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ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson

Svedbergs Group AB: 1 director

A director at Svedbergs Group AB bought 328,335 shares at 43.143SEK and the significance rating of the trade was 67/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years c...

ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson

Geographical diversification keeps paying off

Strong momentum outside Sweden. We lower '24e-'25e EBITA by 2-1%. Share trading at 9x '24e EBITA vs. hist. avg. 7-11x NTM.

ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson

Higher freight rates impact the UK model

Q2 report due 18 July. We forecast SEK 561m net sales, SEK 81m EBITA. Fair value range raised to SEK 40-56 (37-53).

ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson

Keeps proving its M&A affinity

Geographical diversity gives resilience - UK grew 6% org. Thebalux delivered a strong 25% margin; first full quarter in the group. Share trading at 7x '24e EBITA vs historical avg. 7-11x NTM.

ABGSC Retail Research ... (+3)
  • ABGSC Retail Research
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson

Svedbergs - Quality is always in fashion

Q3 was a 10% beat on sales and 25% on EBITA We repeat that we are likely not in the all-clear yet We raise EBITA estimates by 3-5% for '23e-'24e

Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson

Svedbergs - The power of strong brands

Sales SEK 435m, 13% vs. ABGSC EBITA SEK 59m, 21% vs. ABGSC Broad beat, share trading on 6x-5x ’22e-‘24e EV/EBITA

Benjamin Wahlstedt ... (+2)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson

Svedbergs - A diverse portfolio saves the day

Q3 report due 21 October We estimate sales of SEK 384m, EBITA SEK 49m Share trading at ’22e-‘24e EV/EBITA 5.4x-5.0x

Benjamin Wahlstedt ... (+3)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
  • Johan Brown

Svedbergs - Showing continued strength in projects

Q2 beat on sales, below on EBITA We expect the project market to slow, starting in H1’23 We lower ’23e-’24e EBITA by 2%

Benjamin Wahlstedt ... (+3)
  • Benjamin Wahlstedt
  • Fredrik Ivarsson
  • Johan Brown

Svedbergs - Continued strong top-line momentum

Sales +6% vs ABGSCe, 6% organic growth EBITA -2% vs ABGSCe We expect cons. estimates to be largely unchanged

Anna Danfors ... (+3)
  • Anna Danfors
  • Fredrik Ivarsson
  • Johan Brown

Svedbergs - Staying resilient despite surging inflation

Double-digit beat on both sales and EBITA vs. ABGSCe Strong performance across all companies and markets Fair value range up to SEK 52-68 (47-65) per share

Anna Danfors ... (+3)
  • Anna Danfors
  • Fredrik Ivarsson
  • Johan Brown

Svedbergs - A strong performance across the board

Sales +21% vs ABGSCe, with 13% organic growth EBITA +32% vs ABGSCe Roper Rhodes driving growth with 53% of group sales

Anna Danfors ... (+3)
  • Anna Danfors
  • Fredrik Ivarsson
  • Johan Brown

Svedbergs - Stable start to the year expected

Q1 report due on April 22 We expect sales of SEK 402m and EBITA of 56m Share trading at EV/EBITA of 10.7x-8.5x in ‘22e-’24e

Anna Danfors ... (+3)
  • Anna Danfors
  • Fredrik Ivarsson
  • Johan Brown

Svedbergs - Solid delivery in Q4, outlook remains positive

Q4 sales -1% vs ABGSCe, EBITA -4% vs ABGSCe Minor estimate revisions in ‘22e-‘23e Value range intact at SEK 50-87 per share

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