2026 Q2 -tulosraportti
Tänään
‧26 min
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 14.8. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 t sitten · MuokattuFrom Linked in, where one can where see orders from Saab in terms of value since 2023
·7 t sittenOne should have sold yesterday, I mean...:(It was known beforehand that the result was downgraded, but the share price has also already taken a hit afterwards. With the current share price, risk/award is attractive as I see it.- ·7 t sittenFrom Carnegie: As the key figures were already known, there wasn't much in the report that stood out for us. As the company states that the supply chain for SensAItion is up and running again, we estimate that revenue may have been roughly equally distributed between SensAItion and the customized IMU for NLAW. However, the gross margin was higher than we had estimated, suggesting that there may have been other positive effects from the sales mix. Focus on future growth. Based on the CEO's letter, we assess that Kebni is strengthening its organization to support future growth. Fundamentally, we view this positively, especially since the planned exit from ScaffSense should free up resources for the company's other business areas. However, we are somewhat surprised that higher costs are being added at this stage. For us, it testifies to confidence in the product offering and in the company's ability to return to profitability in the near future. SensAItion designed for use in drones. Certain products in the SensAItion IMU portfolio are now approved by ArduPilot, which ensures compatibility with one of the standard interfaces for drones. This should make it easier for customers to integrate SensAItion IMUs into drones and other platforms, thereby lowering the barrier to adoption. Liquidity situation expected to improve upon delivery of Satcom order. Kebni currently has inventory worth 26 mio. SEK. Although we do not believe that the entire inventory can be attributed to the delayed Satcom order, we expect that a significant portion of it can. Therefore, when Kebni receives and delivers the long-awaited antenna order, we expect a significant release of working capital and a corresponding improvement in the liquidity situation. Not much new – unchanged assessment. As the key figures were already known and the report contained only limited new information, our assessment remains unchanged.
·2 päivää sittenThe previous Saab order was for 134 million…2 päivää sittenBeskeden fra Carnegie: On 16 June, we published a note highlighting that France had selected Saab’s NLAW anti-tank weapon, for which Kebni supplies a bespoke IMU used for navigation. On 11 August, Kebni announced that it had received another order for the bespoke NLAW IMU, valued at SEK22m. We expect this order is related to France’s first NLAW call-off. Together with previously received orders, deliveries are expected to run throughout 2027, which is in line with our current estimates. We therefore make no estimate changes at this stage. We expect the order is related to France’s NLAW procurement. Given Saab’s recent announcement that France has selected NLAW as its short-range anti-tank weapon, we believe Kebni’s new inertia measurement unit (IMU) order could be linked to France’s first call-off under the agreement. From what we understand, France has historically used larger framework agreements under which call-off orders are placed according to a planned procurement schedule, rather than ordering the full requirement upfront. Based on our estimate that each bespoke NLAW IMU generates approximately SEK38k of revenue for Kebni, the SEK22m order would correspond to roughly 600 IMUs, equivalent to around 600 NLAWs. We believe this is likely too small to represent France’s longer-term requirement and therefore expect additional orders to follow over the coming years. Strengthens future revenue visibility. As Kebni states that its current NLAW IMU order backlog, for which the total value is undisclosed, covers deliveries throughout 2027, the new order further strengthens revenue visibility. However, we view the order as relatively expected following Saab’s announcement that France had selected NLAW. What we now want to see is Kebni securing additional orders across the rest of its portfolio, particularly for the SensAItion IMU product family and within the Satcom segment, including its satellite communication antennas.
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
Tänään
‧26 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.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sitten · MuokattuFrom Linked in, where one can where see orders from Saab in terms of value since 2023
- ·7 t sittenOne should have sold yesterday, I mean...:(It was known beforehand that the result was downgraded, but the share price has also already taken a hit afterwards. With the current share price, risk/award is attractive as I see it.
- ·7 t sittenFrom Carnegie: As the key figures were already known, there wasn't much in the report that stood out for us. As the company states that the supply chain for SensAItion is up and running again, we estimate that revenue may have been roughly equally distributed between SensAItion and the customized IMU for NLAW. However, the gross margin was higher than we had estimated, suggesting that there may have been other positive effects from the sales mix. Focus on future growth. Based on the CEO's letter, we assess that Kebni is strengthening its organization to support future growth. Fundamentally, we view this positively, especially since the planned exit from ScaffSense should free up resources for the company's other business areas. However, we are somewhat surprised that higher costs are being added at this stage. For us, it testifies to confidence in the product offering and in the company's ability to return to profitability in the near future. SensAItion designed for use in drones. Certain products in the SensAItion IMU portfolio are now approved by ArduPilot, which ensures compatibility with one of the standard interfaces for drones. This should make it easier for customers to integrate SensAItion IMUs into drones and other platforms, thereby lowering the barrier to adoption. Liquidity situation expected to improve upon delivery of Satcom order. Kebni currently has inventory worth 26 mio. SEK. Although we do not believe that the entire inventory can be attributed to the delayed Satcom order, we expect that a significant portion of it can. Therefore, when Kebni receives and delivers the long-awaited antenna order, we expect a significant release of working capital and a corresponding improvement in the liquidity situation. Not much new – unchanged assessment. As the key figures were already known and the report contained only limited new information, our assessment remains unchanged.
- ·2 päivää sittenThe previous Saab order was for 134 million…2 päivää sittenBeskeden fra Carnegie: On 16 June, we published a note highlighting that France had selected Saab’s NLAW anti-tank weapon, for which Kebni supplies a bespoke IMU used for navigation. On 11 August, Kebni announced that it had received another order for the bespoke NLAW IMU, valued at SEK22m. We expect this order is related to France’s first NLAW call-off. Together with previously received orders, deliveries are expected to run throughout 2027, which is in line with our current estimates. We therefore make no estimate changes at this stage. We expect the order is related to France’s NLAW procurement. Given Saab’s recent announcement that France has selected NLAW as its short-range anti-tank weapon, we believe Kebni’s new inertia measurement unit (IMU) order could be linked to France’s first call-off under the agreement. From what we understand, France has historically used larger framework agreements under which call-off orders are placed according to a planned procurement schedule, rather than ordering the full requirement upfront. Based on our estimate that each bespoke NLAW IMU generates approximately SEK38k of revenue for Kebni, the SEK22m order would correspond to roughly 600 IMUs, equivalent to around 600 NLAWs. We believe this is likely too small to represent France’s longer-term requirement and therefore expect additional orders to follow over the coming years. Strengthens future revenue visibility. As Kebni states that its current NLAW IMU order backlog, for which the total value is undisclosed, covers deliveries throughout 2027, the new order further strengthens revenue visibility. However, we view the order as relatively expected following Saab’s announcement that France had selected NLAW. What we now want to see is Kebni securing additional orders across the rest of its portfolio, particularly for the SensAItion IMU product family and within the Satcom segment, including its satellite communication antennas.
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 14.8. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
2026 Q2 -tulosraportti
Tänään
‧26 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 14.8. | ||
2026 Q1 -tulosraportti 23.4. | ||
2025 Q4 -tulosraportti 12.2. | ||
2025 Q3 -tulosraportti 23.10.2025 | ||
2025 Q2 -tulosraportti 14.8.2025 |
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sitten · MuokattuFrom Linked in, where one can where see orders from Saab in terms of value since 2023
- ·7 t sittenOne should have sold yesterday, I mean...:(It was known beforehand that the result was downgraded, but the share price has also already taken a hit afterwards. With the current share price, risk/award is attractive as I see it.
- ·7 t sittenFrom Carnegie: As the key figures were already known, there wasn't much in the report that stood out for us. As the company states that the supply chain for SensAItion is up and running again, we estimate that revenue may have been roughly equally distributed between SensAItion and the customized IMU for NLAW. However, the gross margin was higher than we had estimated, suggesting that there may have been other positive effects from the sales mix. Focus on future growth. Based on the CEO's letter, we assess that Kebni is strengthening its organization to support future growth. Fundamentally, we view this positively, especially since the planned exit from ScaffSense should free up resources for the company's other business areas. However, we are somewhat surprised that higher costs are being added at this stage. For us, it testifies to confidence in the product offering and in the company's ability to return to profitability in the near future. SensAItion designed for use in drones. Certain products in the SensAItion IMU portfolio are now approved by ArduPilot, which ensures compatibility with one of the standard interfaces for drones. This should make it easier for customers to integrate SensAItion IMUs into drones and other platforms, thereby lowering the barrier to adoption. Liquidity situation expected to improve upon delivery of Satcom order. Kebni currently has inventory worth 26 mio. SEK. Although we do not believe that the entire inventory can be attributed to the delayed Satcom order, we expect that a significant portion of it can. Therefore, when Kebni receives and delivers the long-awaited antenna order, we expect a significant release of working capital and a corresponding improvement in the liquidity situation. Not much new – unchanged assessment. As the key figures were already known and the report contained only limited new information, our assessment remains unchanged.
- ·2 päivää sittenThe previous Saab order was for 134 million…2 päivää sittenBeskeden fra Carnegie: On 16 June, we published a note highlighting that France had selected Saab’s NLAW anti-tank weapon, for which Kebni supplies a bespoke IMU used for navigation. On 11 August, Kebni announced that it had received another order for the bespoke NLAW IMU, valued at SEK22m. We expect this order is related to France’s first NLAW call-off. Together with previously received orders, deliveries are expected to run throughout 2027, which is in line with our current estimates. We therefore make no estimate changes at this stage. We expect the order is related to France’s NLAW procurement. Given Saab’s recent announcement that France has selected NLAW as its short-range anti-tank weapon, we believe Kebni’s new inertia measurement unit (IMU) order could be linked to France’s first call-off under the agreement. From what we understand, France has historically used larger framework agreements under which call-off orders are placed according to a planned procurement schedule, rather than ordering the full requirement upfront. Based on our estimate that each bespoke NLAW IMU generates approximately SEK38k of revenue for Kebni, the SEK22m order would correspond to roughly 600 IMUs, equivalent to around 600 NLAWs. We believe this is likely too small to represent France’s longer-term requirement and therefore expect additional orders to follow over the coming years. Strengthens future revenue visibility. As Kebni states that its current NLAW IMU order backlog, for which the total value is undisclosed, covers deliveries throughout 2027, the new order further strengthens revenue visibility. However, we view the order as relatively expected following Saab’s announcement that France had selected NLAW. What we now want to see is Kebni securing additional orders across the rest of its portfolio, particularly for the SensAItion IMU product family and within the Satcom segment, including its satellite communication antennas.
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