Suominen: Recovery to take some time - Nordea

Suominen's Q4 was weak with soft markets and a continued negative impact from US incidents burdening the top line and profitability. The company is taking further steps to improve its profitability and growth with a new operating model and prudent cost measures. It targets a 10% EBITDA margin by 2028 but notes that improvement will require investments in current facilities, likely pointing to back-end loaded improvements. H1 2026 continues to be affected by US incidents, and we reset our expectations for 2026. We derive a slightly lower DCF- and multiples-based fair value range of EUR 1.3-2.0 (1.4-2.1) per share.

Länk till analysen i sin helhet: https://research.nordea.com/api/reportfileapi?id=160b538e-802f-4236-ac7a-9a7aa8a14d16