2026 Q1 -tulosraportti
Vain PDF
6 päivää sitten
0,60 SEK/osake
Irtoamispäivä 20.5.
3,05%Tuotto/v
Tarjoustasot
NGM - Growth Market
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 8.5. | ||
2025 Q4 -tulosraportti 20.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·8.5.Report today! - A disappointment, mainly that the margin is going in the wrong direction - Apparently, 4 subsidiaries have been merged into a central Infracom company. Another 4 subsidiaries are to do the same after the summer. Possibly this has cost some margin? - Quite little information in the report as to why the margin is going in the wrong direction - CEO-Bo still sounds positive...? Always dangerous when the CEO is positive even though things are going in the wrong direction... - Sounded like further acquisitions are close, but you never know about that - Understand that the stock market is trading down the stock, also believe that there is a bit of a confidence crisis for the CEO baked into that decline Well, you can do better!! I still think I'll keep it, but it's a borderline case
·8.5.Compared q1 25 with 26. In q1 2025, Infracom has 4.9 mkr in financial income (seems to be due to the swap agreement). Additionally, external costs are significantly higher (15 now compared to 12 q1 25). This should result in extra costs for deals like Zedcom, the Telia deal, and that previous acquisitions are now integrated into Infracom. But the poor growth is still a problem for the company and its valuation.- ·7.4.Traded volume stands out today (April 7)! Could be the Connect owners who have sold off. I think it looks like the volume matches, possibly that they sold off everything today.·15.4.Really poor share price development lately... I have a forward-looking PE of approx. 9 (after the dividend): - Growth 2-3% - Margin: 11.8% (EBIT) - Margin: 8.9% (Profit after Tax) Not easy to understand why the multiple is so low Desirable: - A few percent organic growth - That the margin comes within the range of the financial targets (I think they will have just solved this when we summarize 2026) - New qualitative acquisitions
- ·20.2.Report today - Revenue decreases, yet a few percentage points better than I thought - Margin slightly worse, but Q4 is usually a bit lower - New financial target for EBITA margin: 12-15%, i.e., a slightly lower ambition level - Cash well-filled after the Telia deal - Nice dividend - I am now awaiting more acquisitions So it looks pretty good - Unfortunately, they have lost some customers since before, hope and believe that they can now get organic growth going, a few percentage points are enough for me - New margin target, hope they will reach the range in about 1 year, it's going in the right direction, but slowly, slowly - They have a financial growth target of 15-20%, maybe they can be close to this target in the coming 2-3 years. The lion's share will come from acquisitions - Lowly valued, especially if they can increase the margin somewhat, and get started with acquisitions·20.2.I made a forecast that results in a forward-looking PE of approx. 12 (share price: 26 kr) - Not accounted for any new acquisitions - Expect the margin to strengthen slowly quarter by quarter, R12 EBITA of 12.5% for 2026 - Feels like they are done with the major changes in organization and product offering, so much now is about execution Numerically, Q1 will probably be a bit bumpy with the Telia deal, after that it should become simpler/normal again Hope CEO Bo can complete 2-3 acquisitions during 2026 with revenue of 25-50 mkr each
- ·23.12.2025Now the Competition Authority has given its approval, the deal can be completed 😄·2.2.It seems Telia will make the payment itself on Feb 6. Will be a good addition for Infracom!! Probably quite nice for Infracom to get this done, now full focus on operations and an acquisition or two!! I also suspect that the extra dividend will come, perhaps in connection with the ordinary dividend.
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
Vain PDF
6 päivää sitten
0,60 SEK/osake
Irtoamispäivä 20.5.
3,05%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
- ·8.5.Report today! - A disappointment, mainly that the margin is going in the wrong direction - Apparently, 4 subsidiaries have been merged into a central Infracom company. Another 4 subsidiaries are to do the same after the summer. Possibly this has cost some margin? - Quite little information in the report as to why the margin is going in the wrong direction - CEO-Bo still sounds positive...? Always dangerous when the CEO is positive even though things are going in the wrong direction... - Sounded like further acquisitions are close, but you never know about that - Understand that the stock market is trading down the stock, also believe that there is a bit of a confidence crisis for the CEO baked into that decline Well, you can do better!! I still think I'll keep it, but it's a borderline case·8.5.Compared q1 25 with 26. In q1 2025, Infracom has 4.9 mkr in financial income (seems to be due to the swap agreement). Additionally, external costs are significantly higher (15 now compared to 12 q1 25). This should result in extra costs for deals like Zedcom, the Telia deal, and that previous acquisitions are now integrated into Infracom. But the poor growth is still a problem for the company and its valuation.
- ·7.4.Traded volume stands out today (April 7)! Could be the Connect owners who have sold off. I think it looks like the volume matches, possibly that they sold off everything today.·15.4.Really poor share price development lately... I have a forward-looking PE of approx. 9 (after the dividend): - Growth 2-3% - Margin: 11.8% (EBIT) - Margin: 8.9% (Profit after Tax) Not easy to understand why the multiple is so low Desirable: - A few percent organic growth - That the margin comes within the range of the financial targets (I think they will have just solved this when we summarize 2026) - New qualitative acquisitions
- ·20.2.Report today - Revenue decreases, yet a few percentage points better than I thought - Margin slightly worse, but Q4 is usually a bit lower - New financial target for EBITA margin: 12-15%, i.e., a slightly lower ambition level - Cash well-filled after the Telia deal - Nice dividend - I am now awaiting more acquisitions So it looks pretty good - Unfortunately, they have lost some customers since before, hope and believe that they can now get organic growth going, a few percentage points are enough for me - New margin target, hope they will reach the range in about 1 year, it's going in the right direction, but slowly, slowly - They have a financial growth target of 15-20%, maybe they can be close to this target in the coming 2-3 years. The lion's share will come from acquisitions - Lowly valued, especially if they can increase the margin somewhat, and get started with acquisitions·20.2.I made a forecast that results in a forward-looking PE of approx. 12 (share price: 26 kr) - Not accounted for any new acquisitions - Expect the margin to strengthen slowly quarter by quarter, R12 EBITA of 12.5% for 2026 - Feels like they are done with the major changes in organization and product offering, so much now is about execution Numerically, Q1 will probably be a bit bumpy with the Telia deal, after that it should become simpler/normal again Hope CEO Bo can complete 2-3 acquisitions during 2026 with revenue of 25-50 mkr each
- ·23.12.2025Now the Competition Authority has given its approval, the deal can be completed 😄·2.2.It seems Telia will make the payment itself on Feb 6. Will be a good addition for Infracom!! Probably quite nice for Infracom to get this done, now full focus on operations and an acquisition or two!! I also suspect that the extra dividend will come, perhaps in connection with the ordinary dividend.
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
NGM - Growth Market
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 8.5. | ||
2025 Q4 -tulosraportti 20.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
2026 Q1 -tulosraportti
Vain PDF
6 päivää sitten
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 26.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 8.5. | ||
2025 Q4 -tulosraportti 20.2. | ||
2025 Q3 -tulosraportti 11.11.2025 | ||
2025 Q2 -tulosraportti 22.8.2025 | ||
2025 Q1 -tulosraportti 8.5.2025 |
0,60 SEK/osake
Irtoamispäivä 20.5.
3,05%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·8.5.Report today! - A disappointment, mainly that the margin is going in the wrong direction - Apparently, 4 subsidiaries have been merged into a central Infracom company. Another 4 subsidiaries are to do the same after the summer. Possibly this has cost some margin? - Quite little information in the report as to why the margin is going in the wrong direction - CEO-Bo still sounds positive...? Always dangerous when the CEO is positive even though things are going in the wrong direction... - Sounded like further acquisitions are close, but you never know about that - Understand that the stock market is trading down the stock, also believe that there is a bit of a confidence crisis for the CEO baked into that decline Well, you can do better!! I still think I'll keep it, but it's a borderline case·8.5.Compared q1 25 with 26. In q1 2025, Infracom has 4.9 mkr in financial income (seems to be due to the swap agreement). Additionally, external costs are significantly higher (15 now compared to 12 q1 25). This should result in extra costs for deals like Zedcom, the Telia deal, and that previous acquisitions are now integrated into Infracom. But the poor growth is still a problem for the company and its valuation.
- ·7.4.Traded volume stands out today (April 7)! Could be the Connect owners who have sold off. I think it looks like the volume matches, possibly that they sold off everything today.·15.4.Really poor share price development lately... I have a forward-looking PE of approx. 9 (after the dividend): - Growth 2-3% - Margin: 11.8% (EBIT) - Margin: 8.9% (Profit after Tax) Not easy to understand why the multiple is so low Desirable: - A few percent organic growth - That the margin comes within the range of the financial targets (I think they will have just solved this when we summarize 2026) - New qualitative acquisitions
- ·20.2.Report today - Revenue decreases, yet a few percentage points better than I thought - Margin slightly worse, but Q4 is usually a bit lower - New financial target for EBITA margin: 12-15%, i.e., a slightly lower ambition level - Cash well-filled after the Telia deal - Nice dividend - I am now awaiting more acquisitions So it looks pretty good - Unfortunately, they have lost some customers since before, hope and believe that they can now get organic growth going, a few percentage points are enough for me - New margin target, hope they will reach the range in about 1 year, it's going in the right direction, but slowly, slowly - They have a financial growth target of 15-20%, maybe they can be close to this target in the coming 2-3 years. The lion's share will come from acquisitions - Lowly valued, especially if they can increase the margin somewhat, and get started with acquisitions·20.2.I made a forecast that results in a forward-looking PE of approx. 12 (share price: 26 kr) - Not accounted for any new acquisitions - Expect the margin to strengthen slowly quarter by quarter, R12 EBITA of 12.5% for 2026 - Feels like they are done with the major changes in organization and product offering, so much now is about execution Numerically, Q1 will probably be a bit bumpy with the Telia deal, after that it should become simpler/normal again Hope CEO Bo can complete 2-3 acquisitions during 2026 with revenue of 25-50 mkr each
- ·23.12.2025Now the Competition Authority has given its approval, the deal can be completed 😄·2.2.It seems Telia will make the payment itself on Feb 6. Will be a good addition for Infracom!! Probably quite nice for Infracom to get this done, now full focus on operations and an acquisition or two!! I also suspect that the extra dividend will come, perhaps in connection with the ordinary dividend.
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
NGM - Growth Market
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
Välittäjätilasto
Dataa ei löytynyt