* Q4 sales -16% vs. ABGSCe, miss in GC&MP and FW * NW&FT showing positive signs; we see a return to growth in '26e * We cut '26e-'27e sales ...
* Q4 sales SEK 18m (-14% y-o-y), -16% vs. ABGSCe * EBIT adj.
* Q4e sales SEK 22m (21m), EBIT adj. SEK -5.5m (-6.
* Q3 soft, lower volumes from two major customers * We cut '26e-'27e sales and EBIT by 6% and SEK 6m, respectively * Expect volume recovery ...
* Q3 sales SEK 22m (-22% y-o-y), EBIT -6.4m (vs. ABGSCe -4.
* Report out on 5 November * Q3e sales of SEK 27m (29m), EBIT SEK -5m (-3m) * GC&MP the bright spot, other segments under pressure Q3 expect...
Q2 figures pre-announced OrganoClick reported sales of SEK 30m (-23% y-o-y) and EBIT of -4.
Q2 figures in line with pre-announcement The Q2 figures were in line with the profit warning issued on 11 July, i.
- Q2 sales SEK 30m, EBIT -4.7m (vs. ABGSCe 37m and -0.
- Report out 18 July - Q2e: sales SEK 37m, -3% y-o-y, EBIT SEK -0.
Strong momentum in GC&MP, headwinds in NW&FT and FW '25e-'27e sales CAGR of +14% New product launches in NW&FT expected at end of '25 Headw...
Sales down 7% y-o-y, headwinds from weak end-markets persist Cut '25e-'27e sales by 4-2%, EBIT by SEK 3.
Sales -9%, adj. EBIT -2.6m vs. ABGSCe Miss driven by NW&FT and FW, GC&MP continues to grow Total liquidity of SEK 5.
Report out 6 May Q1e: sales SEK 39m, +2% y-o-y, EBIT SEK 0.
Sales decline continued, but solid cost control, comps ease from here Cut sales by 2%, EBIT by SEK 3m, markets to improve this year Good mom...
Sales -10% vs. ABGSCe, but EBIT only -2% on better opex control GC&MP to continue growth; NW&FT, FW markets to improve slightly SEK 6.
Q4e sales of SEK 23.9m, down 14% y-o-y, EBIT SEK -7m (-6m) NW&FT and FW weak while momentum continues in GC&MP Hopeful of a recovery in '25e...
Sales down 14% y-o-y as restaurant market headwinds intensify GC&MP strength improves mix, cost control, EBIT held up better We reduce '24e-...
Sales -12% and EBIT -2m vs. ABGSCe Weak performance in NW&FT, as market headwinds intensify Expect continued weakness in NW&FT, gradual stab...
Q3e: sales SEK 33m, -2% y-o-y, EBIT SEK -1m (-3m) Hotel, restaurant and construction markets remain weak GC&MP to partly compensate for this...
- Sales decline 6% y-o-y as EBIT remains at break-even - Weak restaurant and hotel market hamper NW&FT growth (-19%) - We cut '24e-'26e sale...
- Sales -14% vs. ABGSCe, EBIT SEK 0m vs. ABGSCe 2m - NW&FT drives sales miss due to restaurant market weakness - Gross margin better, and ca...
Q2e: return to growth as comps ease For Q2, we expect sales of SEK 45m, up 10% y-o-y, marking a return to growth after a decline in Q1 due t...
GC&MP outperforms, NW&FT takes a breather, FW lags behind Sales decline, but EBIT and cash flow better than expected Liquidity stabilised, n...
Sales -10% vs. ABGSCe, but EBIT in line at SEK 0m New customer signings in NW&FT and GC&MP to grow sales Liquidity of SEK 18.
Q1e sales SEK 43m, down 2% y-o-y, adj. EBIT SEK 0m (0m) Tough comps due to Duni product-launch inventory build-up in Q1'23 Liquidity of SEK ...
Q4 sales SEK 27.9m, up 29% y-o-y, adj. EBIT SEK -6.
Sales -6% and adj. EBIT SEK -1.5m vs. ABGSCe Growth driven by GC&MP and FW, while NW&FT underperformed Liquidity of SEK 23.
Q4e: sales of SEK 30m, up 37% y-o-y, adj. EBIT SEK -5m (-20m) Turning our eyes to '24e, where we expect positive developments Trading at 2.
Sales of SEK 33.4m, up 50.3% y-o-y, adj. EBIT SEK -2.
Sales +12% and adj. EBIT SEK +2m vs. ABGSCe Sales beat due to the fast-growing Nonwoven & F.
Seasonal slowdown: Q3e sales SEK 30m, EBIT SEK -4m We expect profitability in '25e: sales SEK 157m, 9% EBIT margin DCF and peer valuation yi...
Improved margins and decent growth in Q2... ...but cash position remains slim at SEK 12m Focus still on the balance sheet Decent growth and ...
• Q2 report due on Thursday, 17 August • Non-woven in high gear, FW likely to struggle • NWC release important in Q2 as cash position is sli...
Steps taken to streamline operations and increase profitability Next major step is to outsource OrganoWood production Several exciting non-w...
Strong NWT sales, cash flow lags earnings NWT boosted by customers building inventory Share is trading at 24x EV/EBITDA on '24e NWT showed ...
EBIT SEK 0.1m vs. ABGSCe -3.8m Non-woven & fiber technologies sales at SEK 17.
Q1'23 report on Friday, 5 May We expect a full ramp-up to Duni & ~7.
New contract with Glatfelter OrganoClick announced a new contract with Glatfelter, a global non-woven airlaid producer, for the use of Organ...
Wants to implement licensing model for Functional Wood Cash position still slim at SEK 15m, but up from Q3 The share is trading at 18x EV/EB...
Adj. EBIT SEK -9.7m vs. ABGSCe -7.1m NWT sales at SEK 5.
Q4'22 on Wednesday, 15 February Weaker consumer sentiment should impact sales of Organotex We expect full-ramp up to Duni in Q1'23 Q4: NWT ...
Q3 report due on Thursday, 10 November We lower ‘22e-‘24e sales by 6%/10%/8% We foresee Duni contract at full run-rate in Q4e Q3’22 expe...
Low demand for B2C products weighs on Q2 Baux outsourced and royalty model implemented Working capital build-up strains balance sheet B2C we...
Decent NWT ramp-up in Q2, will accelerate in H2 Continued NWC build-up could cause some fears 13-8x ’23e-’24e EV/EBITDA on pre-Q2 numbers Q2...
Q2 report due on Wednesday, 17 August Fewer newbuilds could be a headwind for FW in ’23e NWT ramp-up in H2 crucial for confidence Softer Q2 ...
Two NWT contracts in late-stage negotiations High oil prices support demand for plastic alternatives A strategic shift may be in the cards ...
Q1 marked a return to normal gross margins NWT ramp-up lagging expectations, sales down 7-3% 15-10x ’23e-’24e EV/EBITDA Q1 a mixed bag of i...
Gross profit SEK 8.2m (+3% vs. ABGSCe 8.0m) Expects double-digit growth and increasing gross margin 15-10x ’23e-’24e EV/EBITDA on pre-Q1 num...
Q1 report due on Wednesday, 4 May FW margins should be secure for Q1 and Q2 30 ongoing NWT projects, 10 in production phase Gross margin sh...
Key takes from the Q2’21 report Organoclick reported its Q2 results this morning, which were clearly below our expectations.
Functional Wood the big explainer OrganoClicks Q2 report came in below our expectations.
