Information från ABG Sundal Collier

Här finner du information kring börsens mindre och medelstora bolag. Avsändare är ABG Sundal Collier, innehållet är inte skapat av placera.nu:s redaktion.

« Tillbaka

Tempest Security - A step in the right direction

26 maj 2025

<a id="bm-comp-ae1d5997-e7db-42d8-a087-ba6eb15dceaa" name="bm-comp-ae1d5997-e7db-42d8-a087-ba6eb15dceaa" class="BMCustomAnchor"></a><table><tr><td bm-component-id="ae1d5997-e7db-42d8-a087-ba6eb15dceaa" style="vertical-align: top; width:100.000000%;"><ul><li>Organic sales growth of 13% y-o-y in Q1</li><li>Profitability improvement in Security Solutions...</li><li>...and there is more to come</li></ul></td></tr></table><a id="bm-comp-33cfbb0e-152e-4898-9fc0-572058cbdc00" name="bm-comp-33cfbb0e-152e-4898-9fc0-572058cbdc00" class="BMCustomAnchor"></a><table><tr><td bm-component-id="33cfbb0e-152e-4898-9fc0-572058cbdc00" style="vertical-align: top; width:100.000000%;"><h3 class="bm-h3">Q1: Positive EBITDA again after two challenging quarters</h3><p>Tempest delivered a promising Q1 report with improved organic sales growth and profitability q-o-q. Sales grew 9% y-o-y, but adjusted for the divestment in Risk Solutions, organic sales growth was 13% y-o-y driven by 16% sales growth in Security Solutions. This was 6% above ABGSCe as sales growth in Security Solutions was stronger than expected. Profitability was also slightly better than anticipated with EBITDA of SEK 1.6m (3.2m); we had SEK 0.3m. The deviation was driven by better profitability in Security Solutions, whereas Risk Solutions was a bit behind our expectations. We argue that progress within Security Solutions is more important long-term since it is the largest business area and has better market conditions.</p><h3 class="bm-h3">'25e sales up 4% and positive EBIT expected</h3><p>We raise our '25e sales by 4% on the back of the stronger than expected Q1 report with higher business volumes in Security Solutions. Q2 looks a bit challenging from a sales growth perspective as the Scania deal is still in the numbers in Q2'24, but the headwind should ease from Q3. We also raise our profitability assumptions driven by more confidence in the company's ability to get back to historical levels within Security Solutions. We now expect EBIT to be positive for '25e (SEK -2m previously).</p><h3 class="bm-h3">Entering seasonally strong quarters with momentum</h3><p>Tempest now enters its seasonally strongest quarters with positive momentum, and we think there are more efficiencies to be gained from the newly entered contracts in Security Solutions as profitability usually improves gradually after the initial start-up period. This is because extra costs associated with additional hirings decrease and Tempest can sell additional services that improve profitability.</p></td></tr></table>

Senaste artiklar från alla bolag

Datum Titel Bolag Typ
2025-07-11 OrganoClick - Weak Q2 triggers PW OrganoClick Analys
2025-07-11 Nexam Chemical - Sales in line, lower EBIT on hig... Nexam Chemical Analys
2025-07-11 Careium - Continued headwinds in Sweden Careium Analys
2025-07-11 StrongPoint - Revenue up 18% y-o-y StrongPoint Analys
2025-07-10 B3 Consulting Group - No signs of additional impr... B3 Consulti.. Analys
2025-07-10 Midsona - Fire in Spain plant weighs on estimates Midsona Analys
2025-07-10 Nilörn - Fit for performance Nilörn Analys
2025-07-10 Humble Group - A little bump in the road Humble Group Analys
2025-07-10 Eastnine - More M&A far from ruled out Eastnine Analys
2025-07-09 OrganoClick - NW&FT weakness to continue, set for... OrganoClick Analys
2025-07-09 Infrea - Solid ground, soft comps Infrea Analys
2025-07-08 Vestum - Riding the wave of water investments Vestum Analys
2025-07-08 Ovzon - Orders are still piling up Ovzon Analys
2025-07-07 Eastnine - Higher occupancy off-set lower Q2 NOI Eastnine Analys
2025-07-07 Nexam Chemical - Bright spot in Recycling Nexam Chemical Analys
2025-07-04 Inission - H2 recovery gets further boost from M&A Inission Analys
2025-07-04 Berner Industrier - Set up for compounding Berner Indu.. Analys
2025-07-04 Freemelt - Record quarter for orders: six Freemel... Freemelt Analys
2025-07-03 SinterCast - Market weakness persists, but strong... SinterCast Analys
2025-07-03 Fastpartner - Weaker top line drives Q2 deviation Fastpartner Analys