Q3-osavuosiraportti
34 päivää sitten‧28 min
0,90 NOK/osake
Viimeisin osinko
1,01 %Tuotto/v
Tarjoustasot
Oslo Børs
Määrä
Osto
10 388
Myynti
Määrä
5 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 23 | - | - | ||
| 10 | - | - | ||
| 75 | - | - | ||
| 133 | - | - |
Ylin
89VWAP
Alin
88,2VaihtoMäärä
1,2 13 788
VWAP
Ylin
89Alin
88,2VaihtoMäärä
1,2 13 788
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 24.10. | |
| 2025 Q2-osavuosiraportti | 29.8. | |
| 2024 Yhtiökokous | 22.5. | |
| 2025 Q1-osavuosiraportti | 30.4. | |
| 2024 Q4-osavuosiraportti | 28.2. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
24.10.24.10.https://nordicedge.substack.com/ Zalaris (OB:ZAL) Q3 revenue NOK 375m (+10% y/y) hit a new high, driven by Managed Services (+14% y/y, 77% of total) and robust growth across UK/Ireland and APAC. Adjusted EBIT NOK 47m (+27% y/y, 12.6% margin) marked the strongest Q3 to date, supported by automation, nearshore leverage, and mix shift toward recurring contracts. Operating cash flow NOK 10.9m was seasonally weaker due to timing effects. Balance sheet strengthened, with net leverage down to 0.9x, and refinanced EUR 40m RCF is set to cut annual interest by EUR ~17m. Management reaffirmed its 2028 targets (NOK 2bn revenue, 13-15% EBIT margin), highlighting high visibility and accelerating SAP S/4 HANA migration.
24.10. · Muokattu24.10. · MuokattuSolid
·13.10.Article about founder in Zalaris on FA, anyone who has access and can reproduce the whole, or the message of the article? https://www.finansavisen.no/teknologi/2025/10/12/8298835/gruender-til-himmels-pa-bors-etter-snuoperasjon
·13.10.Can be larger dividends Today, Zalaris has a bond loan of 40 million euros, which has an interest rate of three-month Euribor plus 5.25 percentage points. This corresponds to an interest cost of 7.3 percent today. – The loan is expensive, and they should take it out of the bank and free up funds. Then they will have lower interest costs and greater dividend capacity, says Kongslie. – How large dividends do you think Zalaris can pay out? – The dividend policy is around 50 percent of net profit, but we see no reason why they cannot pay up to 100 percent. In our model, we have included 50 percent, about 45 million kroner, around 2 kroner per share, which gives a direct return of 2.3 percent. If they pay 100 percent of the earnings for 2025 in 2026, the yield will be around 4 percent. If this is repeated the following year, we are approaching 5 kroner per share, a total of about 10 kroner in dividends in the period 2026 to 2028. – Why should you own the stock? – Zalaris operates in a market that is independent of customs and macro conditions, and is a predictable “piggy bank” that just ticks and goes. The stock is trading at a free cash flow yield of around 8 percent for 2025 and just under 10 percent for 2026, so this is clearly a good “risk/reward” case. With double-digit earnings growth, Zalaris appears to be a defensive and safe stock to own. It is not a doubling candidate, but that is not why people own it, either, says Kongslie. Increased price target Among analysts, there is great optimism. According to Bloomberg, all three brokerage houses that cover Zalaris have a buy recommendation, with an average price target of 106 kroner. On Wednesday, Arctic Securities raised its price target from NOK 100 to NOK 107. The brokerage also raised its operating profit estimate by 4 percent after the margin improvement in the second quarter, and still expects core earnings per share to grow by over 40 percent in the period 2025 to 2027. Arctic points out that despite several years of steady organic growth, margin improvement, strong cash conversion and debt repayment, Zalaris is still trading at record low multiples and a near record high valuation discount compared to US companies in the same industry.
·3.10.How can this not have fallen yet, it takes 30 minutes to program the software with an AI service?
·3.10.If you think that's the case, you should short SAP. Zalaris doesn't deliver software, but services...·7.10.So you should pay over 1.3x sales for a company that lives off margins on software provided by someone else?
·3.10.It is clear that focusing on new customers is what gives them growth. The only thing keeping Zalaris alive is probably the payroll services. It looks like the old customers are fleeing one by one in Norway, so we can only hope that they will hold on abroad in the long run.
·3.10.Where do you get the feeling that customers are fleeing?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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 ja analyysit
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.
Q3-osavuosiraportti
34 päivää sitten‧28 min
0,90 NOK/osake
Viimeisin osinko
1,01 %Tuotto/v
Uutiset ja analyysit
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 24.10.24.10.https://nordicedge.substack.com/ Zalaris (OB:ZAL) Q3 revenue NOK 375m (+10% y/y) hit a new high, driven by Managed Services (+14% y/y, 77% of total) and robust growth across UK/Ireland and APAC. Adjusted EBIT NOK 47m (+27% y/y, 12.6% margin) marked the strongest Q3 to date, supported by automation, nearshore leverage, and mix shift toward recurring contracts. Operating cash flow NOK 10.9m was seasonally weaker due to timing effects. Balance sheet strengthened, with net leverage down to 0.9x, and refinanced EUR 40m RCF is set to cut annual interest by EUR ~17m. Management reaffirmed its 2028 targets (NOK 2bn revenue, 13-15% EBIT margin), highlighting high visibility and accelerating SAP S/4 HANA migration.
- 24.10. · Muokattu24.10. · MuokattuSolid
- ·13.10.Article about founder in Zalaris on FA, anyone who has access and can reproduce the whole, or the message of the article? https://www.finansavisen.no/teknologi/2025/10/12/8298835/gruender-til-himmels-pa-bors-etter-snuoperasjon·13.10.Can be larger dividends Today, Zalaris has a bond loan of 40 million euros, which has an interest rate of three-month Euribor plus 5.25 percentage points. This corresponds to an interest cost of 7.3 percent today. – The loan is expensive, and they should take it out of the bank and free up funds. Then they will have lower interest costs and greater dividend capacity, says Kongslie. – How large dividends do you think Zalaris can pay out? – The dividend policy is around 50 percent of net profit, but we see no reason why they cannot pay up to 100 percent. In our model, we have included 50 percent, about 45 million kroner, around 2 kroner per share, which gives a direct return of 2.3 percent. If they pay 100 percent of the earnings for 2025 in 2026, the yield will be around 4 percent. If this is repeated the following year, we are approaching 5 kroner per share, a total of about 10 kroner in dividends in the period 2026 to 2028. – Why should you own the stock? – Zalaris operates in a market that is independent of customs and macro conditions, and is a predictable “piggy bank” that just ticks and goes. The stock is trading at a free cash flow yield of around 8 percent for 2025 and just under 10 percent for 2026, so this is clearly a good “risk/reward” case. With double-digit earnings growth, Zalaris appears to be a defensive and safe stock to own. It is not a doubling candidate, but that is not why people own it, either, says Kongslie. Increased price target Among analysts, there is great optimism. According to Bloomberg, all three brokerage houses that cover Zalaris have a buy recommendation, with an average price target of 106 kroner. On Wednesday, Arctic Securities raised its price target from NOK 100 to NOK 107. The brokerage also raised its operating profit estimate by 4 percent after the margin improvement in the second quarter, and still expects core earnings per share to grow by over 40 percent in the period 2025 to 2027. Arctic points out that despite several years of steady organic growth, margin improvement, strong cash conversion and debt repayment, Zalaris is still trading at record low multiples and a near record high valuation discount compared to US companies in the same industry.
- ·3.10.How can this not have fallen yet, it takes 30 minutes to program the software with an AI service?·3.10.If you think that's the case, you should short SAP. Zalaris doesn't deliver software, but services...·7.10.So you should pay over 1.3x sales for a company that lives off margins on software provided by someone else?
- ·3.10.It is clear that focusing on new customers is what gives them growth. The only thing keeping Zalaris alive is probably the payroll services. It looks like the old customers are fleeing one by one in Norway, so we can only hope that they will hold on abroad in the long run.·3.10.Where do you get the feeling that customers are fleeing?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
10 388
Myynti
Määrä
5 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 23 | - | - | ||
| 10 | - | - | ||
| 75 | - | - | ||
| 133 | - | - |
Ylin
89VWAP
Alin
88,2VaihtoMäärä
1,2 13 788
VWAP
Ylin
89Alin
88,2VaihtoMäärä
1,2 13 788
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 24.10. | |
| 2025 Q2-osavuosiraportti | 29.8. | |
| 2024 Yhtiökokous | 22.5. | |
| 2025 Q1-osavuosiraportti | 30.4. | |
| 2024 Q4-osavuosiraportti | 28.2. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
34 päivää sitten‧28 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
Sijoittajakalenteri ei ole saatavilla | |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 24.10. | |
| 2025 Q2-osavuosiraportti | 29.8. | |
| 2024 Yhtiökokous | 22.5. | |
| 2025 Q1-osavuosiraportti | 30.4. | |
| 2024 Q4-osavuosiraportti | 28.2. |
Datan lähde: Millistream, Quartr
0,90 NOK/osake
Viimeisin osinko
1,01 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- 24.10.24.10.https://nordicedge.substack.com/ Zalaris (OB:ZAL) Q3 revenue NOK 375m (+10% y/y) hit a new high, driven by Managed Services (+14% y/y, 77% of total) and robust growth across UK/Ireland and APAC. Adjusted EBIT NOK 47m (+27% y/y, 12.6% margin) marked the strongest Q3 to date, supported by automation, nearshore leverage, and mix shift toward recurring contracts. Operating cash flow NOK 10.9m was seasonally weaker due to timing effects. Balance sheet strengthened, with net leverage down to 0.9x, and refinanced EUR 40m RCF is set to cut annual interest by EUR ~17m. Management reaffirmed its 2028 targets (NOK 2bn revenue, 13-15% EBIT margin), highlighting high visibility and accelerating SAP S/4 HANA migration.
- 24.10. · Muokattu24.10. · MuokattuSolid
- ·13.10.Article about founder in Zalaris on FA, anyone who has access and can reproduce the whole, or the message of the article? https://www.finansavisen.no/teknologi/2025/10/12/8298835/gruender-til-himmels-pa-bors-etter-snuoperasjon·13.10.Can be larger dividends Today, Zalaris has a bond loan of 40 million euros, which has an interest rate of three-month Euribor plus 5.25 percentage points. This corresponds to an interest cost of 7.3 percent today. – The loan is expensive, and they should take it out of the bank and free up funds. Then they will have lower interest costs and greater dividend capacity, says Kongslie. – How large dividends do you think Zalaris can pay out? – The dividend policy is around 50 percent of net profit, but we see no reason why they cannot pay up to 100 percent. In our model, we have included 50 percent, about 45 million kroner, around 2 kroner per share, which gives a direct return of 2.3 percent. If they pay 100 percent of the earnings for 2025 in 2026, the yield will be around 4 percent. If this is repeated the following year, we are approaching 5 kroner per share, a total of about 10 kroner in dividends in the period 2026 to 2028. – Why should you own the stock? – Zalaris operates in a market that is independent of customs and macro conditions, and is a predictable “piggy bank” that just ticks and goes. The stock is trading at a free cash flow yield of around 8 percent for 2025 and just under 10 percent for 2026, so this is clearly a good “risk/reward” case. With double-digit earnings growth, Zalaris appears to be a defensive and safe stock to own. It is not a doubling candidate, but that is not why people own it, either, says Kongslie. Increased price target Among analysts, there is great optimism. According to Bloomberg, all three brokerage houses that cover Zalaris have a buy recommendation, with an average price target of 106 kroner. On Wednesday, Arctic Securities raised its price target from NOK 100 to NOK 107. The brokerage also raised its operating profit estimate by 4 percent after the margin improvement in the second quarter, and still expects core earnings per share to grow by over 40 percent in the period 2025 to 2027. Arctic points out that despite several years of steady organic growth, margin improvement, strong cash conversion and debt repayment, Zalaris is still trading at record low multiples and a near record high valuation discount compared to US companies in the same industry.
- ·3.10.How can this not have fallen yet, it takes 30 minutes to program the software with an AI service?·3.10.If you think that's the case, you should short SAP. Zalaris doesn't deliver software, but services...·7.10.So you should pay over 1.3x sales for a company that lives off margins on software provided by someone else?
- ·3.10.It is clear that focusing on new customers is what gives them growth. The only thing keeping Zalaris alive is probably the payroll services. It looks like the old customers are fleeing one by one in Norway, so we can only hope that they will hold on abroad in the long run.·3.10.Where do you get the feeling that customers are fleeing?
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Oslo Børs
Määrä
Osto
10 388
Myynti
Määrä
5 000
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 1 | - | - | ||
| 23 | - | - | ||
| 10 | - | - | ||
| 75 | - | - | ||
| 133 | - | - |
Ylin
89VWAP
Alin
88,2VaihtoMäärä
1,2 13 788
VWAP
Ylin
89Alin
88,2VaihtoMäärä
1,2 13 788
Välittäjätilasto
Dataa ei löytynyt