* CFO and VP of corporate affairs gave general presentation * Market activity remains high; NYAB well-positioned to gain share * Stock tradi...
* Signs new phase-1 contract for Norrbotten power line * Phase-2, starting 2026, could be the largest contract yet (~EUR136m) * This and the...
* We trim EBIT by 4-3% on slightly lower margins * Strong growth continues, with impressive margin resilience * SEK 6-9 fair value reiterate...
* EBIT 10% below ABGSC, 12% below consensus * 32% organic growth (vs ABGSC 16%), 6% order backlog growth * Estimates to come off ~3% on slig...
* Finland-based GRK Infra raises its 2025 guidance * Sees EUR 57m-64m earnings, up ~20% from previous guidance * Highlights strong market ac...
EBIT -9% vs cons, -15% vs ABGSC Order backlog +25%, organic growth +43% y-o-y We expect limited estimate changes (-1-2% if any) Q2 results ...
Encouraging results, even if it was low season We raise our EBITA estimates 2-3% on '25e-'27e Svenska Kraftnät increased its already ambitio...
Organic growth 33% y-o-y; adj. EBITA 44% vs ABGSCe Beat in low season quarter, but est's +3-5% Positive market outlook bodes well for near-t...
2024 saw 48% EBITA growth and 86% cash conversion We raise '25e-'26e EBITA by 19-15%, mainly on Dovre acquisition Positioned for further gro...
- Adj. EBIT 31% vs cons, 51% vs ABG - Order backlog +10% y-o-y, slightly weaker than expected - We expect relatively neutral estimate change...
An acquisition that opens the door for further expansion globally.
We leave estimates relatively unchanged after Q3...
EBITA -1% vs FactSet consensus, +27% y-o-y Strong order book of EUR 382m (+108% y-o-y) Neutral est changes, but strong delivery to support c...
Q3e: 13% sales growth, 15% EBITA growth 12-7x EBITA in M&A scenario; potential for 30% EBITA CAGR We raise our fair value range to SEK 5.
A niched construction company focused on the green transition Smart project selection, and a variable cost structure Fair value range of SEK...
