Laddar populära aktier...
56% incre. EBITDA margin in Q3 highlights the scalability Increased confidence in positive EBIT in 2025e EBITDA estimates +5-3% '25e-'26e; 1...
EBITDA +6% vs ABGSC and EBIT turned positive in Q3 We expect consensus to lift 2024 EBITDA by 10-15% and '25e-'26e by ~5% Increased convicti...
Q3e: sales +17% EBITDA + 39% y-o-y Positive news flow incl.
Q2 sales were in line, EBITDA 11% better Continues to scale well; sales +17%, opex +3% y-o-y Trading at 2.
Clavister could provide cybersecurity to Thales' SOTAS communication system A tangible revenue case for Clavister, in our view Could see del...
Q2e: sales +18% and EBITDA +38% y-o-y We raise our EBITDA estimates by 10-6% on '24e-'26e Positive EBIT now within reach; 17-7x EV/EBITDA '2...
Should lead to SEK 30-60m order for ClavisterConsensus could lift '26e EBITDA by 8-12%Additional orders for Ukraine on the way?The CV90 orde...
25% organic growth, 13% ARR growth y-o-y Slightly higher opex offset by better gross margin Trading at 12-5x EV/EBITDA '24e-'26e Higher-tha...
Sales growth +22%, ARR +14% y-o-y in Q4 We raise estimates on the new defence order Good outlook for accelerating growth and improved cash f...
EBITDA SEK 6m, vs. pre-announced SEK 6m & ABGSCe SEK 6m ARR SEK 120m, +14% y-o-y Significantly strengthened financial position Q4 results T...
ARR increased 15% y-o-y to SEK 115m Adj. EBITDA was SEK 8m, below ABGSCe 10m but up 63% y-o-y Conference call at 09:00 CET Q3 details Sales...
EBITDA SEK 3m (ABGSCe SEK 2m) ARR grew 14% y-o-y supported by solid order intake Slight lift to 2023e EBITDA, '24e-'25e flat Solid ARR and ...
GDELS to enhance digital architecture with Clavister cybersecurity and AI No information of potenital orders yet Second major global defence...
A solid 9% organic growth and lower opex in Q1 We raise EBITDA by SEK 2m and SEK 4m on '23e-'24e Share trading at 29x-13x EV/EBITDA on '23e-...
Hägglund CEO says effect of war is still ahead of us.
Q4 sales SEK 40m vs. ABGSCe 40m, up 10% y-o-y (6% organic) EBITDA positive in consecutive quarters for first time in 25 years Management con...
Beat on sales but sales mix hurt profitability in Q2 We cut ‘22e-‘24e EBITDA by SEK 9m, 6m, and 4m, resp.
Q1 slightly below expectations, sales -8% vs ABGSCe We cut ‘23e and ‘24e EBITDA by 29% and 21% Share trading at 18x and 11x EV/EBITDA on ‘23...
Major potential, but it has struggled with execution Media reports about critical infrastructure such as hospitals and businesses being para...
Redeye has a mixed view of Clavister's 2Q21 – net sales were softer than forecast while subscription sales and order intake surprised positi...
Redeye provides a brief comment on Clavister's Q2 report.
