Nolato - Not so bad when breaking it down
Q2 below expectations, largely due to temporary effectsWe cut our EBITA estimates by 3% for '26e, 1% for '27e-'28eOrganic growth to accelerate in H2e,...
Q2 below expectations, largely due to temporary effectsWe cut our EBITA estimates by 3% for '26e, 1% for '27e-'28eOrganic growth to accelerate in H2e,...
Sales of SEK 405m, organic decline of ~2%Adj. EBITA of SEK 23m, and a margin of 5.7%Restructuring costs weigh on the quarterAdj. EBITA softer than exp...
Sales +1%, adj. EBITA +2% vs. FactSet consensusSlight beat driven by Finland improving faster againExpect consensus adj. EBITA to come up 1-2%Q2 resul...
Sales SEK 247m (+8% vs. ABGSCe), adj. EBIT SEK 14m (vs. 15m)Scandpower EBIT miss on growth spend, offset by DRPS and FMWTKärnfull Next acquisitio...
Sales +48% y-o-y, in line with consEBIT 28% below, partly due to SEK 6m one-offs (adj. -18%)Cons to cut '26e EBIT by ~5% on lower GMs, share down simi...
Adj. EBIT SEK 20m, 7% below ABGSCe SEK 21mContinued sales drag from contract manufacturingConsensus adj. EBIT revisions likely down low-single-digitsG...
Adj. EBITA SEK 253m (-7% vs. ABG, -3% vs. MFN cons)We expect cons EBITA to come down by 2-3%Share trading at 13-11x '26e-'27e EV/EBITAQ2 outcomeSales ...