Analyser av Impact Coatings

Impact Coatings: Engines warmed, waiting for orders - ABG

* We cut 2025e sales by SEK 21m, reflecting no machine deliveries * Rights issue of ~SEK 26.

Impact Coatings: Raises SEK 26.6m in the rights issue - ABG

* Raises SEK 26.6m in the rights issue * Reduces working capital needs by up to SEK 30m * Mitigates near-term liquidity risk, but medium-ter...

ABG Sundal Collier • 16 dec 2025 07:27

Impact Coatings CMD: a step into the power generation market - ABG

* Strategic pivot into the SOFC market * Rights issue of ~SEK 87.

ABG Sundal Collier • 28 nov 2025 07:25

Impact Coatings: Growth on hold, waiting for System orders - ABG

* '25e-'27e sales cut by 20-14% on sluggish market and delayed orders * Rights issue of ~SEK 87m announced, 2.

ABG Sundal Collier • 22 okt 2025 09:57

Impact Coatings: Q3 fairly in line, rights issue announced - ABG

* Sales SEK 14m vs. ABGSCe 10m, EBIT in line at SEK -12m * No machine deliveries in the quarter (in line with estimates) * Rights issue of ~...

ABG Sundal Collier • 21 okt 2025 09:14

Impact Coatings: Cautious ordering weighing on the quarter - ABG

* Report out on 21 October at 08:00 CEST * Q3e sales of SEK 10m (32m), no machine deliveries in the quarter * Trading at '25e-'27e EV/Sales ...

ABG Sundal Collier • 14 okt 2025 07:19

Impact Coatings: Preparing for market recovery - ABG

* '25e-'27e sales cut by 6-1% * Market softness persists, delaying customer decisions * Cost-cutting initiatives in place Q2 results Impact ...

ABG Sundal Collier • 26 aug 2025 13:23

Impact Coatings: Continued cautious market - ABG

* Sales SEK 6.5m, EBIT SEK -16m (vs. ABGSCe 11m and -12m) * No machine deliveries in the quarter (in line with estimates) * Cash balance of ...

ABG Sundal Collier • 22 aug 2025 10:05

Impact Coatings: No major machine deliveries in Q2e - ABG

Report out 22 August '25e-'26e sales cut by 19-15% on lower expected machine deliveries 3y deal signed to supply Coating Services for PEM el...

ABG Sundal Collier • 05 aug 2025 15:38

Impact Coatings: Navigating market headwinds - ABG

'25e sales cut by 5%, three system deliveries for '25e (prev.

ABG Sundal Collier • 30 apr 2025 09:56

Impact Coatings: Starting the year with lower business activity - ABG

Sales SEK 9.5m, EBIT SEK -14m (vs. ABGSCe 9.5m and -20m) No system deliveries in the quarter, as expected Cautious market set to continue in...

ABG Sundal Collier • 29 apr 2025 14:36

Impact Coatings: Soft quarter ahead - ABG

Report out 29 April No major machine deliveries in Q1e Minor est.

ABG Sundal Collier • 07 apr 2025 13:39

Impact Coatings: Executing on new forecasting strategy - ABG

Minor estimate revisions Delivery of IC2000 within one quarter of order 3.

ABG Sundal Collier • 17 feb 2025 10:51

Impact Coatings: Sales beat, EBIT slightly below - ABG

Sales SEK 42m and EBIT SEK -3.7m (vs. ABGSCe 36m and -2.

ABG Sundal Collier • 14 feb 2025 10:57

Impact Coatings: Picks and shovels for the hydrogen market - ABG

Cost-effective coatings for hydrogen and metallisation applications Seizing opportunities in Chinese hydrogen market +16% sales CAGR '24e-'2...

ABG Sundal Collier • 29 jan 2025 10:07

Impact Coatings: Full throttle in China - Redeye

Redeye remains confident on the case as Impact Coatings is making solid progress in the rapidly expanding Chinese market.

Redeye • 21 okt 2024 07:29

Impact Coatings Q3 2024: As expected - Redeye

Redeye states that Q3 numbers aligned well with our expectations.

Redeye • 18 okt 2024 10:06

Impact Coatings: Making firm progress - Redeye

Redeye is encouraged by the recent commercial progress, particularly in the Chinese market.

Redeye • 26 aug 2024 07:35

Impact Coatings Q2 2024: Basically in-line - Redeye

Redeye sees a solid report with Q2 numbers mainly in-line with our expectations.

Redeye • 23 aug 2024 09:40

Impact Coatings: Another IC2000 order - Redeye

Redeye is happy to see that Impact Coatings has received another order for an IC2000 fuel cell coating system.

Redeye • 29 jul 2024 07:42

Impact Coatings: New major order - Redeye

Redeye is encouraged to see that Impact Coatings has received another order for an IC2000-system for fuel cell coatings.

Redeye • 15 maj 2024 09:59

Impact Coatings: Dull run-up to the year - Redeye

Redeye is making some downward adjustments to our financial forecasts following the Q1 report.

Redeye • 25 apr 2024 07:01

Impact Coatings Q1 2024: Slow start to 2024 - Redeye

Redeye expected higher sales in the quarter. Particularly from Coating Services where revenues are typically more stable.

Redeye • 24 apr 2024 10:37

Impact Coatings: Large order around the corner - Redeye

Redeye is encouraged to see progress in Impact Coatings’ Chinese coating center.

Redeye • 19 apr 2024 08:49

Impact Coatings: Here is what investors are asking - Redeye

See what other investors are asking and the answers from Redeye's dedicated analyst in the latest Analyst Q&A.

Redeye • 26 feb 2024 10:38

Impact Coatings: ATH in 2023, but near-term outlook more uncertain - Redeye

Redeye remains confident on the case as we believe Impact Coatings is on the right track in its international expansion.

Redeye • 20 feb 2024 07:20

Impact Coatings Q4 2023: Mixed bag - Redeye

Overall Impact Coatings is reporting solid Q4 numbers, reaching a positive EBITDA for the quarter.

Redeye • 16 feb 2024 10:46

Impact Coatings: Two systems delivered in Q4 - Redeye

Redeye has made some adjustments to our near-term forecasts following the announcement of system deliveries in Q4.

Redeye • 22 dec 2023 11:48

Impact Coatings: Lower volumes in Q4 - Redeye

Redeye noticed Impact Coatings’ announcement that the activity level in Q4 within Coating Services has been lower than expected.

Redeye • 29 nov 2023 07:16

Impact Coatings: New antenna coatings customer - Redeye

Redeye notes that Impact Coatings is making further progress in China and within business area autonomous safety.

Redeye • 14 nov 2023 10:24

Impact Coatings: Coating Services making headway - Redeye

Redeye is only making minor adjustments to our forecasts following the Q3 report, which was basically in-line with our expectations.

Redeye • 23 okt 2023 09:22

Impact Coatings Q3 2023: Initial take - Redeye

Redeye states that reported Q3 numbers are basically in-line with our expectations.

Redeye • 20 okt 2023 09:53

Impact Coatings: Capital market update - Redeye

Redeye attended Impact Coatings’ capital markets update yesterday.

Redeye • 19 sep 2023 07:31

Impact Coatings: Expansion East and West - Redeye

Redeye’s overall view on the case remains intact and we are only making some minor adjustments to our near-term forecasts.

Redeye • 28 aug 2023 07:35

Impact Coatings Q2 2023: First impression - Redeye

Redeye is encouraged to see solid top-line growth in the second quarter.

Redeye • 25 aug 2023 09:53

Impact Coatings: New CEO appointed - Redeye

Redeye was a little surprised to hear that Jonas Nilsson has been appointed new CEO of Impact Coatings as of 1 October 2023.

Redeye • 19 jun 2023 07:24

Impact Coatings: Substantial Coating System order - Redeye

Impact Coatings just announced an order for the new Inlinecoater IC2000 coating system for fuel cell production.

Redeye • 07 jun 2023 11:05

Impact Coatings: Making good progress - Redeye

Redeye sees good opportunities for Impact Coatings to execute on its growth plan.

Redeye • 27 apr 2023 07:20

Impact Coatings Q1 2023: First comment - Redeye

Redeye is encouraged to see Impact Coatings making further progress and executing on its expansion plan.

Redeye • 25 apr 2023 09:50

Impact Coatings: Major deal around the corner - Redeye

Redeye is excited to hear that Impact Coatings and Plug Power have signed an LoI for a supply or frame agreement of coating services for ele...

Redeye • 23 feb 2023 07:43

Impact Coatings Q4 2022: Initial take - Redeye

Redeye sees no big drama in the Q4 report. Coating Services was a bit sluggish as some customers still experienced component shortages, but ...

Redeye • 15 feb 2023 10:21

Impact Coatings: Financing Accelerated Expansion Plans - Redeye

Redeye is encouraged by Accendo Capital’s firm commitment to support Impact Coatings expansion plans.

Redeye • 29 dec 2022 08:02

Impact Coatings: Major rights issue - Redeye

Redeye comments on the intention to carry out a preferential rights issue of SEK148m.

Redeye • 22 dec 2022 15:03

Impact Coatings: Significant Coating Service Order - Redeye

Redeye is encouraged to see the announcement of a Coating Service order for electrolysis plates.

Redeye • 14 nov 2022 07:47

Impact Coatings: Minor Headwind - Redeye

Redeye is only making some minor adjustments to our near-term forecasts following the Q3 report and other recent events.

Redeye • 26 okt 2022 09:30

Impact Coatings Q3 2022: Quick comment - Redeye

Redeye notes that Coating Service sales are a bit weak as some of Impact Coatings clients experience sourcing problems.

Redeye • 21 okt 2022 11:02

Impact Coatings: Minor adjustments to forecasts and valuation - Redeye

Redeye is only making some minor changes to estimates and valuation following the Q2 report.

Redeye • 23 aug 2022 07:15

Impact Coatings Q2: First comment - Redeye

Redeye sees no big surprises in the Q2 report as activities overall seem to progress according to plan.

Redeye • 19 aug 2022 11:21

Impact Coatings: Tilting Focus Towards Recurring Revenues - Redeye

Redeye believes the updated strategy and redirected focus makes a lot of sense.

Redeye • 27 maj 2022 07:55

Impact Coatings: Coating Services stepping up - Redeye

Redeye still has an optimistic view on Impact Coatings and its prospects for long-term profitable growth.

Redeye • 27 apr 2022 07:39

Impact Coatings Q1’22: Initial take - Redeye

The first quarter was slow in terms of sales as no system sales were recorded.

Redeye • 22 apr 2022 11:07

Impact Coatings: Near-term estimates revised - Redeye

Redeye has updated its forecasts, which primarily include near-term adjustments due to the absence of orders lately.

Redeye • 16 feb 2022 07:48

Impact Coatings Q4’21: First impression - Redeye

Redeye comments on Impact Coatings Q4 report which only included minor deviations from our forecasts.

Redeye • 11 feb 2022 13:10

Impact Coatings: Key clients validating the case - Redeye

Redeye remains positive on the case as Impact Coatings is making progress with very high-profile clients like, Hella, Hyundai and most recen...

Redeye • 07 sep 2021 10:05

Impact Coatings: Q2’21: Initial comment - Redeye

Redeye finds only minor deviations in the Q2 report vs our expectations.

Redeye • 20 aug 2021 14:25