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SECARE SWEDENCARE AB

Swedencare AB: 1 director

A director at Swedencare AB maiden bought 5,500 shares at 41.730SEK and the significance rating of the trade was 52/100. 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...

06/14/23 June 14, 2023 1 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - Strong delivery in the circumstances

Q3 report was slightly softer than our expectations Explained by significant delivery delays We lower 22e-‘23e EBITDA by 1-2%

10/28/21 October 28, 2021 11 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - Delivery delays the theme of Q3

6% miss on our sales expectations due to delays Adj. EBITDA -5% vs. ABGSCe -6% vs. cons Positive outlook comments

10/28/21 October 28, 2021 4 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - Continuing the triple-digit growth in Q3

Q3 report due on 28 October We expect sales & adj. EBIT of SEK 236m & SEK 56m FY’21e EBIT down 5%, LT estimates more or less intact

10/19/21 October 19, 2021 11 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - Feedback from ABGSC investor day

Confident message from CEO Supply chain issues expected to be solved by end of 2021 M&A multiples are expanding, but still at low levels

09/14/21 September 14, 2021 4 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - A run-of-the-mill quarter with 400% growth

Solid report across the board Optimistic comments around synergies and targets Adj. EBIT estimates up 1-3%

07/29/21 July 29, 2021 13 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - Solid report despite supply chain issues

Sales -2% vs. ABGSC -2% vs. cons. Adj. EBIT 7% vs. ABGSC 7% vs. cons. We expect positive cons. revisions of c. 1%

07/29/21 July 29, 2021 4 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - Vetting the recent M&A activity

Consolidating Vetio in our forecasts Strong business rationale Raising ‘22e EBIT by 40% and EPS by 23%

07/27/21 July 27, 2021 20 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - Finding yet another building block

Announces the acquisition of Vetio to 21x LTM EBITDA LTM sales & EBITDA USD 38m & 8.6m, respectively Could add ~17% to ‘22e pre-synergy EPS on first look

06/29/21 June 29, 2021 4 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - Solid delivery despite pawsed orders

Q1 report in line on profitability Delayed orders proved a drag on sales Underlying estimates relatively unchanged

04/29/21 April 29, 2021 12 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - In line with expectations on profitability

Sales -5% vs. ABGSCe -1% vs. cons. Adj. EBIT -2% vs. ABGSCe +5% vs cons. Expect neutral underlying estimate revisions from cons.

04/29/21 April 29, 2021 4 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - Adding some vitamins to the Easter egg

Acquiring Rx Vitamins 2020 sales & adj. EBIT of SEK 74m & 23m 8.8x LTM EBIT: adding 14% to PF ’21e EPS

03/31/21 March 31, 2021 4 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - New financial targets

Q4 sales & EBITDA +7% & -2% vs. ABGSCe Est. changes mainly related to Holden2 consolidation Financial targets imply 15x 2025e EBIT

02/22/21 February 22, 2021 11 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - Doing its christmas shopping online

Acquires Holden2, 4th large acquisition since June Adds 30% to sales, 15% to EBITDA & 10% to EPS ‘21e LTM Sales SEK 149m (EV/S 1.3x), EBITDA 24m (8x)

12/16/20 December 16, 2020 5 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - Back to normal 20%+ organic growth

Sales and EBIT beat expectations Stronger organic & M&A growth mainly responsible… Share is trading at EV/EBIT 63x-30x

10/22/20 October 22, 2020 13 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - Q3 report stronger than expected

Sales +21% vs ABGSCe Adj. EBIT +26% vs ABGSCe Expect positive cons. revisions

10/22/20 October 22, 2020 6 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - Back to org. growth, still on M&A track

Q3 report due on 22 October Expect 81% y-o-y growth (17% org.) for sales of SEK 57m EV/EBIT 61x-27x for ‘20e-‘22e

10/06/20 October 6, 2020 14 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - Building a pet powerhouse

Continuing the M&A journey through 2 acquisitions Paying 10x and 12x EV/EBITDA Proforma calculation point to ~44% ‘21e EPS accretion

09/24/20 September 24, 2020 5 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - Increased financial targets around the corner

Upbeat mood on investor day presentation We expect double-digit org. growth to return in Q3 TAM increase and potential M&A: ’21 looks interesting

09/07/20 September 7, 2020 5 EN
Fredrik Ivarsson ... (+2)
  • Fredrik Ivarsson
  • Johan Brown
SECARE SWEDENCARE AB

Swedencare - Proving its resilience - all eyes now on Stratford

Flat organically y-o-y despite presence in lockdown areas Sales SEK 32m: +17% vs. ABGSCe of SEK 27m High activity in June and July speaks for quick recovery

07/27/20 July 27, 2020 13 EN
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