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SDIP B: Improved Profitability And M&A Pipeline Will Drive Long-Term Upside

Urbanization And Decarbonization Will Drive Modern Niche Infrastructure Demand

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SDIP B
AnalystHighTarget
Not Invested
Published 28 Jul 2025

Update shared on 12 Dec 2025

Fair value Increased 5.00%
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AnalystHighTarget's Fair Value
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1Y
-18.2%
7D
-0.05%

Sdiptech's analyst fair value estimate has been raised from SEK 300 to SEK 315, as analysts highlight improved expected profitability and a lower valuation multiple outlook, despite slightly softer growth assumptions.

What's in the News

  • Sdiptech reiterated its focus on M&A in selected infrastructure segments, describing the opportunity set as broad enough to support long term deal flow while maintaining strategic focus. (Capital Markets Day 2025)
  • CEO Anders Mattson highlighted that Sdiptech has built strong internal M&A capabilities over many years, supported by a central team working closely with business areas and geographies. (Capital Markets Day 2025)
  • The company plans to expand into new geographies, including centrally driven initiatives such as entering Germany, as well as moves led by individual portfolio companies when attractive opportunities arise. (Capital Markets Day 2025)
  • Head of M&A Peter Helsing emphasized a shift from an EBIT centric mindset to a more holistic view of value creation and cash flow generation when assessing acquisitions. (Capital Markets Day 2025)
  • Sdiptech maintains an in house proactive outreach team that screens roughly 500 companies per week and aims to keep a pipeline of 5 to 10 potential deals that can be converted within 12 months. (Capital Markets Day 2025)

Valuation Changes

  • The Fair Value Estimate has risen slightly from SEK 300 to SEK 315, reflecting improved expected profitability despite more modest growth assumptions.
  • The Discount Rate is reported as unchanged at 6.03 percent, indicating no alteration in the perceived risk profile in the valuation model.
  • Revenue growth has been revised down moderately from 7.00 percent to 6.28 percent, signaling somewhat softer top line expectations.
  • The Net Profit Margin has increased significantly from 10.77 percent to 19.83 percent, pointing to a materially stronger long term profitability outlook.
  • The future P/E multiple has fallen markedly from 19.4x to 11.2x, suggesting a lower valuation multiple assumption applied to future earnings.

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