SYSR SYSTEMAIR AB

Systemairs rapport för det första kvartalet presenteras den 25 augusti

Systemairs rapport för det första kvartalet presenteras den 25 augusti

Pressmeddelande 18 augusti 2022

Systemair ABs (NASDAQ OMX Stockholm: SYSR) delårsrapport Q1 för räkenskapsåret 2022/23 kommer att offentliggöras kl. 13:00 CET den 25 augusti 2022.

En telefonkonferens arrangeras kl. 13:30 CET den 25 augusti 2022. Rapporten presenteras av Roland Kasper, CEO, samt Anders Ulff, CFO.

För att delta i telefonkonferensen: Ring 010-884 8016 alt. internationellt 9 och uppge kod 539199 minuter före start.

Presentationen publiceras på

För ytterligare information kontakta:

Roland Kasper, CEO, 13

Anders Ulff, CFO, 09

Systemair AB, 739 30 Skinnskatteberg, 0222-440 00,

Systemair i korthet

Systemair är ett ledande ventilationsföretag med verksamhet i 52 länder i Europa, Nordamerika, Mellanöstern, Asien, Australien och Afrika. Bolaget omsatte 9,6 miljarder kronor räkenskapsåret 2021/22 och har idag cirka 6 700 anställda. Sedan grundandet av Systemair 1974 har bolaget uppvisat positiva rörelseresultat. Under de senaste 10 åren har den genomsnittliga tillväxten uppgått till 9,4 procent. Systemair bidrar till att förbättra inomhusklimatet med hjälp av energieffektiva och hållbara produkter som minskar koldioxidutsläppen.

Systemair har en väletablerad verksamhet på tillväxtmarknader. Koncernens produkter marknadsförs under varumärkena Systemair, Frico, Fantech och Menerga. Systemair är sedan oktober 2007 noterat på Nasdaq OMX Nordiska börs i Stockholm, idag på listan för stora bolag. Koncernen omfattar ett 90-tal bolag.



Bilaga



EN
18/08/2022

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SYSRSYSTEMAIR AB

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Reports on SYSTEMAIR AB

Douglas Lindahl
  • Douglas Lindahl
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SYSR SYSTEMAIR AB

Systemair (Hold, TP: SEK90.00) - Margin volatility

After updating our model for the weaker Q3 results than forecast, we have reduced our 2024/25–2026/27e adj. EBIT by c9% on average as we expect lower profitability. We have cut our target price to SEK90 (105) and reiterate our HOLD on limited upside potential. While we expect improving organic growth, we have low confidence in the margin target (10% on EBIT) due to the margin volatility, and find the valuation fair.

03/13/25 March 13, 2025 1 EN
Mattias Holmberg
  • Mattias Holmberg
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Set for spicy growth

Our recent field trip to India (visiting Volvo, Epiroc, Trelleborg, Autoliv and others) alongside our analysis suggests the country is set to take centre stage as a global manufacturing hub over the coming decade, shifting from being the sixth- to the third-largest end-market for the Swedish Industrial sector. India’s strong economic growth trajectory and favourable demographics mean the companies: 1) see double-digit growth as sustainable; 2) are pursuing manufacturing capacity expansions; and ...

VOLV B VOLVO AB CLASS B
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ELUX B ELECTROLUX AB CLASS B
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TREL B TRELLEBORG AB CLASS B
ASSA B ASSA ABLOY AB CLASS B
DOM DOMETIC GROUP AB
LIAB LINDAB INTERNATIONAL AB
SKF B SKF AB CLASS B
HPOL B HEXPOL AB CLASS B
ALIG ALIMAK GROUP AB
ALFA ALFA LAVAL AB
ATCO A ATLAS COPCO AB CLASS A
EPRO B ELECTROLUX PROFESSIONAL
HEXA B HEXAGON AB
SYSR SYSTEMAIR AB
EPI A EPIROC AB
VOLCARb VOLVO CARS
BEIJ B BEIJER REF AB
NIBE B NIBE INDUSTRIER AB
03/10/25 March 10, 2025 1 EN
Mattias Holmberg
  • Mattias Holmberg
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KNEBV Kone Oyj Class ...
UPM UPM-KYMMENE OYJ ... (+28)

Who stands to benefit?

A potential peace deal between Russia and Ukraine could unlock one of the largest reconstruction efforts in modern history. The World Bank estimates Ukraine will need USD486bn in rebuilding efforts over the next decade, but we estimate this would add only c2% to annual European construction spending. While the direct earnings effect may be modest, we expect the “rebuild Ukraine theme” to drive investor sentiment. We see Volvo, Epiroc, Hexagon, Metso, Hiab and ABB as some of the primary beneficia...

KNEBV KONE OYJ CLASS B
UPM UPM-KYMMENE OYJ
VOLV B VOLVO AB CLASS B
SSAB A SSAB AB CLASS A
WRT1V WARTSILA OYJ ABP
ABB ABB LTD.
ELUX B ELECTROLUX AB CLASS B
SAND SANDVIK AB
STERV STORA ENSO OYJ CLASS R
FLS FLSMIDTH & CO. A/S
KEMIRA KEMIRA OYJ
ROCK B ROCKWOOL INTERNATIONAL A/S CLASS B
METSB METSA BOARD OYJ CLASS B
MOCORP METSO OUTOTEC OYJ
ASSA B ASSA ABLOY AB CLASS B
BILL BILLERUDKORSNAS AB
KCR KONECRANES OYJ
LIAB LINDAB INTERNATIONAL AB
ALIG ALIMAK GROUP AB
ALFA ALFA LAVAL AB
ATCO A ATLAS COPCO AB CLASS A
VWS VESTAS WIND SYSTEMS
HEXA B HEXAGON AB
SYSR SYSTEMAIR AB
EPI A EPIROC AB
BEIJ B BEIJER REF AB
NIBE B NIBE INDUSTRIER AB
KALMAR KALMAR
02/17/25 February 17, 2025 1 EN
Douglas Lindahl
  • Douglas Lindahl
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SYSR SYSTEMAIR AB

Systemair (Hold, TP: SEK105.00) - Closing in on margin target

Q2 2024/25 brought another strong adj. EBIT margin, and the CEO remains confident in overall market conditions. We have raised our 2024/25–2026/27e adj. EBIT by c8% on average, and our target price to SEK105 (85) dafter updating our valuation metrics. However, Systemair tends to see some performance volatility quarter to quarter (partly due to its project nature), and the stock is still trading above historical average multiples; with limited upside potential, we reiterate our HOLD.

12/04/24 December 4, 2024 1 EN
Douglas Lindahl
  • Douglas Lindahl
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SYSR SYSTEMAIR AB

Systemair (Hold, TP: SEK85.00) - On the right margin path

Systemair’s gross margin gains reinforce our confidence in profitability from here. However, our 2024/25–2026/27 adj. EBIT forecasts are largely unchanged post-Q1, with lower top-line estimates broadly offset by higher margin assumptions. We reiterate our HOLD and SEK85 target price, with the valuation looking fair, minimal differences between our estimates and consensus, and the market already pricing in expectations of improving market dynamics and expanding margins.

08/29/24 August 29, 2024 1 EN

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