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
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
            nav
            navPerShare
            opexOfNav
            quarterlySharePrice
          }
        }
      }
      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
    }
  }
}


svedbergs-group-q4-sweden-shows-strength-abg

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

Svedbergs Group is a company that invests in companies specializing in the design, product development and sales of bathroom products and services. The company focuses on growth both organically and through acquisitions. The company targets retailers, builders and property developers and has the largest operations in the European market. Svedbergs Group was founded in 1920 and is headquartered in Halmstad.

Svedbergs Group

* Net sales SEK 557m, +5% vs ABGSCe, +4% vs Factset cons. * EBITA SEK 87m, +10% vs ABGSCe, +7% vs cons * Outlook: gradually better market Q4 in brief: Better across all markets Our impression...

* Net sales SEK 557m, +5% vs ABGSCe, +4% vs Factset cons. * EBITA SEK 87m, +10% vs ABGSCe, +7% vs cons * Outlook: gradually better market Q4 in brief: Better across all markets Our impression is that Svedbergs Group's Q4'25 report is better than Factset consensus estimates overall. The Group reports net sales of SEK 557m, for organic growth of 10% y-o-y. This is +5% vs ABGSCe and +4% vs cons. Looking closer at the three largest segments, Svedbergs grew 19%, Roper Rhodes by -4% (+6.5% org.) and Thebalux by 6% (11% org.), which means the deviation to our sales estimate was driven by Svedbergs and Thebalux. All segments delivered positive org. growth and all except Roper Rhodes deliered an improved margin y-o-y. Roper Rhodes' margin decline was driven by a positive margin impact from freight provisions in the comparable quarter, and was expected. Gross margins grew -50bp y-o-y to 47.2%, the freight provisions explain the decline in full according to our understanding. Despite the softer gross margin, EBITA margins expanded 40bp y-o-y, for EBITA of SEK 87, +10% vs ABGSCe and +7% vs cons. This is partly due to a strong margin development in the Svedbergs brand, which improved 5pp y-o-y. Svedbergs' board has proposed a dividend per share of SEK 2, just shy of 50% of '25 EPS, which can be compared to our DPS forecast of SEK 1.75 (based on a 50% payout ratio as well). Outlook: Looks forward to a gradually better market In the Q3 report, Svedbergs Group said the current market climate remained uncertain but manageable, and we assessed that the message was of a delayed recovery driven by this uncertainty. In Q4, it says that while the market outlook is still uncertain, it looks forward to a gradual market improvement during the year. The share is trading at 11x-10x '26e-'27e EV/EBITA The share has returned 8% L3M, and is now trading at 11x-10x our '26e-'27e EV/EBITA vs a historical trading range of 7x-11x NTM. The Q4 report moves consensus' '25e EBITA by 2%.