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ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Oscar Rönnkvist
PTRK-SE PHYSITRACK

Terminating coverage

ABGSC ceases coverage of Physitrack due to the end of the contractual period. Our last published estimates are shown in this report.

06/30/23 June 30, 2023 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Oscar Rönnkvist
PTRK-SE PHYSITRACK

No trend changes

Strong PF growth but the margin was flat sequentially. We lower '23e-'25e adj. EBITDA by 5-4%. Eyes are still on cash flow – mgmt. remains confident.

05/02/23 May 2, 2023 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Oscar Rönnkvist
05/02/23 May 2, 2023 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Oscar Rönnkvist
PTRK-SE PHYSITRACK

Organic growth back >30%, but softer margin

Trends similar to last few quarters. We cut '23e-'24e adj. EBITA by 13-9% on higher opex.

04/20/23 April 20, 2023 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Oscar Rönnkvist
PTRK-SE PHYSITRACK

Cash flow turnaround in '23?

Share down 20% today despite limited changes to outlook. We expect positive FCF ex. earn-outs in '23e.

02/28/23 February 28, 2023 1 EN
ABGSC IT Research ... (+2)
  • ABGSC IT Research
  • Oscar Rönnkvist
02/28/23 February 28, 2023 1 EN
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