Midsona är verksamt inom hälso- och välmåndsbranschen och fokuserar på tillverkning och distribution av kosttillskott och hälsoprodukter. Bolagets produkter riktas till privatpersoner och återförsäljare som söker hälsosamma alternativ. Verksamheten är global med en huvudsaklig närvaro i Europa. Midsona grundades år 1892 och har sitt huvudkontor i Malmö.
* Adj. EBIT SEK 20m, 7% below ABGSCe SEK 21m * Continued sales drag from contract manufacturing * Consensus adj. EBIT revisions likely down low-single-digits Growth recovery a story for H2, not Q2 The Q2 report was softer than expected on both sales ...
* Q2e: 1% organic growth and 4% EBITA margin * Limited estimate changes * Trading at NTM EV/EBITA of 10x Q2e: back to growth We anticipate organic growth of 1% in Q2'26e, implying sales of SEK 885m and EBIT of SEK 33m, for a margin of 3.8%. The organic...
* Health food sales need a healthier consumer climate * Margins prioritised over volume in a downside scenario * Both mix and volume needed to reach 8% margin target Moving down in Maslow's Hierarchy of Needs Today, we welcomed Midsona's new CEO, Henrik...
* Muted sales more than offset by margin expansion * Limited estimate changes on market uncertainties * Trading at NTM EV/EBITA of 8x Strong margins made up for soft sales Q1 was slightly below expectations on sales, but materially stronger than expected...
* Adj. EBIT well above estimates at SEK 45m * Underlying performance strong, but keep an eye out for ME conflict * Consensus adj. EBIT revisions likely up low-single-digits A beat where it matters The Q1 report was slightly softer than expected on sales...
