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21% organic sales growth Miss due to revenue recognition change Outlook remains positive
Sales and adj. EBITA -3% and -23% vs. ABGSCe Revenue recognition change in SolidEngineer... ...affects adj. EBITA negatively by SEK 4.4m
Q3e sales and adj. EBITA of SEK 230m and 23m F12m EV/EBITA down from 12.9x in Dec ’21 to 7.6x now Refinancing of debt in ‘23e could lift estimates
Rovio and EG7 attended ABGSC’s Investor Day COVID-rebasing in mobile gaming to normalise soon Important changes presented by new EG7 management
23% organic sales growth Demand remains strong in Q3, margins to improve 7x ’23e EV/EBITA
Q2 report due Tuesday, 23 August We expect 167% adj. EBITA growth in Q2e ’22e-’24e net profit down 23-4% on higher interest expenses
Acquires OPO Scandinavia Adds 8% and 13% to ‘22e pro forma sales and EBITDA ‘22e ND/EBITDA at 2.6x post acquisition
‘22e ND/EBITDA of 2.2x… …would expand to 2.9x if Seafire executes on M&A… …which could add 43% pf to EBITA, all else equal
Announces potenial tap issue of SEK 200m In dialogue with several potential acquisition targets… …where final decisions are expected in May and June
A strong start to FY’22, as expected ‘22e-‘24e adj. EBITA up 6-11% on M&A M&A headroom for ‘22e indicates 30% upside to est.
Organic growth of 21% (ABGSCe 6%) Adj. EBITA slighly weaker than expected on cost inflation Estimates up on acquisition of SolidEngineer
Acquires SolidEngineer for 6x EV/EBITDA Adding 14% on sales and 12% on EBITDA in ’22e A good acquisition with an attractive price tag
103% sales growth expected in Q1 M&A headroom for ‘22e indicates ~30% upside to est. 13x ‘22e EV/EBITA, in line with peers
38 companies presented at the seminar Mostly Swedish small caps attending See links to all company recordings
ABGSC hosted Seafire’s CEO at investor day today Highlighted development potential in extant businesses. …and high deal flow
M&A headroom to add 15-35% to ‘22e est. High activity in Linguacom driving org. growth Fair value range of SEK 37-57 reiterated
Organic growth of 33% in Q4’21 Strong balance sheet… …enabling high M&A pace going forward
Three acquisitions completed YTD… …adding 48-54% to ‘22e-‘23e EBITA estimates Fair value range raised to SEK 37-57 (31-46)
Q4 report due Thursday 24 February Solid M&A pipeline going into ’22 12.9x ’22e EV/EBITA, 20% ’21e-’23e adj. EBITA CAGR
Small serial acquirer with ample acquisition headroom ’20-’23e adj. EBITA CAGR of 45% Fair valuation range of SEK 31-46, 12x-17x ’22e EV/EBITA
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