Laddar populära aktier...
- ~40% y-o-y order intake growth in Q3 provides visibility - Minor positive estimate revisions - NTM EV/EBIT ~8x Strong order intake is clea...
- Sales -4% and EBIT -1% vs. ABGSCe - Organic growth of +1%, below ABGSCe +5% - Likely to see marginally positive consensus estimate revisio...
Minor near-term estimate cuts following the cyberattack Outlook for order intake unchanged NTM EV/EBIT around 7x What to look for in Q3'24e...
- Order intake growth driven by sports & outdoor clients - We raise '24e-'26e sales by 2-1% and EBIT by 3-2% - NTM EV/EBIT ~9x Recovery unde...
- Sales +9% and EBIT +11% vs. ABGSCe - Organic growth of +14%, better than ABGSCe +5% - Likely to see marginally positive consensus estimate...
- We expect continued strong order intake momentum - Minor estimate changes - NTM EV/EBIT around 9x What to look for in Q2'24e Following the...
Positive order intake momentum Outdoor demand rebound during Q3e '24e-'26e EBIT up 3-2% Positive momentum continues Nilörngruppen continues...
Sales +7% and EBIT +11% vs. ABGSCe Organic growth of +10%, better than ABGSCe +3% Order bookings beat supports positive cons.
Order intake likely to improve Sports & outdoor demand should normalise during '24 '24e-'26e EBIT up 2% What to look for in Q1'24 Following...
Order intake growth adds visibility Sports & outdoor demand should normalise during '24 '24e-'25e EBIT up 2% Another beat Q4 was better tha...
Sales +7% vs. ABGSCe, EBIT +18% vs. ABGSCe Organic growth of +3%, better than ABGSCe -5% Order bookings SEK 256m, +41% q-o-q Q4'23 impressi...
Vast majority of inventory normalisation... ...likely to be completed in the coming 6-9 months '23e-'25e EBIT down 4-1% What to look for in...
Quarterly order intake of SEK 160-180m likely maintainable '23e-'25e adj.
Sales +9% vs. ABGSCe, EBIT +75% vs. ABGSCe Organic growth of -10%, better than ABGSCe -20% Order bookings SEK 182m, +9% q-o-q Q3'23 impress...
Order intake likely to start stabilising Healthy balance sheet helpful to gain market share '23e-'25e EBIT down 13-4% What to look for in Q...
• Overstocked clients to hamper recovery in H2'23e • 25% q-o-q order booking decline • '23e-'25e adj.
• Sales +1% vs. ABGSCe, adj. EBIT -22% vs. ABGSCe • Organic growth of -18%, better than ABGSCe -23% • Order bookings SEK 167m vs.
- Retailers' underlying operations still weak... - .
Clients still overstocked, but demand is holding up 3% q-o-q order booking decline '23e-'25e EBIT down 7-1% Takeaways from the Q1 report Co...
Sales +7% vs. ABGSCe, EBIT -14% vs. ABGSCe Organic growth of -13%, better than ABGSCe -24% We expect cons.
No indication of consumer rebound yet '23e EBIT down 5%, '24e-'25e unchanged 8.
Takeaways from the Q4 report We were surprised by the pace with which the order bookings and the sales decline occurred, as overstocked clie...
Sales -23% vs. ABGSCe, EBIT -58% vs. ABGSCeOrganic growth of -15% below ABGSCe -2%We expect cons.
Q4 estimates nearly unchanged We cut '23e-'24e EBIT by 3-2% 8x '23e EV/EBIT What to look for in Q4'22 We mostly maintain our estimates: red...
Solid operating performance 3% order intake decline 2022e EBIT up 5%, 2023e-2024e up 3% Consumer concerns start to appear in order intake N...
Sales +5% vs. ABGSCe, EBIT +25% vs. ABGSCe Organic growth of 2% in line with ABGSCe 2% We expect cons.
’22e-‘24e EBIT estimates down 1-13% Orderbook growth likely to contract in tougher times Net cash position set for dividends and investmen...
Continuing to outperform significantly Strong order intake, up by 43% 2022e EBIT up 28%, 2023-2024e up 6% No signs of a top-line slowdown N...
Sales +21% vs ABGSCe, EBIT +67% vs ABGSCe Organic growth of 39% (+10pp.
Q2 report due on 15 July We expect sales of SEK 222m and EBIT of SEK 27m Share trading at EV/EBIT 8.
Main points from the Q2’21 report Nilörngruppen continued its strong 2021 performance on profitability in its Q2 report on Friday.
