OssDsign - Declining sales in Q1
Profit warning ahead of Q1'26 - results due 5 May3.6% organic decline in sales (-17% in SEK)Mid-range EBIT for Q1'26e implies -23% on ABGSCe FY'26eQ1 ...
Profit warning ahead of Q1'26 - results due 5 May3.6% organic decline in sales (-17% in SEK)Mid-range EBIT for Q1'26e implies -23% on ABGSCe FY'26eQ1 ...
Xplora has the tools to drive a good senior conversion rateWe forecast a ~30% EBITA CAGR from '25e to '28e...... leading EV/EBITA to drop from 17x in ...
Memory prices could cause pre-buying in H1 and setback thereafterGood earnings resilience, 8% adj. EBITA growth in 2026e7.2x 2026e EV/EBITA and good f...
Relatively light comps in Q1e, but market still toughWe raise '26e-'28e EBIT by 1-3%Trading at 6.3x NTM EV/EBITA solid underlying Q1e, offset by FXWe ...
We expect near-term headwinds: Q1 EBITA -8% y-o-ySoft UK forecasts mean we lower '26e-'28e EBITA by 4-1%We lower our fair value range to SEK 55-75, 10...
Q1e: 10% organic sales growth, 4% adj. EBITA marginWe cut our EBITA estimates by 7-2%Trading at 9x '26e EV/EBITAQ1e: strong organic growth, but soft m...
Q1'26 numbers due on 29 April at 07:45 CETNear-term caution, but the model should continue to prove itselfFair value range down to SEK 190-270 (200-28...