Eolus - Impairments weighed on Q4, but Q1 improves
Q4 EBIT in line with pre-announcement (SEK -313m)Impairments of SEK 238m, portfolio size down to 15.8 GW (25.3 GW)Completes sale of 127 MW Roccasecca ...
Q4 EBIT in line with pre-announcement (SEK -313m)Impairments of SEK 238m, portfolio size down to 15.8 GW (25.3 GW)Completes sale of 127 MW Roccasecca ...
Substantial margin-driven EBITA beatWe raise EBITA by 6-5% for '26e-'27eBalance sheet soon supportive of dividends, in our viewA margin-driven earning...
Q4 sales of SEK 18m (ABGSCe 16m), EBIT -3.3m (ABGSCe -10m)Momentum in SOFC coatings for data centre/power generationExpect near-term revenues to be Se...
Solid end to the yearAY'25/26e guidance seems fineFair value range of NOK 18-25Solid end to the yearGroup revenue was NOK 272m, 5% above our estimate ...
Strong international growth offset by the NordicsShort-term Pricer headwindFair value range of NOK 8-18 per shareA mixed Q4StrongPoint delivered a mix...
Softer Q4 numbers due to FX and tough compsWe raise EBITDA by 6% for '27eTrading at 13-9x EV/EBITDA for '26e-'27e, ~30% below peersQuarter held back b...
We expect 50% organic growth in Q4eQ4 mix is likely to be somewhat softFVR of SEK 30-45 reiteratedQ4 expectationsWe expect Q4 sales of SEK 41m, which ...