2026 Q2 -tulosraportti
15 päivää sitten
‧55 min
5,50 SEK/osake
Viimeisin osinko
3,26%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 21.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 15.7. | ||
2026 Q1 -tulosraportti 28.4. | ||
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 21.10.2025 | ||
2025 Q2 -tulosraportti 14.7.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·2 päivää sittenSvedbergs vs Inwido – where is the best risk/reward after Q2? I have compared two of my favorite companies after the Q2 reports. My conclusion is not that either of the companies is obviously cheap. On the contrary. Inwido appears approximately fairly valued based on my base scenario. To justify a significantly higher share price, it is likely that several positive things occur simultaneously: • Recovery in Finland • Synergies from acquisitions • Clearer effect from EPBD For Svedbergs, the situation looks different. The stock is currently being punished for: • UK logistics and double warehousing costs • The UBC integration • Negative cash flow during an investment-intensive year The question is whether the market is treating temporary problems as permanent. That is where I believe the most interesting asymmetry lies today. Full analysis: https://fenixletters.substack.com/p/svedbergs-vs-inwido-where-is-the As always, these are just my thoughts and my way of analyzing the companies. Everyone needs to do their own analysis and draw their own conclusions. Comments and counterarguments are appreciated.
·18.7.Just updated my forecast and thesis for Inwido after the positive Q2. For the rest of 2026, I assume 4 % organic growth, except in AO East due to the challenging market in Finland, despite the crisis in the Strait of Hormuz creating increased inflation and risk of interest rate hikes and thus concern among consumers. The six latest acquisitions, however, add approximately 757 MSEK in revenue during H2, which results in a revenue of 10 415 MSEK in 2026. The EBITA margin decreases slightly to 10,4 %, somewhat below the 6-year average, due to higher input costs for aluminium, PVC and glass as well as transport and energy, and lands at 1 080 MSEK, EBIT 1 023 MSEK (9,8 %) and EPS 11,45 SEK. For 2027, I expect approximately 5 % organic growth driven by the new energy efficiency regulations 'Green Deal' in the EU and corresponding ones in the United Kingdom, i.e., 1 – 2 percentage points higher than the European window market's historical growth of 3 – 4 %. Continued acquisitions are expected but are not included in the forecast, which is why I expect 10 970 MSEK in revenue. The EBITA margin increases to 11 % due to the sales increase and the acquisitions' higher margin and becomes 1 212 MSEK, EBIT 1 148 MSEK (10,5 %) and EPS 13,06 SEK. • MMV 2026E: EPS 11,45 SEK x P/E 16 = 183 SEK • MMV Q2 2027E: EPS 12,33 SEK x P/E 16 = 197 SEK • MMV 2027E: EPS 13,06 SEK x P/E 16 = 209 SEK Inwido constitutes my largest holding currently, closely followed by Avarda, Storytel and Ambea. The above are my own thoughts and figures, which is why you should not act based on them without first having done your own analysis. I have been wrong before.
·16.7.Inwido surged after Q2 – but has the market already priced in the entire improvement? Q2 in brief: * Revenue: +16 % * Organic growth: +4 % * Operational EBITA: +19 % * EPS: +26 % * Organic order intake: +23 % * Share price at analysis: approximately 168 kr But behind the strong report lies an important question: what is required for the share to yield an attractive return from here? In the analysis you get: * concrete buy zones for 12 months and 5 years * Bear, Base and Bull case * estimated return in each scenario * review of acquisitions, indebtedness and insider purchases See which scenario today's price actually prices in: https://www.borsanalys.se/analys/inwido-2026
·15.7.Inwido delivered a strong Q2 report that was stronger than we expected, especially on the profitability side. Revenue increased by 16% to 2 721 million kroner, of which 4% was organic growth. A clear improvement from the previous quarter's negative organic growth, which indicates that the trend is about to turn. EBIT landed at 289 million kroner, corresponding to a margin of 10,6%, strong. Operationally, things look good in most parts of the business. Scandinavia compensated for increased material costs through volume growth and better efficiency, the West segment showed solid organic growth of 10%. Although Finland is still challenging for the East segment, the business remains profitable, and from the third quarter onwards, the acquisition in Croatia will be consolidated. e-Commerce continues to impress with a margin of 12,6%, the strategic shift from growth to profitability has yielded good results. Financially, the company stands strong with a debt-to-EBITDA ratio of 1,8x EBITDA proforma. The report confirms the case, but the strong organic growth combined with improved resource utilization leads me to slightly adjust up the margin expectations for 2026 and 2027. With a P/E of just over 12 on these estimates, Inwido still looks quite cheap despite today's rise, doesn't it?- ·15.7.Inwido Q2 2026: Record result despite headwinds Organic growth, record-high EBITA and an order book providing multi-year visibility – but questions remain regarding ROOC, indebtedness and Finland.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
2026 Q2 -tulosraportti
15 päivää sitten
‧55 min
5,50 SEK/osake
Viimeisin osinko
3,26%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sittenSvedbergs vs Inwido – where is the best risk/reward after Q2? I have compared two of my favorite companies after the Q2 reports. My conclusion is not that either of the companies is obviously cheap. On the contrary. Inwido appears approximately fairly valued based on my base scenario. To justify a significantly higher share price, it is likely that several positive things occur simultaneously: • Recovery in Finland • Synergies from acquisitions • Clearer effect from EPBD For Svedbergs, the situation looks different. The stock is currently being punished for: • UK logistics and double warehousing costs • The UBC integration • Negative cash flow during an investment-intensive year The question is whether the market is treating temporary problems as permanent. That is where I believe the most interesting asymmetry lies today. Full analysis: https://fenixletters.substack.com/p/svedbergs-vs-inwido-where-is-the As always, these are just my thoughts and my way of analyzing the companies. Everyone needs to do their own analysis and draw their own conclusions. Comments and counterarguments are appreciated.
- ·18.7.Just updated my forecast and thesis for Inwido after the positive Q2. For the rest of 2026, I assume 4 % organic growth, except in AO East due to the challenging market in Finland, despite the crisis in the Strait of Hormuz creating increased inflation and risk of interest rate hikes and thus concern among consumers. The six latest acquisitions, however, add approximately 757 MSEK in revenue during H2, which results in a revenue of 10 415 MSEK in 2026. The EBITA margin decreases slightly to 10,4 %, somewhat below the 6-year average, due to higher input costs for aluminium, PVC and glass as well as transport and energy, and lands at 1 080 MSEK, EBIT 1 023 MSEK (9,8 %) and EPS 11,45 SEK. For 2027, I expect approximately 5 % organic growth driven by the new energy efficiency regulations 'Green Deal' in the EU and corresponding ones in the United Kingdom, i.e., 1 – 2 percentage points higher than the European window market's historical growth of 3 – 4 %. Continued acquisitions are expected but are not included in the forecast, which is why I expect 10 970 MSEK in revenue. The EBITA margin increases to 11 % due to the sales increase and the acquisitions' higher margin and becomes 1 212 MSEK, EBIT 1 148 MSEK (10,5 %) and EPS 13,06 SEK. • MMV 2026E: EPS 11,45 SEK x P/E 16 = 183 SEK • MMV Q2 2027E: EPS 12,33 SEK x P/E 16 = 197 SEK • MMV 2027E: EPS 13,06 SEK x P/E 16 = 209 SEK Inwido constitutes my largest holding currently, closely followed by Avarda, Storytel and Ambea. The above are my own thoughts and figures, which is why you should not act based on them without first having done your own analysis. I have been wrong before.
- ·16.7.Inwido surged after Q2 – but has the market already priced in the entire improvement? Q2 in brief: * Revenue: +16 % * Organic growth: +4 % * Operational EBITA: +19 % * EPS: +26 % * Organic order intake: +23 % * Share price at analysis: approximately 168 kr But behind the strong report lies an important question: what is required for the share to yield an attractive return from here? In the analysis you get: * concrete buy zones for 12 months and 5 years * Bear, Base and Bull case * estimated return in each scenario * review of acquisitions, indebtedness and insider purchases See which scenario today's price actually prices in: https://www.borsanalys.se/analys/inwido-2026
- ·15.7.Inwido delivered a strong Q2 report that was stronger than we expected, especially on the profitability side. Revenue increased by 16% to 2 721 million kroner, of which 4% was organic growth. A clear improvement from the previous quarter's negative organic growth, which indicates that the trend is about to turn. EBIT landed at 289 million kroner, corresponding to a margin of 10,6%, strong. Operationally, things look good in most parts of the business. Scandinavia compensated for increased material costs through volume growth and better efficiency, the West segment showed solid organic growth of 10%. Although Finland is still challenging for the East segment, the business remains profitable, and from the third quarter onwards, the acquisition in Croatia will be consolidated. e-Commerce continues to impress with a margin of 12,6%, the strategic shift from growth to profitability has yielded good results. Financially, the company stands strong with a debt-to-EBITDA ratio of 1,8x EBITDA proforma. The report confirms the case, but the strong organic growth combined with improved resource utilization leads me to slightly adjust up the margin expectations for 2026 and 2027. With a P/E of just over 12 on these estimates, Inwido still looks quite cheap despite today's rise, doesn't it?
- ·15.7.Inwido Q2 2026: Record result despite headwinds Organic growth, record-high EBITA and an order book providing multi-year visibility – but questions remain regarding ROOC, indebtedness and Finland.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 21.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 15.7. | ||
2026 Q1 -tulosraportti 28.4. | ||
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 21.10.2025 | ||
2025 Q2 -tulosraportti 14.7.2025 |
2026 Q2 -tulosraportti
15 päivää sitten
‧55 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 21.10. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 15.7. | ||
2026 Q1 -tulosraportti 28.4. | ||
2025 Q4 -tulosraportti 3.2. | ||
2025 Q3 -tulosraportti 21.10.2025 | ||
2025 Q2 -tulosraportti 14.7.2025 |
5,50 SEK/osake
Viimeisin osinko
3,26%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·2 päivää sittenSvedbergs vs Inwido – where is the best risk/reward after Q2? I have compared two of my favorite companies after the Q2 reports. My conclusion is not that either of the companies is obviously cheap. On the contrary. Inwido appears approximately fairly valued based on my base scenario. To justify a significantly higher share price, it is likely that several positive things occur simultaneously: • Recovery in Finland • Synergies from acquisitions • Clearer effect from EPBD For Svedbergs, the situation looks different. The stock is currently being punished for: • UK logistics and double warehousing costs • The UBC integration • Negative cash flow during an investment-intensive year The question is whether the market is treating temporary problems as permanent. That is where I believe the most interesting asymmetry lies today. Full analysis: https://fenixletters.substack.com/p/svedbergs-vs-inwido-where-is-the As always, these are just my thoughts and my way of analyzing the companies. Everyone needs to do their own analysis and draw their own conclusions. Comments and counterarguments are appreciated.
- ·18.7.Just updated my forecast and thesis for Inwido after the positive Q2. For the rest of 2026, I assume 4 % organic growth, except in AO East due to the challenging market in Finland, despite the crisis in the Strait of Hormuz creating increased inflation and risk of interest rate hikes and thus concern among consumers. The six latest acquisitions, however, add approximately 757 MSEK in revenue during H2, which results in a revenue of 10 415 MSEK in 2026. The EBITA margin decreases slightly to 10,4 %, somewhat below the 6-year average, due to higher input costs for aluminium, PVC and glass as well as transport and energy, and lands at 1 080 MSEK, EBIT 1 023 MSEK (9,8 %) and EPS 11,45 SEK. For 2027, I expect approximately 5 % organic growth driven by the new energy efficiency regulations 'Green Deal' in the EU and corresponding ones in the United Kingdom, i.e., 1 – 2 percentage points higher than the European window market's historical growth of 3 – 4 %. Continued acquisitions are expected but are not included in the forecast, which is why I expect 10 970 MSEK in revenue. The EBITA margin increases to 11 % due to the sales increase and the acquisitions' higher margin and becomes 1 212 MSEK, EBIT 1 148 MSEK (10,5 %) and EPS 13,06 SEK. • MMV 2026E: EPS 11,45 SEK x P/E 16 = 183 SEK • MMV Q2 2027E: EPS 12,33 SEK x P/E 16 = 197 SEK • MMV 2027E: EPS 13,06 SEK x P/E 16 = 209 SEK Inwido constitutes my largest holding currently, closely followed by Avarda, Storytel and Ambea. The above are my own thoughts and figures, which is why you should not act based on them without first having done your own analysis. I have been wrong before.
- ·16.7.Inwido surged after Q2 – but has the market already priced in the entire improvement? Q2 in brief: * Revenue: +16 % * Organic growth: +4 % * Operational EBITA: +19 % * EPS: +26 % * Organic order intake: +23 % * Share price at analysis: approximately 168 kr But behind the strong report lies an important question: what is required for the share to yield an attractive return from here? In the analysis you get: * concrete buy zones for 12 months and 5 years * Bear, Base and Bull case * estimated return in each scenario * review of acquisitions, indebtedness and insider purchases See which scenario today's price actually prices in: https://www.borsanalys.se/analys/inwido-2026
- ·15.7.Inwido delivered a strong Q2 report that was stronger than we expected, especially on the profitability side. Revenue increased by 16% to 2 721 million kroner, of which 4% was organic growth. A clear improvement from the previous quarter's negative organic growth, which indicates that the trend is about to turn. EBIT landed at 289 million kroner, corresponding to a margin of 10,6%, strong. Operationally, things look good in most parts of the business. Scandinavia compensated for increased material costs through volume growth and better efficiency, the West segment showed solid organic growth of 10%. Although Finland is still challenging for the East segment, the business remains profitable, and from the third quarter onwards, the acquisition in Croatia will be consolidated. e-Commerce continues to impress with a margin of 12,6%, the strategic shift from growth to profitability has yielded good results. Financially, the company stands strong with a debt-to-EBITDA ratio of 1,8x EBITDA proforma. The report confirms the case, but the strong organic growth combined with improved resource utilization leads me to slightly adjust up the margin expectations for 2026 and 2027. With a P/E of just over 12 on these estimates, Inwido still looks quite cheap despite today's rise, doesn't it?
- ·15.7.Inwido Q2 2026: Record result despite headwinds Organic growth, record-high EBITA and an order book providing multi-year visibility – but questions remain regarding ROOC, indebtedness and Finland.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt