Analyser av DistIT

DistIT: Signs of improvement on the horizon - ABG

Minor estimate changes in absolute terms Restructuring likely to carry full effect in H2'25e '25e-'26e EV/EBIT of 18x-9x Solid performance ...

ABG Sundal Collier • 11 Nov 07:26

DistIT: Solid cost control amid challenging conditions - ABG

Sales SEK 344m -9% vs. ABGSCe 377m EBIT adj. for FX and cyberattack ~SEK -3m vs.

ABG Sundal Collier • 07 Nov 10:30

DistIT: External factors to impact the upcoming quarter - ABG

Cyberattack impact on sales likely ~SEK 5-10m We cut '24e-'26e sales by 1% '25e-'26e EV/EBIT 21x-10x What to expect in Q3'24 We anticipate ...

ABG Sundal Collier • 04 Nov 15:52

DistIT: Aurdel rightsizing to weigh on growth - ABG

We cut '25e-'26e EBITDA by 28-14% Aurdel restructuring to yield improvements in '25e '25e EV/EBIT of ~19x Large restructuring in Aurdel ong...

ABG Sundal Collier • 19 Aug 07:36

DistIT - Slightly better than expected on profitability - ABG

Q2'24 results Q2'24 sales came in at SEK 382m (2% below ABGSCe SEK 392m).

ABG Sundal Collier • 15 Aug 09:22

DistIT: Unfavourable conditions for Aurdel persist - ABG

- We cut '24e sales and EBITDA by 2% and 21%, respectively - Headwinds for Aurdel likely to persist - '25e EV/EBIT ~10x What to expect in Q2...

ABG Sundal Collier • 22 Jul 08:21

DistIT: Taking action amid tough conditions - ABG

We cut '24e and '25e EBITDA by 17% and 8% Refocusing of Aurdel to improve margin stability '25e EV/EBIT of ~11x Focusing on efficiency Q1 w...

ABG Sundal Collier • 03 May 07:14

DistIT: Q1'24: in line on EBIT - ABG

Sales SEK 458m -9% vs. ABGSCe 504m Adj. EBIT ~SEK -18m vs.

ABG Sundal Collier • 30 Apr 09:07

DistIT: New year, new group structure - ABG

We cut '24e-'26e sales by 7-10% Sominis divestment weighs on est.

ABG Sundal Collier • 25 Apr 06:58

DistIT: Enters agreement to divest Sominis - ABG

To divest electronics distribution segment SEK ~19m cumulative proceeds by early Q2'26 Negligible impact on EBIT, allows deleveraging Littl...

ABG Sundal Collier • 29 Feb 13:48

DistIT: Leaving behind a tough 2023 - ABG

'24e-'25e adj. EBIT down 5-3% Successfully reducing excess working capital '24e-'25e EV/EBIT of 37x-12x Q4'23 results Q4 was mostly in line...

ABG Sundal Collier • 26 Feb 07:26

DistIT: Q4'23: in line on adj. EBIT - ABG

Sales SEK 553m -8% vs. ABGSCe 599m Adj. EBIT ~SEK -5m vs.

ABG Sundal Collier • 22 Feb 09:15

DistIT: Conditions still tough for Aurdel and EFUEL - ABG

We cut '24e-'25e adj. EBIT by 17-13% Aurdel and EFUEL likely to delay recovery '24e-'25e EV/EBIT 37x-12x What to expect in Q4'23 We anticip...

ABG Sundal Collier • 20 Feb 14:22

DistIT: Turning the page - ABG

We cut '24e-'25e adj. EBIT by 63-36%EBIT recovery delayed into 2024'24e-'25e EV/EBIT 30x-10xTough but solvable operating conditionsSince Dis...

ABG Sundal Collier • 22 Dec 2023 12:25

DistIT: Uneasy comeback for Easee - ABG

We cut '23e-'25e adj. EBIT by 55-15% Recovery likely to continue into 2024e '24e EV/EBIT ~10x What to expect in Q3'23 We anticipate Q3'23 s...

ABG Sundal Collier • 22 Nov 2023 11:04

DistIT H2'23e: Leaving the trough behind - ABG

'23e-'25e adj. EBIT raised by 28-3% Destocking progressing well in Aurdel '23e-'24e EV/EBIT of 27x-9x Q2'23 results Q2 sales were slightly ...

ABG Sundal Collier • 21 Aug 2023 08:53

DistIT Q2: beat driven by solid cost control - ABG

Sales SEK 513m -2% vs. ABGSCe 523m Adj. EBIT ~SEK 4m vs.

ABG Sundal Collier • 18 Aug 2023 08:48

DistIT: Macro remains tough while comps get easier - ABG

We cut '23e-'25e EBIT by 22-2% Consumer confidence remains relatively low '23e-'24e EV/EBIT ~34x-10x What to expect in Q2'23 We anticipate Q...

ABG Sundal Collier • 16 Aug 2023 07:27

DistIT: Recovery in the hands of EFUEL - ABG

'23e-'25e adj. EBIT cut by 32-3% Q1'23 inventory write-down of SEK 20m '24e EV/EBIT 10x Q1'23 results Q1'23 was broadly in line with our ex...

ABG Sundal Collier • 16 May 2023 07:21

DistIT - Q1: Write-downs hit gross margins - ABG

Sales SEK 613m +1% vs. ABGSCe 606m Adj. EBITDA SEK -17.

ABG Sundal Collier • 15 May 2023 09:03

DistIT: Pressing the reset button on EFUEL - ABG

We cut '23e-'25e EBIT by 49-34% Easee ban weighs on EFUEL '23e-'24e EV/EBIT ~23x-10x What to expect in Q1'23 We anticipate Q1'23e sales of S...

ABG Sundal Collier • 21 Apr 2023 08:41

DistIT: Sales ban on Easee products - ABG

Ban could result in reduced growth for EFUEL-15% '23e group EBIT impact.

ABG Sundal Collier • 15 Mar 2023 10:39

DistIT: In the eye of the perfect storm - ABG

'23e-'24e EBIT cut by 53-40% Rights issue of ~SEK 98m EFUEL earn-out solution in place Q4 results, rights issue and earn-out solution Q4 wa...

ABG Sundal Collier • 27 Feb 2023 10:08

DistIT: Softer than expected, rights issue announced - ABG

Sales SEK 721m -13% vs. ABGSCe 824m Adj. EBITDA SEK 13.

ABG Sundal Collier • 22 Feb 2023 09:32

DistIT: Wired for a rebound in '23e - ABG

'23e-'24e EBIT cut by 11-10% Consumer sentiment at 25-year low Rebound in Aurdel likely as soon as H2'23e Q4 expectations We cut Q4e sales ...

ABG Sundal Collier • 21 Feb 2023 07:55

DistIT: New key collaboration agreement announced - ABG

EFUEL signs nationwide agreement with Mekonomen Company Complete EV-charging offering through the Easee brand Improved likelihood of achievi...

ABG Sundal Collier • 29 Dec 2022 08:14

Dist IT: Tough Q3 does not dent the long term - ABG

Q3 softer than expected Dividend postponed after Q4 Share trading at ’23e-’24e EV/EBIT 7.

ABG Sundal Collier • 31 Oct 2022 09:31

Dist IT: Soft Q3 as inflation leaves its mark - ABG

Sales SEK 622m -9% vs. ABGSCe 685m Adj. EBITDA SEK 12.

ABG Sundal Collier • 28 Oct 2022 10:31

Dist IT: Spring cleaning in H2 - ABG

Q3 report due Friday, 28 October ’22e-’24e EBIT down on inventory challenges EFUEL earn-out likely requires financing in ’23e Q3’22 expecta...

ABG Sundal Collier • 17 Oct 2022 14:56

DistIT: Supercharged EFUEL growth continues - ABG

Higher-than-expected opex turns EBIT negative Dividend postponed and timing under review Share trading at ’23e-‘24e EV/EBIT 7-5x Challen...

ABG Sundal Collier • 22 Aug 2022 08:44

DistIT: ABGSC’s Investor Days feedback - ABG

ABGSC hosted DistIT’s CEO at our Investor Day today He highlighted the strong track record from previous crises And the strategy for each di...

ABG Sundal Collier • 25 May 2022 08:51

DistIT: Cost synergies on the way - ABG

Will restructure Aurora Deltaco to realise cost synergies Lower adj.

ABG Sundal Collier • 06 May 2022 07:50

DistIT: Solid sales despite negative external factors - ABG

Sales SEK 613m +2.9% vs ABGSC 596m EBIT -33% y-o-y, -26% vs.

ABG Sundal Collier • 28 Apr 2022 10:20

Dist IT: I starten av en spännande förändringsresa - Analyst Group

DistIT AB (publ) (”DistIT” eller ”Bolaget”) är historiskt ett distributionsbolag som nu är i början av resan till att bli mer av ett produkt...

Analyst Group • 26 Aug 2021 10:35

Dist IT: Starting its M&A agenda with a bang - ABG

Muted off-season quarter with limited impact on full year DistIT delivered relatively soft results with an adj.

ABG/Introduce • 23 Aug 2021 08:26

Dist IT: Charging its strategic plan to 2025 - SEB

DistIT Group has announced the acquisition of Efuel, a Swedish market leader (30% share) within the electrical vehicle (EV) charging segment...

SEB • 19 Aug 2021 09:12

Dist IT Q2: weaker on earnings, but a small quarter; acquisition of Efuel could add 10% to 2021 EBIT - SEB

DistIt Group will acquire Efuel, one of the leading players in the Swedish market for electrical vehicle (EV) charging boxes (30% share).

SEB • 18 Aug 2021 10:58

Dist IT: EBIT beat and major acquisition - ABG

EBIT 8% better than ABGSCe Acquired EFUEL adds c. 11% to DistIT’s ‘21e EBIT PF EFUEL is a EV charging player with 30% market share Q1 sales ...

ABG/Introduce • 18 Aug 2021 10:52

Dist IT: Expect solid growth of own brands - ABG

Q2’21 report due on Wednesday, 18 August EBIT down 7% ‘21e, 27% ’20-‘23e EBIT CAGR Trading at 8x ‘22e EV/EBIT with ample room for M&A We est...

ABG/Introduce • 13 Aug 2021 07:38

Dist IT Q2E: A solid performance expected - SEB

DistIT Group, the leading distributor of IT/Technology and SDA consumer goods in the Nordic and Baltic markets, will report Q2 results on 18...

SEB • 11 Aug 2021 14:23

Börskollen

För dig med koll på börsen