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Analyser av Embellence

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Embellence Group: Non-retail channel strength not enough - ABG

- External manufacturing constinues to shine - We lower '24e-'26e EBITA by 2-1% - Share trading at 7x-6x '24e-'25e EV/EBITA Q3 takeaways: so...

ABG Sundal Collier • 25 Oct 11:32

Embellence Group: Manufacturing can't outweigh soft retail - ABG

Net sales SEK 170m, -9% vs ABGSCe, -10% vs Factset cons.

ABG Sundal Collier • 24 Oct 11:55

Embellence Group: D2C unit economics could lift gross margins - ABG

Q3 report due 24 October, we evaluate D2C potential We forecast net sales of SEK 186m, EBITA of SEK 28m We reiterate our fair value range of...

ABG Sundal Collier • 25 Sep 07:21

Embellence Group - Borås Tapetfabrik edge seen in numbers - ABG

- Factory sales more than doubled - We raise '24-'26e EBITA by 7-6% - Share trading at 8x-6x our '24e-'26e EV/EBITA Q2 takeaways: Strong fac...

ABG Sundal Collier • 19 Jul 08:29

Embellence Group: Showing off the industry-leading factory - ABG

- Net sales SEK 191m, 3% vs ABGSCe, 2% vs Factset cons.

ABG Sundal Collier • 18 Jul 08:57

Embellence Group: Signs of housing market recovery - ABG

Q2 preview: EBITA growth of 16% y-o-y In Q2, we expect easy growth comps to result in a sequential acceleration over Q1.

ABG Sundal Collier • 03 Jul 07:30

Embellence Group: Borås Tapetfabrik gives edge on the competition - ABG

We visited Borås Tapetfabrik on Wednesday We assess there is limited technological risk for traditional wallpaper EasyUp trademark is an ena...

ABG Sundal Collier • 31 May 07:26

Embellence Group: Starkt USA driver tillväxt - Analysguiden

Embellence Group uppvisar stark tillväxt under Q1. EBITA-resultat förbättrades, delvis tack vare prishöjningar och produktmix.

Analysguiden • 24 May 14:40

Embellence Group: Greater focus on brands following CMD - ABG

Embellence hosted a CMD on 20 May 2024 New financial targets leverage brand strength We raise '24e-'26e EBITA by 1% Takeaways from the CMD ...

ABG Sundal Collier • 22 May 07:28

Embellence Group: Legacy brands keep growing abroad - ABG

Relaunch in Artscape was a clear contributor We raise '24e EBITA by 6% Trading at an accumulated 36% FCF yield in '24e-'26e Q1 takeaways: R...

ABG Sundal Collier • 08 May 09:17

Embellence Group: Big Artscape-driven beat - ABG

Net sales SEK 214m, 4% vs ABGSCe, 7% vs Factset cons.

ABG Sundal Collier • 07 May 09:21

Embellence Group: We look for 11% EBITA growth in Q1 - ABG

Q1 report due 7 May Q1'24e net sales SEK 206m, EBITA SEK 30m We reiterate our fair value range of SEK 23-31 Q1 preview: Artscape mixes down...

ABG Sundal Collier • 17 Apr 09:33

Embellence Group: Förbättrad efterfrågan - Analysguiden

Omsättningen ökade under Q4 och trots att marknaden är osäker talar mycket för ett starkare 2024.

Analysguiden • 12 Mar 14:40

Embellence Group: Key product launches to lift 2024 - ABG

Artscape and Borosan temporary margin dampeners We forecast 10% EBITA growth in '24e Accumulated FCF yield 40% '24e-'26e Q4 report in brief...

ABG Sundal Collier • 22 Feb 08:59

Embellence Group: Artscape is the detractor - ABG

Net sales SEK 190m, -3% vs ABGSCe, +3% vs Factset cons.

ABG Sundal Collier • 21 Feb 08:32

Embellence Group: Accelerating on easy comp - ABG

Q4 report due 21 Feb Q4'23e net sales SEK 195m, EBITA SEK 25m We raise our fair value range to SEK 22-30 (SEK 21-29) Q4 could be supported ...

ABG Sundal Collier • 11 Jan 07:27

Embellence Group: ABGSC Investor Days feedback, 22 Nov - ABG

We hosted CEO Olle Svensk for our Investor Days seminar on 22/11 Continued growth in DTC (~30% y-o-y), hospitality similarly strong Cole & S...

ABG Sundal Collier • 23 Nov 2023 08:49

Embellence Group: Förbättrad efterfrågan - Analysguiden

Bolaget visar god motståndskraft och efterfrågan är bättre än förväntat.

Analysguiden • 10 Nov 2023 11:48

Embellence Group: Show of strength for the legacy brand - ABG

Back to growth across geographies Strong momentum for Boråstapeter brand We raise the fair value range to SEK 22-30 (21-29) Q3 report in br...

ABG Sundal Collier • 26 Oct 2023 07:23

Embellence Group: Growth across all geographies - ABG

Net sales SEK 183m, 10% vs ABGSCe, 13% vs Factset cons.

ABG Sundal Collier • 25 Oct 2023 09:17

Embellence Group: Rain could be a blessing in disguise - ABG

• Q3 report due 25 Oct • Q3'23e net sales SEK 167m, EBITA SEK 22m • Share trading at 6x Factset cons.

ABG Sundal Collier • 27 Sep 2023 08:56

Embellence Group: Svag marknad – fokus på kostnadskontroll - Analysguiden

Q2 drabbades av en tuff marknad och 2023 lutar åt ett svagt år.

Analysguiden • 01 Aug 2023 16:14

Embellence Group: Market softness finally sets in - ABG

• Net sales -13% vs. ABGSCe, adj. EBITA -13% vs ABGSCe • We lower '23e-'25e adj.

ABG Sundal Collier • 20 Jul 2023 07:28

Embellence Group: Defending margin despite lower topline - ABG

• Net sales SEK 170m, -13% vs. ABGSCe, -9% vs. Factset cons • Adj.

ABG Sundal Collier • 19 Jul 2023 08:59

Embellence Group: Lower volumes lead to COGS deleverage - ABG

Q2 report due 19 July Q2'23e sales of SEK 195m, adj.

ABG Sundal Collier • 20 Jun 2023 07:35

Embellence Group: Intressant risk/reward - Analysguiden

Fortsatt utmanande marknad i Norden och aktien är pressad.

Analysguiden • 09 May 2023 09:33

Embellence Group: Careful decoration across markets - ABG

Sales +12% vs ABGSCe, adj. EBITA +4% vs ABGSCe Soft near-term margin outlook, adj.

ABG Sundal Collier • 28 Apr 2023 10:15

Embellence Group - DTC could counteract soft demand - ABG

Embellence reports Q1'23 on 27 April Q1e net sales of SEK 176m, adj.

ABG Sundal Collier • 30 Mar 2023 08:47

Embellence Group: Rustat att hantera svackan – värderingen för pressad - Analysguiden

Q4:an för Embellence Group kom in sämre än Analysguidens prognos tyngt av den nordiska affären.

Analysguiden • 24 Feb 2023 10:40

Embellence Group: Another reason for premium strategy - ABG

Sales -7% vs ABGSCe, adj. EBITA -7% vs ABGSCe Outlook uncertain, '23e-'24e adj.

ABG Sundal Collier • 22 Feb 2023 09:16

Embellence Group - Q4'22: continued stability from geo exposure - ABG

Q4'22 at first glance Net sales were SEK 177m (-7% vs ABGSC SEK 190m), corresponding to y-o-y growth of 2% (-16.

ABG Sundal Collier • 21 Feb 2023 08:46

Embellence Group: Premium wallpaper keeps growing - ABG

Q4 report due 21 February We forecast sales of SEK 190m, adj.

ABG Sundal Collier • 19 Jan 2023 08:33

Embellence Group: Europeisk premiumaffär övertygar - Analysguiden

Q3-rapporten var stark och Embellence ser rustade ut för att bemöta en lågkonjunktur.

Analysguiden • 28 Oct 2022 14:01

Embellence Group: Höglönsamt värdebolag som kan rida ut stormen - Analysguiden

Analysguiden inleder bevakning av ett bolag som lockar med starka varumärken och god lönsamhet.

Analysguiden • 14 Sep 2022 10:28

Embellence Group: Stark tillväxt i Q2 - Penser

Stark tillväxt i Q2 Nettoomsättningen växte 19% y/y till 190 mkr (160) drivet av förvärvet av Artscape.

Penser • 20 Jul 2022 11:14

Embellence Group: Rolling up for uncertain times - ABG

Q2 sales in-line, adj. EBITA below (-16% vs ABGSCe) Adj.

ABG Sundal Collier • 20 Jul 2022 07:25

Embellence Group: Volumes holding up, SG&A hurting margins - ABG

Sales 0% vs ABGSCe, organic growth of -4% Adj. EBITA -16% vs ABGSCe, -26% vs FactSet cons.

ABG Sundal Collier • 19 Jul 2022 12:37

Embellence Group - Some challenges on the wall - ABG

Q2 report due on July 19 We expect sales of SEK 190m and adj.

ABG Sundal Collier • 07 Jul 2022 06:16

Embellence: Stark marginal i Q1'22 - Penser

Stark marginal i Q1'22 Embellence Group rapporterade EBITA om 32,8 mkr i Q1'22, upp från 28,2 mkr i Q1'21.

Penser • 02 May 2022 11:04

Embellence Group: Impressive margins paving the way - ABG

Europe and RoW improving both sales and adj. EBITA Strong gross (59.

ABG Sundal Collier • 02 May 2022 07:48

Embellence Group: Sales in line, beating EBITA expectations - ABG

Sales 0% vs ABGSCe Adj. EBITA 12% vs ABGSCe Europe and RoW driving growth, Nordics more muted Q1’22 outcome Sales came in at SEK 184m (0% ...

ABG Sundal Collier • 29 Apr 2022 10:20

Embellence: Levererar på strategin - Penser

Stark rapport för Q4'21  Embellence Group rapporterade justerad EBITA om 30,4 mkr i Q4'21 (30,0), något högre än vår förväntan om 28,7 mkr.

Penser • 23 Feb 2022 11:12

Embellence Group: Mönster för århundraden - Penser

Vi initierar bevakning av Embellence Group. Embellence är ett house of brands inom tapeter, textil och mattor, med varumärken som Boråstapet...

Penser • 04 Jan 2022 11:10