2026 Q1 -tulosraportti
61 päivää sitten
‧11 min
0,30 NOK/osake
Viimeisin osinko
4,00%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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·3 t sittenHi - I asked chat to provide an assessment of Zaptec, based on market shares and estimated growth in electric cars in Europe. Here is the analysis (yay or nay?) for what needs to happen for Zaptec to become a 2–3x investment. Starting point (2026) Q1 2026 shows: Revenue: 457 MNOK EBITDA: 51 MNOK (11 % margin) Gross margin: 43 % Order book: 737 MNOK Net cash position and strong balance sheet. If we annualize Q1, we get approximately: 2026 revenue: approx. 1.9 billion NOK EBITDA: 200–220 MNOK This seems like a reasonable starting point. Base case (what I believe is most likely) Here I assume: EV sales in Europe grow 12–15 % annually Zaptec gains some market share Margins gradually improve Year Revenue (billion NOK) Growth EBITDA margin 2026 1.90 – 11 % 2027 2.25 18 % 13 % 2028 2.65 18 % 15 % 2029 3.10 17 % 16 % 2030 3.60 16 % 17 % Then we get: EBITDA 2030 ≈610 MNOK If net profit is approximately 70 % of EBITDA: Profit ≈430 MNOK With around 87 million shares, this corresponds to an EPS of approximately 4.9–5.0 kroner. Bull case This is the scenario where several things go right simultaneously. Assumes: Europe continues strong electrification Germany becomes a great success France and the UK take off Zaptec increases market share from around 10 % to 14–15 % Software and services grow faster than hardware Then the development could look like this: Year Revenue 2026 1.9 billion 2027 2.4 billion 2028 3.1 billion 2029 4.0 billion 2030 5.0 billion EBITDA margin: 20 % EBITDA: 1 billion kroner Net profit: approx. 700 million EPS: approx. 8 kroner A quality growth company with this growth can be valued at P/E 25–30 in an optimistic market, which would indicate a share price of around 200–240 kroner in 2030. This assumes that the growth actually materializes and that the market is still willing to pay a high multiple. Bear case This is the most important scenario to understand. Assume: European housing construction becomes weak Competition increases Market shares flatten out Then revenue can only grow: 8 % annually. 2030: Revenue: approx. 2.6 billion EBITDA: 350–400 MNOK EPS: 3–3.5 kroner With P/E 15–18, this gives a price of approximately 45–65 kroner. What is likely? I usually look at four drivers. 1. EV sales The most important one. Not because Zaptec sells cars. But because: one new EV = one new charging point. Europe is still early in the transition. 2. Market share This will be crucial. If Zaptec maintains: 10 % market share the company will be good. If they increase to: 15 % the value can be significantly higher. 3. Margins This is perhaps the biggest surprise. Q1 showed: 43 % gross margin. If: production is scaled more software is sold more service revenues come in the EBITDA margin can reach up to: 18–20 % That is very profitable. 4. Recurring revenue This is what the market really wants to pay for. If Zaptec Portal, administration services, and subscription solutions grow, the company becomes less dependent on one-time sales of chargers. That can lead to higher and more stable multiples. My DCF-like assessment I would assign approximately the following probabilities: Scenario Probability Price estimate 2030 Bear 25 % 55 kr Base 50 % 120–140 kr Bull 25 % 200–240 kr That gives an expected value of around 130–140 kroner per share in 2030, compared to a price of around 46 kroner today.
·8 t sittenDriller 🌞 Norway is probably having a sale today Will need money to keep the party going all week 😂 Congratulations on the victory over Brazil 👍🕺💃
·2 päivää sittenHi everyone, I found this when I visited Zaptec's YouTube channel. Only a few days old. Don't see anyone else who shared it. It's nothing revolutionary but a little insight into the German market and a partner that could be nice to follow. Happy weekend 😇 https://youtu.be/5Hv5iF-5gK0?si=TacwLHyiC-f-1gqb
·2 päivää sittenFrance and Germany are delivering truly convincing progress in electric car sales here in June. Now Zaptec just needs to properly enter the markets. https://www.newsworm.de/news/electric-car-sales-surge-78-in-germany-this-junehttps://bestsellingcarsblog.com/2026/07/france-june-2026-bevs-up-to-29-6-share-renault-clio-vi-still-not-1-twingo-iv-up-to-15/UK is also doing well: https://electrek.co/2026/07/03/uk-ev-registrations-june-2026-30-percent-share/
·3 päivää sittenWhat do we think will happen on Monday? Decline after rise? Or can it go higher than previous 53kr+?
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.
Uutiset
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 Q1 -tulosraportti
61 päivää sitten
‧11 min
0,30 NOK/osake
Viimeisin osinko
4,00%Tuotto/v
Uutiset
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
- ·3 t sittenHi - I asked chat to provide an assessment of Zaptec, based on market shares and estimated growth in electric cars in Europe. Here is the analysis (yay or nay?) for what needs to happen for Zaptec to become a 2–3x investment. Starting point (2026) Q1 2026 shows: Revenue: 457 MNOK EBITDA: 51 MNOK (11 % margin) Gross margin: 43 % Order book: 737 MNOK Net cash position and strong balance sheet. If we annualize Q1, we get approximately: 2026 revenue: approx. 1.9 billion NOK EBITDA: 200–220 MNOK This seems like a reasonable starting point. Base case (what I believe is most likely) Here I assume: EV sales in Europe grow 12–15 % annually Zaptec gains some market share Margins gradually improve Year Revenue (billion NOK) Growth EBITDA margin 2026 1.90 – 11 % 2027 2.25 18 % 13 % 2028 2.65 18 % 15 % 2029 3.10 17 % 16 % 2030 3.60 16 % 17 % Then we get: EBITDA 2030 ≈610 MNOK If net profit is approximately 70 % of EBITDA: Profit ≈430 MNOK With around 87 million shares, this corresponds to an EPS of approximately 4.9–5.0 kroner. Bull case This is the scenario where several things go right simultaneously. Assumes: Europe continues strong electrification Germany becomes a great success France and the UK take off Zaptec increases market share from around 10 % to 14–15 % Software and services grow faster than hardware Then the development could look like this: Year Revenue 2026 1.9 billion 2027 2.4 billion 2028 3.1 billion 2029 4.0 billion 2030 5.0 billion EBITDA margin: 20 % EBITDA: 1 billion kroner Net profit: approx. 700 million EPS: approx. 8 kroner A quality growth company with this growth can be valued at P/E 25–30 in an optimistic market, which would indicate a share price of around 200–240 kroner in 2030. This assumes that the growth actually materializes and that the market is still willing to pay a high multiple. Bear case This is the most important scenario to understand. Assume: European housing construction becomes weak Competition increases Market shares flatten out Then revenue can only grow: 8 % annually. 2030: Revenue: approx. 2.6 billion EBITDA: 350–400 MNOK EPS: 3–3.5 kroner With P/E 15–18, this gives a price of approximately 45–65 kroner. What is likely? I usually look at four drivers. 1. EV sales The most important one. Not because Zaptec sells cars. But because: one new EV = one new charging point. Europe is still early in the transition. 2. Market share This will be crucial. If Zaptec maintains: 10 % market share the company will be good. If they increase to: 15 % the value can be significantly higher. 3. Margins This is perhaps the biggest surprise. Q1 showed: 43 % gross margin. If: production is scaled more software is sold more service revenues come in the EBITDA margin can reach up to: 18–20 % That is very profitable. 4. Recurring revenue This is what the market really wants to pay for. If Zaptec Portal, administration services, and subscription solutions grow, the company becomes less dependent on one-time sales of chargers. That can lead to higher and more stable multiples. My DCF-like assessment I would assign approximately the following probabilities: Scenario Probability Price estimate 2030 Bear 25 % 55 kr Base 50 % 120–140 kr Bull 25 % 200–240 kr That gives an expected value of around 130–140 kroner per share in 2030, compared to a price of around 46 kroner today.
- ·8 t sittenDriller 🌞 Norway is probably having a sale today Will need money to keep the party going all week 😂 Congratulations on the victory over Brazil 👍🕺💃
- ·2 päivää sittenHi everyone, I found this when I visited Zaptec's YouTube channel. Only a few days old. Don't see anyone else who shared it. It's nothing revolutionary but a little insight into the German market and a partner that could be nice to follow. Happy weekend 😇 https://youtu.be/5Hv5iF-5gK0?si=TacwLHyiC-f-1gqb
- ·2 päivää sittenFrance and Germany are delivering truly convincing progress in electric car sales here in June. Now Zaptec just needs to properly enter the markets. https://www.newsworm.de/news/electric-car-sales-surge-78-in-germany-this-junehttps://bestsellingcarsblog.com/2026/07/france-june-2026-bevs-up-to-29-6-share-renault-clio-vi-still-not-1-twingo-iv-up-to-15/UK is also doing well: https://electrek.co/2026/07/03/uk-ev-registrations-june-2026-30-percent-share/
- ·3 päivää sittenWhat do we think will happen on Monday? Decline after rise? Or can it go higher than previous 53kr+?
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
2026 Q1 -tulosraportti
61 päivää sitten
‧11 min
Uutiset
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 19.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
2025 Q4 -tulosraportti 18.2. | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 20.8.2025 | ||
2025 Q1 -tulosraportti 7.5.2025 |
0,30 NOK/osake
Viimeisin osinko
4,00%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·3 t sittenHi - I asked chat to provide an assessment of Zaptec, based on market shares and estimated growth in electric cars in Europe. Here is the analysis (yay or nay?) for what needs to happen for Zaptec to become a 2–3x investment. Starting point (2026) Q1 2026 shows: Revenue: 457 MNOK EBITDA: 51 MNOK (11 % margin) Gross margin: 43 % Order book: 737 MNOK Net cash position and strong balance sheet. If we annualize Q1, we get approximately: 2026 revenue: approx. 1.9 billion NOK EBITDA: 200–220 MNOK This seems like a reasonable starting point. Base case (what I believe is most likely) Here I assume: EV sales in Europe grow 12–15 % annually Zaptec gains some market share Margins gradually improve Year Revenue (billion NOK) Growth EBITDA margin 2026 1.90 – 11 % 2027 2.25 18 % 13 % 2028 2.65 18 % 15 % 2029 3.10 17 % 16 % 2030 3.60 16 % 17 % Then we get: EBITDA 2030 ≈610 MNOK If net profit is approximately 70 % of EBITDA: Profit ≈430 MNOK With around 87 million shares, this corresponds to an EPS of approximately 4.9–5.0 kroner. Bull case This is the scenario where several things go right simultaneously. Assumes: Europe continues strong electrification Germany becomes a great success France and the UK take off Zaptec increases market share from around 10 % to 14–15 % Software and services grow faster than hardware Then the development could look like this: Year Revenue 2026 1.9 billion 2027 2.4 billion 2028 3.1 billion 2029 4.0 billion 2030 5.0 billion EBITDA margin: 20 % EBITDA: 1 billion kroner Net profit: approx. 700 million EPS: approx. 8 kroner A quality growth company with this growth can be valued at P/E 25–30 in an optimistic market, which would indicate a share price of around 200–240 kroner in 2030. This assumes that the growth actually materializes and that the market is still willing to pay a high multiple. Bear case This is the most important scenario to understand. Assume: European housing construction becomes weak Competition increases Market shares flatten out Then revenue can only grow: 8 % annually. 2030: Revenue: approx. 2.6 billion EBITDA: 350–400 MNOK EPS: 3–3.5 kroner With P/E 15–18, this gives a price of approximately 45–65 kroner. What is likely? I usually look at four drivers. 1. EV sales The most important one. Not because Zaptec sells cars. But because: one new EV = one new charging point. Europe is still early in the transition. 2. Market share This will be crucial. If Zaptec maintains: 10 % market share the company will be good. If they increase to: 15 % the value can be significantly higher. 3. Margins This is perhaps the biggest surprise. Q1 showed: 43 % gross margin. If: production is scaled more software is sold more service revenues come in the EBITDA margin can reach up to: 18–20 % That is very profitable. 4. Recurring revenue This is what the market really wants to pay for. If Zaptec Portal, administration services, and subscription solutions grow, the company becomes less dependent on one-time sales of chargers. That can lead to higher and more stable multiples. My DCF-like assessment I would assign approximately the following probabilities: Scenario Probability Price estimate 2030 Bear 25 % 55 kr Base 50 % 120–140 kr Bull 25 % 200–240 kr That gives an expected value of around 130–140 kroner per share in 2030, compared to a price of around 46 kroner today.
- ·8 t sittenDriller 🌞 Norway is probably having a sale today Will need money to keep the party going all week 😂 Congratulations on the victory over Brazil 👍🕺💃
- ·2 päivää sittenHi everyone, I found this when I visited Zaptec's YouTube channel. Only a few days old. Don't see anyone else who shared it. It's nothing revolutionary but a little insight into the German market and a partner that could be nice to follow. Happy weekend 😇 https://youtu.be/5Hv5iF-5gK0?si=TacwLHyiC-f-1gqb
- ·2 päivää sittenFrance and Germany are delivering truly convincing progress in electric car sales here in June. Now Zaptec just needs to properly enter the markets. https://www.newsworm.de/news/electric-car-sales-surge-78-in-germany-this-junehttps://bestsellingcarsblog.com/2026/07/france-june-2026-bevs-up-to-29-6-share-renault-clio-vi-still-not-1-twingo-iv-up-to-15/UK is also doing well: https://electrek.co/2026/07/03/uk-ev-registrations-june-2026-30-percent-share/
- ·3 päivää sittenWhat do we think will happen on Monday? Decline after rise? Or can it go higher than previous 53kr+?
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