Nekkar (Q1 Review): In the Midst of Tender Season - Redeye

Redeye returns with an updated view following Nekkar’s Q1 figures, which missed our expectations by about 20%, primarily driven by Syncrolift. We make mixed estimate changes, with net negative effects on our FY26 forecast and a slight trim to FY27. The long-term outlook remains favorable, with expected Syncrolift tender outcomes of NOK3bn for the remainder of 2026. We make small positive valuation adjustments.

Länk till analysen i sin helhet: https://www.redeye.se/research/1167323/nekkar-q1-review-in-the-midst-of-tender-season?utm_source=finwire&utm_medium=RSS