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Scanfil is an international electronics contract manufacturer, specializing in industrial and B2B customers. Services include manufacturing of end products and components such as PCBs. Manufacturing services are the core of the company, supported by design, supply chain and modernization services. The company operates globally in Europe, America and Asia. Customers are primarily found in the process automation, energy efficiency, green efficiency and medical segments.
Net sales and adjusted EBITA were slightly above LSEG Data & Analytics consensus for Q3 and the company confirmed its full-year 2026 guidance. Overall, Scanfil’s operational performance has remained strong, combining solid organic growth and successful...
Scanfil's Q3 figures, published on Friday, were operationally in line with our expectations, and we made virtually no changes to our earnings forecasts for the coming years. The company's outlook is positive in both the short and longer term, and the stock's valuation is also moderate (2027e: adj. EV/EBITA 11x).
Scanfil's Q3 figures showed strong growth driven by acquisitions, but operationally the earnings lines were quite well in line with our expectations, and the company reiterated its guidance as expected.
Net sales and adjusted EBITA were around 2-3% above market consensus (LSEG) in Q3. Reported growth of 32% y/y was supported by acquisitions. Scanfil’s profitability (EBITA margin) remained healthy in Q3. Organic growth was 8.5% in the quarter, with the...
We slightly increased the company's growth estimates on the heels of the Capital Markets Day (CMD) and lowered our required return for the share by one notch.
Scanfil will arrange a CMD event on 29-30 September 2026 and M&A activity will become a bigger part of the company's equity story. The company also raised its long-term growth target to 15% (old 10%). New net debt per EBITDA get is 1-2x (old below 1....
Scanfil will arrange a CMD event on 29-30 September 2026. We expect the company's long-term revenue growth target of 10% and its EBITA margin target of 7-8% to remain unchanged. The main focus of the CMD could be related to the newest MB Elettronica ...
