contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Analyst

Pauli Lohi

Kempower operates in the industrial sector. The company is a developer of charging solutions and services aimed at the automotive sector. The range mainly includes charging posts, stations, sockets, and associated electronic equipment. In addition to the main business, various after-sales services and technical support are offered. The largest operations are found in the Nordic region and parts of Europe.

These solutions will have no role in road traffic, but heavy industry and air travel also need other solutions than batteries and Kempower chargers. The fight against climate change is lost if electrolytic hydrogen and carbon capture fail, or else the current industry must be shut down.

It dipped so well that I had to buy more.  The course will turn soon, and the tax benefit recipients for this year’s losses will end. With a little LinkedIn peeking, I found at least three electric truck customers from the past few weeks: The first and completely new customer from the Netherlands(?): (the company is global, but the installer is Dutch)                   linkedin.com              #laadinfrastructuur #betonfundatie #installatietechniek #transport...    📣 Oplevering Mainfreight Transport vrachtauto laadplein! ⚡   Mooi om te zien hoe vakmanschap en samenwerking samenkomen. Morssinkhof Industrie heeft de fundaties mogen leveren voor Kempower Satellites, als onderdeel van een prachtig project bij...                             The second in Sweden. This company is an older customer that has built two new charging fields this year:                   Laddbolaget              Laddbolaget – Laddbolaget möjliggör elektrifiering av tunga transporter                              (Current stations: The first station opened in September 2023 in Bråtebäcken, Karlstad (7 fast chargers 350 kW, 16 depot chargers 240 kW). Since then, stations have opened in Kristinehamn, Arvika, Årjäng, Åmål, Filipstad, and Charlottenberg. Future expansions (2025–2026): Skoghall: 4 x 350 kW fast chargers near the Stora Enso factory (ready March 2025). Örebro: 4 x 350 kW fast chargers in connection with Närkefrakt along the E18 road (ready November 2025). Töcksfors: 4 x 350 kW fast chargers near the shopping center (ready at the turn of 2025–2026).                   linkedin.com              En vecka går fort, men med slipade yrkesmän får man mycket gjort på en vecka....    En vecka går fort, men med slipade yrkesmän får man mycket gjort på en vecka. L-stöden är monterade, två satelliter är på plats, lågspänningsinstallationen i trafon är klar. fortsätter med reserande satteliter på måndag , kopplar ihop systemet tills...                             The third is Arla:                   linkedin.com              Stolt över att få vara med och driva elektrifieringen av våra transporter! ...    Stolt över att få vara med och driva elektrifieringen av våra transporter!  Fyra nya eldrivna distributionsbilar och snabbladdare vid mejeriet i Kallhäll gör att vi kan köra fler skift elektriskt. Det här är framtiden, och vi är redan på väg! ⚡🚚                             Happy Christmas waiting to all owners!

linkedin.com              What if the next Olympic & Paralympic Games became a global showcase for...    What if the next Olympic & Paralympic Games became a global showcase for sustainable cities?  That’s the vision driving our recent Finnish company delegation to the West Coast in US, where Finnish companies explored partnerships and opportunities...                             Business Finland has been lobbying in Los Angeles for Finnish technology for the upcoming 2028 Olympics, with sustainable city solutions as the spearhead. Jed Routh from Kempower was invited to the event. It’s unlikely this will generate big headlines during the games, but it’s good to aim high. Official cooperation with the Olympics would certainly be a great feather in the cap, and there are 135 weeks to get the PR team and others in tip-top shape.

Right! Still managed to buy before Q4 results. Ports and heavy traffic will truly accelerate next year, and if ongoing installations start to be completed. In the coming years, weaker players will also start to drop out, an example of this being Blink Charging ending the manufacturing of its own chargers and switching to buying from others. This also benefits Kempower.

I bought more kempower last week when it dropped below 14 euros. I talked with the CEO at the investment fair, and nothing alarming came up. He just reiterated that the revenue guidance was due to deliveries shifting to next year. Purely a timing issue; demand hasn’t really changed. In Europe, the market share is over 10%, and the position is already very strong. In North America, we are still a small player, but growth is strong, and the CEO is very optimistic about the future, even though Trump is trying to slow down electrification.

If these are significant, the result will simply be that the Chinese build factories in Europe and make their cars here, after which they are, poof, European. Such tricks won’t fix the situation. Competitiveness improves when car manufacturers optimize production. So far, there has been no real drive, and as long as electric cars are treated as a mere hobbyist side project while old factories churn out internal combustion engines, optimization will never happen.

This is good news (behind a paywall, of course):                   Tärkeimmät talousuutiset | Kauppalehti – 12 Dec 25              Eurooppalaisille sähköautoille tulossa etuoikeuksia    Komission suunnitelman tarkoituksena on parantaa eurooppalaisten autojen kilpailukykyä kiinalaisautoihin verrattuna.

Kempower

High growth investments weighed on Q4 results more than we had forecast and forced us to lower our profitability assumptions, which turned out to be too optimistic. If the company meets its new guidance, revenue growth would continue to be strong in the coming years.

<p>High growth investments weighed on Q4 results more than we had forecast and forced us to lower our profitability assumptions, which turned out to be too optimistic. If the company meets its new guidance, revenue growth would continue to be strong in the coming years. </p> 

	2023	24e	25e
Revenue	283.6	380.0	490.2
growth-%	173.7 %	34.0 %	29.0 %
EBIT (adj.)	40.7	33.1	61.6
EBIT-% (adj.)	14.4 %	8.7 %	12.6 %
EPS (adj.)	0.61	0.50	0.90
Dividend	0.00	0.00	0.00
Dividend %
P/E (adj.)	52.0	27.8	15.4
EV/EBITDA	35.8	15.1	8.6

Kempower: Stakes in the pursuit of growth

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Key Estimate Figures14.02.2024

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