Criteria adapts its strategic plan with an investment of 8,000 million until 2030
CriteriaCaixa expects to have an investment capacity of up to 8,000 million in the next five years and to make more than 4,000 million available to the La Caixa Foundation through dividends. The holding company has just announced an adaptation of its strategic plan promoted in 2024 with Ángel Simón as CEO, to the roadmap that the social work promoted last June.
With this change, the entity headed by Isidro Fainé will focus its investments on projects focused on obtaining “recurrent, sustainable and responsible returns” and will promote the “creation of value with a long-term vision” in its investee companies, as detailed in a statement. The objective is to “preserve and grow heritage.”
With data from June 2025, CriteriaCaixa records assets for a gross value of 37,252 million in the heat of a first half of increases in the stock market and a “solid” cash generation. In addition, it has distributed a dividend of 360 million to the Foundation, to which must be added an additional 125 million approved by the Board of Trustees of the Foundation on October 9.
“This revised roadmap maintains the same goal that we have always pursued: providing dividends and growing the assets of the Foundation in order to continue strengthening the capabilities of the Social Work that has been, is and will be our hallmark. Applying responsible and sustainable investment policies that maximize the positive social impact,” commented Fainé.
For his part, the general director, José María Méndez, has stressed the “importance of rigor and independence in decision-making.” “Our objective is the creation of long-term value and the social dividend that makes transformative action possible,” he noted. The strategy will be marked by a conservative profile, with moderate debt levels and an “adequate” diversification of financing sources, including access to institutional debt markets, in addition to maintaining the “investment grade” rating.
