Alligo - Tooled up for continued margin recovery
Q3e: Sales SEK 2,346m and adj. EBITA SEK 177mEstimates trimmed by 4/2% for '26e/'27e12x/10x '26e/'27e adj. EBITAQ3 expectationsWe expect the company t...
Q3e: Sales SEK 2,346m and adj. EBITA SEK 177mEstimates trimmed by 4/2% for '26e/'27e12x/10x '26e/'27e adj. EBITAQ3 expectationsWe expect the company t...
Q3 report due Tuesday 6 NovemberOrder intake to remain positive13-9x '27e-'28e EV/EBITQ3 expectationsWe expect order momentum to remain positive in Q3...
NAV per share +7.2% y-o-yBuyback and net cash position support continued 5-7% dividend~35% NAV discount vs ~22% average; fair value range SEK 100-136N...
Steady growth despite Enterprise cautionEarnings trajectory shifts further outScaling to drive profitabilitySteady growth despite near-term Enterprise...
Guidance downgrade following Brazil banNew financing includes both a new loan and an equity raiseTrading at 4x '27e P/E at the subscription price of t...
Q3e EBITA +11% y-o-y to SEK 88mWe raise '27e EBITA 2% on Svedbergs savingsWe reiterate our fair value range of SEK 57-77We expect EBITA +11% y-o-y in ...
Sequential sales decline, but order activity has improvedWe cut '26e-'28e EBIT by 11-8% on lower sales assumptions16-13x '26e-'27e EV/EBITSequential s...