Analyser av NYAB

NYAB: 18% EBIT growth '26e, with potential upside - ABG

* We cut 2026e EBIT 4%, 2027e unchanged * Potential for large order signings near-term * Reiterate fair value range of SEK 6-9 per share We...

ABG Sundal Collier • 13 feb 14:58

NYAB: EBIT in line, organic growth remains good - ABG

* Adj. EBIT 1% vs consensus * 10% organic growth, order book +18% y-o-y * We expect estimates to be relatively unchanged Q4 results Sales E...

ABG Sundal Collier • 12 feb 10:52

NYAB: Feedback from ABGSC's Investor Days - ABG

* CFO and VP of corporate affairs gave general presentation * Market activity remains high; NYAB well-positioned to gain share * Stock tradi...

ABG Sundal Collier • 04 dec 2025 12:05

NYAB: New power line contract with Svenska Kraftnät - ABG

* Signs new phase-1 contract for Norrbotten power line * Phase-2, starting 2026, could be the largest contract yet (~EUR136m) * This and the...

ABG Sundal Collier • 13 nov 2025 07:16

NYAB: Solid margin resilience amid strong growth - ABG

* We trim EBIT by 4-3% on slightly lower margins * Strong growth continues, with impressive margin resilience * SEK 6-9 fair value reiterate...

ABG Sundal Collier • 06 nov 2025 14:43

NYAB: 32% organic growth, but slight margin miss - ABG

* EBIT 10% below ABGSC, 12% below consensus * 32% organic growth (vs ABGSC 16%), 6% order backlog growth * Estimates to come off ~3% on slig...

ABG Sundal Collier • 05 nov 2025 10:03

NYAB: Key peer GRK Infra raises guidance - ABG

* Finland-based GRK Infra raises its 2025 guidance * Sees EUR 57m-64m earnings, up ~20% from previous guidance * Highlights strong market ac...

ABG Sundal Collier • 17 okt 2025 15:43

Nyab: Organic business better but less contribution from Dovre - ABG

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 ...

ABG Sundal Collier • 13 aug 2025 10:05

NYAB: Market activity points to continued growth - ABG

Encouraging results, even if it was low season We raise our EBITA estimates 2-3% on '25e-'27e Svenska Kraftnät increased its already ambitio...

ABG Sundal Collier • 08 maj 2025 15:42

NYAB: Better Q1 and positive outlook - ABG

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...

ABG Sundal Collier • 07 maj 2025 10:26

NYAB: Impressive execution - ABG

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...

ABG Sundal Collier • 05 mar 2025 08:17

NYAB: Strong margins held back by orders - ABG

- Adj. EBIT 31% vs cons, 51% vs ABG - Order backlog +10% y-o-y, slightly weaker than expected - We expect relatively neutral estimate change...

ABG Sundal Collier • 26 feb 2025 12:44

NYAB: Expands to Norway and other countries - ABG

An acquisition that opens the door for further expansion globally.

ABG Sundal Collier • 22 nov 2024 09:17

NYAB: Good execution - ABG

We leave estimates relatively unchanged after Q3...

ABG Sundal Collier • 08 nov 2024 10:39

NYAB: Improved profitability and record order book - ABG

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...

ABG Sundal Collier • 06 nov 2024 10:54

NYAB: Good order activity supports high growth - ABG

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.

ABG Sundal Collier • 22 okt 2024 07:29

NYAB: Builder of the green revolution - ABG

A niched construction company focused on the green transition Smart project selection, and a variable cost structure Fair value range of SEK...

ABG Sundal Collier • 11 sep 2024 09:42