InfraCom (Q4 Initial take): Sales miss compounded by target reset as InfraCom shifts to lower EBITA margin regime - Redeye

Redeye expects a negative share price reaction to InfraCom's Q4 2025 results. An 18% EBITDA miss against Redeye's estimate, compounded by a structural downgrade to the company's long-term profitability target, outweighs the near-term relief from SEK178m in Bredband2 divestiture proceeds and a SEK2.1 per share dividend. Redeye will lower its long-term profitability assumptions, revise sales forecasts downward, and reduce its fair value range accordingly.

Länk till analysen i sin helhet: https://www.redeye.se/research/1153040/infracom-q4-initial-take-sales-miss-compounded-by-target-reset-as-infracom-shifts-to-lower-ebita-margin-regime?utm_source=finwire&utm_medium=RSS