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ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Dafina Shehu
  • Daniel Thorsson
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Dafina Shehu
  • Daniel Thorsson
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Dafina Shehu
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Stefan Knutsson
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Stefan Knutsson
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Stefan Knutsson
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Stefan Knutsson
ABGSC IT Research ... (+3)
  • ABGSC IT Research
  • Daniel Thorsson
  • Stefan Knutsson

Prioritising growth over margins

22% organic sales growth y-o-y. Lower than expected gross margin. Price increases should help gross margin in Q2.

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Generic Sweden - Annual sales growth back over 10% in Q3

EBIT margin strengthened y-o-y in contrast to H1 Positive revisions, ‘23e EBIT up ~4% Generic has not seen any weakness in demand

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Generic Sweden - A rare miss in Q2

Slower sales growth than we have become used to We lower long-term EBIT by 5% Lifted COVID-19 restrictions boost new sales

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Generic Sweden - Normalisation, with Q1 on the soft side

Sales growth of 19% y-o-y, EBIT +10% y-o-y Revisions stem from Q1 deviation ‘23e EV/EBIT of 26x, 2.9% FCF yield

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Generic Sweden - Solid end to a fantastic year

Still growing sales >30% y-o-y in Q4 Gross margin declining faster than expected Opex will likely grow faster in ‘22e than ’20-‘21

Daniel Thorsson ... (+2)
  • Daniel Thorsson
  • Stefan Knutsson

Generic Sweden - Solid Q3, but growth falls short of high hopes

39% sales growth y-o-y, EBIT +50% y-o-y Sequential sales decline behind estimate revisions ’22e EV/EBIT of 45x, 1.4% dividend yield

Jesper Birch-Jensen ... (+2)
  • Jesper Birch-Jensen
  • Stefan Knutsson

Generic Sweden - Q2 performance like clockwork

Two consecutive quarters with 47% y-o-y sales growth We raise both sales and margin assumptions ‘22e EV/EBIT of 38.2x, div yield of 1.6%

Jesper Birch-Jensen ... (+2)
  • Jesper Birch-Jensen
  • Stefan Knutsson

Generic Sweden - Exceptional start to the year

47% sales growth y-o-y in Q1 Sales on another level, positive revisions ‘22e EV/EBIT of 23.6x, div yield of 2.7%

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