Sdiptech Q2 2025: Initial take - Redeye

Redeye provides a short comment on the Q2 2025 report from Sdiptech, which came in below our estimates on sales but above our forecasted adj EBITA. Still, profitability mostly aligned with consensus estimates. We note that the company's communicated strategic review has been accelerated, with subsidiaries representing some 15% of sales and 5% of EBITA now being up for sales. As a result, a goodwill write-down of cSEK400-500m will be recognised in the third quarter. We acknowledge this as the correct strategic decision over the longer term, but also note that it might be interpreted negatively by the market. We expect to adjust our fair value range mostly in line with previous comments.

Länk till analysen i sin helhet: https://www.redeye.se/research/1117686/sdiptech-q2-2025-initial-take?utm_source=finwire&utm_medium=RSS