Information från ABG Sundal Collier

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Prevas - Stable underlying margins

05 maj 2026

<a id="bm-comp-2a44af01-47ca-4973-b147-bcd67a68fc78" name="bm-comp-2a44af01-47ca-4973-b147-bcd67a68fc78" class="BMCustomAnchor"></a><table><tr><td bm-component-id="2a44af01-47ca-4973-b147-bcd67a68fc78" style="vertical-align: top; width:100.000000%;"><ul><li><font color="#000000">Sales of SEK 426m, organic decline of 3%</font></li><li><font color="#000000">Adj. EBITA of SEK 40m, and a margin of 9%</font></li><li><font color="#000000">Continued growth within defence, up 22% y-o-y</font></li></ul></td></tr></table><a id="bm-comp-246bd8bc-69f2-48da-91c8-240b02d80189" name="bm-comp-246bd8bc-69f2-48da-91c8-240b02d80189" class="BMCustomAnchor"></a><table><tr><td bm-component-id="246bd8bc-69f2-48da-91c8-240b02d80189" style="vertical-align: top; width:100.000000%;"><h3 class="bm-h3">Q1'26 details</h3><p>Prevas reports Q1'26 sales of SEK 426m (-3% vs. ABGSCe 440m), down 1% y-o-y with an organic decline of ~3%. EBITA was in line with our expectations at SEK 36m, (vs. ABGSCe 37m), with a margin of 8.4% (vs. ABGSCe 8.4%). However, adj. EBITA came in stronger than we expected, which was affected by SEK 3.8m of restructuring costs related to Denmark and Sk&#229;ne, resulting in an adj. EBITA margin of 9.3%. Net FTEs declined, reflecting continued adjustments to market conditions.</p><h3 class="bm-h3">A stable start to the year</h3><p>Defence continues to grow, and this quarter was no exception, with sales up 22% y-o-y, representing ~17% of group sales in Q1. Telecom also showed strong momentum, sales up 35% y-o-y, which we attribute to increased investments in the segment. Finland also continues to grow, although customers are increasingly postponing investment decisions, the region increased its sales by ~6% y-o-y.</p><h3 class="bm-h3">Valuation</h3><p><font color="#000000">Prevas is trading 8-7x on '26e-'27e EV/EBITA on our unrevised estimates. Conference call at CET 09.30 (<a data-bm-trackable="false" href="https://www.finwire.tv/webcast/prevas/q1-2026/" target="_blank">link</a>).</font></p><table id="bm-img-eb26f645-3094-4e20-a500-fdbc148f45d8" class="bm-img-table xslt-img-empty xslt-img-include"><tr><td class="xslt-img-caption">Deviation table</td></tr><tr><td><img bm-img-encrypt="eb26f645-3094-4e20-a500-fdbc148f45d8" bm-img-original-height="278" bm-img-original-width="606" bm-img-svg="image:image_upload/96022_4bfd97e1-da7d-49b5-a9ee-f8805071e556.svg" bm-img-width-hint="83.36%" id="bm-id-58556082-6841-4352-bb20-883ea3526cfa" src="https://abgsc.bluematrix.com/images/image_upload/96022_4bfd97e1-da7d-49b5-a9ee-f8805071e556_606.png" svg="/nas/web/clients/abgsc/images/image_upload/96022_4bfd97e1-da7d-49b5-a9ee-f8805071e556.svg" width="606" alt="" title="" /></td></tr><tr><td class="xslt-img-source">Source: ABG Sundal Collier, Company data</td></tr></table></td></tr></table>

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