel Stockholm, in which ASSA ABLOY and its partners developed the worlds first hotel integrated locking system for replacing hotel keys with NFC compatible mobile phones. The technology makes it possible for hotel guests to bypass the check-in at reception and use their NFC-compatible mobile phones.

Cost-efficiency

Major efforts are also being made to increase efficiency in the business unit through relocation of production to lowcost countries and outsourcing of component production to high-quality suppliers in low-cost countries. In 2010 ASSA ABLOY Hospitality completed the relocation, which began in 2006, of all production from West Europe to the new production plant in Shanghai, China. This relocation resulted in increased production efficiency and lower costs, which had a positive impact on margins.

Hospitality is continuing to implement a global ERP system, which will improve the efficiency of administrative and global purchasing functions and develop the web-based ordering portal used by Hospitality's business partners.

Famous landmark secured by VERSO Cliq

Berlin's television tower is one of the city's most famous landmarks. Part of the World Federation of Great Towers (WFGT), it reaches 368 meters, making it the tallest structure in Germany.

TV Turm Alexanderplatz Gastronomiegesellschaft has 1.2 million visitors annually, so the company that operates the building has high security requirements. The IKON VERSO Cliq is an intelligent system solution integrating high-grade precision mechanics and electronic modules, offered the company the security and flexibility they needed.

The areas managed by the operator, including all public areas, two high-speed lifts, restaurant, storerooms and administrative offices in and around the building, call for a hierarchical access structure.

The use of seasonal and temporary workers, restructuring or outsourcing to external companies, also mean access authorizations need to be adapted quickly and flexibly.

Another aspect in VERSO Cliq´s favor was the availability of reliable, comprehensive documentation as well as its easy system handling and programming.

Entrance Systems Acquisitions strengthen customer offering in entrance automation

New sales of automatic doors were weak throughout the year, while service sales continued to grow strongly. Demand in the healthcare segment fell, while it increased in the retail segment. Newly acquired Ditec, where a large number of improvement projects were implemented, saw sales of entrance automation products develop positively towards the end of the year. Rationalization of the production structure resulted in a strong earnings trend although the division's operating margin was negatively impacted by the dilutive effect of the Ditec acquisition. The year saw the acquisition of Peiser (Germany) and Hunter (Canada). In addition, an agreement was signed to acquire a stake in Agta Record ( Switzerland) and a bid was made for the Swedish company Cardo. The acquisition of Cardo will enable the Group to offer customers a complete and unique range of products and services in the entrance automation field.

Entrance Systems in brief

Entrance Systems division is a global leader in automatic entrance solutions. The product range, sold under the Besam brand, includes automatic swing-, sliding- and revolving doors, air curtains and a comprehensive service range. A significant part of sales goes direct to major end-customers in the healthcare, retail and transport sectors.

Door-, gate-, garage door- and industrial door automations are sold under the Ditec brand. The products are sold through distributors and installation companies and installed in industrial, commercial, institutional and residential applications.

The division's third brand, EM, markets automatic pedestrian door products; and targets major distributors particularly in Europe.

Report on the year

The division's sales during the year totaled SEK 4,072 M (3,733), which was an increase of 9 percent. Operating income (EBIT) excluding restructuring costs rose by 7 percent to SEK 627 M (587), which represents an operating margin of 15.4 percent (15.7).

Demand improved during the year from a low level, particularly in the division's important retail segment. However, new sales continued to weaken on the institutional market in the healthcare sector as a result of reduced investments by customers. Service remains a key success factor for achieving good sales and profitability, particularly in a market with a low level of new sales. Ditec's products, which are now also marketed by Entrance Systems' organization on several new markets, showed positive growth during the year. The division also made major investments in new products and increased marketing activities under the EM brand that targeted distributors. Asia continued to show strong growth during the year and the division worked on product development to adapt products to local standards and requirements.

Entrance automation for commercial customers

Automatic pedestrian and industrial door solutions and service offerings are mainly sold in the commercial segment, which comprises end-users in both the private and public sectors.

Typical customers are retailers, hospitals, homes for the elderly, hotels, airports, transport terminals, office buildings, public buildings and schools. It is increasingly important to be able to offer a total entrance automation solution comprising automatic pedestrian and industrial door solutions. The service offering can then be expanded to include all automated entrances for both pedestrians and goods. Acquisitions of industrial door companies complement the product, solutions and service offering to commercial and institutional customers.

EMEA

The low activity in new sales in EMEA resulted in slightly negative growth during the year, but the division nevertheless continued to increase its market shares in many key markets. Entrance Systems positively developed several activities to mitigate this negative growth, including new product launches and the development of new service concepts which are progressing well. Emerging markets in East Europe, the Middle East and South Africa showed good growth during the year.

North America

Sales on the North American market improved gradually due largely to improved service concepts, which resulted in a number of new contracts in the US and Canada. Product launches improved the customer offering and led to increased market shares. Hunter Door Automatics was acquired during the year to develop the growing distribution and installation market. The company will contribute to Ditec's growth and adds a large number of attractive products for the North American market.

Asia, Australia and New Zealand

Sales in Asia remained strong during the year, with positive growth in China and southeast Asia. The acquisition of Cheil in South Korea has developed positively and significantly strengthened the position in the region. The Australian and New Zealand markets improved from a low activity level and the division consolidated its market position mainly through a stronger service offering.

Market presence

Entrance Systems is continuously working to expand its customer offering by selling entrance automation products and components, as well as total automatic pedestrian and industrial door solutions, including a comprehensive service concept. Regular preventive maintenance is beneficial for customers, and ongoing contact with these end-customers

KEY FIGURES
SEK M 2009 2010
Income statement
Sales² 3,733 4,072
Organic growth, % –3 –2
Operating income (EBIT)¹ 587 627
Operating margin (EBIT)¹, % 15.7 15.4
Capital employed
Capital employed 4,116 4,365
– of which goodwill 3,223 3,303
Return on capital employed¹, % 15.2 14.6
Cash flow
Cash flow 680 580
Average number of employees 2,253 2,738
¹ Excluding items affecting comparability 2009.
² Reclassification has been made for 2009.

SALES AND OPERATING INCOME

CAPITAL EMPLOYED AND RETURN ON CAPITAL EMPLOYED¹

SALES BY PRODUCT GROUP

also enhances opportunities for additional sales. The division is also working on increasing efficiency in the service organization, further automating processes and increasing the number of customer visits.

The previous acquisitions of Ditec and Portsystem 2000 have been well-integrated and complement the division in automatic pedestrian, sectional and high speed doors docking stations and gate automation. The companies also strengthen the division's indirect sales channel to both the mature markets in Europe and North America, and the expanding business in emerging markets.

The announced acquisition of Cardo will further strengthen the product offering in industrial doors by strengthening the division's ability to offer a total entrance automation package to customers. It will also strengthen both the product portfolio and channel reaching the residential segment. The division has continued to focus on emerging markets and allocated more resources to exploit the growth opportunities in these markets.

Product leadership

The division continued to invest in product development and initiated a number of important projects in 2010.

Besam launched the VersaMax product line with manual-, sliding and telescopic door opening solutions suitable for patient rooms. VersaMax products have a patent pending, equal leaf design, offering the largest clear door opening in the industry.

Besam also launched a new UniSlide 100 slim sliding door operator. This product has filled a gap in Besam's product portfolio in Austria and Germany, where there is large demand for slim door operators.

Product customization to meet local conditions and requirements in Asia and North America continued, strengthening competitiveness in several key markets.

Cost-efficiency

The division's efficiency programs continued intensively. The aim of these programs is to improve production efficiency and transfer component production to low-cost countries. Several important projects to relocate component purchases and production capacity to low-cost countries were completed during the year, and new projects were initiated to further reduce product costs. The relocation of the Landskrona production plant to the Czech Republic and the reduction of production in Italy and Spain continued in 2010. The division was also successful in adapting costs to the lower volume of new sales, which had a positive impact on the operating margin in 2010.

Measures to increase sales and productivity continue in the service organization. The project to provide service engineers in several countries with personal digital assistants (PDAs) to increase their efficiency continued during the year producing good results and leading to reduced service administration costs. Today all service engineers in Europe have PDAs and a pilot project is in progress in the USA to implement the project and increase the efficiency of the North American service organization.

» Entrance automation acquisitions strengthen the customer offering «

Employees Employees generate success

ASSA ABLOY's vision and ambition is to be an attractive company to work for. It is also becoming increasingly important to be able to recruit and retain employees with the competence and the experience required to secure the Group's continued success. Considerable efforts are therefore being made globally and locally to offer stimulating assignments, clear accountability, good development opportunities and a positive, engaging work situation.

Common knowledge base

All employees must complete the interactive web-based orientation program 'Entrance to ASSA ABLOY'. This program is available in 15 languages and covers the organization's history, products, strategy and Code of Conduct. It also helps to increase understanding of how the employee's own efforts contribute to the overall goals. A new version of the program is set to be launched 2011.

Global employee survey

A global employee survey, first carried out in 2006, is conducted every 18 to 24 months to find out the employees' opinions on their work, their workplace and the company.

Evaluation and comparison with the results of previous surveys show the impact of the measures taken and the areas that need prioritizing in the ongoing improvement process. In spring 2010 the third employee survey was conducted with over 18,000 participants. In addition to the overall results for the Group and the divisions, the results are broken down into a large number of local units, enabling concrete measures and the involvement of many employees.

The overall results for 2010 were on a par with the results for 2008, which is positive in view of the comprehensive restructuring measures that have affected many units as a consequence of the financial crisis.

Management training

Every year ASSA ABLOY offers a number of senior managers the opportunity to take part in the Group's two development programs, ASSA ABLOY Management Training (MMT) and the ASSA ABLOY Business Leadership Program. In 2010 around 60 managers took part in these programs.

MMT, which is an internal program, is an important tool for the integration of the Group, particularly of newly acquired companies, by providing a deeper insight into and an understanding of all aspects of ASSA ABLOY's operations. It also helps to develop internal contacts, share best practices and identify new business opportunities. Since the first program in 1996, 390 managers from 33 countries (including the 2011 program) have taken part. The program comprises three modules over a 12-month period and takes place in different global locations where ASSA ABLOY has significant operations.

Scholarship gives employees a chance to grow

The ASSA ABLOY Scholarship program is designed to provide employees with the opportunity to further develop their professional knowledge and skills, as well as to create a deeper understanding of ASSA ABLOY.

Candidates for scholarships should have an good record and, for practical purposes, be able to communicate in English.

One of last year's participants, Aaron Buxton-Rella from ASSA ABLOY Australia, spent two months at the EMEA IT Shared Service Center in Landskrona, Sweden. "It was a fairly intensive induction program," Aaron says. "It was a great way of developing stronger working relationships."

Anna Pojen, an Online Corporate Communicator from ASSA ABLOY Head Office in Sweden spent one month at HID Global in Irvine, California. "It was incredibly fun to be able to take on a role where I could share the best of my 13 years of communication experience," Anna says. "I strengthened my knowledge about search engine optimization, my English improved, and I learned a lot about the identification and access control industry, where HID operates."

» ASSA ABLOY's vision: to be an attractive company to work for «

AVERAGE NUMBER OF EMPLOYEES The ASSA ABLOY Business Leadership Program was launched in 2005 and is the result of collaboration with the Institute for Management Development (IMD) in Lausanne, Switzerland. In 2010 one program took place with 26 participants. A total of around 230 managers have taken part since the program began.

A new program is currently being developed jointly with IMD, which will be implemented for the first time in 2011.

Scholarship Program

ASSA ABLOY's Scholarship Program offers employees the opportunity to work at another Group company, providing the opportunity to learn about the methods, procedures and products of another Group company and to bring this knowledge back to their own workplace. This program is open to all employees.

Employee development

ASSA ABLOY has a well-established global employee development process at all levels, the Talent Management Process. The aim is to support career development in a structured way and optimize utilization of the Group's total competence.

Recruitment

A basic principle of ASSA ABLOY's recruitment policy is to give priority to internal candidates provided they have equal qualifications to external applicants. To encourage and facilitate internal mobility, all job vacancies are advertised on the Group's global intranet.

Gender balance

ASSA ABLOY's ambition is to achieve a better gender balance at all levels in the organization. A separate gender balance policy was developed during the year to underline this ambition.

DISTRIBUTION, MEN AND WOMEN

Employees voice heard through EWC

The European Works Council (EWC) is a forum where 24 employee representatives are not only informed about what's going on within ASSA ABLOY, but also have the chance to ask Group management questions.

"EWC is the only transnational forum within ASSA ABLOY where employees get information and can discuss important transnational issues with Group management," says the council's president, Rune Hjälm.

In the end of November 2010 the EWC meeting were held in Sweden where Johan Molin, ASSA ABLOY's President and CEO, and Tzachi Wiesenfeld, the Executive Vice President and Head of EMEA division, talked about the Group's economic and financial situation and expected trends in business, production and sales.

Other topics covered were for example competence development, equal opportunities, the Code of Conduct and the manufacturing footprint program.

Sustainable development A natural part of the business

ASSA ABLOY's work on sustainability is integrated throughout the value chain – from sourcing to recycling. Sustainability initiatives are based on an ongoing risk analysis as well as on the Group's Code of Conduct and engage both internal and external stakeholders.

The 2010 Sustainability Report will be published in connection with the 2011 Annual General Meeting.

Code of Conduct

The Code of Conduct establishes the principles that ASSA ABLOY applies in relation to its employees, suppliers and other stakeholders. The Code is based on international standards, is consistent across the global organization and is available in 17 languages. ASSA ABLOY monitors the implementation of the Code of Conduct and deals immediately with any non-compliance.

The Code of Conduct is available to all employees, who are required to read and abide by it and related policies. Whistle-blowing procedures are in place to enable individuals to report infringements.

ASSA ABLOY's way of working

Social responsibility and sustainable development are based on ASSA ABLOY's Code of Conduct. The Board of Directors has the overall responsibility, while the Executive Team handles operational management of sustainability and the Group's strategies.

Appointed coordinators at divisional and Group company level are responsible for the availability and implementation of sustainability and environmental guidelines, programs and tools. HR functions at Group and divisional level monitor social and ethical issues. The divisions and their companies are responsible for compliance with the Group's Code of Conduct and for reporting back to Head Office.

A committee led by ASSA ABLOY's HR director monitors compliance with the Code of Conduct and includes two employee representatives. Matters dealt with by the committee include whistle-blowing cases.

As well as information and guidelines, ASSA ABLOY's intranet also provides tools to support the Group companies in their sustainable development work. These tools include a database of previous best practice in the Group. This database includes all the facts, reporting and monitoring relating to the sustainability program. Statistics and reports can be extracted from the database to enable Group companies to compare their performance with other ASSA ABLOY Group companies and assess the measures to be taken.

The sustainability program

The first sustainability program was launched in 2007 and completed in 2010 with all the targets fulfilled. New targets for 2015 were then drawn up for all divisions and individual Group companies. These include chemical handling, energy efficiency, health and safety, supplier relations, product

development, employee issues and overall control. The program has made it possible to introduce procedures for quality and environmental management and to establish a structure for ongoing improvement in day-to-day operations. These now provide a firm platform for building a sustainable future for the Group.

Corporate Governance

ASSA ABLOY complies with the Swedish Code of Corporate Governance, which forms part of the NASDAQ OMX rules governing the Stockholm Stock Exchange. The principles of the Code are that companies should either comply with the rules or explain any deviation from them. The Code stipulates responsibilities and procedures for the Annual General Meeting, ASSA ABLOY's Board of Directors and the Executive Team.

Supplier control

Auditing and improving the ASSA ABLOY supplier base is a continuous task, and supplier selection is based on standardized criteria for both quality and sustainability.

Suppliers are also required to comply with the Code of Conduct. Quality and sustainability audits are carried out before new suppliers are approved, and these audits are prioritized for suppliers deemed to be in a risk category.

The system used to monitor suppliers' compliance with the Code of Conduct includes criteria on wages, overtime, noise levels, protective equipment, chemical handling, accident recording, environmental management systems and health and safety training.

Any supplier failing to comply with these requirements is asked to implement necessary improvements, and the contract is terminated if non-compliance continues.

The supplier selection process

The process has three stages:

  • Supplier self-assessment the supplier assesses its ability to meet ASSA ABLOY's standards.
  • On-site audit the sustainability audit assesses how well a potential supplier meets requirements.
  • Extended sustainability audit this complements the standard audit.

After the audit, suppliers are graded green, yellow or red. Green means the supplier is approved; yellow means the supplier needs to improve within a specific timeframe; red means the supplier is not approved.

A red or yellow grade can be upgraded through an improvement plan. If no action is taken, the supplier is immediately classed as red. All purchases from the supplier are then stopped until a green grade has been achieved.

» An important part of ASSA ABLOY's sustainable development program is ensuring that all suppliers meet the Group's requirements «

Audits performed

ASSA ABLOY performed 376 sustainability audits in 2010. At year-end, 288 active suppliers had satisfied the minimum standards for quality and sustainability and were classed as reliable. 16 suppliers were blacklisted.

Screening will continue, with annual monitoring of previously approved suppliers. Random, un announced inspections will be more frequent.

ASSA ABLOY's supplier database

The Group's suppliers are listed, graded and monitored in a supplier database. Both quality and sustainability audit reports are regularly entered in the database.

The database also lists non-approved and blacklisted suppliers to ensure they are not used again. Sustainability audit results override quality audit results regarding noncompliance. This means that a supplier rejected for sustain-

The number of reporting units in the Group has increased from 181 to 204.

ability non-compliance is either stopped immediately or must wait until the deficiencies have been addressed for approval.

Product development

ASSA ABLOY's ambition to achieve world-class product development involves looking at the environmental impact of every product, and not just focusing on Green products.

Group companies use the Group's Product Innovation Process and environmental checklist for all new product development.

The Product Innovation Process has three major elements:

  • Product management addressing the strategic aspects of the process.
  • Voice of the Customer ensuring the company develops products that customers want.
  • The Gateway process ensuring that development projects are structured and efficient.

ASSA ABLOY implements its sustainability strategy and reduces costs by minimizing the chemicals, energy and materials used in manufacturing. The Group's environmental checklist helps to eliminate unnecessary functions, reduce the amount of hazardous materials used and ensure that processes are sustainable and efficient.

2010 and 2009 relate to comparable units.

Sustainable development

Manufacturing Energy

ASSA ABLOY's ambition is to reduce energy consumption and emissions of harmful greenhouse gases. The Group is therefore implementing a three-stage approach to reduce energy consumption.

The first stage is to concentrate manufacture in as few plants as possible in order to maintain full capacity, efficient working practices and high quality.

The second stage is to introduce smart solutions that reduce energy and water consumption in both offices and factories.

The third stage is to evaluate alternative energy sources which in combination with innovative product design can make manufacturing processes even more energy-efficient.

Water consumption

Efforts to improve water efficiency have focused on plants with surface treatment processes, where most of the consumption occurs.

Technical improvements in the purification and reuse of water in the production process reduced water consumption in 2010.

Waste management

The Reduce, Reuse, Recycle principle is applied across the organization by reducing the amount of material in products, designing products that can be upgraded rather than replaced, and enabling recycling of production waste and products at the end of their life cycle.

Hazardous chemicals

ASSA ABLOY also works continuously to reduce hazardous substances in the production process and find substitutes for them. For example, most production plants have phased out chlorinated organic solvents successfully.

2010 and 2009 relate to comparable units.

Health and Safety

ASSA ABLOY is committed to providing a safe working environment and eliminating risks that can cause accidents or impair the health and wellbeing of employees. The aim is to create a culture where everybody contributes to improved health and safety.

ASSA ABLOY has defined a number of targets intended to lead to ongoing improvements. These targets are based on a zero vision for work-related accidents.

Health and Safety audits are included in the internal audits, and risk assessment is carried out routinely. Incident reporting and analysis are used to identify preventive measures.

All units are graded and compared with each other. As a result, special initiatives can be implemented at plants with the greatest need.

Sales and customers

ASSA ABLOY's communication with its customers is primarily through the sales force, and its image as a sustainable company is often based on the customer's relationship with the sales representatives.

ASSA ABLOY's requirements with regard to the Code of Conduct and business ethics therefore form an important part of the Group's sales training.

Sustainability can provide new business opportunities. Studies show that 10 percent of all new commercial construction projects in the Western world are environmentally rated.

A responsible employer

Factory Compliance Audits covering areas such as working conditions, human rights, human resources issues, the work environment, workplace culture and skills development are conducted regularly at ASSA ABLOY's factories. These audits are conducted by external auditors in accordance with internationally accepted procedures to obtain an impartial view of the situation at each factory.

The audits are followed by measures to implement improvements where needed.

ENERGY USE ACCIDENTS PER MILLION HOURS WORKED

Stakeholders

ASSA ABLOY's stakeholders in the area of sustainable development include shareholders, investors, customers, suppliers, employees, local communities, non-governmental organizations (NGOs) and the media. The company's policy of openness means listening to these stakeholders and taking on board their views.

In 2010 ASSA ABLOY held round-table discussions and separate meetings with a number of investors. Requests from investors have generally concerned making more information externally available about purchases in low-cost

countries, such as procedures for establishing new operations, due diligence procedures, suppliers, sourcing volumes, indicators for and information on supplier audits, and information on non-approved suppliers. Investors have also requested increased transparency with regard to the targets for each monitored area. These meetings have proved valuable and given the Group important feedback on subjects such as suppliers, the sustainability agenda and new business opportunities for Green products.

Some of the results of the sustainability program

Targets
Result 2007
Result 2008
Result 2009
Result 2010
Trend
Energy consumption – in manufacturing: A
536 GWh
482 GWh
491 GWh
493 GWh¹
15 percent reduction by 2012 compared with the
result in 2006, based on normalized values.
Organic solvents – Phase out all use of
93 tonnes
42 tonnes
44 tonnes
32 tonnes
perchloroethylene and trichloroethylene.²
Health and Safety
IR: 9.5
IR: 8.7
IR: 8.4
IR: 8.7
Zero-vision and targets for improvement:
ILDR: 179
ILDR: 166
ILDR: 150
ILDR: 147
– IR, injury rate = number of injuries per million
hours worked.
– ILDR, injury lost-day rate = number of days lost
due to injuries per million hours worked.
ISO 14001 – Compliance at all factories with
68
63
62
69
significant environmental impact.3
Suppliers – Sustainability appraisals
120 sustain
100 sustain
178 sustain
376 sustain
– Code of Conduct requirement for all suppliers.
ability audits
ability audits
ability audits
ability audits
Sustainability audits of suppliers in risk category.
in China
in China
in China
in China
Gender equality – Improve current levels of
Level 2: 0 %
Level 2: 0 %
Level 2: 0 %
Level 2: 0 %
gender equality at senior levels.
Level 3: 14 %
Level 3: 11 %
Level 3: 15 %
Level 3: 16 %
Level 4: 19 %
Level 4: 17 %
Level 4: 18 %
Level 4: 18 %
Level 5: 22 %
Level 5: 23 %
Level 5: 20 %
Level 5: 24 %

¹ For comparable units. Total energy consumption amounted to 535 GWh, including units acquired during the year Deterioration Unchanged Improvement and increased reporting.

² Plants with completely closed washing processes will be phased out when the machinery is taken out of service.

Read more about the updated target in the 2010 Sustainability Report.

³ Number of certificates plus the corresponding number of certifiable systems for North American units. The change is due to the closure of plants under the restructuring program and to the addition of a number of new plants with certificates.

THE SUSTAINABLE DEVELOPMENT PROGRAM IN BRIEF

2004/2005
Code of Conduct
2006
Tools for supplier
2007
Sustainability
2008
Sustainability strategy
2009
Sales companies and
2010
Increased audit of
Whistle-blowing control program for product development offices are included in suppliers in low-cost
Internal audits Employee survey including checklists reported figures countries
Employee survey Increased monitoring Targets for 2015
Training and best
practice
Marketing and sales
training
of energy consumption
and CO2
are defined for all
monitored areas
Investment criteria
> SEK 1 M Training in supplier control Launch of joint recruit
Due diligence directive Updated Code of Conduct ment and selection
guide

Sustainable development

ASSA ABLOY joins US Regenerative Network

ASSA ABLOY is proud to have become the 25th member of the US Regenerative Network, the business consortium of leading global and venture-backed green building product manufacturers and service providers.

ASSA ABLOY's membership of the network signals its commitment to sustainable

"Environmental ethics and social responsibility are an integrated part of ASSA ABLOY's commitment to providing products and services that are environmentally sound throughout the entire production process and the product life-cycle," says David Gottfried, US Regenerative Network CEO and founder. "ASSA ABLOY's presence greatly enhances our dynamic roster of companies that seek the highest pinnacle of sustainability."

"The environment, business ethics and social responsibility are critical issues that corporations must address to be integral members of society," said Aaron Smith, Director of Sustainable Building Solutions at ASSA ABLOY. "Our unconditional aim is to make sustainability a central part of our business philosophy, culture and strategy. Our membership in the US Regenerative Network will help ASSA ABLOY realize these objectives and enhance our position as a socially responsible market leader."

Smart system cuts hotel energy use and costs

With energy one of the highest costs for hotel properties, the Orion energy management solution from VingCard Elsafe helps reduce both running costs and environmental impact.

The award-winning intelligent solution automatically controls temperature settings as guests enter and leave their rooms, reducing energy costs while ensuring guest comfort. The Orion system can also be fully integrated with a hotel's wireless online locks, safes, lights and other networked subsystems, providing even greater control for the hotelier.

Several installations have already shown the energy savings recouping the cost of the capital investment in two years or less.

The Orion system received the prestigious Editor's Choice Award at the 2010 International Hotel, Motel Restaurant Show (IHMRS) in New York as best green technology.

Besam solves Ostankino Tower's draught problems

The tallest free-standing structure in Europe, Russia's 540 meter Ostankino Tower, broadcasts television and radio transmissions from more than 30 stations. It also features conference facilities, several observation decks and a wellknown restaurant, making it a popular destination for tourists.

Because of its great height, the building is subject to powerful internal draughts in its elevator shafts. These conditions not only impact the comfort of staff and visitors, but also the fire resistance of the building.

Besam, an ASSA ABLOY Group company, installed two large, three-wing revolving doors in the tower entrances to completely separate the indoor and outdoor environments, while still allowing the building's large number of visitors convenient access.

Besam also provided 14 fire-rated automatic sliding doors in the entrances to the elevator halls, resulting in a draught-free environment and enhanced fire-resistance. The contract includes Besam Service for all 16 installations.

Report of the Board of Directors and Financial statements

Contents

Report of the Board of Directors 59
Significant risks and risk management 61
Corporate governance 64
Board of Directors 68
The Executive Team 70
Remuneration guidelines for senior management 73
Sales and income 74
Income statement - Group
and Statement of comprehensive income 75
Comments by division 76
Results by division 77
Financial position 78
Balance sheet - Group 79
Cash flow 80
Cash flow statement - Group 81
Changes in equity - Group 82
Parent company financial statements 84

Notes 1 Significant accounting and valuation principles 86 2 Sales 91 3 Auditors' fees 92 4 Other operating income and expenses 92 5 Share of earnings in associates 92 6 Operational leasing agreements 92 7 Expenses by nature 92 8 Depreciation and amortization 92 9 Exchange differences in the income statement 92 10 Financial income 93 11 Financial expenses 93 12 Tax on income 93 13 Earnings per share 93 14 Intangible assets 94 15 Tangible assets 96 16 Shares in subsidiaries 97 17 Shares in associates 97 18 Deferred tax 98 19 Other long-term financial assets 98 20 Inventories 98 21 Accounts receivables 98 22 Parent company's equity 98 23 Share capital, number of shares and dividend per share 98 24 Post-employment employee benefits 99 25 Other provisions 101 26 Other short-term liabilities 101 27 Accrued expenses and prepaid income 101 28 Contingent liabilities 101 29 Assets pledged against liabilities to credit institutions 101 30 Business combinations 102 31 Cash flow 103 32 Employees 104 33 Financial risk management and financial instruments 107 Comments on five years in summary 112 Five years in summary 113 Quarterly information 114 Definitions of key data terms 115 Proposed distribution of earnings 116 Audit report 117

Report of the Board of Directors

The Annual Report of ASSA ABLOY AB (publ.), corporate identity number 556059–3575, contains the consolidated financial statements for the financial year 1 January– 31 December 2010. ASSA ABLOY is the global leader in door opening solutions, dedicated to satisfying end-user needs for security, safety and convenience.

Significant events

Sales and income

Sales totaled SEK 36,823 M (34,963), with organic growth of 3 percent (–12) and acquired growth of 8 percent (3). Operating income (EBIT) excluding restructuring costs rose 12 percent to SEK 6,046 M (5,413), equivalent to an operating margin of 16.4 percent (15.5). Income before tax excluding restructuring costs totaled SEK 5,366 M (4,779).

Operating cash flow excluding restructuring payments remained strong and amounted to SEK 6,285 M (6,843). Earnings per share after full dilution excluding restructuring costs were SEK 10.89 (9.22), an increase of 18 percent.

Restructuring

The activities of the restructuring programs launched in 2006, 2008 and 2009 continued at a high level during the year. At year-end 2010, 5,387 employees had left the Group as a result of the changes in the production structure since the programs began. A total of 38 plant closures have been implemented and a large number of plants in high-cost countries have switched from production to final assembly. Around 20 offices have also closed. The Group's production is increasingly concentrated in China, central and East Europe.

Payments related to the restructuring programs totaled SEK 465 M (676) for the full year. At year-end 2010, the remaining provisions for structural measures amounted to SEK 924 M (1,577).

Acquisitions and divestments

In January Asia Pacific division acquired 70 percent of Pan Pan, China's largest manufacturer of high-security steel doors. The company has a well-established distribution network across China, a strong brand and is a good complement to ASSA ABLOY's other door companies on the Chinese market. The company, headquartered in Yingkou, north of Beijing, has annual sales of around SEK 1,500 M. In April the division also acquired King Door Closers, South Korea's leading manufacturer of floor springs and door closers. The company has annual sales of around SEK 300 M. Both acquisitions were EPS-accretive from the acquisition date.

In July EMEA division acquired Paddock, the UK's leading manufacturer of multi-point locks. The company, headquartered in Walsall near Birmingham, has annual sales of around SEK 300 M. The acquisition was EPS-accretive from the acquisition date.

In December Global Technologies division acquired shares in the NASDAQ-listed company ActivIdentity. The company, headquartered in California, USA, is a market leader in secure identity and authentication solutions. Initially the acquisition will be marginally dilutive to earnings per share.

Including minor acquisitions, a total of 13 acquisitions were consolidated during the year. The total purchase price for these acquisitions on a debt-free basis was SEK 4,582 M and preliminary acquisition analyses indicate that goodwill and other intangible assets with an indefinite useful life amount to SEK 3,818 M.

In 2010 agreements were signed with a number of major shareholders to acquire 63.6 percent of the shares in Cardo, a leading manufacturer of industrial doors. ASSA ABLOY has also made a recommended public offer to the other shareholders in Cardo. The total bid value of all the Cardo shares amounts to around SEK 11.3 billion. In 2010 the company had sales of SEK 8.0 billion and around 5,400 employees. If ASSA ABLOY acquires more than 90 percent of the shares in Cardo, it intends to compulsorily redeem the remaining shares in the company, in accordance with the provisions of the Swedish Companies Act.

Agreements were also signed to acquire LaserCard (USA) and Swesafe (Sweden) as well as a stake in Agta Record (Switzerland). LaserCard is a leading provider of secure ID solutions to governments and commercial customers worldwide. In January 2011 the bid was accepted by a majority of the share holders. The acquisition is expected to be completed in Q1 2011. Swesafe is the largest locksmith in Sweden, with sales of over SEK 400 M. These acquisitions require approval by the public authorities concerned.

Businesses in Switzerland and Russia were sold during the year. The impact on the Group's financial position and performance was not material.

Research and development

ASSA ABLOY's expenditure on research and development during the year amounted to SEK 1,015 M (920), which is equivalent to 2.8 percent (2.6) of sales.

ASSA ABLOY has a central function, Shared Technologies, with responsibility for the standardization of electronics in the Group's common platforms. The objective is that this standardization should result in lower development costs and a shorter development time for new products.

Report of the Board of Directors

Sustainable development

Two of ASSA ABLOY's subsidiaries in Sweden carry on licensable activities in accordance with the Swedish Environmental Code. The Group's licensable and notifiable activities have an impact on the external environment mainly through the subsidiaries ASSA AB and ASSA OEM AB. These companies operate machine shops, foundries and associated surface-coating plants, which have an impact on the external environment through emissions to water and air as well as solid waste.

The subsidiaries ASSA AB and ASSA OEM AB are actively addressing environmental issues and are certified in accordance with ISO14001. Most units outside Sweden carry on licensable activities and hold equivalent licenses under local legislation.

ASSA ABLOY's units all over the world are working purposefully to reduce greenhouse gas emissions. This applies to units on both mature and new markets and to both existing and newly acquired companies.

The 2010 Sustainability Report, reporting on the Group's prioritized environmental activities and providing other information about sustainable development, will be published at the time of the Annual General Meeting in April 2011.

Outlook

Long-term outlook

Long term, ASSA ABLOY expects an increase in securitydriven demand. Focus on end-user value and innovation as well as leverage on ASSA ABLOY's strong position will accelerate growth and increase profitability.

Organic sales growth is expected to be strong. The operating margin (EBIT) and operating cash flow are expected to develop well.

Transactions with related parties

No transactions that have significantly affected the company's financial position and performance have taken place between ASSA ABLOY and related parties.

Report of the Board of Directors Significant risks and risk management

Risk management

Uncertainty about future developments and the course of events is a natural risk for any business. Risk-taking in itself provides opportunities for continued economic growth, but naturally the risks may also have a negative impact on business operations and company goals. It is therefore essential to have a systematic and efficient risk assessment process and an effective risk management program in general. The purpose of risk management at ASSA ABLOY is not to avoid risks, but to take a controlled approach to identifying, managing and minimizing the effects of these risks. This work is based on an assessment of the probability of the risks and their potential impact on the Group.

ASSA ABLOY is an international Group with a wide geographical spread, involving exposure to various forms of strategic, operational and financial risks. Strategic risks refer to changes in the business environment with potentially significant effects on ASSA ABLOY's operations and business objectives. Operational risks comprise risks directly attributable to business operations, entailing a potential impact on the Group's financial position and performance. Financial risks mainly comprise financing risk, currency risk, interest rate risk, credit risk, and risk associated with the Group's pension obligations.

ASSA ABLOY's Board of Directors has overall responsibility for risk management within the Group and determines the Group's strategic focus based on recommendations from the Executive Team. In view of the decentralized structure of the Group, and to keep risk analysis and risk management as close as possible to the actual risks, a large proportion of operational risk management takes place at division and business-unit level.

Strategic risks

The main risks of this nature encountered by ASSA ABLOY include various forms of business environment risks with an impact on the security market in general, mainly changes in customer behavior, competitors, brand positioning and environmental risks. In addition, there are country-specific risks.

ASSA ABLOY has global market penetration, with sales and production in a large number of countries. The emphasis is on West Europe and North America, but the proportion of sales in Asia and in central and East Europe has increased in recent years. The Group is therefore exposed to both general business environment risks and country-specific risks, including political decisions and comprehensive changes in the regulatory framework. Changes in customer behavior in general and the actions of competitors affect demand for different products and their profitability.

Customers and suppliers, including the Group's relationships with them, are subject to continuous local review. The Group has a central business intelligence function primarily focused on industry-specific factors. As regards competitors, risk analyses are carried out both centrally and locally.

The Group owns a number of the strongest brands in the industry, including several global brands that complement the ASSA ABLOY master brand. Local product brands are gradually being linked increasingly to the master brand. Generally speaking, ASSA ABLOY's good reputation is one of the Group's strengths and serves as a foundation for market leadership.

Activities to maintain and further strengthen ASSA ABLOY's good reputation are constantly ongoing. These include ensuring compliance with ASSA ABLOY's Code of Conduct. The Code expresses the Group's high ambitions with regard to social responsibility, commitment and environmental considerations.

Operational risks

Operational risks comprise risks directly attributable to business operations and with a potential impact on the Group's financial position and performance. Operational risks include legal risks, acquisition of new businesses, restructuring measures, availability and price fluctuations of raw materials, customer dependence and more. Risks relating to compliance with laws and regulations and to financial reporting and internal control also fall into this category.

The table on page 62 describes in more detail the management of these risks.

Financial risks

Group Treasury at ASSA ABLOY is responsible for the Group's short- and long-term financing, financial cash management, currency risk and other financial risk management. Financial operations are centralized in a Treasury function which manages most financial operations as well as financial risks with a Group-wide focus.

STRATEGIC RISKS

Changes in the business environment with potentially significant effects on operations and business objectives.

  • Customer behavior
  • Competitors
  • Brand positioning
  • Environmental risks
  • Country-specific risks etc.
  • raw materials • Customer dependence etc.

• Legal risks

OPERATIONAL RISKS

Risks directly attributable to business operations with a potential impact on financial position and performance.

• Acquisition of new businesses • Restructuring measures

• Availability and price fluctuations of

FINANCIAL RISKS

Financial risks with a potential impact on financial position and performance.

  • Financing risks
  • Currency risks
  • Interest rate risks
  • Financial credit risks
  • Risks associated with pension obligations

ASSA ABLOY ANNUAL REPORT 2010 REPORT OF THE BOARD OF DIRECTORS 61

Report of the Board of Directors Significant risks and risk management

Operational risks Risk management Comments
Legal risks The Group continuously monitors anticipated and
implemented changes in legislation in the coun
tries in which it operates.
At the end of 2010 it was assessed that there are
no outstanding legal disputes that may lead to
significant costs for the Group.
A Group-wide legal policy has been implemented,
specifying the legal framework in which business
operations may be conducted.
Ongoing and potential disputes and other legal
matters are reported regularly to the Group's cen
tral legal function.
Guidelines on compliance with current competi
tion legislation have been implemented.
Legal risks associated with property and liability
issues are continually evaluated together with
insurance company representatives.
Acquisition of new businesses Acquisitions are carried out by a number of peo
ple with considerable acquisition experience and
with the support of, for example, legal and finan
cial consultants.
The Group's acquisitions in 2010 are reported in
the Report of the Board of Directors and in Note
30, Business combinations.
Acquisitions are carried out according to a uni
form and predefined Group-wide process. This
consists of four documented phases: strategy,
evaluation, implementation and integration.
Restructuring measures The restructuring programs are carried on as a
series of projects with stipulated activities and
The scope, costs and savings of the restructuring
programs are presented in more detail in the
The Group is implementing
specific restructuring programs,
schedules. Report of the Board of Directors.
which entail some production
units changing focus mainly to
final assembly while certain
units are closed.
The various projects are systematically monitored
on a regular basis.
Price fluctuations and
availability of raw materials
Raw materials are purchased and handled primar
ily at division and business-unit level.
For further information about procurement of
materials, see Note 7.
Regional committees coordinate these activities
with the help of senior coordinators for selected
material components.
Credit losses Accounts receivables are spread across a large
number of customers in many markets.
Receivables from each customer are relatively
small in relation to total accounts receivables. The
Commercial credit risks are managed locally at
company level and reviewed at division level.
risk of significant credit losses for the Group is
considered to be limited.
Insurance risks A Group-wide insurance program is in place,
mainly relating to property, business interruption,
and liability risks. The insurance program covers
all business units.
The Group's insurance cover is considered to be
generally adequate, providing a reasonable bal
ance between assessed risk exposure and insur
ance costs.
The Group's exposure to the risk areas listed
above is regulated by means of its own captive
reinsurance company.
Risks relating to internal
control regarding financial
reporting
The organization is considered to be relatively
transparent, with a clear allocation of responsibili
ties.
Internal control and other related issues are
reported in more detail in the Report of the Board
of Directors, section on Corporate governance.
Instructions about the allocation of responsibili
ties, authorization and other internal control
procedures are laid down in an internal control
manual.
Compliance with internal control is evaluated
annually for all operating companies in the form
of self assessment and via the Group's Manage
ment Assurance function.
Risks relating to financial A well-established Controller organization at both See also the section 'Basis of preparation' in Note 1.
reporting division and Group level analyzes and monitors
financial reporting quality.
Further information about risk management relat
ing to financial reporting can be found in the
A comprehensive systematic risk assessment of
financial reporting has been implemented.
Report of the Board of Directors, section on
Corporate governance.

A financial policy, which is approved by the Board, regulates the allocation of responsibilities and control of the Group's financing activities. Group Treasury has the main responsibility for financial risks within the framework established in the financial policy. A large number of financial instruments are used in this work. Accounting principles, risk management and risk exposure are described in more detail in Notes 1 and 33, as well as Note 24 regarding post-employment employee benefits.

The Group's financial risks mainly comprise financing risk, currency risk, interest rate risk, credit risk, and risks associated with the Group's pension obligations.

Financing risk

Financing risk refers to the risk that financing the Group's capital requirements and refinancing outstanding loans become more difficult or more expensive. Financing risk can be reduced by maintaining an even maturity profile for loans and by maintaining a high credit rating. The risk is further reduced by substantial unused confirmed credit facilities.

Currency risk

Since ASSA ABLOY sells its products in countries worldwide and has companies in over 60 countries, the Group is exposed to the effects of exchange rate fluctuations. Such changes affect Group earnings when the income statements of foreign subsidiaries are translated to Swedish kronor (translation exposure), and when products are exported and sold in countries outside the country of production (transaction exposure). Translation exposure is primarily related to earnings in USD and EUR. This type of exposure is not hedged. Currency risk in the form of transaction exposure, i.e. the relative values of exports and imports of goods, is fairly limited in the Group, though it is expected to increase over time due to efficiency measures in production and purchasing. In accordance with financial policy, the Group only hedged a limited part of current currency flows in 2010. As a result exchange rate fluctuations had a direct impact on business operations.

Exchange rate fluctuations also affect the Group's debtequity ratio and equity. The difference between the assets and liabilities of foreign subsidiaries in the respective foreign currency is affected by exchange rate fluctuations and causes a translation difference which affects the Group's comprehensive income. A general weakening of the Swedish krona leads to an increase in net debt, but at the same time increases Group equity. At year-end, the largest foreign net assets were denominated in USD and EUR.

Interest rate risk

With respect to interest rate risks, interest rate changes have a direct impact on ASSA ABLOY's net interest expense. The net interest expense is also impacted by the size of the Group's net debt and its currency composition. Net debt was SEK 10,564 M (11,048) at the end of 2010 and was mainly denominated in SEK, USD and EUR. Group Treasury analyzes the Group's interest rate exposure and calculates the impact on income of interest rate changes on a rolling 12-month basis. In addition to raising fixed-rate and variable-rate loans, various interest rate derivatives are used to adjust interest rate sensitivity. At year-end, the average fixed interest term, excluding pension liabilities, was 23 months (26).

Credit risk

Credit risk arises in ordinary business operations and as a result of the financial transactions carried out by Group Treasury. Accounts receivables are spread across a large number of customers, which reduces the credit risk. Credit risks relating to operational business activities are managed locally at company level and reviewed at division level.

Financial risk management exposes ASSA ABLOY to certain counterparty risks. Such exposure may arise, for example, as a result of the placement of surplus cash, borrowings and derivative financial instruments. Counterparty limits are set for each financial counterparty and are continuously monitored.

Pension obligations

At year-end 2010, ASSA ABLOY had obligations for pensions and other post-employment benefits of SEK 4,484 M (4,696). The Group manages pension assets valued at SEK 2,854 M (2,817). Pension provisions in the balance sheet amount to SEK 1,078 M (1,118). Changes in the value of assets and liabilities from year to year are due partly to the development of equity and debt capital markets, and partly to the actuarial assumptions made. These assumptions include discount rates, as well as anticipated inflation and salary increases.

Report of the Board of Directors Corporate governance

ASSA ABLOY is a Swedish public limited liability company with registered office in Stockholm, Sweden.

The Group's corporate governance is based on, among other things, its articles of association, the Swedish Companies Act and the rules and regulations of NASDAQ OMX Stockholm. ASSA ABLOY applies the Swedish Code of Corporate Governance and is considered, at the end of 2010, to be in compliance with all of its provisions.

ASSA ABLOY's objective is that its activities should generate good long-term returns for its shareholders and other stakeholders. An effective scheme of corporate governance for ASSA ABLOY can be summarized in a number of interacting components, which are described below.

Shareholders

At year-end, ASSA ABLOY had 20,199 shareholders (22,014). The principal shareholders are Investment AB Latour and SäkI (9.6 percent of the share capital and 29.7 percent of the votes) and Melker Schörling AB (4.0 percent of the share capital and 11.6 percent of the votes). Foreign shareholders accounted for around 63 percent (53) of the share capital and around 43 percent (36) of the votes. The ten largest shareholders accounted for around 31 percent (37) of the share capital and 53 percent (57) of the votes.

A shareholders' agreement exists between Gustaf Douglas, Melker Schörling and related companies and includes an agreement on right of first refusal if any party disposes of Series A shares. The Board of ASSA ABLOY is not aware of any other shareholders' agreements or other agreements between shareholders in ASSA ABLOY.

Share capital and voting rights

ASSA ABLOY's share capital amounted at year-end to SEK 366,177,194 distributed among 19,175,323 Series A shares and 347,001,871 Series B shares. The total number of votes was 538,755,101. Each Series A share carries ten votes and each Series B share one vote. All shares have a par value of SEK 1.00 and give the shareholders equal rights to the company's assets and earnings.

Repurchase of own shares

The 2010 Annual General Meeting authorized the Board to repurchase, during the period until the next Annual General Meeting, a maximum number of Series B shares so that after each repurchase ASSA ABLOY holds a maximum ten percent of the total number of shares in the company.

ASSA ABLOY holds a total of 300,00 Series B shares, which were repurchased in Q2 2010 to secure the company's obligations, including the cost of social security contributions, in connection with the company's long-term incentive program (LTI 2010). These shares account for 0.1 percent of the share capital and each share has a par value of SEK 1.00. The purchase consideration amounted to SEK 48 M.

Share and dividend policy

ASSA ABLOY's Series B share is listed on the NASDAQ OMX Stockholm Large Cap list. At year-end, ASSA ABLOY's market capitalization amounted to SEK 69,391 M. The Board's objective is that, in the long term, the dividend should be equivalent to 33–50 percent of income after standard tax, but always taking into account ASSA ABLOY's long-term financing requirements.

General Meeting

Shareholders' rights to decide on the affairs of ASSA ABLOY are exercised at the General Meeting. Shareholders who are registered in the share register on the record day and have duly notified their intention to attend are entitled to take part in the General Meeting, either in person or via a proxy. Resolutions at the General Meeting are normally passed by simple majority. However, on certain matters the Swedish Companies Act prescribes that a proposal should be supported by a higher majority. Individual shareholders who wish to have an issue raised at the General Meeting can apply to ASSA ABLOY's Board of Directors at a special address published on the company's website well before the Meeting.

The Annual General Meeting should be held within six months of the end of the company's financial year. Matters considered at the Annual General Meeting include among other things: a dividend; adoption of the income statement and balance sheet; discharge of the Board of Directors and the CEO from liability; election of board members and Chairman of the Board; appointment of the Nomination Committee and auditors; determination of remuneration guidelines for senior management and fees for the Board of Directors and auditors. An Extraordinary General Meeting may be held if the Board of Directors considers this necessary or if ASSA ABLOY's auditors or shareholders holding at least 10 percent of the shares so request.

2010 Annual General Meeting

The Annual General Meeting in April 2010 was attended by shareholders representing 52.3 percent of the company's share capital and 67.6 percent of the votes.

At the Annual General Meeting, Gustaf Douglas, Carl Douglas, Birgitta Klasén, Eva Lindqvist, Johan Molin, Sven-Christer Nilsson, Jorma Halonen, Lars Renström and Ulrik Svensson were re-elected as members of the Board. Gustaf Douglas was re-elected as Chairman of the Board. In July

Jorma Halonen left ASSA ABLOY's Board at his own request.

The Meeting approved a dividend of SEK 3.60 per share, in accordance with the proposal of the Board and the CEO. In addition, the Meeting passed resolutions on fees payable to the Board, remuneration guidelines for senior executives, authorization of the Board regarding repurchase and transfers of own Series B shares, and the implementation of a long-term incentive program (LTI 2010) for senior executives and other key staff in the Group, as well as appointing members of the Nomination Committee in advance of the 2011 Annual General Meeting.

Nomination Committee

The Nomination Committee prior to the 2011 Annual General Meeting comprises Gustaf Douglas (Investment AB Latour and SäkI), Mikael Ekdahl (Melker Schörling AB), Liselott Ledin (Alecta), Marianne Nilsson (Swedbank Robur Funds) and Per-Erik Mohlin (SEB Funds/SEB Trygg Liv). Mikael Ekdahl is Chairman of the Nomination Committee. If a shareholder represented by one of the members of the Nomination Committee ceases to be among the major shareholders in ASSA ABLOY, the Committee has the right to appoint another representative of one of the major shareholders to replace such a member. The same applies if a member of the Nomination Committee ceases to be employed by such a shareholder or leaves the Committee before the 2011 Annual General Meeting for any other reason.

The Nomination Committee has the task of preparing, on behalf of the shareholders, decisions on the election of the Chairman and other members of the Board of Directors, the appointment of the auditor, the election of the Chairman of the Annual General Meeting, the appointment of the Nomination Committee prior to the Annual General Meeting, and fees and associated matters.

Prior to the 2011 Annual General Meeting, the Nomination Committee has made an assessment of whether the current Board is appropriately composed and fulfils the demands made on the Board by the company's present situation and future direction. The annual evaluation of the Board was part of the basis for this assessment. The search for suitable board members is carried out throughout the year and proposals for new board members are based in each individual case on a profile of requirements established by the Nomination Committee.

Shareholders wishing to submit proposals to the Nomination Committee can do so e-mailing to: [email protected]. The Nomination Committee's proposals are published at the latest in conjunction with the formal notification of the Annual General Meeting, which is expected to be issued around 30 March 2011.

Board of Directors

In accordance with the Swedish Companies Act, the Board of Directors is responsible for the organization and administration of the Group and for ensuring satisfactory control of bookkeeping, asset management and other financial circumstances. The Board decides on the Group's overall

objectives, strategies and policies, as well as on acquisitions, divestments and investments. The Board approves the Annual Report and Interim Reports, proposes a dividend and remuneration guidelines for senior management to the Annual General Meeting, and makes decisions concerning the Group's financial structure.

The Board's other duties include:

  • continuously evaluating the company's operational management, including the work of the CEO,
  • ensuring that there are effective systems in place for monitoring and control of the company's operations,
  • ensuring that the company's information provision is transparent, accurate, relevant and reliable,
  • ensuring that there is satisfactory control of the company's compliance with laws and other regulations applying to the company's operations, and
  • ensuring that necessary ethical guidelines for the company's conduct are established.

The Board's rules of procedure and instructions for the division of duties between the Board and the CEO are updated and approved at least once a year. The Board has also issued written instructions specifying how financial reporting to the Board should be carried out.

In addition to leading the work of the Board, the Chairman should continuously monitor the Group's operations and development through contact with the CEO. The Chairman should consult the CEO on strategic issues and represent the company in matters concerning the ownership structure. The Chairman should also, when necessary, take part in particularly important external discussions and, in consultation with the CEO, in other matters of particular significance. The Chairman should ensure that the work of the Board is evaluated annually, and that new members of the Board receive appropriate training.

The Board has at least four scheduled meetings and one meeting following election per year. The scheduled meetings take place in connection with the company's publication of its year-end or quarterly results. At least once a year the Board visits, and makes an in-depth review of one of the Group's businesses. In addition, extra board meetings are held when necessary. All meetings follow an approved agenda. Prior to each meeting, a draft agenda including documentation relating to each point is sent to all board members.

The Board has a Remuneration Committee and an Audit Committee. The purpose of these Committees is to deepen and streamline the work of the Board and to prepare matters in these areas. The Committees have no decision-making powers. The members of the Committees are appointed annually by the Board at the board meeting following election. Instructions for the Committees are included in the Board's working procedures.

The Board's work during 2010

During the year the Board held ten meetings, including three by telephone and one per capsulam. Two members were absent at one of these meetings. All board members

Report of the Board of Directors Corporate governance

were present at the other meetings. At the scheduled board meetings, the President and CEO reported on the Group's performance and financial position, including the outlook for the coming quarters. Investments, acquisitions and divestments were also considered. All acquisitions and divestments with a value (on a debt-free basis) exceeding SEK 100 M are decided by the Board. This amount presumes that the matter relates to acquisitions or divestments within the framework of the strategy agreed by the Board.

More important matters dealt with by the Board during the year included the acquisition of Cardo, Paddock and ActivIdentity. During the year the Board conducted in-depth reviews of the Group's Asia Pacific and Entrance Systems operations and visited the Group's sales and production units in Italy. Furthermore, it was decided on the basis of the authorization of the 2010 Annual General Meeting to repurchase a maximum 300,000 Series B shares in the company.

Remuneration Committee

During 2010 the Remuneration Committee comprised Gustaf Douglas (Chairman) and Sven-Christer Nilsson.

The Remuneration Committee's task is to draw up remuneration guidelines for senior management, which the Board proposes to the Annual General Meeting for resolution. The Board's proposal for guidelines prior to the 2011 Annual General Meeting can be seen on page 73.

The Remuneration Committee also prepares, negotiates and evaluates matters regarding salaries, bonus, pension, severance pay and incentive programs for the CEO and other senior management.

The Committee held two meetings during the year at which all members were present. The remuneration Committee has during the year, inter alia, evaluated existing incentive programs and prepared the proposal for a longterm incentive programme (LTI 2011). The meetings of the Remuneration Committee are minuted; the minutes are sent out with material for the Board and a verbal report is given at board meetings.

Audit Committee

During 2010 the Audit Committee comprised Ulrik Svensson (Chairman), Birgitta Klasén and Lars Renström.

The duties of the Audit Committee include the continuous quality assurance of ASSA ABLOY's financial reporting. Regular communication is maintained with the company's auditor on matters including the focus and scope of the audit. The Audit Committee is also responsible for evaluating the audit assignment and informing the Board of

Directors and the Nomination Committee of the results, as well as continuously monitoring the current risk status of legal risks in the operations. At least one of the Committee's members has accounting or auditing competence.

The Audit Committee held four meetings during the year at which all members, the company's auditor and representatives of senior management were present.

The meetings of the Audit Committee are minuted; the minutes are sent out with material for the Board and a verbal report is given at board meetings.

More important matters dealt with by the Audit Committee during the year included a review of new financial reporting standards relating to acquisitions and the Group's new insurance package.

ASSA ABLOY's Board of Directors

The Board of Directors is elected annually at the Annual General Meeting for the period until the end of the next Annual General Meeting and shall according to the articles of association comprise a minimum six and a maximum ten members elected by the Meeting. Two of the members are appointed by the employee organizations in accordance with Swedish law. The employee organizations also appoint two deputies. The Board currently consists of eight elected members and two employee representatives. With the exception of the CEO, none of the board members are members of the Executive Team. The CEO has no significant shareholdings or partnerships in companies with significant business relationships with ASSA ABLOY.

Remuneration of the Board

The Annual General Meeting passes a resolution on the remuneration to be paid to board members. The 2010 Annual General Meeting passed a resolution on Board fees totaling SEK 4,050,000 (excluding remuneration for committee work), to be allocated between the members as follows: SEK 900,000 to the Chairman and SEK 450,000 to each of the other members not employed by the company. As remuneration for committee work, the Chairman of the Audit Committee is to receive SEK 200,000, the Chairman of the Remuneration Committee SEK 100,000, members of the Audit Committee SEK 100,000 and members of the Remuneration Committee SEK 50,000.

The Chairman and other board members have no pension benefits or severance payment agreements. The CEO and employee representatives do not receive Board fees. For further information about the remuneration of board members in 2010, see Note 32.

Independence of the Board

The Board of Directors of ASSA ABLOY meets the requirements for independence, in accordance with the rules and regulations of NASDAQ OMX Stockholm and the Swedish Code of Corporate Governance.

Name Position Independent of the company
and its management
Independent of the company's
major shareholders
Gustaf Douglas Chairman of the Board Yes No
Carl Douglas Board member Yes No
Birgitta Klasén Board member Yes Yes
Eva Lindqvist Board member Yes Yes
Johan Molin Board member,
President and CEO
No
Sven-Christer Nilsson Board member Yes Yes
Lars Renström Board member Yes Yes
Ulrik Svensson Board member Yes No

The Board's composition and shareholdings

Name Position Elected Born Remuneration
Committee
Audit
Committee
Series A
shares¹
Series B
shares¹
Incentive
program
Series B
shares
Gustaf Douglas Chairman of
the Board
1994 1938 Chairman of
the Board
– 13,865,243 21,300,000
Carl Douglas Board member 2004 1965
Birgitta Klasén Board member 2008 1949 Board
member
5,000
Eva Lindqvist Board member 2008 1958
Johan Molin Board member,
President and CEO
2006 1959 506,699 440,000
Sven-Christer Nilsson Board member 2001 1944 Board
member
3,500
Lars Renström Board member 2008 1951 Board
member
10,000
Ulrik Svensson Board member 2008 1961 Chairman of
the Board
3,000
Seppo Liimatainen Board member,
employee representative
2003 1950 2,600
Mats Persson Board member,
employee representative
1994 1955
Rune Hjälm Deputy, employee
representative
2005 1964
Per Edvin Nyström Deputy, employee
representative
1994 1955 7,727

1 Including family and through companies.

Report of the Board of Directors Corporate governance Board of Directors

Gustaf Douglas

Carl Douglas

Birgitta Klasén

Eva Lindqvist

Johan Molin

Sven-Christer Nilsson

Board members elected at the 2010 Annual General Meeting

Gustaf Douglas

Chairman of the Board Board member since 1994 Born 1938

MBA, Harvard Business School 1964. Principal shareholder of Investment AB Latour and SäkI AB.

Self-employed since 1980. Other appointments: Chairman of SäkI AB. Board member of Stiftelsen Svenska Dagbladet and the Swedish Moderate Party.

Shareholdings (including family and through companies): 6,746,425 Series A shares and 19,000,000 Series B shares through Investment AB Latour, and 7,118,818 Series A shares and 2,300,000 Series B shares through SäkI AB.

Carl Douglas

Board member since 2004 Born 1965 Bachelor of Arts Self-employed Other appointments: Vice Chairman of Securitas AB. Board member of Investment AB Latour, Niscayah Group AB, Swegon AB and Säkl AB. Shareholdings (including family and through companies):

Birgitta Klasén Board member since 2008 Born 1949 Master of Science in Engineering. Independent IT consultant (Senior IT Advisor). Chief Information Officer (CIO) and Head of Information Management at EADS (European Aeronautics Defence and Space Company) 2004–2005. CIO and Senior Vice President

various posts at IBM 1976–1994. Other appointments: Board member of Acando AB, BISNODE AB and IFS AB.

Shareholdings (including family and through companies): 5,000 Series B shares.

of Pharmacia 1996–2001 and prior to that, CIO at Telia. Held

Eva Lindqvist

Board member since 2008 Born 1958

Master of Science in Engineering and Bachelor of Science in Business Administration and Economics.

Senior Vice President of Mobile Business at TeliaSonera AB 2006–2007. Prior to that several senior posts at TeliaSonera AB, such as President and Head of Business Operation International Carrier, and various posts in the Ericsson Group 1981–1999.

Other appointments: Chairman of Xelerated AB and board member of companies including Tieto OY, Niscayah Group AB, Transmode AB and Nordia Innovation AB. Member of the Royal Swedish Academy of Engineering Sciences (IVA). Shareholdings (including family and through companies):

Johan Molin

Board member since 2006 Born 1959

Bachelor of Science in Economics. President and CEO of ASSA ABLOY AB since 2005. CEO of Nilfisk-Advance 2001–2005. Various posts mainly in finance and marketing, later divisional head in the Atlas Copco Group 1983–2001.

Other appointments: Board member of AB Electrolux and Nobia AB.

Shareholdings (including family and through companies): 506,699 Series B shares as well as Incentive 2006 and Incentive 2007 corresponding, on full conversion, to 440,000 Series B shares.

Sven-Christer Nilsson

Board member since 2001 Born 1944

B.Sc.

President and CEO of Telefonaktiebolaget LM Ericsson 1998–1999, various executive positions mainly in marketing and management in the Ericsson Group 1982–1997. Other appointments: Chairman of the National Swedish Public Service Broadcasting Foundation and the Swedish National Defence Materiel Administration (FMV). Board member of Sprint Nextel Corporation and CEVA, Inc. Shareholdings (including family and through companies): 3,500 Series B shares.

Ulrik Svensson

Lars Renström

Board member since 2008 Born 1951

Master of Science in Engineering and Bachelor of Science in Business Administration and Economics. President and CEO of Alfa Laval AB since 2004. President and CEO of Seco Tools AB 2000–2004. President and Head of Division of Atlas Copco Rock Drilling Tools 1997–2000. Prior to that a number of senior posts at ABB and Ericsson. Other appointments: Board member of Alfa Laval AB and TeliaSonera AB.

Shareholdings (including family and through companies): 10,000 Series B shares.

Ulrik Svensson

Board member since 2008 Born 1961

Bachelor of Science in Economics. CEO of Melker Schörling AB. CFO of Swiss International Airlines Ltd. 2003–2006. CFO of Esselte AB 2000–2003 and controller/CFO of the Stenbeck Group's foreign telecoms ventures 1992–2000.

Other appointments: Board member of AAK AB, Loomis AB, Niscayah Group AB, Hexagon AB, Hexpol AB and Flughafen Zürich AG.

Shareholdings (including family and through companies): 3,000 Series B shares.

Board members appointed by employee organizations

Employee representative, Federation of Salaried Employees

Seppo Liimatainen

Born 1950

Rune Hjälm

Born 1964

Shareholdings:

Board member since 2003

in Industry and Services.

Shareholdings: 2,600 Series B shares.

Deputy board member since 2005

Seppo Liimatainen

Mats Persson Board member since 1994 Born 1955 Employee representative, Swedish Metal Workers Union. Shareholdings:

Rune Hjälm

Per Edvin Nyström Deputy board member since 1994 Born 1955 Employee representative, Swedish Metal Workers Union. Shareholdings: 7,727 Series B shares.

Employee representative, Swedish Metal Workers Union. Chairman of ASSA ABLOY European Works Council (EWC).

Report of the Board of Directors Corporate governance The Executive Team

Jonas Persson Tim Shea

Ulf Södergren Juan Vargues

The Executive Team

Johan Molin

Born 1959 Bachelor of Science in Economics President and CEO and Head of Global Technologies division Employed since: 2005 Shareholdings: 506,699 Series B shares. Incentive 2006 and Incentive 2007 corresponding, on full conversion, to 440,000 Series B shares.

Denis Hébert

Born 1956 Bachelor of Commerce, MBA Executive Vice President Head of Global Technologies business unit HID Global Employed since: 2002 Shareholdings: 2,674 Series B shares. Incentive 2006 and Incentive 2007 corresponding, on full conversion, to 56,200 Series B shares.

Jonas Persson

Born 1969 Master of Science in Engineering Executive Vice President Head of Asia Pacific division Employed since: 2009 Shareholdings: 1,722 Series B shares.

Ulf Södergren

Born 1953 Master of Science in Engineering, Bachelor of Science in Business Administration and Economics Executive Vice President Chief Technology Officer (CTO) Employed since: 2000 Shareholdings: 1,810 Series B shares. Incentive 2006 and Incentive 2007 corresponding, on full conversion, to 139,800 Series B shares.

Tzachi Wiesenfeld

Born 1958 Bachelor of Science in Industrial Engineering, MBA Executive Vice President Head of EMEA division Employed since: 2000 Shareholdings: 2,709 Series B shares. Incentive 2006 and Incentive 2007 corresponding, on full conversion, to 144,900 Series B shares.

Tomas Eliasson

Born 1962 Bachelor of Science in Economics Executive Vice President Chief Financial Officer (CFO) Employed since: 2006 Shareholdings: 2,072 Series B shares. Incentive 2006 and Incentive 2007 corresponding, on full conversion, to 108,600 Series B shares.

Thanasis Molokotos

Born 1958 Master of Science in Engineering Executive Vice President Head of Americas division Employed since: 1996 Shareholdings: 28,407 Series B shares. Incentive 2006 and Incentive 2007 corresponding, on full conversion, to 74,300 Series B shares.

Tim Shea

Born 1959 Degree in Mechanical Engineering, MBA Executive Vice President Head of Global Technologies business unit ASSA ABLOY Hospitality Employed since: 2004 Shareholdings: 1,604 Series B shares. Incentive 2006 and Incentive 2007 corresponding, on full conversion, to 27,700 Series B shares.

Juan Vargues

Born 1959 Degree in Mechanical Engineering, MBA Executive Vice President Head of Entrance Systems division Employed since: 2002 Shareholdings: 2,484 Series B shares. Incentive 2006 and Incentive 2007 corresponding, on full conversion, to 182,900 Series B shares.

The Executive Team and organization

The Executive Team consists of the CEO, the heads of the Group's divisions, the Chief Financial Officer and the Chief Technology Officer. ASSA ABLOY's operations are divided into five divisions, where the fundamental principle is that these divisions should be responsible, as far as possible, for business operations, while various functions at headquarters are responsible for coordination, monitoring, policies and guidelines at an overall level. The Group's structure results in a geographical and strategic spread of responsibility ensuring short decision-making paths. The Group's management philosophy is based on trust and respect for local cultures and conditions.

Guidelines and policies

The Group's most important guidelines and policies define the product areas in which the Group should operate and describe the principles for market development, growth, product development, organization, cost-efficiency and staff development. These principles are described in the publication 'Our Road to the Future', which has been provided to all employees in the Group. Other important guidelines and policies concern financial control, communication matters, the Group's brands, business ethics and environmental issues. Common financial, accounting and investment policies provide the framework for financial control and monitoring. ASSA ABLOY's communication policy aims to provide essential information at the right time and in compliance with stock market rules, as well as ensuring compliance with other legal requirements. Brand guidelines aim to protect and develop the major assets that the Group's brands represent.

ASSA ABLOY has adopted a Code of Conduct that applies to the whole Group. The Code, which is based on a set of internationally accepted conventions, defines the values and guidelines that should apply within the Group with regard to the environment, health, safety, business ethics, working conditions, human rights and social responsibility. Application of the Code of Conduct in the Group's different units is monitored regularly to ensure compliance and relevance.

Decentralized organization

ASSA ABLOY's operations are decentralized. Decentralization is a deliberate strategic choice based on the local nature of the lock industry and a conviction of the benefits of a divisional control model. Another contributory factor is that the Group has been built up over a relatively short period through a large number of acquisitions.

ASSA ABLOY's operating structure is designed to create maximum transparency, to facilitate financial and operational monitoring, and to promote the flow of information and communication across the Group. The Group consists of five divisions, which are divided into around 30 business units. These consist in turn of a large number of sales and production units, depending on the structure of the

business unit concerned. Apart from monitoring by unit, monitoring of products and markets is also carried out.

Internal control regarding financial reporting

ASSA ABLOY's process for internal control regarding financial reporting is designed to provide reasonable assurance of reliable financial reporting, which is in compliance with generally accepted accounting principles, applicable laws and regulations, and other requirements for listed companies. The process is based on the internal control framework issued by the Committee of Sponsoring Organizations of the Treadway Commission (COSO). It can be divided into a number of sub-components, as defined in the above framework, and is described in more detail below.

Control environment

The Board of Directors is responsible for effective internal control and has therefore established fundamental documents of significance for financial reporting. These documents include the Board's rules of procedure and instructions to the CEO, the Code of Conduct, financial policy, and an annual financial evaluation plan. Regular meetings are held with the Audit Committee. The Group has established a Management Assurance function, with the primary goal of providing reliable financial reporting. This function is managed by the Group Controller and reports to the Executive Team and the Audit Committee.

ASSA ABLOY's effective decentralized organizational structure makes a substantial contribution to a good control environment. All units in the Group apply uniform accounting and reporting instructions. Minimum levels for internal control of financial reporting have been established and are monitored annually for all operating companies. The Code of Conduct has been reviewed and updated, and compliance is monitored systematically in operations.

Risk assessment

Risk assessment includes identifying and evaluating the risk of material error in financial reporting and accounting at Group, division and local levels. A number of previously established documents govern the procedures to be used for accounting, finalizing accounts, reporting and review. The entire Group uses a financial reporting system with predefined report templates.

A systematic comprehensive risk assessment of financial reporting has been implemented and is monitored at Group level.

Control activities

The Group's controller and accounting organization at both central and division level plays a significant role in ensuring reliable financial information. It is responsible for complete, accurate and timely financial reporting.

A global financial Management Assurance function has been established and carries out annual financial evaluations in accordance with the plan annually adopted by the

Audit Committee. The results of the financial evaluations for 2010 are submitted to the Audit Committee and the auditors. Group-wide internal control guidelines are reviewed annually. These guidelines affect various processes, such as orders and purchasing (including payments), procedures for finalizing accounts and facilities, as well as compliance with various relevant policies and HR issues.

Information and communication

Reporting and accounting manuals as well as other financial reporting guidelines are available to all employees concerned on the Group's intranet. A regular review and analysis of financial outcomes is carried out at both business unit and division level and as part of the Board's established operating structure. The Group also has established procedures for external communication of financial information, in accordance with the rules and regulations for listed companies.

Review process

The Board of Directors and the Audit Committee evaluate and review the Annual Report and Interim Reports prior to publication. The Audit Committee monitors the financial reporting and other related issues, and regularly discusses these issues with the external auditors.

All business units report their financial results monthly in accordance with the Group's accounting principles. This reporting serves as the basis for quarterly reports and a monthly operating review. Operating reviews conform to a long-established structure – LockPack – in which sales, earnings, cash flow, capital employed and other important key figures and trends for the Group are compiled and form the basis for analysis and actions by management and controllers at different levels. Financial reviews take place quarterly at divisional board meetings, monthly in the form of performance reviews and through more informal analysis. Other

important Group-wide components of internal control are the annual business planning and budgeting process and quarterly detailed forecasts of all the financial parameters for the current calendar year.

Group-wide internal control guidelines were reviewed during the year in all operating companies through selfassessment and a second opinion from external auditors. These self-assessments are then reviewed at division and Group level to further improve the reliability of the financial reporting.

External audit

At the 2010 Annual General Meeting, Pricewaterhouse-Coopers (PwC) were appointed as the company's external auditors for a four-year period up to the 2014 Annual General Meeting, with authorized public accountant Peter Nyllinge as the auditor in charge. PwC have been the Group's auditors since the Group was formed in 1994. Peter Nyllinge, born 1966, is responsible for auditing Securitas and SäkI as well as ASSA ABLOY.

PwC submits the audit report for ASSA ABLOY AB, the Group and a large majority of the subsidiaries worldwide. The audit of ASSA ABLOY AB also includes the administration by the Board of Directors and the CEO.

The company's auditor attends all Audit Committee meetings as well as the February board meeting, at which he reports his observations and recommendations concerning the Group audit for the year.

The external audit is carried out in accordance with good auditing practice in Sweden. The audit of the financial statements for legal entities outside Sweden is carried out in accordance with statutory requirements and other applicable rules in each country. For information about the fees paid to auditors and other assignments carried out in the Group during the last three financial years, see Note 3 and the Annual Report for 2009 Note 3.

Report of the Board of Directors Remuneration guidelines for senior management

The Board's proposal to remuneration guidelines for senior management

The Board of ASSA ABLOY proposes that the 2011 Annual General Meeting adopts the following guidelines for the remuneration and other employment conditions of the President and CEO and the other members of the Executive Team. Apart from the changes resulting from the Board's proposal for a long-term incentive program (LTI 2010), the proposed guidelines below do not involve any material change, compared with the guidelines adopted by the 2010 Annual General Meeting. The basic principle is that remuneration and other employment conditions should be in line with market conditions and competitive. ASSA ABLOY takes into account both global remuneration practice and practice in the home country of each member of the Executive Team. The total remuneration of the Executive Team should consist of basic salary, variable components in the form of annual and long-term variable remuneration, other benefits and pension.

The total remuneration of the Executive Team, including previous commitments not yet due for payment, is reported in Note 32.

Fixed and variable remuneration

The basic salary should be competitive and reflect responsibility and performance. The variable part consists of remuneration paid partly in cash and partly in the form of shares. The Executive Team should have the opportunity to receive variable cash remuneration based on the outcome in relation to financial targets and, when applicable, individual targets. This remuneration should be equivalent to a maximum 75 percent of the basic salary (excluding social security expenses).

In addition, the Executive Team should, within the framework of the Board's proposal for a long-term incentive program, have the opportunity to receive variable

remuneration in the form of shares based on an interval defined by the Board regarding the development of earnings per share during 2011. This remuneration model also includes the right, when purchasing a share under certain conditions, to receive a free matching share from the company. This remuneration should, if the share price is unchanged, be equivalent to a maximum 75 percent of basic salary (excluding social security expenses).

The cost of variable remuneration for the Executive Team as above, assuming maximum outcome, amounts to a total of SEK 55 M (excluding social security expenses). This calculation is made on the basis of the current members of the Executive Team.

Other benefits and pension

Other benefits, such as company car, extra health insurance or occupational healthcare, should be payable to the extent this is considered to be in line with market conditions in the market concerned. All members of the Executive Team should be covered by defined-contribution pension plans, for which pension premiums are allocated from the executive's total remuneration and paid by the company during the period of employment.

Notice and severance pay

If the CEO is given notice, the company is liable to pay the equivalent of 24 months' salary and other employment benefits. If one of the other members of the Executive Team is given notice, the company is liable to pay a maximum 6 months' basic salary and other employment benefits plus an additional 12 months' basic salary.

Deviations from guidelines

The Board should have the right to deviate from these guidelines if there are particular reasons for doing so in an individual case.

Sales and income

  • Organic growth for comparable units was 3 percent (–12), while acquired growth was 8 percent (3).
  • Operating income (EBIT) excluding restructuring costs rose 12 percent to SEK 6,046 M (5,413), equivalent to an operating margin of 16.4 percent (15.5).
  • Earnings per share after full dilution excluding restructuring costs amounted to SEK 10.89 (9.22).

Sales

The Group's sales rose to SEK 36,823 M (34,963). Exchangerate effects had an impact on sales of SEK –1,626 M (3,491).

Change in sales

% 2009 2010
Organic growth –12 3
Acquired growth 3 8
Exchange-rate effects 9 –6
Total 0 5

The total change in sales for 2010 was 5 percent (0). Organic growth for comparable units was 3 percent (–12), while acquired units made a positive contribution of 8 percent (3).

Sales by product group

Mechanical locks, lock systems and accessories accounted for 42 percent (45) of sales. Sales of electromechanical and electronic locks rose to 36 percent (35), while security doors and fittings accounted for 22 percent (20) of sales.

Cost structure

Total wage costs, including social security expenses and pension expenses, amounted to SEK 10,110 M (10,133), corresponding to 27 percent (29) of sales. The average number of employees in the Group was 37,279 (29,375). The average number of employees in the Parent company was 104 (94).

The Group's material costs rose to SEK 12,553 M (11,346), equivalent to 34 percent (32) of sales.

Other purchasing costs totaled SEK 7,049 M (6,985), equivalent to 19 percent (20) of sales.

Depreciation and amortization of non-current assets amounted to SEK 995 M (1,014), equivalent to 3 percent (3) of sales.

Operating income

Operating income (EBIT) excluding restructuring costs rose to SEK 6,046 M (5,413) due to efficiency savings etc. The corresponding operating margin was 16.4 percent (15.5). Exchange-rate effects amounted to SEK –262 M (643).

Operating income before depreciation and amortization (EBITDA) excluding restructuring costs amounted to SEK 7,041 M (6,426). The corresponding margin was 19.1 percent (18.4).

Restructuring costs

Operating income for the year was not affected by restructuring costs. In 2009, restructuring costs totaled SEK 1,039 M, of which impairment of assets, mainly machinery and equipment, accounted for SEK 124 M. The remaining portion mainly related to payments in connection with staff redundancies.

Income before tax

Income before tax excluding restructuring costs totaled SEK 5,366 M (4,779). The exchange-rate effect amounted to SEK –232 M (598). Net financial items amounted to SEK –680 M (–634). This increase is partly attributable to the discounting effects of deferred payments for acquisitions. Profit margin – defined as income before tax in relation to sales – was 14.6 percent (13.7) excluding restructuring costs.

The Parent company's income before tax was SEK 1,679 M (1,694).

Tax

The Group's tax expense totaled SEK 1,286 M (1,081), equi valent to an effective tax rate, excluding restructuring effects, of 24 percent (27).

Earnings per share

Earnings per share after full dilution excluding restructuring costs amounted to SEK 10.89 (9.22).

SALES AND OPERATING INCOME

Income statement – Group and Statement of comprehensive income

Income statement, SEK M Note 2009 2010
Sales 2 34,963 36,823
Cost of goods sold –21,780 –21,987
Gross income 13,183 14,836
Selling expenses –5,836 –5,666
Administrative expenses 3 –1,915 –2,039
Research and Development costs –920 –1,015
Other operating income and expenses 4 –150 –73
Share of earnings in associates 5 12 3
Operating income 6–9, 32 4,374 6,046
Financial income 10 130 26
Financial expenses 9, 11 –764 –706
Income before tax 3,740 5,366
Tax on income 12 –1,081 –1,286
Net income 2,659 4,080
Net income attributable to:
Parent company shareholders' 2,626 4,050
Non-controlling interest 32 30
Earnings per share
before dilution, SEK 13 7.18 11.07
after dilution, SEK 13 7.06 10.89
after dilution excluding items affecting comparability, SEK 13 9.22 10.89
Statement of comprehensive income, SEK M
2009
2010
Profit for the year
2,659
4,080
Other comprehensive income
Exchange rate differences on translating foreign operations
–826
–1,249
Total comprehensive income
1,833
2,831
Total comprehensive income attributable to:
–Parent company shareholders'
1,814
2,805
–Non-controlling interest
19
26

EARNINGS PER SHARE AFTER TAX AND DILUTION

Earnings per share after tax and dilution1

1 Excluding items affecting compa rability 2006, 2008 and 2009.

Comments by division

ASSA ABLOY is organized into five divisions. The three divisions EMEA (Europe, Middle East and Africa), Americas (North and South America) and Asia Pacific (Asia and Pacific) manufacture and sell mechanical and electromechanical locks, security doors and fittings in their respective geographical markets. Global Technologies division operates worldwide in the product areas of access control systems, secure card issuance, identification technology and hotel locks. Entrance Systems division is a global supplier of automatic doors and service.

EMEA

Sales totaled SEK 13,036 M (13,601), with organic growth of 2 percent (–12). Acquired units contributed 1 percent (3) to sales. Operating income excluding restructuring costs amounted to SEK 2,174 M (2,056), with an operating margin (EBIT) of 16.7 percent (15.1). Return on capital employed excluding restructuring costs was 21.6 percent (16.9). Operating cash flow before interest paid amounted to SEK 2,607 M (2,850).

Following a good start to the year, growth slowed in Q3 and Q4. New innovative products and the efficiency programs implemented resulted in an increased operating margin and continued strong cash flow.

Americas

Sales totaled SEK 9,536 M (9,880), with organic growth of –2 percent (–19). Acquired units contributed 2 percent (2) to sales. Operating income amounted to SEK 1,886 M (1,925), with an operating margin (EBIT) of 19.8 percent (19.5). Return on capital employed excluding restructuring costs was 21.3 percent (20.5). Operating cash flow before interest paid amounted to SEK 2,013 M (2,677).

The division returned to positive growth in the second half of the year driven by gradually increasing demand in the renovation market. The operating margin was maintained at a high level thanks to continued active marketing and good cost control.

Asia Pacific

Sales totaled SEK 6,081 M (3,789), with organic growth of 14 percent (–1). Acquired units contributed 43 percent net (5) to sales. Operating income excluding restructuring costs amounted to SEK 843 M (459), with an operating margin (EBIT) of 13.9 percent (12.1). Return on capital employed excluding restructuring costs was 25.1 percent (16.1). Operating cash flow before interest paid amounted to SEK 917 M (610).

Growth in China was very strong, particularly for security doors. South Korea, Australia and New Zealand also performed well during the year. Operating margin and operating cash flow strengthened compared with the previous year.

Global Technologies

Sales totaled SEK 5,015 M (4,766), with organic growth of 10 percent (–12). Acquired units contributed 1 percent (–) to sales. Operating income excluding restructuring costs amounted to SEK 862 M (766), with an operating margin (EBIT) of 17.2 percent (16.1). Return on capital employed excluding restructuring costs was 14.7 percent (12.9). Operating cash flow before interest paid amounted to SEK 868 M (1,005).

The HID Global business unit showed strong organic growth, while ASSA ABLOY Hospitality returned to positive growth in the second half of the year. Increased volume and continued efficiency programs increased profitability throughout the division.

Entrance Systems

Sales totaled SEK 4,072 M (3,733), with organic growth of –2 percent (–3). Acquired units contributed 17 percent (12) to sales. Operating income excluding restructuring costs amounted to SEK 627 M (587), with an operating margin (EBIT) of 15.4 percent (15.7). Return on capital employed excluding restructuring costs was 14.6 percent (15.2). Operating cash flow before interest paid amounted to SEK 580 M (680).

New sales of automatic doors were weak throughout the year, while service sales continued to grow strongly. Operating margin and cash flow were maintained at a high level.

Other

The costs of Group-wide functions, such as Group management, accounting and finance, supply management and central product development, amounted to SEK 346 M (380). Elimination of sales between the Group's segments is included in 'Other'.

EXTERNAL SALES, 2010

EMEA, 34% (38)

Americas, 26% (28) Asia Pacific, 15% (10)

Global Technologies, 14% (13)

Entrance Systems, 11% (11)

Results by division

EMEA1 Americas2 Asia Pacific3 Global
Technologies4
Entrance
Systems
Other Total
SEK M 2009 2010 2009 2010 2009 2010 2009 2010 2009 2010 2009 2010 2009 2010
Sales, external 13,275 12,660 9,831 9,491 3,507 5,698 4,664 4,951 3,685 4,024 34,963 36,823
Sales, internal 327 376 49 45 282 384 102 64 47 48 –8077 –9167
Sales 13,601 13,036 9,880 9,536 3,789 6,081 4,766 5,015 3,733 4,072 –807 –916 34,963 36,823
Organic growth –12% 2% –19% –2% –1% 14% –12% 10% –3% –2% –12% 3%
Share of earnings in associates 4 3 8 12 3
Operating income (EBIT) exclud
ing items affecting comparability 2,056 2,174 1,925 1,886 459 843 766 862 587 627 –380 –346 5,413 6,046
Operating margin (EBIT) excluding
items affecting comparability 15.1% 16.7% 19.5% 19.8% 12.1% 13.9% 16.1% 17.2% 15.7% 15.4% 15.5% 16.4%
Items affecting comparability 6 –789 –2 –167 –81 –1,039
Operating income (EBIT) 1,267 2,174 1,925 1,886 457 843 599 862 506 627 –380 –346 4,374 6,046
Operating margin (EBIT) 9.3% 16.7% 19.5% 19.8% 12.1% 13.9% 12.6% 17.2% 13.6% 15.4% 12.5% 16.4%
Net financial items –634 –680
Tax on income –1,081 1,286
Net income 2,659 4,080
Capital employed 9,814 8,759 8,687 8,163 2,768 4,080 5,464 5,772 4,116 4,365 –467 245 30,382 31,385
– of which goodwill 5,540 5,471 6,003 6,039 1,536 3,202 4,030 4,265 3,223 3,303 20,333 22,279
– of which other intangible and
tangible assets 3,097 2,632 1,757 1,566 933 2,306 1,138 1,267 485 431 130 136 7,541 8,336
– of which shares in associates 39 37 39 37
Return on capital employed exclud
ing items affecting comparability 16.9% 21.6% 20.5% 21.3% 16.1% 25.1% 12.9% 14.7% 15.2% 14.6% 16.2% 18.5%
Operating income (EBIT) 1,267 2,174 1,925 1,886 457 843 599 862 506 627 –380 –346 4,374 6,046
Restructuring costs 789 2 167 81 1,039
Depreciation 473 417 236 222 99 142 156 145 38 57 11 14 1,014 995
Investments in fixed assets –358 –357 –138 –124 –90 –217 –190 –109 –41 –55 –9 –8 –825 –870
Sales of fixed assets 77 40 4 10 10 19 63 0 8 8 85 161 162
Change in working capital 602 334 649 19 132 130 211 –30 88 –58 –222 –33 1,460 362
Cash flow 5 2,850 2,607 2,677 2,013 610 917 1,005 868 680 580 –600 –288 7,222 6,695
Adjustment for non-cash items 127 45 127 45
Paid and received interest –507 –455 –507 –455
Operating cash flow 5 6,843 6,285
Average number of employees 10,138 9,471 6,897 6,969 7,560 15,510 2,416 2,487 2,253 2,738 112 104 29,375 37,279

1 Europe, Middle East and Africa.

2 North and South America.

3 Asia and Pacific.

4 ASSA ABLOY Hospitality and HID Global.

5 Excluding restructuring payments.

  • 6 Items affecting comparability consist of restructuring costs for 2009.
  • 7 Which of eliminations 916 SEK M (807).

The segments has been determined on the basis of reporting to the CEO, who monitors the overall performance and makes decisions on resource allocation.

The different segments obtain their revenue from the manufacture and the sale of mechanical, electromechanical and electronic locks, lock systems and accessories, and security doors and fittings.

The breakdown of sales is based on customer sales in the respective country. Sales between segments are carried out at arm's length. For further information on sales, please see Note 2.

OPERATING INCOME, 20101, 2

EMEA, 34% (36) Americas, 30% (33) Asia Pacific, 13% (8) Global Technologies, 13% (13) Entrance Systems, 10% (10)

1 Operating income excluding items affecting compa rability. 2 "Other" is not included in the calculation. See section Comments by division for what is included in "Other".

AVERAGE NUMBER OF EMPLOYEES, 2010

  • EMEA, 25% (35) Americas, 19% (23)
  • Asia Pacific, 42% (26)
  • Global Technologies, 7% (8) Entrance Systems, 7% (8)
  • ASSA ABLOY ANNUAL REPORT 2010 GROUP FINANCIAL REPORTS 77

Financial position

  • Capital employed amounted to SEK 31,385 M (30,382).
  • A strong positive operating cash flow reduced net debt to SEK 10,564 M (11,048).
  • The net debt/equity ratio was 0.51 (0.57).
SEK M 2009 2010
Capital employed 30,382 31,385
– of which, goodwill 20,333 22,279
Net debt 11,048 10,564
Equity 19,334 20,821
– of which non-controlling
interests 162 169

Capital employed

The Group's capital employed – defined as total assets less interest-bearing assets and non-interest-bearing liabilities including deferred tax liabilities – amounted to SEK 31,385 M (30,382). The return on capital employed excluding items affecting comparability was 18.5 percent (16.2).

Intangible assets amounted to SEK 25,193 M (22,324). This increase is mainly due to the effects of completed acquisitions. During the year, goodwill and other intangible assets with an indefinite useful life have arisen to a preliminary value of SEK 3,818 M. A valuation model based on discounted future cash flows is used for impairment testing of goodwill and other intangible assets with an indefinite useful life.

Tangible assets amounted to SEK 5,422 M (5,550). Capital expenditure on tangible assets and intangible assets, less sales of tangible assets and intangible assets, totaled SEK 708 M (664). Depreciation amounted to SEK 995 M (1,014).

Accounts receivables totaled SEK 5,596 M (5,618) and inventories totaled SEK 4,825 M (4,349). The average collection period for accounts receivables was 51 days (55). Material throughput time was 103 days (97). The Group is making systematic efforts to increase capital efficiency.

Net debt

Net debt amounted to SEK 10,564 M (11,048), of which pension commitments and other remuneration on termination of employment accounted for SEK 1,078 M (1,118). Net debt was increased by acquisitions and the dividend to shareholders and reduced by the continued strong positive operating cash flow. The net reduction is mainly due to a continued good earnings trend and a release of working capital.

External financing

The Group's long-term loan financing mainly consists of Private Placement Programs in the USA totaling USD 580 M (630), GMTN-programs of SEK 2,705 M (3,292) and Incentive Programs of EUR 100 M (138). The change in long-term loans is mainly due to some of the original long-term loans now having less than one year to maturity. In addition, a bilateral bank loan totaling SEK 1,000 M was repaid in 2010. During the year long-term bilateral financing totaling SEK 139 M was raised.

The Group's short-term loan financing mainly consists of two Commercial Paper Programs for a maximum of USD 1,000 M (1,000) and SEK 5,000 M (5,000) respectively. At year-end, SEK 747 M (632) of the Commercial Paper Programs had been utilized. In addition, substantial credit facilities are available, mainly in the form of a Multi-Currency Revolving Credit Facility for a maximum of EUR 1,100 M (1,100), which was not utilized at all at year-end. To secure financing for the acquisition of Cardo, additional credit facilities totaling SEK 14,300 M were secured. These have a term of between 1 and 3 years. Following completion of the acquisition, these credit facilities will, however, be refinanced on the capital markets in good time before maturity.

The interest coverage ratio, defined as income before tax plus net interest, divided by net interest, was 10.1 (7.2). Fixed interest terms fell somewhat during the year, with an average term of 23 months (25) at year-end.

Cash and cash equivalents amounted to SEK 1,302 M (2,235) and are invested in banks with high credit ratings.

Some of the Group's main financing agreements contain a customary Change of Control clause. The effect of this clause is that lenders have the right in certain circumstances to demand the renegotiation of conditions or to terminate the agreement if control of the company should change.

Equity

The Group's equity totaled SEK 20,821 M (19,334) at yearend. The return on shareholders' equity amounted to 19.1 percent (12.7). The equity ratio was 45.9 percent (45.4). The debt/equity ratio, defined as net debt divided by equity, was 0.51 (0.57).

06 08 09 10 07

NET DEBT

Balance sheet – Group

SEK M Note 2009 2010
ASSETS
Non-current assets
Intangible assets 14 22,324 25,193
Tangible assets 15 5,550 5,422
Shares in associates 17 39 37
Other long-term financial assets 19 334 856
Deferred tax receivables 18 814 702
Total non-current assets 29,061 32,210
Current assets
Inventories 20 4,349 4,825
Accounts receivables 21 5,618 5,596
Current tax receivables 231 311
Other short-term receivables 541 581
Prepaid expenses and accrued income 399 416
Derivative financial instruments 33 100 146
Short-term investments 33 84 2
Cash and cash equivalents 33 2,235 1,302
Total current assets 13,557 13,179
TOTAL ASSETS 42,618 45,389
EQUTIY AND LIABILITIES
Equity
Parent company's shareholders
Share capital 23 366 366
Other contributed capital 8,887 8,921
Exchange rate differences 760 –484
Retained earnings 9,159 11,849
Non-controlling interest 19,172
162
20,652
169
Total equity 19,334 20,821
Non-current liabilities
Long-term loans 33 9,263 7,235
Convertible debenture loans 33 1,429 899
Deferred tax liabilities 18 63 309
Pension provisions 24 1,118 1,078
Other long-term provisions 25 1,829 1,793
Other long-term liabilities 33 176 2,134
Total non-current liabilites 13,878 13,448
Current liabilities
Short-term loans 33 1,869 2,481
Convertible debenture loans 33 311
Derivative financial instruments 33 32 72
Accounts payables 2,682 3,123
Current tax liabilities 324 458
Short-term provisions 25 726 771
Other short-term liabilities 26 895 1,146
Accrued expenses and prepaid income 27 2,878 2,758
Total current liabilities 9,406 11,120
TOTAL EQUITY AND LIABILITIES 42,618 45,389

Cash flow

  • Operating cash flow remained strong and amounted to SEK 6,285 M (6,843).
  • Change in working capital amounted to SEK 362 M (1,460).

Operating cash flow

SEK M 2009 2010
Operating income (EBIT) 4,374 6,046
Restructuring costs 1,039
Depreciation 1,014 995
Net capital expenditure –664 –708
Change in working capital 1,460 362
Paid and received interest –507 –455
Non-cash items 127 45
Operating cash flow¹ 6,843 6,285
Operating cash flow/
Income before tax
1.432 1.17

1 Excluding restructuring payments.

² Excluding restructuring costs.

The Group's operating cash flow amounted to SEK 6,285 M (6,843), equivalent to 117 percent (143) of income before tax excluding restructuring costs. The Parent company's cash flow amounted to SEK 0 M (–1).

Net capital expenditure

Direct net capital expenditure on intangible assets and tangible assets totaled SEK 708 M (664), equivalent to 71 percent (65) of depreciation of intangible assets and tangible assets. The low net capital expenditure is partly due to the Group's long-term efforts to streamline the production structure.

Change in working capital

SEK M 2009 2010
Inventories 987 –338
Accounts receivables 806 –118
Accounts payables –232 406
Other working capital –102 412
Change in working capital 1,460 362

The material throughput time was 103 days (97) at yearend. Capital tied up in inventories and accounts receivables increased during the year, which had an impact on cash flow of SEK –456 M (1,793) overall. However, total working capital tied up fell, due to suppliers' increased credit periods.

Relationship between cash flow from operating activities and operating cash flow

SEK M 2009 2010
Cash flow from operating activities 5,924 5,729
Restructuring payments 676 465
Net capital expenditure –664 –708
Reversal of tax paid 907 799
Operating cash flow 6,843 6,285

Investments in subsidiaries

The total purchase price for acquisitions of subsidiaries amounted to SEK 4,898 M (1,107). Acquired cash totaled SEK 705 M (50).

Change in net debt

Net debt was mainly affected by the strong positive operating cash flow, the dividend to shareholders and acquisitions.

SEK M 2009 2010
Net debt at 1 January 14,013 11,048
Operating cash flow –6,843 –6,285
Restructuring payments 676 465
Tax paid 907 799
Acquisitions/Disposals 1,171 3,319
Dividend 1,317 1,317
Purchase of treasury shares 48
Exchange rate differences –193 –147
Net debt at 31 December 11,048 10,564

INCOME BEFORE TAX AND OPERATING CASH FLOW

Income before tax1 Operating cash flow

800

0

2.5

SEK M %

CAPITAL EXPENDITURE

06 08 09 10 07

1,000

Net capital expenditure

Cash flow statement – Group

SEK M Note 2009 2010
OPERATING ACTIVITIES
Operating income 4,374 6,046
Depreciation 8 1,014 995
Reversal of restructuring costs 1,039
Restructuring payments –676 –465
Non-cash items 31 127 45
Cash flow before interest and tax 5,878 6,621
Interest paid –596 –463
Interest received 89 8
Tax paid on income –907 –799
Cash flow before changes in working capital 4,464 5,367
Changes in working capital 31 1,460 362
Cash flow from operating activities 5,924 5,729
INVESTING ACTIVITIES
Investments in tangible and intangible assets 14, 15 –825 –870
Sales of tangible and intangible assets 14, 15 161 162
Investments in subsidiaries 31 –1,077 –2,594
Disposals of subsidiaries 31 –71 –34
Other investments 31 –23 –691
Cash flow from investing activities –1,835 –4,027
FINANCING ACTIVITES
Dividends –1,317 –1,317
Long-term loans raised 3,384 139
Long-term loans repaid –2,601 –1,000
Purchase of treasury shares –48
Net cash effect of changes in other borrowings –3,207 –371
Cash flow from financing activities – 3,741 –2,597
CASH FLOW 348 –895
CASH AND CASH EQUIVALENTS
Cash and cash equivalents at 1 January 1,931 2,235
Cash flow 348 –895
Effect of exchange rate differences –44 –38
Cash and cash equivalents at 31 December 33 2,235 1,302

Changes in equity – Group

Parent company's shareholders
SEK M Note Share
capital
Other con
tributed
capital
Exchange rate
differences
Retained
earnings
Non control
ling interest
Total
Opening balance 1 January 2009 23 366 8,887 1,572 7,850 163 18,838
Profit for the year
Other comprehensive income
–812 2,626 32
–13
2,659
–826
Total comprehensive income –812 2,626 19 1,833
Dividend for 2008
Change in non-controlling interest
23 –1,317 –20 –1,317
–20
Sum of transactions with parent
company shareholders'
–1,317 –20 –1,337
Closing balance 31 December 2009 23 366 8,887 760 9,159 162 19,334
Opening balance 1 January 2010 23 366 8,887 760 9,159 162 19,334
Profit for the year
Other comprehensive income
–1,244 4,050 30
–5
4,080
–1,249
Total comprehensive income –1,244 4,050 26 2,831
Dividend for 2009
Stock purchase plans
23 –1,317
6
–1,317
6
Share issue 0 34 34
Purchase of treasury shares
Change in non-controlling interest
–48 –19 –48
–19
Sum of transactions with parent
company shareholders'
0 34 –1,359 –19 –1,344
Closing balance 31 December 2010 23 366 8,921 –484 11,849 169 20,821

SHAREHOLDERS' EQUITY PER SHARE AFTER DILUTION AND RETURN ON SHAREHOLDERS' EQUITY AFTER TAX

share after dilution, SEK

equity after tax, %

DIVIDEND

Dividend per share Earnings per share after tax and dilution1

1 Excluding items affecting comparability 2006, 2008 and 2009.

Eden Park is ready for 2011 Rugby World Cup

Located in the heart of Auckland, Eden Park is New Zealand's largest stadium and host to about half a million sport fans and patrons from around the globe each year.

The stadium will host the 2011 Rugby World Cup, which includes the opening ceremony and final matches. The redevelopment of the Eden Park stadium, which has 100 years' history behind it, has included the new three-tier South Stand, a two-tier East Stand with acoustic barrier for noise control, a 2,000 seat extension to the ASB stand and a modern public concourse connecting all stands to the now internalized transportation hub.

A full door hardware schedule for the project was provided to the architects by ASSA ABLOY New Zealand's specification team. This schedule took into consideration the multifaceted security needs of the project, including perimeter security, crowd control and safety egress. In addition, the delivery of timely and reliable information allowed for an accurate information flow from the hardware merchants right through to the construction team.

Parent company financial statements

Income statement – Parent company

Statement of comprehensive income – Parent company

Balance sheet – Parent company

SEK M Note 2009 2010
Administrative expenses 3, 6, 8, 9 –610 –612
Research and Development costs 6, 8, 9 –222 –233
Other operating income and expenses 4 1,398 1,623
Operating income 9, 32 566 778
Financial income 10 1,365 1,147
Financial expenses 9, 11 –237 –246
Income before tax 1,694 1,679
Tax on income 12 –158 –187
Net income 1,536 1,492
SEK M 2009 2010
Net income 1,536 1,492
Other comprehensive income
Changes in value of financial instruments –408
Group contributions –594 –725
Tax effect of Group contributions 157 190
Total comprehensive income 691 957
SEK M Note 2009 2010
ASSETS
Non-current assets
Intangible assets 14 321 150
Tangible assets 15 3 3
Shares in subsidiaries 16 19,115 19,686
Other long-term financial assets 19 34 776
Total non-current assets 19,473 20,615
Current assets
Receivables from subsidiaries 4,118 3,476
Other short-term receivables 28 58
Prepaid expenses and accrued income
Cash and cash equivalents
30
0
25
0
Total current assets
TOTAL ASSETS
4,176
23,649
3,559
24,174
EQUITY AND LIABILITIES
Equity 22
Restricted equity
Share capital
23 366 366
Statutory reserve 8,905 8,905
Unrestricted equity
Premium fund 34
Retained earnings 2,343 1,984
Net income 1,536 1,492
Total equity 13,150 12,781
Provisions
Other provisions 25 5
Total provisions 5
Non-current liabilities
Long-term loans 33 4,291 2,702
Convertible debenture loans 33 1,429 899
Total non-current liabilities 5,720 3,601
Current liabilities
Short-term loans 33 681 300
Convertible debenture loans 33 311
Accounts payables 20 20
Short-term liabilities to subsidiaries 3,906 6,960
Current tax liabilities 16 16
Other short-term liabilities 6 6
Accrued expenses and prepaid income 27 145 179
Total current liabilities 4,774 7,792
TOTAL EQUITY AND LIABILITIES 23,649 24,174
Assets pledged 29

Contingent liabilities 28 7,472 6,136

Cash flow statement – Parent company

SEK M Note 2009 2010
OPERATING ACTIVITIES
Operating income 566 778
Depreciation 8 183 183
Cash flow before interest and tax 749 961
Paid and received interest 45 –145
Dividends received 898 1,028
Tax paid and received –29 9
Cash flow before changes in working capital 1,663 1,853
Changes in working capital –4 –141
Cash flow from operating activities 1,659 1,712
INVESTING ACTIVITIES
Investment in tangible and intangible assets –1 –11
Sales of tangible and intangible assets 4 0
Investments in subsidiaries –1,439 –603
Other investments 23 –713
Cash flow from investing activities –1,413 –1,327
FINANCING ACTIVITIES
Dividends – 1,317 –1,317
Loan raised 5,859 4,415
Loan repaid –4,789 –3,435
Purchase of treasury shares –48
Cash flow from financing activities –247 –385
CASH FLOW –1 0
CASH AND CASH EQUIVALENTS
Cash and cash equivalents at 1 January 1 0
Cash flow –1 0
Cash and cash equivalents at 31 December 0 0

Change in equity

– Parent company

Restricted shareholders' equity Unrestricted shareholders' equity
SEK M Note Share
capital
Statutory
reserve
Fair value
reserve
Premium
fund
Retained
earnings
Total
Opening balance 1 January 2009 366 8,905 408 4,097 13,776
Profit for the year 1,536 1,536
Changes in value of financial instruments –408 –408
Group contributions –594 –594
Tax effect of Group contributions 157 157
Total comprehensive income –408 1,099 691
Dividend for 2008 23 –1,317 –1,317
Sum of transactions with parent company shareholders' –1,317 –1,317
Closing balance 31 December 2009 23 366 8,905 3,879 13,150
Opening balance 1 January 2010 366 8,905 3,879 13,150
Profit for the year 1,492 1,492
Group contributions –725 –725
Tax effect of Group contributions 190 190
Total comprehensive income 957 957
Stock purchase plans 6 6
Purchase of treasury shares –48 –48
Share issue 0 34 34
Dividend for 2009 23 –1,317 –1,317
Sum of transactions with parent company shareholders' 0 34 –1,359 – 1,325
Closing balance 31 December 2010 23 366 8,905 34 3,476 12,781

Notes

Note 1 Significant accounting and valuation principles

The Group

ASSA ABLOY applies International Financial Reporting Standards (IFRS) as endorsed by the European Union (EU), the Swedish Annual Accounts Act and standard RFR 1.3 of the Swedish Financial Reporting Board. The accounting principles are based on IFRS as endorsed by 31 December 2010 and have been applied to all years presented, unless stated otherwise. This Note describes the most significant accounting principles that have been applied in the preparation of the financial statements, which comprise the information appearing on pages 59–116.

Basis of preparation

ASSA ABLOY's consolidated financial statements have been prepared in accordance with IFRS as endorsed by the EU. The consolidated financial statements have been prepared in accordance with the cost method, except regarding financial assets and liabilities (including derivatives) measured at fair value through profit and loss.

The preparation of financial statements requires estimates and assessments to be made for accounting purposes. The management also makes assessments when applying the Group's accounting principles. Estimates and assessments may affect the income statement and balance sheet as well as the supplementary information that appears in the financial statements. Thus changes in estimates and assessments may lead to changes in the financial statements.

Estimates and assessments play an important part in the valuation of items such as identifiable assets and liabilities in acquisitions, impairment testing of goodwill and other assets, in determining actuarial assumptions for calculating employee benefits and other types of provisions, as well as in the valuation of deferred taxes. Estimates and assessments are continually reassessed and are based on a combination of historical experience and reasonable expectations about the future.

The Group considers that estimates and assessments relating to impairment testing of goodwill and other intangible assets with indefinite useful life are of material importance to the consolidated financial statements. The Group tests carrying amounts for impairment on an annual basis. The recoverable amounts of cash generating units are determined by calculating their values in use. The calculations are based on certain assumptions about the future which, for the Group, are associated with the risk of material adjustments in carrying amounts during the next financial year. Material assumptions and the effects of reasonable changes in them are described in Note 14.

New and revised standards applied by the Group The Group has applied the following new and revised IFRS from 1 January 2010.

• IFRS 3 (Revised), Business Combinations is applied to all business combinations acquired on or after 1 January 2010. IFRS 3 R continues to apply the purchase method but with some significant differences compared with IFRS 3. For example, all payments relating to the acquisition are carried at fair value at the acquisition date, while subsequent additional purchase considerations are classified as liabilities that are then revalued through profit and loss. Noncontrolling interests in the acquired business can be measured, on an optional individual basis, either at fair value or at the proportional share of the net assets of the acquired business held by non-controlling interests. All acquisitionrelated transaction costs are expensed as incurred.

• IAS 27 (Revised), Consolidated and Separate Financial Statements requires that the effects of all transactions with non-controlling interests (previously minority interests) are recognized in equity unless it involves a change in the controlling interest. This standard also states that when a Parent company loses its controlling interest, any remaining share is revalued at fair value and a profit or loss is recognized in the income statement.

New and amended standards not yet effective The following new IFRS and revisions to current IFRS have been published but are not yet effective, and have not been applied in the preparation of the financial statements.

  • IAS 24 (Revised): Related Party Disclosures, effective from 1 January 2011.
  • IFRIC 19: Extinguishing Financial Liabilities with Equity Instruments, effective from 1 July 2010, not yet endorsed by the EU.
  • IFRIC 14 (Revised): Prepayments of a Minimum Funding Requirement. The Limit on a Defined Benefit Asset, Minimum Funding Requirements and their Interaction, effective from 1 January 2011, not yet endorsed by the EU.
  • IASB Annual Improvement Project, effective from 1 January 2011, not yet endorsed by the EU.
  • IFRS 9, Financial Instruments, effective from 1 January 2013, not yet endorsed by the EU.
  • IAS 32 (Revised): Classification of Rights Issues, effective for financial years beginning 1 February 2010 or later.

Management analyzes the impact of the new and amended standards on the financial statements. The revisions will not affect the financial statements prepared prior to the effective dates. The current assessment is that none of the new and revised standards listed above will have a significant impact on the Group's financial statements.

Consolidated financial statements

The consolidated financial statements include ASSA ABLOY AB (the Parent company) and companies in which the Parent company held, directly or indirectly, more than 50 percent of the voting rights at the end of the period, as well as companies in which the Parent company otherwise has a controlling interest, for example by having the right to formulate financial and operating strategies. Companies acquired during the year are included in the consolidated financial statements with effect from the date when a controlling interest was obtained. Companies sold during the year are included in the consolidated financial statements up to the date when a controlling interest ceased.

The consolidated financial statements have been prepared in accordance with the purchase method, which means that the cost of shares in subsidiaries is eliminated against their equity at the time of acquisition. In this context, equity in subsidiaries is determined on the basis of the fair value of assets, liabilities and contingent liabilities at the acquisition date. Thus only that part of subsidiaries' equity that has arisen after the acquisition date is included in the Group's equity. A positive difference between the cost of shares in subsidiaries and the fair value of the Group's share of acquired net assets is reported as goodwill. A negative difference, negative goodwill, is recognized immediately in the income statement. As from 1 January 2010 additional purchase considerations are classified as financial liabilities and revalued through profit and loss in operating income. Substantial additional purchase considerations are discounted to present value. Acquisition-related transaction costs are expensed as incurred.

Intragroup transactions and balance sheet items and unrealized profits on transactions between Group companies are eliminated in the consolidated financial statements.

Non-controlling interests

Non-controlling interests are based on subsidiaries' accounts with application of fair value adjustments resulting from a completed acquisition analysis. Non-controlling interests' share in subsidiaries' earnings is shown in the income statement, in which net income is attributed to the Parent company's shareholders and to non-controlling interests. Non-controlling interests' share in subsidiaries' equity is shown separately in consolidated equity. Transactions with non-controlling interests are shown as transactions with the Group's shareholders.

Associates

Associates are defined as companies which are not subsidiaries but in which the Group has a significant, but not a controlling, interest. This is usually taken to be companies in which the Group's shareholding represents between 20 and 50 percent of the voting rights.

Interests in associates are accounted for in accordance with the equity method. In the consolidated balance sheet, shareholdings in associates are reported at cost, and the carrying amount is adjusted for the share of associates' earnings after the acquisition date. Dividends from associates are reported as a reduction in the carrying amount of the holdings. The share of associates' earnings is reported in the consolidated income statement in operating income as the holdings are related to business operations.

Segment reporting

Operating segments are reported in accordance with internal reporting to the chief operating decision maker. Chief operating decision maker is the function that is responsible for allocation of resources and assessing performance of the operating segments. The divisions form the operational structure for internal control and reporting and also constitute the Group's segments for external financial reporting. The Group's business is divided into five divisions. Three divisions are based on products sold in local markets in the respective division: EMEA, Americas and Asia Pacific. Global Technologies' and Entrance Systems' products are sold worldwide.

Foreign currency translation

Functional currency corresponds to local currency in each country where Group companies operate. Transactions in foreign currencies are translated to functional currency by application of the exchange rates prevailing on the transaction date. Foreign exchange gains and losses arising from the settlement of such transactions are normally reported in the income statement, as are those arising from translation of monetary balance sheet items in foreign currencies at the year-end rate. Exceptions are transactions relating to qualifying cash flow hedges, which are reported in comprehensive income. Receivables and liabilities are valued at the year-end rate.

In translating the accounts of foreign subsidiaries prepared in functional currencies other than the Group's presentation currency, all balance sheet items except net income are translated at the year-end rate and net income is translated at the average rate. The income statement is translated at the average rate for the period. Foreign exchange differences arising from the translation of foreign subsidiaries are reported as translation differences in comprehensive income.

The rates for currencies used in the Group, relative to the Group's presentation currency (SEK), were as follows – the weighted average for the year, and the closing day rate.

Average rate Closing rate
Country Currency 2009 2010 2009 2010
Argentina ARS 2.06 1.85 1.88 1.72
Australia AUD 5.98 6.61 6.42 6.93
Brazil BRL 3.80 4.10 4.13 4.05
Canada CAD 6.68 6.98 6.86 6.85
Switzerland CHF 7.05 6.94 6.94 7.20
Chile CLP 0.014 0.014 0.014 0.015
Colombia COP 0.0035 0.0038 0.0035 0.0034
China CNY 1.12 1.07 1.05 1.03
Czech Republic CZK 0.40 0.38 0.39 0.35
Denmark DKK 1.43 1.28 1.39 1.21
Estonia EEK 0.68 0.61 0.66 0.57
Euro zone EUR 10.63 9.57 10.32 8.99
United Kingdom GBP 11.85 11.14 11.44 10.53
Hong Kong HKD 0.99 0.93 0.93 0.88
Hungary HUF 0.038 0.035 0.038 0.032
Israel ILS 1.95 1.93 1.89 1.91
Kenya KES 0.099 0.091 0.095 0.085
South Korea KRW 0.0060 0.0062 0.0062 0.0060
Lithuania LTL 3.08 2.77 2.99 2.60
Mexico MXN 0.56 0.57 0.55 0.55
Malaysia MYR 2.17 2.24 2.10 2.21
Norway NOK 1.21 1.19 1.24 1.15
New Zealand NZD 4.80 5.19 5.15 5.21
Poland PLN 2.46 2.38 2.50 2.26
Russia RUB 0.24 0.24 0.24 0.23
Singapore SGD 5.25 5.29 5.12 5.28
Thailand THB 0.22 0.23 0.22 0.23
USA USD 7.63 7.23 7.19 6.84
South Africa ZAR 0.92 0.98 0.97 1.02

Revenue

Revenue comprises the fair value of goods sold, excluding VAT and discounts, and after eliminating intra-group sales. The Group's sales revenue arises principally from sales of products. Service related to products sold makes up a limited fraction of revenue. Revenue from sales of the Group's products is recognized when all significant risks and rewards associated with ownership are transferred to the purchaser in accordance with applicable conditions of sale, which is normally upon delivery. If the product requires installation at the customer's premises, revenue is recognized when installation is completed. Revenue from service contracts is recognized on a continuous basis over the contract period. In the case of installations over a longer period of time, the percentage of completion method is used.

Intra-group sales

Transactions between Group companies are carried out at arm's length and thus at market prices. Intra-group sales are eliminated from the consolidated income statement, and profits on such transactions have been eliminated in their entirety.

Government grants

Grants and support from governments, public authorities etc are reported when there is reasonable assurance that the company will comply with the conditions attaching to the grant and that the grant will be received. Grants relating to assets are reported after reducing the carrying amount of the asset by the amount of the grant.

Research and development

Research costs are expensed as they are incurred. Development costs are reported in the balance sheet only to the extent that they are expected to generate future economic benefits for the Group and provided such benefits can be reliably measured.

Note 1 cont.

Capitalized development expenditure is amortized over the expected useful life. Such intangible assets, which are not yet in use, are tested annually for impairment. Expenditure on the development of existing products is expensed as incurred.

Borrowing costs

Borrowing costs are interest expenses and other expenses directly related to borrowing. Borrowing costs directly relating to acquisition, construction or production of a qualified asset (an asset that necessarily takes a substantial period of time to complete for its intended use or sale) are capitalized as part of the cost of that asset. Other borrowing costs are recognized as expenses in the period in which they are incurred.

Tax on income

The income statement includes all tax that is to be paid or received for the current year, adjustments relating to tax due for previous years, and changes in deferred tax. Tax sums have been calculated as nominal amounts, in accordance with the tax regulations in each country, and in accordance with tax rates that have either been decided or have been notified and can confidently be expected to be confirmed. For items reported in the income statement, associated tax effects are also reported in the income statement. The tax effects of items reported directly against equity or comprehensive income are themselves reported against equity or comprehensive income. Deferred tax is accounted for using the liability method. This means that deferred tax is accounted for on all temporary differences between the carrying amounts of assets and liabilities and their respective tax bases. Deferred tax assets relating to tax losses carried forward or other future tax allowances are reported to the extent that it is probable that the allowance can be set against taxable income in future taxation. Deferred tax liabilities relating to temporary differences resulting from investments in subsidiaries are not reported in the consolidated financial statements, since the Parent company can control the time at which the temporary differences are reversed, and it is not considered likely that such reversal will occur in the foreseeable future. Deferred tax assets and deferred tax liabilities are offset when there is a legal right to do so and when the deferred tax amounts concern the same tax authority.

Cash flow statement

The cash flow statement has been prepared according to the indirect method. The reported cash flow includes only transactions involving cash payments.

Cash and cash equivalents

'Cash and cash equivalents' covers cash and bank balances and short-term financial investments with durations of less than three months from the acquisition date.

Goodwill and acquisition-related intangible assets Goodwill represents the positive difference between the cost of acquisition and the fair value of the Group's share of the acquired company's net identifiable assets at the acquisition date, and is reported at cost less accumulated impairment losses. Goodwill is allocated to cash generating units (CGU) and is tested annually to identify any impairment loss. Cash generating units are subject to systematic annual impairment testing using a valuation model based on discounted future cash flows. Deferred tax assets based on local tax rates are reported in terms of tax-deductible goodwill (with corresponding reduction of the goodwill value).

Such deferred tax assets are expensed as the tax deduction is utilized. Other acquisition-related intangible assets consist chiefly of various types of intellectual property rights, such as brands, technology and customer relationships. Identifiable acquisition-related intellectual property rights are initially recognized at fair value at the acquisition date and subsequently at cost less accumulated amortization and impairment losses. Amortization is on a straight-line basis over the estimated useful life. Acquisition-related intangible assets with an indefinite useful life are tested for impairment annually in the same way as goodwill.

Other intangible assets

An intangible asset that is not acquisition-related is reported only if it is likely that the future economic benefits associated with the asset will flow to the Group, and if the cost of the asset can be measured reliably. Such an asset is initially recognized at cost and is amortized over its estimated useful life, usually between three and five years. Its carrying amount is cost less accumulated amortization and impairment losses.

Tangible assets

Tangible assets are reported at cost less accumulated depreciation and impairment losses. Cost includes expenditure that can be directly attributed to the acquisition of the asset. Subsequent expenditure is capitalized if it is probable that economic benefits associated with the asset will flow to the Group, and if the cost can be reliably measured. Expenditure on repairs and maintenance is expensed as it is incurred. Depreciable amount is the cost of an asset less its estimated residual value. No depreciation is applied to land. For other assets, cost is depreciated over the estimated useful life, which for the Group results in the following average depreciation periods:

  • Office buildings 50 years.
  • Industrial buildings 25 years.
  • Plant and machinery 7–10 years.
  • Equipment and tools 3–6 years.

The residual value and useful life of assets are reviewed at each financial year-end and adjusted when necessary. Profit or loss on the disposal of tangible assets is recognized in the income statement as 'Other operating income' or 'Other operating expenses', based on the difference between the selling price and the carrying amount.

Leasing

The Group's leasing is chiefly operating leasing. The lease payments are expensed at a constant rate over the period of the contract and are reported as operating expenses.

Impairment

Assets with an indefinite useful life are not amortized but are tested for impairment on an annual basis. For impairment testing purposes, assets are grouped at the lowest organizational level where there are separate identifiable cash flows, so-called cash generating units (CGU).

For assets that are depreciated/amortized, impairment testing is carried out when events or circumstances indicate that the carrying amount may not be recoverable. When an impairment loss has been established, the value of the asset is reduced to its recoverable amount. The recoverable amount is the higher of the asset's fair value less selling expenses, and its value in use.

Inventories

Inventories are valued in accordance with the 'first in, first out' principle at the lower of cost and net realizable value at year-end. Deductions are made for internal profits arising from deliveries between Group companies. Work in progress and finished goods include both direct costs incurred and a fair allocation of indirect manufacturing costs.

Accounts receivables

Accounts receivables are recognized initially at fair value and subsequently measured at amortized cost using the effective interest method. A provision is recognized when there is objective evidence that the Group will not be able to collect recorded amounts. The year's change in such a provision is reported in the income statement.

Financial assets

Financial assets include cash and cash equivalents, accounts receivables, short-term investments and derivatives and are classified in the following categories; financial assets valued at fair value through the income statement, available-forsale assets, loan receivables and accounts receivables. Management determines the classification of its financial assets at initial recognition.

Financial assets valued at fair value

through the income statement This category has two sub-categories: financial assets heldfor-trading and those designated at fair value through income statement at inception. A financial asset is classified in this category if acquired principally for the purpose of selling in the short term or if so designated by management. Derivatives are also classified as held-for-trading unless they are designated as hedges. Assets in this category are classi-

fied as current assets.

Available-for-sale financial assets

Available-for-sale financial assets are non-derivative assets that have been identified as available for sale or assets that have not been classified in any other category. They are included in Non-current assets, unless management intends to sell the asset within 12 months of the end of the reporting period. Changes in fair value are reported in Other comprehensive income.

Loan receivables and accounts receivables

Accounts receivables and short-term investments are nonderivative financial assets with fixed or determinable payments that are not quoted in an active market. They are included in current assets, except for maturities greater than 12 months after the reporting date, which are classified as non-current assets.

Financial liabilities

Financial liabilities include additional purchase considerations, loan liabilities, accounts payables and derivative instruments. Reporting depends on how the liability is classified.

Financial liabilities valued at fair value through the income statement

This category includes derivatives with negative fair value that are not used for hedging, additional purchase considerations and financial liabilities held for trading. Liabilities are measured at fair value on a continuous basis and changes in value are reported in the income statement as a financial item.

Loan liabilities

Loan liabilities are valued initially at fair value after transaction costs, and thereafter at amortized cost. The amortized cost is determined based on the effective interest rate when the loan was raised. Accordingly, surplus values and negative surplus values as well as direct issue expenses are allocated over the loan period. Long-term loan liabilities have an anticipated term to maturity exceeding one year, while current loan liabilities have a term to maturity of less than one year.

Accounts payables

Trade payables are valued at fair value and thereafter at amortized cost using the effective interest method.

Recognition and measurement of financial assets and liabilities

Regular purchases and sales of financial assets are recognized on the trade date, the date on which the Group commits to purchase or sell the asset. Investments are initially recognized at fair value plus transaction costs for all financial assets not carried at fair value through the income statement, where the transaction cost is reported in the income statement. The fair values of quoted investments are based on current bid prices. If the market for a financial asset is not active, the Group establishes fair value by using various valuation techniques. These include the use of available information on recent arm's-length transactions, reference to other instruments that are substantially the same and discounted cash-flow analysis. The Group assesses at each reporting date whether there is objective evidence that a financial asset or a group of financial assets is impaired. A financial asset is derecognized when the right to receive cash flows from the asset expires or is transferred to another party through the transfer of all the risks and benefits associated with the asset to the other party. A financial liability is derecognized when the obligation is fulfilled, cancelled or expires, see above.

Derivative instruments and hedging

Derivatives are recognized in the balance sheet at transaction date and are measured at fair value, both initially and on subsequent revaluations. The method of reporting profit or loss depends on whether the derivative is classified as a hedging instrument, and if so, the nature of the item being hedged. Derivatives are classified within the Group as either fair value hedges of recognized assets or liabilities or a firm commitment (fair value hedge).

For fair value hedges, changes in value of both the hedged item and the hedging instrument are reported in the income statement (financial items) in the period in which they arise. Changes in fair value of derivatives not designated as hedging instruments are reported on a continuous basis in the income statement (financial items). For net investment hedges, the part of changes in fair value classified as effective is recognized in other comprehensive income. The ineffective part of the profit or loss is recognized immediately in the income for the period as financial items. Accumulated profit or loss in other comprehensive income is recognized in the income for the period when foreign operations, or part thereof, are sold.

Changes in fair value for derivatives not designated as hedging instruments are reported on a continuous basis in the income statement (financial items).

When the transaction is entered into, the Group documents the relationship between the hedging instrument and the hedged item, as well as the Group's risk management objectives and risk management strategy as regards the hedging. The Group also documents its assessment, both when

Note 1 cont.

hedging is entered into and on a regular basis, of whether the derivative instruments used in hedge transactions are effective in counteracting changes in fair value that relate to the hedged items. The fair value of currency derivatives is calculated at net present value based on prevailing forward contract prices on the reporting date, while interest rate swaps are valued using estimates of future discounted cash flows.

Provisions

A provision is recognized when the Group has a legal or constructive obligation resulting from a past event and it is probable that an outflow of resources will be required to settle the obligation, and that a reliable estimate can be made of the amount. Provisions are reported at a value representing the probable outflow of resources that will be needed to settle the obligation. The amount of a provision is discounted to present value where the effect of time value is material.

Employee benefits

Both defined contribution and defined benefit pension plans exist in the Group. Comprehensive defined benefit plans are found chiefly in the USA, the UK and Germany. Post-employment medical benefits also exist, mainly in the USA, which are reported in the same way as defined benefit pension plans. Calculations relating to the Group's defined benefit plans are performed by independent actuaries and are based on a number of actuarial assumptions such as discount rate, future inflation and salary increases. Obligations are valued on the reporting date at their discounted value. For funded plans, obligations are reduced by the fair value of the plan assets. Unrecognized actuarial gains and losses lying outside the so-called corridor (exceeding the higher of 10 percent of the present value of the obligation or the fair value of plan assets) are spread over the expected average remaining working lives of the employees. Pension expenses for defined benefit plans are spread over the employee's service period. The Group's payments relating to defined contribution pension plans are reported as an expense in the period to which they refer, based on the services performed by the employee. Swedish Group companies apply UFR 4, which means that tax on pension costs is calculated on the difference between pension expense in accordance with IAS 19 and pension expense determined in accordance with local regulations.

Equity-based incentive programs

Equity-based remuneration refers to remuneration to employees, including senior executives, in accordance with ASSA ABLOY's long-term incentive program presented for the first time at the 2010 Annual General Meeting. A company must report the personnel costs relating to equitybased incentive programs based on a measure of the value to the company of the services provided by the employees during the programs. Since the value of the employees' services cannot be reliably calculated, the cost of the program is based on the value of the assigned share instrument. Since the long-term incentive program in its entirety is equity regulated, an amount equivalent to the personnel cost is reported in the balance sheet as equity in retained earnings. The personnel cost is also reported in the income statement, where it is allocated to the respective function.

Long-term incentive program

ASSA ABLOY has equity-based remuneration plans where settlement will be in the form of shares. For the long-term incentive program, personnel costs during the vesting

period are reported based on the shares' fair value on the assignment date, that is, when the company and the employees entered into an agreement on the terms and conditions for the program. The long-term incentive program comprises two parts: a matching part where the employee receives one share for every share the latter invests during the term of the program and a performancebased part where the outcome is based on the company's financial results (EPS target) during the period. The program requires that the employee continues to invest in the longterm incentive program and that the latter remains employed in the ASSA ABLOY Group.

Fair value is based on the share price on the assignment date, a reduction in fair value relating to the anticipated dividend has not been made as the participants are compensated for this. The employees pay a price equivalent to the share price on the investment date. The vesting terms are not stock market based and affect the number of shares that ASSA ABLOY will give to the employee when matching. If an employee stops investing in the program, all remaining personnel costs are immediately recognized in the income statement. Personnel costs for shares relating to the performance-based program are calculated on each accounting date based on an assessment of the probability of the performance targets being achieved. The costs are calculated based on the number of shares that ASSA ABLOY expects to need to issue at the end of the vesting period. When matching shares, social security contributions must be paid in some countries to the value of the employee's benefit. This value is based on fair value on each accounting date and reported as a provision for social security contributions.

Earnings per share

Earnings per share before dilution is calculated by dividing the net income attributable to the Parent company's shareholders by the weighted average number of outstanding shares (less shares in treasury shares). Earnings per share after dilution is calculated by dividing the net income attributable to the Parent company's shareholders by the sum of the weighted average number of ordinary shares and potential ordinary shares that may give rise to a dilutive effect. The dilutive effect of potential ordinary shares is only reported if their conversion to ordinary shares would lead to a reduction in earnings per share after dilution.

Dividend

Dividend is reported as a liability once the Annual General Meeting has approved the dividend.

The Parent company

The Group's Parent company, ASSA ABLOY AB, is responsible for the management of the Group and provides Group-wide functions. The Parent company's revenue consists of intragroup franchise and royalty revenues. The significant balance sheet items consist of shares in subsidiaries, intragroup receivables and liabilities, and external borrowing. The Parent company has prepared its annual accounts in accordance with the Swedish Annual Accounts Act (1995:1554) and standard RFR 2.3 of the Swedish Financial Reporting Board. RFR 2.3 requires the Parent company, in its annual accounts, to apply all the International Financial Reporting Standards (IFRS) endorsed by the EU in so far as this is possible within the framework of the Annual Accounts Act and with regard to the relationship between accounting and taxation. The recommendation states what exceptions from, and additions to, IFRS should be made.

Revenue

The Parent company's revenue consists of intra-group franchise and royalty revenues. These are reported in the income statement as 'Other operating income' to make it clear that the Parent company has no product sales similar to those of other Group companies with external business.

Pension obligations

Pension obligations for the Parent company are accounted for in accordance with FAR SRS RedR 4 and are covered by taking out insurance with an insurance company.

Dividend

Dividend revenue is recognized when the right to receive payment is judged to be firm.

Research and development costs

Research and development costs are expensed as they are incurred.

Intangible assets

Intangible assets comprise patented technology and other intangible assets. They are amortized over 4–5 years.

Tangible assets

Tangible assets owned by the Parent company is reported at cost less accumulated depreciation and any impairment losses in the same way as for the Group. They are depreciated over their estimated useful life, which is 5–10 years for equipment and 4 years for IT equipment.

Leasing

In the Parent company all lease agreements are treated as rental agreements (operating leases) regardless of whether they are financial or operating leases.

Shares in subsidiaries

Shares in subsidiaries are reported at cost less impairment losses. When there is an indication that the value of shares and interests in subsidiaries or associates has fallen, the recoverable amount is calculated. If this is lower than the carrying amount, an impairment loss is recognized. Impairment losses are reported in Result from interests in subsidiaries, which is included in Financial items in the income statement.

Financial instruments

Derivative instruments are recorded at fair value. Changes in the fair values of derivative instruments are reported in the income statement with the exception of exchange rate changes relating to a monetary item that forms part of a net investment in a foreign operation, which are reported in the fair value reserve.

Group contributions

The company reports Group contributions in accordance with UFR 2 (the Swedish Financial Reporting Board). Group contributions are reported according to their financial implications. This means that Group contributions paid with the aim of minimizing the Group's total tax charge are reported directly against equity after deduction of their current tax effect. Group contributions comparable to dividends are reported as such, which means that Group contributions received and their current tax effect are reported in the income statement and Group contributions paid and their current tax effect are reported directly against equity.

Contingent liabilities

The Parent company has guarantees on behalf of its subsidiaries. Such an obligation is classified as a financial guarantee in accordance with IFRS. For these guarantees, the Parent company applies the allowed exception in RFR 2.3, reporting these guarantees as a contingent liability.

Note 2 Sales

Sales to customer, by country

Group
SEK M 2009 2010
USA 10,666 9,955
China 1,479 3,182
France 2,675 2,487
Australia 1,555 1,841
Sweden 1,563 1,805
United Kingdom 1,753 1,742
Germany 1,789 1,725
Canada 1,146 1,274
Netherlands 1,259 1,105
Italy 869 925
Spain 988 885
Finland 863 837
Norway 794 774
Denmark 837 705
South Korea 492 694
Mexico 571 678
Belgium 480 457
Switzerland 356 417
South Africa 375 372
Czech Republic 354 352
Brazil 226 321
Asia (excluding China, South Korea,
Singapore, India and Thailand) 262 310
Austria 288 286
New Zealand 271 278
Saudi Arabia 211 273
Africa (excluding South Africa) 276 250
Hong Kong 217 215
Israel 209 211
Portugal 183 203
Central America (excluding Mexico) 171 193
India 107 189
Russia 128 160
Poland 154 147
Turkey 95 135
Singapore 131 129
United Arab Emirates 128 127
Colombia 21 125
Baltic countries 104 111
South America (excluding Brazil, Chile
and Colombia) 111 110
Chile 88 105
Middle East (excluding Saudi Arabia,
United Arab Emirates and Israel)
102 103
Thailand 90 100
Romania 67 85
Greece 87 73
Ireland 74 70
Other countries 298 302
Total 34,963 36,823

Sales by product group

Group
SEK M 2009 2010
Mechanical locks, lock systems
and accessories
15,830 15,591
Electromechanical locks, access
control, automatic doors and
identification technology 12,139 13,100
Security doors and fittings 6,994 8,132
Total 34,963 36,823

Note 3 Auditors' fees

Group Parent company
SEK M 2009 2010 2009 2010
Audit assignment
PwC 27 28 3 3
Other 6 6
Audit related services
in addition to audit
assignment
PwC 1 1 1 1
Other
Tax advice
PwC 9 6 1 1
Other 2 2
Other services
PwC 3 8 0 1
Other 3 2 0 0
Total 51 53 5 6

Note 4 Other operating income and expenses

Group
SEK M 2009 2010
Rent received 17 12
Net income from sales of fixed assets 3 92
Government grants 2 9
Business-related taxes –29 –20
Disposal of subsidiaries –68 –3
Transaction expenses acquisitions –61
Write-down of tangible asset –144
Insurance compensation, net 66
Exchange rate differences –17 –26
Other, net –58 2
Total –150 –73

Parent company

Other operating income in the Parent company consist mainly of franchise and royalty revenues from subsidiaries.

Note 5 Share of earnings in associates

Group
SEK M 2009 2010
Låsgruppen Wilhelm Nielsen AS 4 3
Cerraduras de Colombia Cerracol S.A 8
Total 12 3

Note 6 Operational leasing agreements

Group Parent company
SEK M 2009 2010 2009 2010
Leasing fees paid during
the year
304 343 14 13
Total 304 343 14 13
Nominal value of agreed
future leasing fees:
Due for payment in
(2010) 2011
Due for payment in
297 310 14 14
(2011) 2012
Due for payment in
231 237 14 15
(2012) 2013
Due for payment in
169 177 15 15
(2013) 2014 127 99 15 15
Due for payment in
(2014) 2015
97 66 15 16
Due for payment in
(2015) 2016 or later
131 99 15 16
Total 1,052 988 88 91

Note 7 Expenses by nature

In the income statement costs are broken down by function. Cost of goods sold, Selling expenses, Administrative expenses and Research and development costs amount to SEK 30,707 M (30,451). Below, these same costs are broken down by nature:

Group
SEK M 2009 2010
Remuneration of employees (Note 32) 10,133 10,110
Direct material costs 11,346 12,553
Depreciation (Note 8, 14, 15) 1,014 995
Other purchase expenses 6,985 7,049
Restructuring costs 973
Total 30,451 30,707

Note 8 Depreciation and amortization

Group Parent
company
SEK M 2009 2010 2009 2010
Intangible assets 162 163 181 182
Machinery 455 442
Equipment 237 237 2 1
Buildings 159 152
Land improvements 1 1
Total 1,014 995 183 183

Note 9 Exchange rate differences in income statement

Group Parent
company
SEK M 2009 2010 2009 2010
Exchange rate differ
ences reported in
operating income
Exchange rate differ
ences reported in finan
cial expenses (Note 11)
–17
–38
–26
5
–10
121
0
94
Total –55 –21 111 94

Note 10 Financial income

Group Parent
company
SEK M 2009 2010 2009 2010
Earnings from participa
tions in subsidiaries
Intra-group interest
898 1,028
income 375 119
Other financial income 73 2 73 0
External interest income
and similar items
57 24 19 0
Total 130 26 1,365 1,147

Note 13 Earnings per share

Earnings per share before dilution

Group
SEK M 2009 2010
Earnings attributable to the Parent
company's shareholders
2,626 4,050
Weighted average number of shares
issued (thousands)
365,918 365,744
Earnings per share before dilution
(SEK per share)
7.18 11.07

Note 11 Financial expenses

Parent
Group company
SEK M 2009 2010 2009 2010
Intra-group interest
expenses –125 –87
Interest expenses,
convertible debenture
loans –43 –13 –43 –13
Interest expenses,
other liabilities –640 –519 –156 –164
Interest expenses,
interest rate swaps 42 –50
Interest expenses, for
eign exchange forwards
–39 –38
Exchange-rate differences
on financial instruments
–38 5 121 94
Fair value adjustments
on derivatives, hedge
accounting –60 1
Fair value adjustments
on derivatives, non
hedge accounting –7 5
Fair value adjustments
on borrowings, hedge
accounting 60 –1
Fair value adjustments
on shares and participa
tions –22 0 –22 –44
Other financial expenses –17 –96 –12 –32
Total –764 –706 –237 –246

Note 12 Tax on income

Group Parent
company
SEK M 2009 2010 2009 2010
Current tax –1,095 –971 –158 –188
Tax attributable to prior
years 3 –289 1
Deferred tax 11 –26
Total –1,081 –1,286 –158 –187

Explanations for the difference between nominal Swedish tax rate and effective tax rate based on income before tax:

Group Parent
company
Percent 2009 2010 2009 2010
Swedish rate of tax on
income
26 26 26 26
Effect of foreign tax rates
Non-taxable income/
3 4
non-deductible
expenses, net
–4 –6 –17 –15
Deductible goodwill –1 –1
Utilized loss carry
forward not recognized
in prior period –1 –3
Restructuring costs 2
Other 4 4
Effective tax rate in
income statement 29 24 9 11

Earnings per share after dilution

Group
SEK M 2009 2010
Earnings attributable to the Parent
company's shareholders
2,626 4,050
Interest expenses for convertible
debenture loans, after tax
32 10
Net profit for calculating earnings per
share after dilution
2,658 4,060
Weighted average number of shares
issued (thousands)
365,918 365,744
Assumed conversion of convertible
debentures (thousands)
10,616 7,001
Stock purchase plan 65
Weighted average number of shares
for calculations (thousands)
376,534 372,810
Earnings per share after dilution (SEK
per share) 7.06 10.89

Earnings per share after dilution and

excluding items affecting comparability

Group
SEK M 2009 2010
Earnings attributable to the
Parent company's shareholders 2,626 4,050
Interest expenses for convertible
debenture loans, after tax 32 10
Items affecting comparability, after tax 8151
Net profit for calculating earnings per
share after dilution 3,473 4,060
Weighted average number of shares
issued (thousands) 365,918 365,744
Assumed conversion of convertible
debentures (thousands) 10,616 7,001
Stock purchase plan 65
Weighted average number of shares
for calculations (thousands) 376,534 372,810
Earnings per share after dilution and
excluding items affecting
comparability (SEK per share) 9.22 10.89

1 Items affecting comparability for 2009 consist of restructuring costs.

Note 14 Intangible assets

Parent
company
2010, SEK M Goodwill Intangible
assets
Total Intangible
assets
Opening accumulated acquisition value 20,397 2,778 23,175 934
Purchases 112 112 11
Acquisitions of subsidiaries 2,988 1,117 4,105
Divestments of subsidiaries
Adjustments for acquisitions in the prior year 97 2 99
Sales/disposals –12 –12
Reclassifications
Exchange rate differences –1,139 –208 –1,347
Closing accumulated acquisition value 22,343 3,789 26,132 945
Opening accumulated amortization/impairment –64 –787 –851 –613
Impairment
Amortization for the year –163 –163 –182
Exchange rate differences 75 75
Closing accumulated amortization/impairment –64 –875 –939 –795
Carrying amount 22,279 2,914 25,193 150
Group Parent
company
2009, SEK M Goodwill Intangible
assets
Total Intangible
assets
Opening accumulated acquisition value 20,669 2,665 23,334 938
Purchases 118 118
Acquisitions of subsidiaries 637 163 800
Divestments of subsidiaries –19 –37 –56
Adjustments for acquisitions in the prior year –16 –8 –24
Sales/disposals –4
Reclassifications 9 9
Exchange rate differences –874 –132 –1,006
Closing accumulated acquisition value 20,397 2,778 23,175 934
Opening accumulated amortization/impairment –672 –672 –432
Impairment –64 –64
Amortization for the year –162 –162 –181
Exchange rate differences 47 47
Closing accumulated amortization/impairment –64 –787 –851 –613
Carrying amount 20,333 1,991 22,324 321

Intangible assets consist mainly of licenses and brands. The carrying value of intangible assets with indefinite life amounts to SEK 1,950 M (1,214).

Useful life is taken as indefinite where the time period during which it is judged that an asset will contribute economic benefits cannot be defined.

Amortization and impairment of intangible assets have mainly been reported as costs of goods sold in the income statement.

Impairment testing of goodwill and intangible assets with indefinite useful life

Goodwill and intangible assets with indefinite useful life are assigned to the Group's Cash Generating Units (CGU) which contains of the Group's five divisions.

For each Cash Generating Unit, The Group assesses each year whether any impairment of goodwill and intangible assets with indefinite useful life is needed, in accordance with the accounting principles described in Note 1. Recoverable amounts for Cash Generating Units have been established by calculation of value in use. These calculations are

based on estimated future cash flows, which in turn are based on financial budgets approved by management and covering a three-year period. Cash flows beyond three years are extrapolated using estimated growth rates according to the principles below.

Main assumptions used to caluculate values in use:

  • Budgeted operating margin.
  • Growth rate for extrapolating cash flows beyond the budgeted period.
  • Discount rate after tax used for estimated future cash flows.

Management has established the budgeted operating margin on a basis of previous results and its expectations about future market development. For extrapolating cash flows beyond the budgetperiod, a growth rate of 3 percent (3) is used for all CGU. The growth rate is thought to be a conservative estimate. In addition, an average discount rate in local currency after tax is used for the Group. The difference in value should a discount rate before tax have been used is not deemed to be material.

2010

Overall, the discount rate employed varied between 9.0 and 10.0 percent (EMEA 9.0 percent, Americas 9.0 percent, Asia Pacific 10.0 percent, Global Technologies 10.0 percent and Entrance Systems 9.0 percent).

Goodwill and intangible assets with indefinite useful life were assigned to the Group's Cash Generating Units as summarized in the following table:

SEK M EMEA Americas Asia Pacific Global
Technologies
Entrance
Systems
Total
Goodwill 5,471 6,039 3,202 4,265 3,303 22,279
Intangible assets with
indefinite useful life
233 233 974 342 168 1,950
Total 5,704 6,272 4,176 4,607 3,471 24,229

2009

Overall, the discount rate employed varied between 9.0 and 10.0 percent (EMEA 9.0 percent, Americas 9.0 percent, Asia Pacific 10.0 percent, Global Technologies 10.0 percent and Entrance Systems 9.0 percent).

Goodwill and intangible assets with indefinite useful life were assigned to the Group's Cash Generating Units as summarized in the following table:

SEK M EMEA Americas Asia Pacific Global
Technologies
Entrance
Systems
Total
Goodwill 5,540 6,003 1,536 4,030 3,223 20,333
Intangible assets with
indefinite useful life
221 243 212 349 190 1,214
Total 5,761 6,246 1,748 4,379 3,413 21,547

Sensitivity analysis

A sensitivity analysis has been carried out for each of Cash Generating Unit. The result of the analysis can be summarized as follows.

2010

If the estimated operating margin after the end of the budget period had been one percentage point lower than the management's estimate, total recoverable amount would be 5 percent lower (EMEA 5 percent, Americas 5 percent, Asia Pacific 6 percent, Global Technologies 5 percent and Entrance Systems 6 percent).

If the estimated growth rate to extrapolate cash flows beyond the budget period had been one percentage point lower than the basic assumption of 3 percent, total recoverable amount would be 13 percent lower ( EMEA 13 percent, Americas 13 percent, Asia Pacific 11 percent, Global Technologies 11 percent and Entrance Systems 13 percent).

If the estimated weighted cost of capital used for the Group's discounted cash flow had been one percentage point higher than the starting assumption of 9.0 to 10.0 percent, total recoverable amount would be 14 percent lower (EMEA 14 percent, Americas 14 percent, Asia Pacific 13 percent, Global Technologies 13 percent and Entrance Systems 14 percent).

These calculations are hypothetical and should not be viewed as an indication that these figures are any more or less likely to be changed. The sensitivity analysis should therefore be interpreted with caution.

None of the hypothetical cases above would lead to an impairment of goodwill in a particular Cash Generating Unit.

2009

If the estimated operating margin after the end of the budget period had been one percentage point lower than the management's estimate, total recoverable amount would be 6 percent lower (EMEA 6 percent, Americas 5 percent, Asia Pacific 7 percent, Global Technologies 6 percent and Entrance Systems 5 percent).

If the estimated growth rate to extrapolate cash flows beyond the budget period had been one percentage point lower than the basic assumption of 3 percent, total recoverable amount would be 13 percent lower ( EMEA 13 percent, Americas 13 percent, Asia Pacific 11 percent, Global Technologies 11 percent and Entrance Systems 13 percent).

If the estimated weighted cost of capital used for the Group's discounted cash flow had been one percentage point higher than the starting assumption of 9.0 to 10.0 percent, total recoverable amount would be 14 percent lower (EMEA 14 percent, Americas 14 percent, Asia Pacific 13 percent, Global Technologies 12 percent and Entrance Systems 14 percent).

These calculations are hypothetical and should not be viewed as an indication that these figures are any more or less likely to be changed. The sensitivity analysis should therefore be interpreted with caution.

None of the hypothetical cases above would lead to an impairment of goodwill in a particular Cash Generating Unit.

Note 15 Tangible assets

Group Parent
company
2010, SEK M Buildings Land and
land
improve
ments
Machinery Equipment Total Equipment
Opening accumulated
acquisition value 3,794 829 6,784 2,347 13,754 16
Purchases 72 6 327 178 583 1
Acquisitions of subsidiaries 212 91 179 27 509
Sales/disposals –84 –25 –444 –158 –711
Reclassifications 31 5 112 47 195
Exchange rate differences –319 –86 –686 –197 –1,288
Closing accumulated acquisition value 3,706 820 6,272 2,244 13,042 17
Opening accumulated depreciation/
impairment
–1,816 –30 –4,971 –1,776 –8,594 –13
Sales/disposals 51 0 422 142 615
Impairment –12 –119 –13 –144
Depreciation for the year –152 –1 –442 –237 –832 –1
Reclassifications 1 –1 2 –1 1
Exchange rate differences 200 12 566 174 952
Closing accumulated depreciation/
impairment
–1,728 –139 –4,436 –1,698 –8,002 –14
Construction in progress 382
Carrying amount 1,978 681 1,836 546 5,422 3

The tax value of the Group's Swedish buildings was SEK 101 M (122). The tax value of the Group's Swedish land was SEK 17 M (14).

Group Parent
company
2009, SEK M Buildings Land and
land
improve
ments
Machinery Equipment Total Equipment
Opening accumulated
acquisition value 3,849 834 7,064 2,366 14,113 15
Purchases 40 1 345 152 538 1
Acquisitions of subsidiaries 80 20 82 32 214
Divestments of subsidiaries –1 –1
Sales/disposals –19 –2 –354 –125 –500
Reclassifications 26 8 143 39 216
Exchange rate differences –182 –32 –496 –116 –826
Closing accumulated acquisition value 3,794 829 6,784 2,347 13,754 16
Opening accumulated depreciation/
impairment –1,740 –32 –5,123 –1,728 –8,623 –11
Sales/disposals 6 0 257 103 366
Impairment –18 –62 –8 –88
Depreciation for the year –159 –1 –455 –237 –852 –2
Exchange rate differences 95 3 412 94 604
Closing accumulated depreciation/
impairment –1,816 –30 –4,971 –1,776 –8,594 –13
Construction in progress 389
Carrying amount 1,978 799 1,813 571 5,550 3

Note 16 Shares in subsidiaries

Parent company
Company name Corporate identity number,
Registered office
Number
of shares
% of share
capital
Book value,
SEK M
ASSA Sverige AB 556061-8455, Eskilstuna 70 100 197
Timelox AB 556214-7735, Landskrona 15,000 100 22
ASSA ABLOY Entrance Systems AB 556204-8511, Landskrona 1,000 100 181
ASSA ABLOY Kredit AB 556047-9148, Stockholm 400 100 528
ASSA ABLOY Försäkrings AB 516406-0740, Stockholm 60,000 100 60
ASSA ABLOY Identification Technology Group AB 556645-4087, Stockholm 1,000 100 220
ASSA ABLOY Svensk Fastighets AB 556645-0275, Stockholm 1,000 100 0
ASSA ABLOY Asia Holding AB 556602-4500, Stockholm 1,000 100 189
ASSA ABLOY IP AB 556608-2979, Stockholm 1,000 100 0
ASSA ABLOY OY 1094741-7, Joensuu 800,000 100 4,257
ASSA ABLOY Norge A/S 979207476, Moss 150,000 100 538
ASSA ABLOY Danmark A/S CVR 10050316, Herlev 60,500 100 376
ASSA ABLOY Deutschland GmbH HR B 66227, Berlin 2 100 1,064
ASSA ABLOY Nederland BV 23028070, Geertruidenberg 3,515 100 87
Nemef BV 08023138, Apeldoorn 4,000 100 928
Pan Pan DOOR Co LTD 210800004058002, Dashiqiao 362 566
ASSA ABLOY France SAS 412140907, R.C.S. Versailles 15,184,271 100 1,964
Interlock Holding AG CH-020.3.913.588-8, Zürich 211,000 98¹ 0
HID Global Switzerland S.A. CH-232-0730018-2, Granges 2,500 100 47
ASSA ABLOY Holding GmbH FN 273601f, A-6175, Kematen 1 100 26
ASSA ABLOY Ltd 2096505, Willenhall 1,330,000 100 3,077
ITG (UK) Ltd 5099094, Haverhill 1 100 1
HID Global Ireland Teoranta 364896, Galway 501,000 100 293
Mul-T-Lock Ltd 520036583, Yavne 13,787,856 90¹ 901
ASSA ABLOY Holdings (SA) Ltd 1948/030356/06, Roodepoort 100,220 100 184
ASSA ABLOY Inc 039347-83, Oregon 100 100 2,259
Fleming Door Products, Ltd 147126, Ontario 25,846,600 100 0
ABLOY Holdings Ltd 1148165260, St Laurent, Quebec 1 100 13
AAC Acquisition Inc. 002098175, Ontario 1 100 17
ASSA ABLOY Australia Pacific Pty Ltd ACN 095354582, Oakleigh, Victoria 48,190,000 100 242
ASSA ABLOY South Asia Pte Ltd 199804395K, Singapore 4,300,000 100 48
Grupo Industrial Phillips, S.A de C.V. GIP980312169, Mexico 27,036,635 100 765
Cerraduras de Colombia S.A. Public Deed 2798, Bogota 2,201,670 71¹ 142
ASSA ABLOY Innovation AB 556192-3201, Stockholm 2,500 100 105
ASSA ABLOY Hospitality AB 556180-7156, Göteborg 1,000 100 14
ASSA ABLOY North America AB 556671-9851, Stockholm 1,000 100 0
WHAIG Limited EC21330, Bermuda 100,100 100 303
ASSA ABLOY Asia Pacific Ltd 53451, Hong Kong 1,000,000 100 72
Total 19,686

1 The Group's holdings amount to 100 percent.

2 The Group's holdings amount to 70 percent.

Note 17 Shares in associates

Group
2010 Company name Country of
registration
Number
of shares
% of share
capital
Book value,
SEK M
Talleres Agui S.A Spain 4,800 40 17
Låsgruppen Wilhelm Nielsen AS Norway 305 50 16
Mab Iberica SA Spain 700 24 0
Other 4
Total 37
Group
2009 Company name Country of
registration
Number
of shares
% of share
capital
Book value,
SEK M
Talleres Agui S.A Spain 4,800 40 19
Låsgruppen Wilhelm Nielsen AS Norway 305 50 16
Mab Iberica SA Spain 700 24 3
Other 1
Total 39

Note 18 Deferred tax

Group
SEK M 2009 2010
Deferred tax receivables
Tax-deductible goodwill 351 262
Pensions 151 127
Tax losses and other tax credits 174 232
Other deferred tax receivables 138 81
Deferred tax receivables 814 702
Deferred tax liabilities 63 309
Deferred tax receivables, net 751 393

Change in deferred tax

At 1 January 701 751
Acquisitions of subsidiaries, net –20 –239
Reported in income statement 11 –26
Exchange rate differences 59 –93
At 31 December 751 393

The group has tax losses carried forward and other tax credits of SEK 2,400 M (3,200) for which deferred tax assets have not been recognized, as it is uncertain whether the allowance can be set against taxable income in future taxation.

Note 19 Other long-term financial assets

Group Parent
company
SEK M 2009 2010 2009 2010
Other shares and
participations
42 762 7 750
Interest-bearing
long-term receivables
244 62 27 26
Other long-term
receivables
48 32
Total 334 856 34 776

Note 20 Inventories

Group
SEK M 2009 2010
Materials and supplies 1,179 1,417
Work in progress 1,274 1,214
Finished goods 1,811 1,984
Advances paid 85 210
Total 4,349 4,825

Write-downs of inventory amounted to SEK 142 M (191).

Note 21 Accounts receivables

Group
SEK M 2009 2010
Accounts receivables 6,010 6,061
Provision for bad debts –392 –465
Total 5,618 5,596
Maturity analysis
Accounts receivables not due 4,119 4,163
Accounts receivables past due not
impaired:
< 3 months 1,107 1,204
3–12 months 205 164
> 12 months 39 33
1,351 1,401
Impaired accounts receivables:
< 3 months 245 175
3–12 months 126 112
> 12 months 169 210
540 497
Provision for bad debts –392 –465
Total 5,618 5,596
Accounts receivables per currency 2009 2010
EUR 2,152 1,747
USD 1,382 1,477
GBP 249 270
AUD 290 308
CNY 302 399
SEK 212 248
Other currencies 1,031 1,147
Total 5,618 5,596
Current year change in
provision for bad debts
2009 2010
Opening balance 404 392
Acquisition and disposals –1 39
Receivables written off –127 –81
Reversal of unused amounts –30 –5
Provision for bad debt 166 148
Exchange rate differences –20 –28
Closing balance 392 465

Note 22 Parent company's equity

The Parent company's equity is split between restricted and unrestricted equity. Restricted equity consists of share capital, premium fund and the statutory reserve. Restricted funds must not be reduced by issue of dividends. Unrestricted equity consists of retained earnings and the year's net income.

The statutory reserve contains premiums (amounts received from share issues that exceed the nominal value of the shares) relating to shares issued up to 2005.

Note 23 Share capital, number of shares and dividend per share

(thousands) Number of shares
Series A Series B Total Share
capital,
SEK T
Opening balance at
1 January 2009
19,175 346,743 365,918 365,918
Closing balance at
31 December 2009
Number of votes,
thousands
191,753 19,175 346,743
346,743
365,918
538,496
365,918
Opening balance at
1 January 2010
Share issue
19,175
346,743
259
365,918
259
365,918
259
Closing balance at
31 December 2010
19,175 347,002 366,177 366,177
Number of votes,
thousands
191,753 347,002 538,755

All shares have a par value of SEK 1.00 and provide the holders with equal rights to the Company's assets and earnings. All shares are entitled to dividends subsequently issued. Each Series A share carries ten votes and each Series B share one vote. All issued shares are fully paid.

The weighted average number of shares during the year, to the nearest thousand, was 365,744 thousand (365,918). The weighted average number of shares after full conversion of outstanding convertible bonds, similarly rounded, was 372,810 thousand (376,534).

The total number of treasury shares per December 31 2010 amounted 300,000. During 2010 repurchase of shares was made to a total of 300,000.

Dividend per share

The dividend paid out during the financial year amounted to a total sum of SEK 1,317 M (1,317), corresponding to SEK 3.60 (3.60) per share. At the Annual General Meeting on Friday 29 April 2011, a dividend of SEK 4.00 per share for year 2010, a total of SEK 1,466 M - will be proposed.

Note 24 Post-employment employee benefits

Post-employment employee benefits include pensions and medical benefits. Pension plans are classified as either defined benefit plans or defined contribution plans. Pension obligations reported in the balance sheet are mainly due to defined benefit pension plans. ASSA ABLOY has defined benefit plans in a number of countries, those in the USA, the UK and Germany being the most significant ones. These are also obligations related to post-employment medical benefits also exist in the USA.

Amounts recognized in the balance sheet

Pension provisions, SEK M 2009 2010
Provisions for defined benefit
pension plans (B)
598 566
Provisions for post-employment
medical benefits (B)
447 436
Provisions for defined contribution
pension plans
73 76
Pension provisions 1,118 1,078
Financial assets –26 –26
Pension provisions, net 1,092 1,052

Amounts recognized in the income statement

Pension costs, SEK M 2009 2010
Defined benefit pension plan (A) 126 177
Defined contribution pension plan 283 169
Post-employment medical benefit plan (A) 25 33
Total 434 379

A) Specification of amounts recognized in the income statement

Post-employment
medical benefits
Defined benefit
pension plans
Total
Pension costs, SEK M 2009 2010 2009 2010 2009 2010
Current service cost 5 6 50 46 55 52
Interest on obligation 29 24 223 218 252 242
Expected return on plan assets –158 –167 –158 –167
Net actuarial losses (gains), net –9 –1 15 67 6 66
Write-down pension receivables ¹ 15 15
Past service cost 0 4 0 0 0 4
Losses (gains) on curtailments/settlements –4 –2 –4 –2
Total 25 33 126 177 151 210
–of which, included in:
Operating income 5 10 46 44 51 54
Net financial items 20 23 80 133 100 156
Total 25 33 126 177 151 210

1 In accordance with limitation rule for the valuation of pension plan surplus, IAS 19 paragraph 58.

Actuarial gains/losses resulting from changes in the actuarial assumptions for defined benefit pension plans are recognized to the extent that their accumulated amount exceeds the 'corridor', i.e. 10 percent of the higher of the obligations present value or the fair value of plan assets. The surplus/deficit outside the 10 percent corridor is recognized as income/ expense over the expected average remaining service period, starting in the year after the actuarial gain or loss

arose. Amortization of actuarial gains/losses that arose in 2010 will start in 2011 to the stage amortizations are applicable according to current legal framework.

The actual return on plan assets regarding defined benefit plans in 2010 was SEK 299 M (321).

Partly funded or unfunded pension plans are reported as provisions for pensions.

B) Specification of amounts recognized in the balance sheet

Post-employment
medical benefits
Defined benefit
pension plans
Total
Specification of defined benefits, SEK M 2009 2010 2009 2010 2009 2010
Present value of funded obligations (C) 3,499 3,305 3,499 3,305
Fair value of plan assets (D) –2,817 –2,854 –2,817 –2,854
Net value of funded plans 682 451 682 451
Present value of unfunded obligations (C) 402 438 795 741 1,197 1,179
Unrecognized actuarial gains (losses) 45 –2 –879 –623 –834 –625
Unrecognized past service cost 0 0 0 –3 0 –3
447 436 598 566 1,045 1,002
Provisions for defined contribution pension plans 73 76
Total 1,118 1,078

Note 24 cont.

C) Movement in obligations

Post-employment
medical benefits
Defined benefit
pension plans
Total
SEK M 2009 2010 2009 2010 2009 2010
Opening obligations 361 402 3,602 4,294 3,963 4,696
Current service cost 5 6 50 46 55 52
Interest on obligation 29 24 223 218 252 242
Actuarial losses (gains) 63 52 730 –26 793 26
Write-down of pension receivables 15 15
Curtailments /settlements –4 –11 –15 –15 –15
Payments –39 –32 –194 –188 –233 –220
Exchange rate differences –13 –14 –106 –298 –119 –312
Closing obligation 402 438 4,294 4,046 4,696 4,484

D) Movement in fair value of plan assets

Defined benefit
pension plans
SEK M 2009 2010
Opening fair value of plan assets 2,604 2,817
Expected return on plan assets 158 167
Actuarial gains (losses) 178 132
Curtailments / settlements –14
Net payments –35 –61
Exchange rate differences –74 –201
Closing fair value of plan assets (E) 2,817 2,854

E) Plan assets allocation

Plan assets 2009 2010
Shares 1,571 1,439
Interest-bearing investments 857 1,065
Other assets 389 350
Total 2,817 2,854

F) Sensitivity analysis on medical benefits

The effect of a 1percent change in the assumed

medical cost trend rate, SEK M +1% –1%
Effect on the aggregate of the current service cost
and interest cost 3 –3
Effect on the defined benefit obligation 44 –37

G) Key actuarial assumptions

Key actuarial assumptions (weighted average), % 2009 2010
Discount rate 5.4 5.1
Expected return on plan assets ² 7.3 6.3
Expected future salary increases 2.3 2.3
Expected future pension increases 2.9 2.4
Expected future medical benefit increases 10.0 10.0
Expected inflation 3.0 2.7
As at 31 December 2006 2007 2008 2009 2010
Present value of obligation (+) 4,487 4,384 3,963 4,696 4,484
Fair value of plan assets (–) –3,133 –3,177 –2,604 –2,817 –2,854
Obligation, net 1,354 1,207 1,359 1,879 1,630

2 The expected return on plan assets is determined by considering the expected returns available on assets underlying the current investment policy. Plan assets chiefly consist of equity instruments and interest-bearing investments. The expected return reflects risk premiums and indexes of interest-bearing investments on the market.

Pensions with Alecta

Commitments for old-age pensions and family pensions for salaried employees in Sweden are guaranteed in part through insurance with Alecta. According to UFR3 this is a defined benefit plan that covers many employers. For the 2010 financial year the company has not had access to information making it possible to report this plan as a defined benefit plan. Pension plans in accordance with ITP that are guaranteed through insurance with Alecta are therefore reported as defined contribution plans. The year's contribution that are

contracted to Alecta amounts to SEK 14 M (10), of which SEK 6 M (4) relates to the Parent company. Alecta's surplus may be distributed to the policy-holders and/or the persons insured. At the end of 2010 Alecta's surplus expressed as collective consolidation level amounted to 146 percent (141). Collective consolidation level consists of the market value of Alecta's assets as a percentage of its insurance commitments calculated according to Alecta's actuarial calculation assumptions, which do not comply with IAS19.

Note 25 Other provisions

Group
SEK M Restruc
turing
reserve
Other Total
Opening balance at
1 January 2009
1,518 722 2,240
Provisions for the year 908 346 1,254
Reversal of non-utilized
amounts
–92 –51 –143
Additional purchase price
subsidiaries
139 139
Utilized during the year –676 –170 –846
Exchange rate differences –81 –8 –89
Closing balance at
31 December 2009
1,577 978 2,555
Restruc
turing
SEK M reserve Other Total
Opening balance at
1 January 2010
1,577 978 2,555
Provisions for the year 944 944
Reclassification 286 286
Reversal of non-utilized
amounts –49 –18 –67
Utilized during the year –465 –517 –982
Exchange rate differences –139 –33 –172
Closing balance at
31 December 2010
924 1,640 2,564
Group
Balance sheet breakdown: 2009 2010
Other long-term provisions 1,829 1,793
Other short-term provisions 726 771
Total 2,555 2,564

The restructuring reserves are concerned chiefly with the ongoing restructuring program initiated in 2006, 2008 and 2009. The closing balance of the provision is expected to be utilized during the coming two-year period and is mainly related to severance payments. The long-term part of the restructuring provision totaled SEK 502 M. Detailed information about the restructuring program appears in the Report of the Board of Directors. Other provisions related to estimates of deferred considerations related to acquisitions, taxes and legal obligations including future environmentrelated interventions.

Parent company

Other provisions in the Parent company relate to estimates of deferred considerations related to acquisitions.

Note 29 Assets pledged against liabilities to credit institutes

Note 26 Other short-term liabilities

Group
SEK M 2009 2010
VAT and excise duty 283 238
Employee withholding tax 69 65
Advances received 95 261
Social security contributions
and other taxes 55 54
Short-term deferred considerations 48
Other short-term liabilities 393 480
Total 895 1,146

Note 27 Accrued expenses and prepaid income

Group Parent
company
SEK M 2009 2010 2009 2010
Personnel-related
expenses
Customer-related
1,642 1,434 85 87
expenses 430 411
Prepaid income 61 68
Accrued interest
expenses
92 85 47 42
Other 653 760 13 50
Total 2,878 2,758 145 179

Note 28 Contingent liabilities

Group Parent
company
SEK M 2009 2010 2009 2010
Guarantees
Guarantees on behalf
52 49
of subsidiaries 7,472 6,136
Total 52 49 7,472 6,136

In addition to the guarantees shown in the table above the Group has a large number of small performance guarantees issued by banks in the ordinary course of business. No material obligations are expected as a result of these guarantees.

Group
Maturity profile-guarantees, SEK M 2009 2010
<1 year 21 8
>1<2 year 9 10
>2<5 year 7 13
>5 year 15 18
Total 52 49
Group Parent company
SEK M 2009 2010 2009 2010
Real-estate mortgages 71 225
Other mortgages 42 45
Total 113 270

Note 30 Business combinations

SEK M 2009 2010
Cash paid, including direct acquisition costs
for 2009 968 2,959
Unpaid part of purchase prices 139 1,939
Total purchase price 1,107 4,898
Fair value of acquired net assets –470 –1,910
Goodwill 637 2,988
Acquired assets and liabilities in accor
dance with purchase price allocations
Intangible assets 163 1,117
Other tangible assets 244 620
Inventories 149 437
Receivables 294 504
Cash and cash equivalents 50 705
Interest-bearing liabilities –195 –390
Other liabilities –248 –1,081
Non-controlling interest 13 –2
Acquired net assets at fair value 470 1,910
Purchase prices settled in cash, including
direct acquisition costs for 2009
Cash and cash equivalents in acquired
968 2,959
subsidiaries –50 –705
Change in Group cash and cash equivalents
resulting from acquisitions
918 2,254
Net sales from times of acquisition 415 2,142
EBIT from times of acquisition 44 323
Net income from times of acquisition 27 195

Total net sales in 2010 of acquired entities amounted to SEK 2,880 M ( 1,175) and net income amounted to SEK 163 M (33). Acquisition related costs during 2010 amounted to SEK 61 M and has been reported as other operating costs in the income statement.

No individually material acquisition was performed in 2010 or 2009. During 2010 the largest and most notable acquisitions were Pan Pan (China), ActivIdentity (USA), Paddock (United Kingdom) and King Door Closers (South Korea). During 2010 the holding in iRevo also was increased and at the end of the year it totaled around 99 percent of the shares. Ditec (Italy), Maiman (USA), Portsystem (Sweden) and Cerracol (Colombia) were the largest acquisitions during 2009.

Preliminary purchase price allocations have been made for all acquisitions during 2010. Earnouts for acquisitions during 2010 were accounted in the balance sheet as other long-term liabilities and other short term liabilities and are discounted when larger acquisitions. During 2010 there has not been any revaluations of earnouts that effects the income statement. See below for more information regarding earnouts for Pan Pan.

2010

Pan Pan

On 1 January 2010 the Group acquired 70 per cent of Pan Pan, China´s largest manufacturer of high security steel doors. Through the acquisition of Pan Pan the ASSA ABLOY Group further strengthen its market leading position in China. Pan Pan manufactures high security doors in the form of fire, anti theft, armored, corrosion proof and standard high security doors. The company has an extensive well established distribution network across China and complements well ASSA ABLOY's other door companies on the

Chinese market. The acquisition is an important step in the strategy of expansion into the fast growing emerging markets. The Company manufactures in six locations in China and is headquartered in Yingkou, north of Beijing. The brand and customer relationships have been separately recognized and remaining goodwill is chiefly related to synergies and other intangible assets not qualified for separate recognition. The reciprocal right to buy / sell the remaining 30 percent stake to the counterparty is reported as a deferred consideration, which means that the company results and financial position are consolidated at 100 percent from the date of acquisition. Deferred consideration is discounted to present value and the discounting effects are reported as financial items. The bulk of the purchase price has not been paid and the amount due is dependent on the earnings performance of the Company during the period 2010-2012.

King Door Closers

On 1 May 2010 the Group acquired 100 per cent of the share capital of King Door Closers, South Korea´s leading door closer company. The acquisition is another important step for the Group in it's strive to enlarge its presence within the emerging markets. King adds apart from market leadership in South Korea also important export customers mainly in other parts of the Middle east and the Asian region. King has a comprehensive range of basic and certified commercial and residential door closers as well as a complete range of floor springs. King is based in Seoul, South Korea. The brand has been separately recognized and remaining goodwill is chiefly related to synergies and other intangible assets not qualified for separate recognition.

Paddock

On 1 August 2010 the Group acquired 100 per cent of the share capital of Paddock, the UK´s leading multipoint lock manufacturer. The strategically important acquisition enhances ASSA ABLOYs leading position in the fast growing multipoint lock segment. The acquisition is part of the strategy to expand the presence in the mature markets by adding complementary lock products to the current portfolio. The company has an extensive distribution network across the UK, which complements well ASSA ABLOY's existing Yale multipoint lock business. The Company is based in Walsall, north of Birmingham. The brand has been separately recognized and remaining goodwill is chiefly related to synergies and other intangible assets not qualified for separate recognition.

ActivIdentity

On 17 December 2010 the Group acquired 100 per cent of the share capital of ActivIdentity, a global leader in strong authentication and credential management. ActivIdentity is an ideal fit with HID Global, finally enabling a unique solution to convergence between the logical and physical access domains via a single credential. ActivIdentity's market leadership in credential management systems, broad portfolio of complementary strong authentication products and Professional Services capabilities complements ASSA ABLOY's HID Global Business Unit. ActivIdentity is headquartered in California, USA.

2009

Ditec

On 8 September 2009 the Group acquired the Italian company Ditec Group, a global leader in automatic doors, industrial and high-speed doors and gate automation. At year end the participating interest amounted to 100 percent of the share capital. With the acquisition ASSA ABLOY becomes a world-leader in entrance automation by complementing the existing product portfolio. The acquisition of Ditec is an important step in ASSA ABLOYs growth strategy into the fast growing and profitable market segment of door automatics. The Company has its headquarters in Caronno, close to Milan, Italy. The brand has been separately recognized and remaining goodwill is chiefly related to synergies and other intangible assets not qualifying for separate recognition.

Disposals' of subsidiaries

During 2010 smaller business were disposed in Switzerland and Russia. During 2009 smaller business were disposed in New Zealand, Switzerland and Sweden. The cashflow effect and result from the disposals are shown in the table below:

Group
SEK M 2009 2010
Disposed net assets
Fixed assets –59
Inventories –14
Receivables –14 –8
Cash and cash equivalents –71 –34
Liabilities 24 9
Disposed net assets to carrying amount –134 –33
Purchase prices received 0
Less, cash and cash equivalents in
disposed subsidiaries
–71 –34
Change in cash and cash equivalents
for the Group
–71 –34
Result from disposals –73 –3

Note 31 Cash flow

Group
SEK M 2009 2010
Adjustments for non-cash items
Profit on sales of fixed assets 3 –84
Change of pension obligations 51 54
Other 73 75
Adjustments for non-cash items 127 45
Change in working capital
Inventory increase/decrease (–/+) 987 –338
Accounts receivables increase/decrease (–/+) 806 –118
Accounts payables increase/decrease (+/–) –232 406
Other working capital increase/decrease (–/+) –102 412
Change in working capital 1,460 362
Investments in subsidiaries
Total purchase price –1,107 –4,898
Less, acquired cash and cash equivalents 50 705
Less, unpaid parts of purchase prices 139 1,939
Plus, paid parts of purchase prices relating to
prior years –159 –340
Investments in subsidiaries –1,077 –2,594
Disposal of subsidiaries
Purchase prices received 0
Less, disposed cash and cash equivalents –71 –34
Disposal of subsidiaries –71 –34
Other investments
Investments in/sales of other shares 1 –721
Investments in/sales of other financial assets –24 30
Other investments –23 –691

Note 32 Employees

Salaries, wages and other remuneration

Group
2009 2010
SEK M Salaries, wages
and other
remuneration
of which,
performance
related salary
paid to managing
directors
Salaries, wages
and other
remuneration
of which,
performance
related salary
paid to managing
directors
USA 2,534 11 2,451 15
Sweden 566 12 580 11
France 604 2 531 2
Germany 568 2 528 2
United Kingdom 425 1 453 2
China 247 0 419 0
Australia 328 0 352
Finland 331 0 306 1
Italy 236 266
Norway 275 0 258 1
Spain 278 0 245 0
Switzerland 248 1 245 1
Netherlands 248 1 198 0
Denmark 224 0 194 2
Canada 161 1 179 1
South America 75 0 111 1
Czech Republic 110 101 0
Mexico 93 1 101 1
Israel 109 0 100 0
South Korea 53 99
Hong Kong 87 2 89 4
New Zealand 79 0 82
South Africa 67 74
Belgium 88 0 72
Ireland 44 66
Austria 50 0 47 0
Singapore 31 0 31 2
Poland 13 0 13 0
Romania 29 24
Malaysia 17 0 21
Portugal 21 0 25 0
Other 60 1 61 0
Total 8,299 35 8,322 46
Parent company
2009 2010
SEK M Salaries, wages
and other
remuneration
of which,
performance
related salary
paid to managing
directors
Salaries, wages
and other
remuneration
of which,
performance
related salary
paid to managing
directors
Sweden
Other
109
8
103
8
Total 109 8 103 8

Social security costs

Group Parent company
SEK M 2009 2010 2009 2010
Social security costs 1,834 1,788 53 66
-of which pensions 434 379 21 19
Total 1,834 1,788 53 66

Fees to Board members in 2010 (including committe work), SEK thousands

Name and post Board Remuneration
Committe
Audit
Committee
Social
security
costs
Pension
costs
Gustaf Douglas, Chairman 900 100 102 1,102
Jorma Halonen, Member 105 105
Carl Douglas, Member 450 141 591
Birgitta Klasén, Member 450 100 173 723
Eva Lindqvist, Member 450 141 591
Johan Molin, President and CEO
Sven-Christer Nilsson, Member 450 50 51 551
Lars Renström, Member 450 100 173 723
Ulrik Svensson, Member 450 200 204 854
Employee representatives (2)
Total 3,705 150 400 985 5,240

Note 32 cont. Remuneration and other benefits of the Executive Team in 2010

SEK thousands Fixed salary Variable salary Stockrelated
benefits
Other benefits Pension costs
Johan Molin 10,500 7,875 831 119 3,675
Other members of the Executive Team (9) 33,081 16,531 2,006 2,965 9,089
Total remuneration and benefits 43,581 24,406 2,837 3,084 12,764
Total costs¹ 52,338 28,856 3,425 3,280 28,861

1 Total costs for the Executive Team include social fees on salaries and benefits, special pension tax and additional costs for other benefits. Salaries and other benefits paid to the Executive Team during 2009 totaled SEK 82 M and social security costs SEK 39 M, of which SEK 23 M were pension costs.

Salaries and remuneration for the Board of Directors and the Parent company's Executive Team Salaries and other remuneration for the Board of Directors

and the Parent company's Executive Team totaled SEK 37 M (42). Social security costs amounted to SEK 35 M (43), of which SEK 8 M (9) were pension costs.

Long-term incentive program

At the 2010 Annual General Meeting, it was decided to launch a long-term incentive program (LTI 2010) for senior executives and other key staff in the Group. The aim of LTI 2010 is to create the prerequisites for retaining and recruiting competent staff for the Group, providing competitive remuneration and uniting the interests of shareholders, senior executives and key staff.

For each Series B share acquired by the CEO within the framework of LTI 2010, the company assigns one matching stock option and four performance-based stock options. For each Series B share acquired by other members of the Executive Team, the company assigns one matching stock option and three performance-based stock options. For other participants, the company assigns one matching stock option and one performance-based stock option. Employees have acquired 87,564 shares in ASSA ABLOY AB in accordance with the terms of the incentive program.

Each matching stock option entitles the holder to receive one free Series B share in the company after three years, provided that the holder is still employed in the Group when the interim report for first quarter 2013 is published and has retained the shares acquired within the framework of LTI 2010. Each performance-based stock option entitles the holder to receive one free Series B share in the company three years after assignment, provided that the above conditions have been fulfilled. In addition, the maximum level in a range determined by the Board for the performance of the company's earnings per share in 2010 must have been fulfilled. This condition is fulfilled. Outstanding matching and performance-based stock options total 221,633.

Fair value is based on the share price on the assignment date. The present value calculation is based on data from an external party. Fair value is adjusted for participants who do not retain their holding of shares under LTI 2010 for the duration of the program. In the case of performance-based shares, the company assesses the probability of the performance targets being met when calculating the compensation expense. The fair value of ASSA ABLOY's Series B share on the assignment date of 28 July 2010 was SEK 161.79. The total cost of LTI 2010 for 2010 amounted to SEK 6 M (0).

Other equity-based incentive programs

ASSA ABLOY has issued several convertible debentures to employees in the Group. These were issued at market value and therefore do not result in any personnel cost for the Group.

Notice and severance pay

If the CEO is given notice, the company is liable to pay the equivalent of 24 months' salary and other employment benefits. If one of the other senior executives is given notice, the company is liable to pay a maximum 6 months' basic salary and other employment benefits plus an additional 12 months' basic salary.

Absence for illness, %

The Parent
company
2009 2010
Total sickness absence 2.3 2.9
– long-term¹
– sickness absence, men 2.8 3.3
– sickness absence, women 1.1 2.7
– employees aged 29 or younger 0.4 0.0
– employees aged 30–49¹ 0.8
– employees aged 50 and over¹

¹ Information not displayed since it could be linked to specific individuals.

Note 32 cont.

Average number of employees per country, with breakdown into women and men

Group
2009 2010
Total which of women which of men Total which of women which of men
China 6,855 3,264 3,591 14,449 5,806 8,644
USA 6,000 2,094 3,906 5,742 1,799 3,943
France 1,882 699 1,183 1,882 707 1,175
Sweden 1,371 487 884 1,301 465 837
Mexico 1,210 702 508 1,110 583 527
Germany 1,129 433 696 1,049 371 679
Czech Republic 980 494 486 1,035 523 512
United Kingdom 1,066 358 708 1,014 339 675
South America 535 139 396 925 180 745
Finland 921 338 583 873 326 547
Australia 833 230 603 823 225 598
Italy 589 171 418 813 181 632
Spain 673 190 483 593 156 437
Netherlands 518 108 410 511 102 409
Norway 514 157 357 470 151 319
Malaysia 419 283 136 452 287 165
South Africa 467 193 274 424 183 241
Canada 386 101 285 404 96 308
Romania 368 174 194 395 191 204
South Korea 211 42 169 388 134 254
Israel 401 109 292 377 108 269
Denmark 401 150 251 348 124 224
Switzerland 358 140 218 345 129 216
New Zealand 325 99 226 303 112 191
Ireland 134 68 67 215 86 129
Belgium 206 79 127 181 63 117
Portugal 70 18 52 118 30 88
Austria 95 19 76 112 26 86
Hong Kong 118 49 68 104 42 62
Other 340 143 196 523 139 382
Total 29,375 11,531 17,843 37,279 13,664 23,615
Parent company
2009 2010
Total which of women which of men Total which of women which of men
Sweden 94 26 68 104 27 77
Total 94 26 68 104 27 77

Gender-split in senior management

2009 2010
Total which of women which of men Total which of women which of men
Board of Directors ² 9 2 7 8 2 6
Executive Team
– of which Parent company's
10 10 9 9
Executive Team 4 4 3 3
Total 19 2 17 17 2 15

² Excluding employee representatives.

Note 33 Financial risk management and financial instruments

Financial risk management

ASSA ABLOY is exposed to a variety of financial risks through its international business operations. ASSA ABLOY's units have carried out financial risk management in accordance with the ASSA ABLOY Group's Treasury Policy. The Group's financial risk management principles are described below.

Organization and activities

ASSA ABLOY's Treasury Policy, which is determined by the Board of Directors, constitutes a framework of guidelines and regulations for the management of financial risks and financial activities.

ASSA ABLOY's financial activities are coordinated centrally and the majority of financial transactions are conducted by the subsidiary ASSA ABLOY Financial Services AB, which is the Group's internal bank. External financial transactions are conducted by Treasury and include the management of transactions involving foreign currencies and interest rates. Treasury achieves significant economies of scale when negotiating borrowing agreements, using interest rate derivatives and managing currency flows.

Capital structure

The Group's objective regarding capital structure is to safeguard the Group's ability to continue as a going concern, in order to provide good returns for shareholders and benefits for other stakeholders. Maintaining an optimal capital structure enables the Group to keep the cost of capital as low as possible. In order to adjust the capital structure in response to need, the Group can vary the amount paid as dividend to shareholders, return capital to shareholders, issue new

Maturity profile – financial instruments

shares, or sell assets to reduce debt. The Group monitors capital based on factors such as the net debt/equity ratio.

Net debt is defined as interest-bearing liabilities, including negative market values of derivatives, plus pension provisions, less cash and cash equivalents, other interest-bearing investments and positive market values of derivatives. The table 'Net debt and equity' shows the position as at 31 December.

Net debt and equity

The Group
SEK M 2009 2010
Long-term interest-bearing receivables –244 –62
Short-term interest-bearing investments
incl. positive market values of derivatives –840 –170
Cash and bank balances – 1,579 –1,280
Pension provisions 1,118 1,078
Long-term interest-bearing liabilities 10,692 8,134
Short-term interest-bearing liabilities
incl. negative market values of derivatives 1,901 2,864
Total 11,048 10,564
Equity 19,334 20,821
Net debt/equity ratio, times 0.57 0.51

Another important variable in the assessment of the Group's capital structure is the credit rating that credit rating agencies assign to the Group's liabilities. In order to have access to both long-term and short-term financing from the capital markets when needed, it is essential to maintain a good credit rating. ASSA ABLOY maintains both long-term and short-term credit ratings from Standard & Poor's and a short-term rating from Moody's.

31 December 2009 31 December 2010
SEK M <1 year >1<2 year >2<5 year >5 year <1 year >1<2 year >2<5 year >5 year
Long-term bank loans –34 –1,136 –192 –88 –37 –255 –81 –120
Long-term capital market loans –325 –986 –4,301 –4,178 –303 –1,382 –3,277 –3,258
Convertible loans –14 –409 –1,037 –324 –905
Short-term bank loans –1,259 –1,133
Commercial papers and short
term capital market loans
–632 –1,402
Derivatives 38 81 63 –23 37 73 11
Total by period –2,226 –2,450 –5,467 –4,266 –3,222 –2,505 –3,285 –3,367
Cash and cash equivalents incl.
interest-bearing receivables
2,319 1,304
Long-term interest
bearing receivables
194 22 28 6 47 24
Additional purchase
considerations
–48 –29 –1,932
Accounts receivables 5,618 5,596
Accounts payables –2,682 –3,123
Net total 3,029 –2,256 –5,445 –4,238 513 –2,487 –5,193 –3,367
Committed credit facilities 11,355 –11,355 24,330 –19,189
Credit facilities maturing
< 1 year
–5,142
Adjusted maturity profile¹ 14,384 –2,256 –16,800 –4,238 19,701 –2,487 –24,382 –3,367

¹ For maturity structure of guarantees, see Note 28.

Note 33 cont.

External financing/net debt

Carrying Of which
Credit lines/facilities Amount,
SEK M
Maturity amount,
SEK M
Currency Amount
2009
Amount
2010
Parent com
pany, SEK M
US Private Placement Program 547 May 2012 5731 USD 80 80
US Private Placement Program 359 Dec 2013 359 USD 53 53
US Private Placement Program 547 May 2015 6151 USD 80 80
US Private Placement Program 517 Dec 2016 517 USD 76 76
US Private Placement Program 342 Apr 2017 342 USD 50 50
US Private Placement Program 342 May 2017 342 USD 50 50
US Private Placement Program 835 Dec 2018 835 USD 122 122
US Private Placement Program 479 May 2020 479 USD 70 70
Multi–Currency RCF 9,889 Jun 2014 0 EUR 1,100 1,100
Bridge facility A 4,300 Dec 2013 0 SEK 4,300
Bridge facility B 5,000 Jun 2013 0 SEK 5,000
Bank loan 1,000 Oct 2011 0 SEK 1,000 0
Incentive Program 899 Jun 2012 899 EUR 100 100 899
Global MTN Program 13,485 Feb 2012 300 SEK 300 300 300
May 2012 250 SEK 250 250 250
Mar 2014 405 EUR 45 45 405
Jun 2014 1,348 EUR 150 150 1,348
Jun 2016 2891 NOK 250 289
Jun 2016 112 NOK 350 100 112
Other long-term loans 469 469
Total long-term loans/facilities 39,009 8,134 3,603
Bridge facility C 5,000 Dec 2011 0 SEK 5,000
US Private Placement Program 342 Dec 2011 342 USD 50 50
Global MTN Program 300 Apr 2011 300 SEK 300 300 300
Incentive Program 311 Jun 2011 311 EUR 38 35 311
Global CP Program 6,841 0 USD /EUR 0 0
Swedish CP Program 5,000 747 EUR/SEK 0/632 0/750
Other bank loans 716 716
Overdraft facility 1,332 376
Total short-term loans/facilities 19,842 2,792 611
Total loans/facilities 58,851 10,926 4,214
Cash and bank balances –1,280 0
Short-term interest-bearing investments –24 –14
Long-term interest-bearing investments –62 –26
Market value of derivatives –74
Pensions 1,078
Net debt 10,564 4,174

¹ The loans are hedged.

Rating

Agency Short
term
Out
look
Long-term Credit
watch
Standard & Poor's A2 Stable A – Negative
Moody's P2 Stable n/a

At the beginning of the year Standard & Poor's revised the outlook for the long-term rating from negative to stable. However, when the acquisition of Cardo was announced, Standard & Poor's revised its rating to negative credit watch. Moody's rating has not been revised since the previous year.

Financing risk and maturity profile

Financing risk is defined as the risk of being unable to meet payment obligations as a result of inadequate liquidity or difficulties in obtaining external funding. ASSA ABLOY manages financing risk at Group level. Treasury is responsible for external borrowing and external investments. ASSA ABLOY strives to have access, on every occasion, to both short-term and long-term loan facilities. According to the Treasury Policy, the available facilities should include a reserve (facilities confirmed but not used) equivalent to 10 percent of the Group's total annual sales.

Maturity profile

The table 'Maturity profile' on page 107 shows the maturities for ASSA ABLOY's net debt including confirmed credit facilities. With the exception of the credit facilities negotiation in connection with the Cardo acquisition, the maturity period are not concentrated to a particular date in the immediate future, particularly taking into account the credit facility of EUR 1,100 M maturing in 2014, which was wholly unutilized at year-end. The maturities of the loans to be raised in connection with the completion of the Cardo acquisition will be allocated over time in a similar way as for current debt. Moreover, financial assets should also be taken into account when evaluating the maturity profile. The table shows undiscounted future cash flows relating to the Group's financial instruments at the reporting date, and consequently these amounts are not found in the balance sheet.

Interest-bearing liabilities

The Group's long-term loan financing mainly consists of Private Placement Programs in the USA totaling USD 580 M (630), GMTN Programs of SEK 2,705 M (3,292) and Incentive Programs of EUR 100 M (138). The change in long-term

Note 33 cont.

loans is mainly due to some of the original long-term loans now having less than one year to maturity. In addition, a bilateral bank loan totaling SEK 1,000 M was repaid in 2010. During the year long-term bilateral financing totaling SEK 139 M was raised.

The Group's short-term debt financing mainly consists of two Commercial Paper Programs for a maximum of USD 1,000 M (1,000) and SEK 5,000 M (5,000) respectively. At year-end, SEK 747 M (632) of the Commercial Paper Programs had been utilized. In addition, substantial credit facilities are available, mainly in the form of a Multi-Currency Revolving Credit Facility for a maximum of EUR 1,100 M (1,100), which was not utilized at all at year-end. To secure financing for the acquisition of Cardo, additional credit facilities totaling SEK 14,300 M were obtained. These have a term of between 1 and 3 years. Following completion of the acquisition, these credit facilities will, however, be refinanced on the capital markets in good time before maturity. According to the Group's policy, the average remaining time to maturity for interest-bearing liabilities should not be less than 18 months. At year-end, the average time to maturity, excluding the pension provision, was 39 months (46). Some of the Group's main financing agreements contain a customary Change of Control clause. The effect of this clause is that lenders have the right in certain circumstances to demand renegotiation of conditions or to terminate the agreement should control of the company change.

Convertible debenture loans

Incentive 2006 has a variable interest rate equivalent to 0.9* EURIBOR + 45 basis points. Any conversion of Incentive 2006 can take place in a 180-day period from December 2010 to June 2011. Conversion of the convertible debentures relating to Incentive 2006 began in December 2010. Conversion is managed by an external party and 259,160 new Series B shares had been issued as at December 2010. Full conversion at a conversion rate of EUR 14.60 for Series 1, EUR 15.90 for Series 2, EUR 17.30 for Series 3 and EUR 18.60 for Series 4 will add 2,332,350 shares. The dilutive effect of full conversion amounts to 0.6 percent of share capital and 0.4 percent of the total number of votes.

Incentive 2007 has a variable interest rate equivalent to 0.9* EURIBOR + 35 basis points. Any conversion of Incentive 2007 can take place in a 30-day period in May and June 2012. Full conversion at a conversion rate of EUR 18.00 for Series 1, EUR 20.50 for Series 2, EUR 23.00 for Series 3 and EUR 25.40 for Series 4 will add 4,679,610 shares. The dilutive effect of full conversion amounts to 1.2 percent of share

capital and 0.8 percent of the total number of votes. Full conversion of the two programs will add a total of 7,011,960 shares and result in a dilutive effect of 1.9 percent of share capital and 1.3 percent of the total number of votes. At year-end 2010 Incentive 2006 amounted to EUR 35 M and Incentive 2007 to EUR 100 M.

Currency composition

The currency composition of ASSA ABLOY's borrowing depends on the currency composition of the Group's assets. ASSA ABLOY uses currency swaps to achieve the desired currency composition. See the table 'Net debt by currency' below.

Cash and cash equivalents and other interest-bearing receivables

Short-term interest-bearing investments amounted to SEK 24 M (740) at year-end. In addition, ASSA ABLOY has longterm interest-bearing receivables of 62 SEK M (244) and financial derivatives with a positive market value of SEK 146 M (100) which, in addition to cash and cash equivalents, are included in the definition of net financial debt. Cash and cash equivalents are mainly invested in interest-bearing instruments with high liquidity from issuers with a credit rating of at least A-, according to Standard & Poor's or similar agency. The average term for cash and cash equivalents was 3.3 days (7.5) at the end of 2010.

The Parent company's cash and cash equivalents are held in a sub-account to the Group cash pool.

The Group The Parent
company
SEK M 2009 2010 2009 2010
Cash and bank
balances
Short-term invest
1,579 1,280 0 0
ments with maturity
less than 3 months
656 22
Cash and cash
equivalents
2,235 1,302 0 0
Short-term invest
ments with maturity
more than 3 months
84 2 14
Long-term interest
bearing receivables
244 62 27 26
Positive market value
of derivatives
100 146
Total 2,663 1,512 27 40

Net debt by currency

31 Dec 2009 31 Dec 2010
SEK M Net debt excluding
currency swaps
Net debt including
currency swaps
Net debt excluding
currency swaps
Net debt including
currency swaps
USD 4,429 4,650 4,094 4,813
EUR 3,998 3,296 3,603 2,265
SEK 2,525 2,215 2,500 2,594
AUD –15 676 –10 577
NOK 530 390 467 221
KRW 347 347 337 337
CNY –560 –560 –225 –225
GBP –35 –629 –83 –314
Other –171 663 –119 296
Total 11,048 11,048 10,564 10,564

ASSA ABLOY ANNUAL REPORT 2010 NOTES 109

Note 33 cont. Interest rate risks in interest-bearing assets

Treasury manages interest rate risk in cash and cash equivalents. Derivative instruments such as interest rate swaps and FRAs (Forward Rate Agreements) may be used to manage interest rate risk. The investments are mostly short-term. The term for the majority of these investments is three months or less. The fixed interest term for these short-term investments was 1.2 days (11) at year-end 2010. A downward change of one percentage point in the yield curve would reduce the Group's interest income by around SEK 9 M (23) and consolidated equity by SEK 7 M (16).

Interest rate risks in borrowings

Changes in interest rates have a direct effect on ASSA ABLOY's net interest. Treasury is responsible for identifying and managing the Group's interest rate exposure. It analyzes the Group's interest rate exposure and calculates the impact on net income of changes in interest rates on a rolling 12-month basis. The Group seeks to have a mix of fixed rate and variable rate borrowings and uses interest rate swaps to overtime adjust the fixed interest term. The Treasury Policy stipulates that the average fixed interest term should normally be 24 months. At year-end, the average fixed interest term on gross debt, excluding pension obligations, was around 23 months (26). An upward change of one percentage point in the yield curve would increase the Group's interest expense by around SEK 58 M (75) and reduce consolidated equity by SEK 44 M (54).

Currency risk

Currency risk affects ASSA ABLOY mainly through translation of capital employed and net debt, through translation of income in foreign subsidiaries, and through the effects on income of flows of goods between countries with different currencies.

Transaction exposure

Currency risk in the form of transaction exposure, or the values of exports and imports of goods, is limited in the Group. The main principle is to allow currency fluctuations to have an impact on the business as quickly as possible. As a result of this strategy, only limited portions of current currency flows are normally hedged.

Transaction flows relating to major currencies (import + and export –)

Currency exposure
Currency, SEK M 2009 2010
AUD 286 400
CAD 434 433
CHF –234 –165
EUR 185 836
GBP 225 160
NOK –136 –195
SEK –602 –802
USD –414 198

Translation exposure of income

The table below shows the impact on the Group's income before tax of a 10 percent weakening of the Swedish krona in relation to the major currencies, while all other variables remain constant.

Impact on income before tax of a 10 percent weakening of SEK

Currency, SEK M 2009 2010
AUD 26 39
CAD 13 18
CNY 22 46
DKK 15 11
EUR 131 143
GBP 14 23
NOK 27 32
USD 227 206

Translation exposure in the balance sheet The impact of translation of equity is reduced by the fact that financing is largely carried out in local currency.

The capital structure in each country is optimized based on local legislation. So far as this constraint allows, gearing per currency should reflect the overall gearing for the whole Group to limit the effect of fluctuations in individual currencies. Treasury uses currency derivatives to achieve appropriate funding and to eliminate undesirable currency exposure.

The table 'Net debt by currency' on page 109 shows the use of currency forward contracts in relation to funding in major currencies. These forward contracts are used to neutralize the exposure arising between external debt and internal needs.

Financial credit risk

Financial risk management exposes ASSA ABLOY to certain counterparty risks. Such exposure may arise from the placement of surplus cash as well as from the investing in debt instruments and derivative financial instruments.

ASSA ABLOY's policy is to minimize the potential credit risk relating to surplus cash by using cash flow from subsidiaries to repay the Group's loans. This objective is achieved primarily by cash pools put in place by Treasury. Around 86 percent (84) of the Group's sales were settled by cash pools in 2010. However, the Group can in the short term invest surplus cash in banks to match borrowing and cash flow.

Derivative financial instruments are allocated to banks according to risk levels defined in the Treasury Policy in order to limit counterparty risk. Treasury enters into derivative contracts exclusively with banks that have a good rating.

ISDA agreements (full netting of transactions in case of counterparty default) have been set up in the case of interest rate and currency derivatives.

Commercial credit risk

The Group's accounts receivables are distributed across a large number of customers who are spread internationally. The concentration of credit risk associated with accounts receivables is therefore limited. The fair value of accountsreceivables corresponds to the carrying amount. Credit risk relating to operating activities is monitored by local management at company level and reviewed by the respective division.

Commodity risk

The Group is exposed to price risk relating to purchases of certain commodities (primarily metals) used in production. Forward contracts are not used to hedge commodity purchases.

Note 33 cont. Fair value of financial instruments

Derivative financial instruments such as currency and interest rate forwards are used to the extent necessary. The use of derivative financial instruments is to reduce exposure to financial risks.

The positive and negative fair values in the table 'Outstanding derivative financial instruments' below show the fair values of instruments outstanding at year-end, based on available fair values, and are the same as the carrying amounts in the balance sheet. The nominal value represents the gross value of the contracts.

For accounting purposes, financial instruments are classified into measurement categories in accordance with IAS 39. The table 'Financial instruments' below provides an overview of financial assets and liabilities, measurement category, and carrying amount and fair value per item.

When calculating fair value only general changes in market rates are taken into account and not credit spread movements for the individual company.

Outstanding derivative financial instruments at 31 December

31 December 2009 31 December 2010
Instrument, SEK M Positive fair
value
Negative
fair value
Nominal
value
Positive fair
value
Negative
fair value
Nominal
value
Foreign exchange forwards, funding 5 –13 3,629 41 –62 4,974
Interest rate swaps 95 –17 2,326 104 –10 2,760
Forward Rate Agreements –2 1,000 1
Total 100 –32 6,955 146 –72 7,734

Financial instruments: carrying amounts and

fair values by measurement category

2009 2010
SEK M IAS 39
category*
Carrying
amount
Fair value Carrying
amount
Fair value
Financial assets
Other shares and interests 3 42 42 762 762
Other financial assets 1 292 292 94 94
Accounts receivables 1 5,618 5,618 5,596 5,596
Derivative instruments – hedge accounting 5 95 95 96 96
Derivative instruments – held for trading 2 5 5 50 50
Derivative instruments, total 100 100 146 146
Short-term investments 1 84 84 2 2
Cash and cash equivalents 1 2,235 2,235 1,302 1,302
Financial liabilities
Long-term loans – hedge accounting 2 1,242 1,242 1,477 1,477
Long-term loans – not hedge accounting 4 8,021 8,134 5,758 5,939
Long-term loans, total 9,263 9,376 7,235 7,416
Convertible debenture loans 4 1,429 1,429 1,210 1,210
Current liabilities – not hedge accounting 4 1,869 1,869 2,481 2,481
Derivative instruments – held for trading 2 32 32 72 72
Accounts payables 4 2,682 2,682 3,123 3,123
Additional purchase considerations 2 1,920 1,920

* Applicable IAS 39 categories:

1 = Loan receivables and other receivables.

2 = Financial instruments at fair value through profit or loss.

3 = Available-for-sale financial assets.

4 = Financial liabilities at amortized cost.

5 = Derivative hedge accounting.

Financial instruments: measured at fair value

2009 2010
SEK M Carrying
amounts
Quoted
prices
Observ
able data
Non
observ
able data
Carrying
amounts
Quoted
prices
Observ
able data
Non
observ
able data
Financial assets
Derivative instruments 5 5 50 50
Other shares and interests 42 42 762 762
Financial liabilities
Long-term loans – hedge accounting 1,242 1,242 1,477 1,477
Derivative instruments 32 32 72 72
Deferred considerations¹ 1,920 1,920

¹ Deferred considerations often depend on the earnings trend of an acquired business over a certain period. Measurement of the additional purchase consideration is based on the management's best judgment. Discounting to present value takes place in the case of major acquisitions.

Comments on five years in summary

2006

This was a very good year for ASSA ABLOY, with the highest organic growth in the company's history and a substantial improvement in profitability. ASSA ABLOY's robust performance was based on strong economic growth in the Group's most important markets in Europe and North America, as well as success in fast-growing segments such as electromechanical locks, access control, automatic doors and identification technology. The acquisition rate increased and acquisitions included Fargo Electronics, a global leader in the fast-growing segment of secure card issuance.

A three-year restructuring program to realize synergies and increase efficiency in the Group's manufacturing units was launched during the year. This program means that a major part of production will switch focus from full production to concentrate on final assembly. Some production will be relocated to low-cost countries, resulting in the closure of a number of production units.

Total restructuring costs amounted to SEK 1,274 M and the program is predicted to produce annual savings of SEK 600 M when fully implemented in 2009.

Sales volume growth, acquisitions and the restructuring measures implemented contributed to the strong increase in operating income.

2007

The year saw strong growth for ASSA ABLOY, combined with continued very satisfactory growth in earnings. All five divisions showed growth, increased profitability and an improved return. ASSA ABLOY's strong performance was based on long-term structural growth in demand in the Group's most important markets in Europe and North America, increasing demand in new markets, and successes in fast-growing segments such as electromechanical locks, access control, secure smart-card issuance, automatic doors and identification technology. The acquisition rate remained high during the year and major acquisitions included Baodean (China), iRevo (South Korea), Aontec (Irish Republic), Power-shield (Northern Ireland), Pemko (North America) and Pyropanel (Australia).

The successful implementation of the three-year restructuring program for the Group's manufacturing units continued during the year. All 50 projects are proceeding according to plan and more than 1,300 employees out of a planned total of 2,000 have now left the Group. At year-end 2007, cost savings were running at over 60 percent of the final target of achieving annual savings of SEK 600 M in 2009.

Sales volume growth, acquisitions, price management and the restructuring measures implemented, as well as continuous improvements in production, administration and market development, contributed to the strong financial performance.

2008

2008 was a record year for ASSA ABLOY, with increased sales and profit due to focused efforts to increase demand mainly on the commercial and institutional markets. The Group increased its investments in product development and more products than ever were launched on the market. The economic situation weakened towards the end of the year as the financial crisis had a negative impact on investments in new construction.

2009

The financial crisis led to a downturn in both the housing and commercial construction markets worldwide, which was unprecedented in the Group's history. ASSA ABLOY was nevertheless able to maintain good profitability and strengthen its market position even under very trying market conditions. Efficient product development with a strong customer focus, a stronger market presence and continued cost cutting contributed substantially to the good performance. Cash flow and working capital utilization showed positive development during the year.

Cost adjustments in the form of staff redundancies and the relocation of components and basic products to lowcost countries continued at a high rate during the year. A third restructuring program was launched towards the end of the year. The new products launched were well received by customers and strengthened ASSA ABLOY's market-leading position in total door opening solutions.

Eight acquisitions were made during the year, consolidating the Group's position in industrial and automatic doors and increasing annual sales by around SEK 1,200 M.

2010

Organic growth was 3 percent, with Asia and South America reporting strong growth and North America showing good and increasing growth. Europe began the year well but growth gradually slowed. Continued investments in the marketing organization and the launch of new products strengthened the Group's market leadership. Acquired growth was 8 percent.

Operating income rose 12 percent and cash flow developed well during the year.

A total of 13 acquisitions were completed during the year, including Pan Pan (China), King Door Closers, South Korea, ActivIdentity (USA) and Paddock (UK). These acquisitions increase annual sales by SEK 2,880 M. An agreement was signed to acquire a majority share holding in Cardo, a leading Swedish industrial door company.

Five years in summary

Amounts in SEK M unless stated otherwise 2006 2007 2008 2009 2010
Sales and income
Sales 31,137 33,550 34,8293 34,9633 36,823
Organic growth, % 9 7 0 –12 3
Acquired growth, % 3 5 4 3 8
Operating income before depreciation/amortization (EBITDA) 5,6691 6,366 6,4471 6,4261 7,041
Depreciation –898 –909 –921 –1,014 –995
Operating income (EBIT) 4,7711 5,458 5,5261 5,4131 6,046
Income before tax (EBT) 2,626 4,609 3,499 3,740 5,366
Net income 1,756 3,368 2,438 2,659 4,080
Cash flow
Cash flow from operating activities 2,968 3,871 4,369 5,924 5,729
Cash flow from investing activities –3,871 –2,127 –2,648 –1,835 –4,027
Cash flow from financing activities 1,203 –1,568 –1,311 –3,741 –2,597
Cash flow 300 176 410 348 –895
Operating cash flow 3,528 4,808 4,769 6,843 6,285
Capital employed and financing
Capital employed 27,205 28,621 32,850 30,382 31,385
– of which, goodwill 16,683 17,270 20,669 20,333 22,279
– of which, other intangible and tangible assets 6,263 6,782 7,945 7,541 8,336
– of which, shares in associates 33 39 38 39 37
Net debt 13,560 12,953 14,013 11,048 10,564
Non-controlling interest 60 201 163 162 169
Shareholders' equity, excluding non-controlling interest 13,585 15,467 18,674 19,172 20,652
Data per share, SEK
Earnings per share after tax and before dilution 4.77 9.18 6.60 7.18 11.07
Earnings per share after tax and dilution (EPS) 7.991 9.02 9.211 9.221 10.89
Shareholders' equity per share after dilution 39.13 46.76 55.91 54.76 58.64
Dividend per share 3.25 3.60 3.60 3.60 4.00²
Price of Series B share at year-end 149.00 129.75 88.50 137.80 189.50
Key data
Operating margin (EBITDA), % 18.21 19.0 18.51,3 18.41,3 19.1
Operating margin (EBIT), % 15.3 1 16.3 15.91,3 15.51,3 16.4
Profit margin (EBT), % 8.4 13.7 10.0 10.7 14.6
Return on capital employed, % 12.1 18.4 13.3 13.1 18.5
Return on capital employed excluding Items affecting
comparability, %
17.1 18.4 17.2 16.2 18.5
Return on shareholders' equity, % 11.5 21.0 12.8 12.7 19.1
Equity ratio, % 38.4 41.5 41.9 45.4 45.9
Net debt/ Equity ratio, times 0.99 0.83 0.74 0.57 0.51
Interest coverage ratio, times 5.1 7.4 5.7 7.2 10.1
Interest on convertible debenture loan net after tax 43.6 55.0 81.0 31.9 9.9
Number of shares, thousands 365,918 365,918 365,918 365,918 366,177
Number of shares after dilution, thousands 376,033 380,713 380,713 372,931 372,736
Average number of employees 31,243 32,267 32,723 29,375 37,279

1 Excluding items affecting comparability in 2006, 2008 and 2009.

² For 2010, as proposed by the Board.

³ Reclassification has been made for 2008 and 2009. Reclassification has not been made for 2006-2007. The Group has made a reclassification that affects direct distribution costs and depreciation on capitalized product development expenditure. The reason is to give a true and fair view of the allocation between direct and indirect costs as well as for product development expenses. In order to maintain comparability, the financial statements for 2008 and 2009 have been adjusted. The reclassification involves the transfer of direct distribution costs from selling expenses and administrative expenses, and where appropriate from sales, to cost of goods sold. In addition, depreciation on product development has been moved from cost of goods sold to selling expenses and administrative expenses. Both these adjustments affect gross income. Operating income is not affected.

¹ Excluding items affecting comparability 2006, 2008 and 2009.

Quarterly information

Full Full
THE GROUP IN SUMMARY
Amounts in SEK M unless stated otherwise
Q 1
2009
Q 2
2009
Q 3
2009
Q 4
2009
year
2009
Q 1
2010
Q 2
2010
Q 3
2010
Q 4
2010
year
2010
Sales 8,859 8,899 8,405 8,799 34,963 8,345 9,356 9,474 9,648 36,823
Organic growth –12% –14% –13% –8% –12% –3% 2% 6% 6% 3%
Gross income excluding items
affecting comparability 3,550 3,502 3,370 3,603 14,025 3,361 3,761 3,846 3,869 14,836
Gross income/ Sales 40.1% 39.4% 40.1% 41.0% 40.1% 40.3% 40.2% 40.6% 40.1% 40.3%
Operating income before
depreciation (EBITDA) excluding
restructuring costs 1,594 1,601 1,584 1,648 6,426 1,536 1,780 1,875 1,851 7,041
Gross margin (EBITDA) 18.0% 18.0% 18.8% 18.7% 18.4% 18.4% 19.0% 19.8% 19.2% 19.1%
Depreciation –266 –261 –237 –249 –1,014 –241 –265 –245 –244 –995
Operating income (EBIT) excluding
Items affecting comparability
1,328 1,340 1,346 1,398 5,413 1,295 1,515 1,630 1,606 6,046
Operating margin (EBIT) 15.0% 15.1% 16.0% 15.9% 15.5% 15.5% 16.2% 17.2% 16.6% 16.4%
Items affecting comparability ³ –109 –930 –1,039
Operating income (EBIT) 1,219 1,340 1,346 468 4,374 1,295 1,515 1,630 1,606 6,046
Net financial items –205 –165 –159 –106 –634 –137 –152 –190 –201 –680
Income before tax (EBT)
Profit margin (EBT)
1,015
11.4%
1,176
13.2%
1,187
14.1%
362
4.1%
3,740
10.7%
1,158
13.9%
1,363
14.6%
1,440
15.2%
1,405
14.6%
5,366
14.6%
Tax –296 –323 –300 –162 –1,081 –278 –333 –341 –334 –1,286
Net income 718 852 888 200 2,659 880 1,031 1,099 1,071 4,080
Allocation of net income:
Parent company shareholders' 716 843 876 192 2,626 876 1,019 1,090 1,064 4,050
Non-controlling interests 3 9 12 9 32 4 11 9 7 30
Full Full
Q 1 Q 2 Q 3 Q 4 year Q 1 Q 2 Q 3 Q 4 year
OPERATING CASH FLOW 2009 2009 2009 2009 2009 2010 2010 2010 2010 2010
Operating income (EBIT) 1,219 1,340 1,346 468 4,374 1,295 1,515 1,630 1,606 6,046
Restructuring costs
Depreciation
109
266

261

237
930
249
1,039
1,014

241

265

245

244

995
Net capital expenditure –187 –186 –99 –191 –664 –50 –270 –153 –235 –708
Change in working capital –316 346 612 818 1,460 –475 79 167 591 362
Paid and received interest –193 –157 –38 –119 –507 –77 –170 –29 –179 –455
Non-cash items –60 –20 67 140 127 –64 21 30 58 45
Operating cashflow ¹ 838 1,584 2,125 2,296 6,843 870 1,440 1,890 2,085 6,285
Operating cash flow /
Income before tax
0.752 1.35 1.79 1.782 1.432 0.75 1.06 1.31 1.48 1.17
Full Full
Q 1 Q 2 Q 3 Q 4 year Q 1 Q 2 Q 3 Q 4 year
CHANGE IN NET DEBT 2009 2009 2009 2009 2009 2010 2010 2010 2010 2010
Net debt at start of period 14,013 14,317 14,239 12,432 14,013 11,048 11,469 12,608 10,864 11,048
Operating cash flow –838 –1,584 –2,125 –2,296 –6,843 –870 –1,440 –1,890 –2,085 –6,285
Restructuring payments 144 224 147 161 676 112 182 71 101 465
Tax paid
Acquisitions/Disposals
298
263
397
66
2
511
210
331
907
1,171
261
768
241
373
94
720
203
1,458
799
3,319
Dividend 1,317 1,317 1,317 1,317
Purchase of treasury shares 48 48
Exchange rate differences and other 437 –498 –341 210 –193 150 418 –739 23 –147
Net debt at end of period 14,317 14,239 12,432 11,048 11,048 11,469 12,608 10,864 10,564 10,564
Net debt / Equity ratio 0.71 0.74 0.67 0.57 0.57 0.57 0.62 0.55 0.51 0.51
Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4
NET DEBT 2009 2009 2009 2009 2010 2010 2010 2010
Long-term interest-bearing receivables –269 –256 –236 –244 –64 –60 –56 –62
Short-term interest-bearing
investments including derivatives –2,632 –2,250 –1,989 –840 –699 –205 –252 –170
Cash and bank balances –1,280 –1,800 –1,303 –1,579 –1,216 –1,271 –1,225 –1,280
Pension obligations
Long-term interest-bearing liabilities
1,222
8,659
1,200
11,227
1,093
10,471
1,118
10,692
1,114
10,561
1,150
10,265
1,056
9,481
1,078
8,134
Short-term interest-bearing liabilities
including derivatives 8,617 6,117 4,395 1,901 1,773 2,729 1,860 2,864
Total 14,317 14,239 12,432 11,048 11,469 12,608 10,864 10,564

CAPITAL EMPLOYED AND FINANCING Q 1
2009
Q 2
2009
Q 3
2009
Q 4
2009
Q 1
2010
Q 2
2010
Q 3
2010
Q 4
2010
Capital employed 34,540 33,494 31,108 30,382 31,523 33,051 30,495 31,385
– of which, goodwill 21,443 20,857 19,992 20,333 22,480 23,659 22,085 22,279
– of which, other intangible and
tangible assets 8,214 7,972 7,379 7,541 7,797 8,160 7,450 8,336
– of which, shares in associates 55 54 52 39 38 37 37 37
Net debt 14,317 14,239 12,432 11,048 11,469 12,608 10,864 10,564
Non-controlling interests 163 152 149 162 167 174 157 169
Shareholders' equity, excluding
non-controlling interests
20,060 19,110 18,526 19,172 19,887 20,269 19,474 20,652
Full Full
Q 1 Q 2 Q 3 Q 4 year Q 1 Q 2 Q 3 Q 4 year
DATA PER SHARE, SEK 2009 2009 2009 2009 2009 2010 2010 2010 2010 2010
Earnings per share after tax
and before dilution
1.96 2.30 2.39 0.52 7.18 2.39 2.79 2.98 2.91 11.07
Earnings per share after tax and dilution 1.92 2.25 2.36 0.54 7.06 2.36 2.74 2.93 2.86 10.89
Earnings per share after tax and dilution
excluding Items affecting
comparability 2.20 2.25 2.36 2.41 9.22 2.36 2.74 2.93 2.86 10.89
Shareholders' equity per share
after dilution
59.55 54.28 53.47 55.29 54.76 56.94 57.89 55.65 58.65 58.64
Full Full
NUMBER OF SHARES Mar
2009
Jun
2009
Sep
2009
Dec
2009
year
2009
Mar
2010
Jun
2010
Sep
2010
Dec
2010
year
2010
Number of shares before dilution,
thousands
365,918 365,918 365,918 365,918 365,918 365,918 365,918 365,918 366,177 366,177

Weighted average number of shares after dilution, thousands 380,713 380,197 377,748 376,534 376,534 372,931 372,882 372,827 372,810 372,810

¹ Excluding restructuring payments.

² Operating income before tax excluding items affecting comparability.

³ Items affecting comparability consist of restructuring costs for 2009.

Definitions of key data terms Organic growth

Change in sales for comparable units after adjustments for acquisitions and exchange-rate effects.

Operating margin (EBITDA)

Operating income before depreciation and amortization as a percentage of sales.

Operating margin (EBIT)

Operating income as a percentage of sales.

Profit margin (EBT)

Income before tax as a percentage of sales.

Operating cash flow

See the table in operating cash flow for information regarding detailed items.

Net capital expenditure

Investments in fixed assets less disposals of fixed assets.

Depreciation

Depreciation/amortization of tangible and intangible assets.

Net debt

Interest-bearing liabilities less interest-bearing assets.

Capital employed

Total assets less interest-bearing assets and non-interestbearing liabilities including deferred tax liability.

Equity ratio

Shareholders' equity as a percentage of total assets.

Interest coverage ratio

Income before tax plus net interest divided by net interest.

Return on shareholders' equity

Net income excluding non-controlling interests, plus interest expenses after tax for convertible debenture loans, as a percentage of average shareholders' equity (excluding noncontrolling interests) after dilution.

Return on capital employed

Income before tax plus net interest as a percentage of average capital employed.

Earnings per share after tax and before dilution

Net income excluding non-controlling interests divided by weighted average number of shares before dilution.

Earnings per share after tax and dilution

Net income excluding non-controlling interests, plus interest expenses after tax for convertible debenture loans, divided by weighted average number of shares after dilution.

Shareholders' equity per share after dilution

Equity excluding non-controlling interests, plus convertible debenture loan, divided by number of shares after dilution.

Proposed distribution of earnings

The following earnings are at the disposal of the Annual General Meeting:

Premium fund: SEK 34 M Retained earnings brought forward: SEK 1,984 M Net income for the year: SEK 1,492 M TOTAL: SEK 3,510 M

The Board of Directors and the President and CEO propose that a dividend of SEK 4.00 per share, a total of SEK 1,466 M, be distributed to shareholders and that the remainder, SEK 2,044 M, be carried forward to the new financial year. The dividend amount is calculated on the number of outstanding shares as per 4 February 2011.

Wednesday, 4 May 2011 has been proposed as the record date for dividends. If the Annual General Meeting confirms this proposal, dividends are expected to be distributed by Euroclear Sweden AB on Monday, 9 May 2011.

The Board of Directors and the President and CEO declare that the consolidated accounts have been prepared in accordance with International Financial Reporting Standards, IFRS, as adopted by the EU and give a true and fair view of the Group's financial position and results. The Parent company's annual accounts have been prepared in accordance with generally accepted accounting principles in Sweden and give a true and fair view of the Parent company's financial position and results.

The Report of the Board of Directors for the Group and the Parent company gives a true and fair view of the development of the Group's and the Parent company's business operations, financial position and results, and describes material risks and uncertainties to which the Parent company and the other companies in the Group are exposed.

Stockholm, 4 February 2011

Gustaf Douglas Chairman of the Board Carl Douglas Board member

Birgitta Klasén Board member

Eva Lindqvist Board member

Johan Molin President and CEO

Sven-Christer Nilsson Board member

Lars Renström Board member

Ulrik Svensson Board member

Seppo Liimatainen Employee representative

Mats Persson Employee representative

Our audit report was issued on 4 February 2011

PricewaterhouseCoopers AB

Peter Nyllinge Authorized Public Accountant

Audit report

To the General Meeting of the shareholders of ASSA ABLOY AB, Corporate identity number 556059-3575

We have audited the annual accounts, the consolidated accounts, the accounting records and the administration of the Board of Directors and the President and CEO of ASSA ABLOY AB for the year 2010. The company's annual accounts and consolidated accounts are presented on pages 59–116 of the printed version of this document. The Board of Directors and the President and CEO are responsible for these accounts and the administration of the company as well as for the application of the Annual Accounts Act when preparing the annual accounts and the application of International Financial Reporting Standards, IFRS, as adopted by the EU, and the Annual Accounts Act when preparing the consolidated accounts. Our responsibility is to express an opinion on the annual accounts, the consolidated accounts and the administration based on our audit.

We conducted our audit in accordance with generally accepted auditing standards in Sweden. Those standards require that we plan and perform the audit to obtain reasonable assurance that the annual accounts and the consolidated accounts are free of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the accounts. An audit also includes assessing the accounting principles used and their application by the Board of Directors and the President and CEO and significant estimates made by the Board of Directors and the President and CEO when preparing the annual accounts and consolidated accounts as well as evaluating the overall presentation of information in the annual accounts and the consolidated accounts. As a basis for our opinion concerning discharge from liability, we examined

significant decisions, actions taken and circumstances of the company in order to be able to determine the liability, if any, to the company of any Board member or the President and CEO. We also examined whether any Board member or the President and CEO has, in any other way, acted in contravention of the Companies Act, the Annual Accounts Act or the Articles of Association. We believe that our audit provides a reasonable basis for our opinion set out below.

The annual accounts have been prepared in accordance with the Annual Accounts Act and give a true and fair view of the company's financial position and results of operations in accordance with generally accepted accounting principles in Sweden. The consolidated accounts have been prepared in accordance with International Financial Reporting Standards, IFRS, as adopted by the EU, and the Annual Accounts Act and give a true and fair view of the Group's financial position and results of operations. A corporate governance report has been prepared. The statutory administration report and the corporate governance report are consistent with the other parts of the annual accounts and the consolidated accounts.

We recommend to the Annual General Meeting of shareholders that the income statements and balance sheets of the Parent company and the Group be adopted, that the profit of the Parent company be dealt with in accordance with the proposal in the administration report and that the members of the Board of Directors and the President and CEO be discharged from liability for the financial year.

Stockholm, 4 February 2011

PricewaterhouseCoopers AB

Peter Nyllinge Authorized Public Accountant

The ASSA ABLOY share

Share price trend in 2010

In 2010 ASSA ABLOY's Series B share rose 38 percent to SEK 189.50 (137.80), equivalent to a market capitalization of SEK 69,391 M (50,423). During the same period, the NASDAQ OMX Stockholm rose 23 percent. The highest closing share price was SEK 199.20, recorded on 2 December 2010, and the lowest closing price was SEK 126.60, recorded on 28 January 2010.

Listing and trading

ASSA ABLOY's Series B share is listed on NASDAQ OMX Stockholm, Large Cap. The share has been listed since 8 November 1994.

Total turnover of the ASSA ABLOY share on NASDAQ OMX Stockholm amounted to 464 million (518) shares, which is equivalent to an average turnover of 1.8 million shares (2.1) per day. The turnover rate of the share was around 127 percent (149), compared with a turnover rate of 95 percent (119) on the NASDAQ OMX Stockholm and 99 percent (126) on the Large Cap list.

The implementation of the EU Markets in Financial Instruments Directive (MiFID) has changed the structure of equity trading in Europe. Now that a share can be traded on markets other than the stock exchange where it is listed, trading has become more fragmented, while the total turnover of many shares has increased. The ASSA ABLOY share is now not only traded on the NASDAQ OMX Stockholm, but also on several other markets. However, the Stockholm Stock Exchange accounts for the majority of trading, where 51 percent of the shares were traded in 2010.

Ownership structure

The number of shareholders at year-end was 20,199 (22,014) and the ten largest shareholders accounted for around 31 percent (37) of the share capital and 53 percent (57) of the votes. Shareholders with more than 50,000 shares, a total of 378 shareholders, accounted for 95 percent (94) of the share capital and 96 percent (96) of the votes. Investors outside Sweden accounted for around 63 percent (53) of the capital and 43 percent (36) of the votes, and were mainly in the USA and the UK.

Data per share

SEK/share¹ 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010
Earnings after tax
and dilution 2 2.98 3.53 3.31 6.33 6.97 7.993 9.02 9.213 9.223 10.89
Dividend 1.00 1.25 1.25 2.60 3.25 3.25 3.60 3.60 3.60 4.004
Dividend yield, % 5 0.7 1.3 1.5 2.3 2.6 2.2 2.8 4.1 2.6 2.1
Dividend, % 2, 6 30.5 32.2 33.9 42.0 47.6 64.0 40.5 52.3 47.8 37.0
Share price at year-end 151.00 99.50 85.50 113.50 125.00 149.00 129.75 88.50 137.80 189.50
Highest share price 186.00 159.50 110.00 113.50 126.00 151.00 164.00 126.00 142.50 199.20
Lowest share price 94.50 76.50 67.00 84.00 89.25 109.00 124.50 69.75 71.50 126.60
Equity2 35.80 35.85 31.23 34.74 42.85 39.13 46.76 55.91 54.76 58.64
Number of shares,
thousands 7
361,730 370,935 370,935 378,718 378,718 376,033 380,713 380,713 372,931 372,736
1 Adjustments made for new issues. 5 Dividend as percentage of share price at year-end.

7 After full dilution.

1 Adjustments made for new issues.

2 2001–2003 have not been adjusted for IFRS.

3 Excluding items affecting comparability 2006, 2008 and 2009.

4 Proposed dividend.

6 Dividend as percentage of adjusted earnings in line with dividend policy.

ASSA ABLOY's ten largest shareholders

Based on the share register at 31 December 2010.

Shareholders Series A shares Series B shares Total number
of shares
Share capital, % Votes, %
Investment AB Latour 6,746,425 19,000,000 25,746,425 7.0 16.1
SäkI 7,118,818 2,300,000 9,418,818 2.6 13.6
Melker Schörling AB 5,310,080 9,162,136 14,472,216 4.0 11.6
Capital Group Funds 19,245,000 19,245,000 5.3 3.6
Alecta 12,180,000 12,180,000 3.3 2.3
Swedbank Robur Funds 8,488,574 8,488,574 2.3 1.6
Harris Associates 7,525,100 7,525,100 2.1 1.4
SEB Funds & SEB Trygg Liv 6,703,247 6,703,247 1.8 1.2
Folksam-Group 5,568,553 5,568,553 1.5 1.0
SHB Funds 5,400,679 5,400,679 1.5 1.0
Other shareholders 251,428,582 251,428,582 68.7 46.7
Total number 19,175,323 347,001,871 366,177,194 100.0 100.0

Source: SIS Ägarservice AB and Euroclear Sweden AB.

OWNERSHIP STRUCTURE (SHARE CAPITAL) OWNERSHIP STRUCTURE (VOTES)

Share capital

ASSA ABLOY's share capital at 31 December 2010 amounted to SEK 366,177,194, distributed among 19,175,323 Series A shares and 347,001,871 Series B shares. All shares have a par value of SEK 1.00 and provide the holders with equal rights to the company's assets and earnings. Each Series A share carries ten votes and each Series B share one vote.

Year Transaction Series A
shares
Series C
shares
Series B
shares
Share
capital, SEK
1989 20,000 2,000,000
1994 Split 100:1 2,000,000 2,000,000
1994 Bonus issue
1994 Non-cash issue 1,746,005 1,428,550 50,417,555 53,592,110
1996 New share issue 2,095,206 1,714,260 60,501,066 64,310,532
1996 Conversion of Series C shares into Series A shares 3,809,466 60,501,066 64,310,532
1997 New share issue 4,190,412 66,541,706 70,732,118
1998 Converted debentures 4,190,412 66,885,571 71,075,983
1999 Converted debentures before split 4,190,412 67,179,562 71,369,974
1999 Bonus issue
1999 Split 4:1 16,761,648 268,718,248 285,479,896
1999 New share issue 18,437,812 295,564,487 314,002,299
1999 Converted debentures after split and new issues 18,437,812 295,970,830 314,408,642
2000 Converted debentures 18,437,812 301,598,383 320,036,195
2000 New share issue 19,175,323 313,512,880 332,688,203
2000 Non-cash issue 19,175,323 333,277,912 352,453,235
2001 Converted debentures 19,175,323 334,576,089 353,751,412
2002 New share issue 19,175,323 344,576,089 363,751,412
2002 Converted debentures 19,175,323 346,742,711 365,918,034
2010 Converted debentures 19,175,323 347,001,871 366,177,194
Number of shares after dilution 19,175,323 353,560,643 372,735,966

The ASSA ABLOY share

Share capital and voting rights

The share capital at year-end amounted to SEK 366,177,194 distributed among a total of 366,177,194 shares, comprising 19,175,323 Series A shares and 347,001,871 Series B shares. All shares have a par value of SEK 1.00 and provide the holders with equal rights to the company's assets and earnings. The total number of voting rights amounts to 538,755,101; each Series A share carries ten votes and each Series B share one vote.

Dividend and dividend policy

The objective of the dividend policy is that, in the long term, the dividend should be equivalent to 33–50 percent of earnings after standard tax, but always taking into account ASSA ABLOY's long-term financing requirements.

The Board of Directors and the CEO propose that a dividend of SEK 4.00 per share (3.60), SEK 1,466 M, be paid to shareholders for the 2010 financial year, equivalent to a dividend yield on Series B shares of 2.1 percent (2.6).

Incentive programs

Long-term incentive program

At the 2010 Annual General Meeting, it was decided to launch a long-term incentive program (LTI 2010) for senior executives and other key staff in the Group.

For each Series B share acquired by the CEO within the framework of LTI 2010, the company assigns one matching stock option and four performance-based stock options. For each Series B share acquired by other members of the Executive Team, the company assigns one matching stock option and three performance-based stock options. For other participants, the company assigns one matching stock option and one performance-based stock option.

Each matching stock option entitles the holder to receive one free Series B share in the company after three years, provided that the holder is still employed in the Group when the interim report for the first quarter 2013

is published and has retained the shares acquired within the framework of LTI 2010.

Each performance-based stock option entitles the holder to receive one free Series B share in the company three years after assignment, provided that the above conditions have been fulfilled. In addition, the maximum level in a range determined by the Board for the performance of the company's earnings per share in 2010 must have been fulfilled.

Other equity-based incentive programs

ASSA ABLOY has issued a number of convertible debentures to employees in the Group.

In 2006, it was decided to launch an incentive program for senior executives, Incentive 2006. Any conversion of Incentive 2006 can take place in a 180-day period from December 2010 to June 2011. Conversion of the convertible debentures relating to Incentive 2006 began in December 2010. Conversion is managed by an external party and 259,160 new Series B shares had been issued as at December 2010. Full conversion at a conversion rate of EUR 14.60 for Series 1, EUR 15.90 for Series 2, EUR 17.30 for Series 3 and EUR 18.60 for Series 4 results in an additional 2,332,350 shares.

In 2007, it was decided to launch a new incentive program, Incentive 2007. Any conversion of Incentive 2007 can take place in a 30-day period in May and June 2012. Full conversion at a conversion rate of EUR 18.00 for Series 1, EUR 20.50 for Series 2, EUR 23.00 for Series 3 and EUR 25.40 for Series 4 will add 4,679,610 shares.

Full conversion of Incentive 2006 and 2007 results in an additional 7,011,960 shares and has a dilutive effect of 1.9 percent on the share capital and 1.3 percent on the total number of votes. At year-end 2010 Incentive 2006 amounted to EUR 35 M and Incentive 2007 to EUR 100 M.

Around 2,000 employees in some 15 countries are participating in Incentive 2006 and Incentive 2007.

Company Name Telephone Email
ABG Sundal Collier Christer Magnergård +46 8 566 286 26 [email protected]
Bank of America Merrill Lynch Ben Maslen +44 20 7996 4783 [email protected]
Barclays Capital Allan Smylie +44 20 7773 4873 [email protected]
Carnegie Kenneth Toll Johansson +46 8 588 68 911 [email protected]
Cheuvreux Andreas Dahl +46 8 723 51 63 [email protected]
Credit Suisse Andre Kukhnin +44 20 7888 0350 [email protected]
Danske Bank Anders Idborg +46 8 568 80 570 [email protected]
Deutsche Bank Johan Wettergren +46 8 463 55 18 [email protected]
DnBNOR Lars Brorson +44 20 7621 6149 [email protected]
Dresdner Kleinwort Colin Grant +44 20 7475 9161 [email protected]
Enskilda Securities Julian Beer +46 8 522 296 52 [email protected]
Goldman Sachs Sam Edmunds +44 20 7552 1289 [email protected]
Handelsbanken Capital Markets Peder Frölén +46 8 701 12 51 [email protected]
HSBC Matt Williams +44 20 7991 6750 [email protected]
ICAP Securities Ltd Nick Wilson +44 20 7532 4683 [email protected]
JP Morgan Nico Dil +44 20 7325 4292 [email protected]
Morgan Stanley Guillermo Peigneux +34 9141 81398 [email protected]
Nordea Ann-Sofie Nordh +46 8 534 91 452 [email protected]
Nordea Johan Trocmé +46 8 5349 13 99 [email protected]
Redburn Partners James Moore +44 20 7000 2135 [email protected]
Société Générale Sébastien Grunter +33 1 4213 4722 [email protected]
Swedbank Markets Niclas Höglund +46 8 5859 1800 [email protected]
The Royal Bank of Scotland Daniel Cunliffe +44 20 7678 9158 [email protected]
The Royal Bank of Scotland Klas Bergelind +44 20 7678 6001 [email protected]
UBS Fredric Stahl +46 8 493 73 09 [email protected]
UniCredit Bank AG Alasdair Leslie +44 20 7826 7961 [email protected]
Ålandsbanken Anders Roslund +46 8 791 46 15 [email protected]
Öhman David Jacobsson +46 8 402 52 72 [email protected]
Öhman Oscar Stjerngren +46 8 402 50 65 [email protected]

Analysts who follow ASSA ABLOY

Landmarked hotel in Beirut increases productivity and security

VingCard Elsafe installed VISIONLINE, its wireless RF-online system, and Signature RFID, its contactless electronic door locks at the Intercontinental Phoenicia Beirut in Lebanon, improving the hotel's operations and overall security.

With VISIONLINE, the hotel is able to facilitate reliable wireless two-way communication from standalone electronic door locks to their host security and PMS systems. Total security control is provided from one central location and RF-online communication capabilities eliminate the need to travel to each guestroom to perform tasks including reprogramming individual locks, remotely cancelling guest and staff key cards, identifying and changing low batteries and much more.

To complement the VISIONLINE system, the hotel also chose Signature RFID contactless electronic door locks, which offer highly reliable security features and provide unprecedented convenience and ease-of-operation. The RFID locks allow for contactless guest room entry and are compatible with next-generation NFC mobile phones.

Information for shareholders

Annual General Meeting

The Annual General Meeting of ASSA ABLOY will be held at Moderna Museet (Museum of Modern Art), Skeppsholmen, Stockholm at 15.00 on Friday, 29 April 2011. Shareholders wishing to attend the Annual General Meeting should:

  • Be registered in the share register kept by Euroclear Sweden AB by Thursday, 21 April 2011.
  • Notify ASSA ABLOY AB of their intention to attend by Thursday, 21 April 2011.

Registration in the share register

In addition to notification of intention to attend, shareholders whose shares are nominee registered must be temporarily registered in their own name in the share register (voting right registration) to be able to attend the Annual General Meeting. In order that this registration has been completed by Thursday, 21 April 2011, the shareholder should contact his/her bank or nominee well before that date.

Notification of intention to attend

  • Website www.assaabloy.com
  • Address ASSA ABLOY AB "årsstämman",
  • Box 7842, SE-103 98 Stockholm
  • Telephone +46 (0) 8 506 485 14

The notification should state:

  • Name
  • Personal or corporate identity number
  • Address and daytime telephone number
  • Number of shares
  • Any accompanying advisers

A shareholder who is to be represented by a proxy should submit a completed proxy form with the notification of intention to attend the Annual General Meeting. Proxy forms are available at: www.assaabloy.com.

Nomination Committee

The Nomination Committee has the task of preparing decisions on the election of the Chairman and other members of the Board of Directors, the appointment of the auditor, the election of the Chairman of the Annual General Meeting, and fees and associated matters. The Nomination Committee prior to the 2011 Annual General Meeting comprises Gustaf Douglas (Investment AB Latour and SäkI), Mikael Ekdahl (Melker Schörling AB), Liselott Ledin (Alecta),Marianne Nilsson (Swedbank Robur Funds) and Per-Erik Mohlin (SEB Funds/SEB Trygg Liv). Mikael Ekdahl is Chairman of the Nomination Committee.

Dividend

Wednesday, 4 May 2011 has been proposed as the record date for dividends. If the Annual General Meeting confirms this proposal, dividends are expected to be distributed by Euroclear Sweden AB on Monday, 9 May 2011.

Further information

Niklas Ribbing, Head of Investor Relations Telephone: +46 (0) 8 506 485 79 [email protected]

Reports can be ordered from ASSA ABLOY AB

  • Website www.assaabloy.com
  • Telephone +46 (0) 8 506 485 00
  • Fax +46 (0) 8 506 485 85
  • Post ASSA ABLOY AB
  • Box 70340 SE-107 23 Stockholm, Sweden

Financial reporting

First quarter: 28 April 2011 Second quarter: 27 July 2011 Third quarter: 28 October 2011 Fourth quarter and Year-end Report: February 2012 Annual Report 2011: March 2012

Online Annual Report

ASSA ABLOY's online Annual Report has many user-friendly functions. The texts can be read out loud and the financial tables can be expanded and downloaded in Excel. All information in the Annual Report can be found easily by menu navigation or by using the Search function. The online Annual Report is available at: www.assaabloy.com/annualreport2010

Glossary

Aperio

Aperio is a new technology that enables mechanical locks to be wirelessly linked to an existing access control system. Aperio locks can be installed in a new or existing access control system and users can use the same credentials they have for that system.

ElectroLynx

ElectroLynx is an ASSA ABLOY solution that simplifies the process of introducing electrical hardware into a door. It has a wiring scheme and simple, snap-together connectors that can be used with all electrical ASSA ABLOY products and can be installed inside doors as desired. The solution means that installers themselves do not need to solder and connect individual wires.

Gateway process

The ASSA ABLOY Product Innovation Process is based on a structured Gateway approach, meaning that all projects have to pass six gates on their way from idea to installed products.

High Definition Printing (HDP)

Fargo HDP – High Definition Printing – is a process used in the production of tamper-evident and highly wear-resistant ID cards. HDP produces high-quality images that are sandwiched between Fargo's HDP film and the card, and that essentially destroy themselves if there is any attempt to alter the card.

Hi-O

Highly Intelligent Opening is a standardized new technology for security and control of door environments. Hi-O allows interconnectivity – communication between all components in a door solution.

Inlay

An RFID inlay is one of the components in a contact-free card or similar document. It consists of a circuit board connected to an antenna mounted on plastic film.

Lean

The Lean Production philosophy is to use as few resources as possible. The focus is on just-in-time production, which means that materials, parts and products are in the right place at the right time. The Lean philosophy includes striving for continuous improvement.

NFC

Near Field Communication (NFC) is a short-range wireless connectivity standard that uses magnetic field induction to enable communication between devices when they are touched together or brought within a few centimeters of each other.

OEM

Original Equipment Manufacturer, a company that makes the final product that can be sold on the open market. Usually the OEM company does not sell the product directly to the public but goes through dealers. The product may consist of proprietary components or a combination of purchased and proprietary.

RFID

Radio Frequency Identification is a technology for reading and storing information remotely using small radio transmitter/receivers and memories called tags. A tag can be small enough to fit in a price tag on goods in a store, or placed in a glass capsule and injected under a pet's skin with ID information. One current use of RFID is in keycards.

ZigBee

ZigBee is a standard for wireless control of equipment in homes, commercial properties, industry and other places where there is a need for it. The technique consumes little energy and the wireless platform makes it easy to install retrospectively.

Production: ASSA ABLOY, Hallvarsson & Halvarsson. Photos: front page, Can Wong, page 6–7 Peter Hoelstad, page 16 Rafn Sigurbjörnsson, page 19, 29, 47 Getty Images, page 22–23 Rithuset,page 26–27 White View, page 8–9 Dehli Airport Image© HOK and ASSA ABLOYs own photographic library, among others. Translation: Textforum. Printing: Elanders AB, Falköping, March 2011.

ASSA ABLOY Annual Report 2010 ASSA ABLOY is the global leader in door opening solutions, dedicated to satisfying end-user needs for security, safety and convenience

» Future shareholder value is based on organic and acquired growth as well as continued rationalization and synergies in the Group « – Johan Molin, President and CEO

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