Update shared on 19 Nov 2025
Fair value Increased 2.45%Analysts have raised their price target for Scandic Hotels Group from SEK 87.59 to SEK 89.73. This change is attributed to modest improvements in profit margin forecasts and a slight adjustment to discount rates.
What's in the News
- Scandic Hotels Group will assume operational responsibility for Dalata Hotel Group's hotel operations. The company will manage all 56 Dalata hotels, totaling approximately 12,000 rooms, under a management agreement effective from 7 November 2025 (Key Developments).
- A carve-out process is underway to separate Dalata's real estate business from hotel operations. This is anticipated to complete in the second half of 2026 (Key Developments).
- Scandic will receive a quarterly management fee equal to 4 percent of all revenues derived from operating the Dalata hotels until the carve-out is finalized and Scandic acquires the operations (Key Developments).
- Scandic Hotels continues its expansion in Germany by signing a long-term lease for a third hotel in downtown Hamburg. The hotel is expected to open in 2028 with up to 328 rooms (Key Developments).
- The Hamburg project is part of Scandic’s strategy to increase its portfolio by around 15,000 rooms by 2030, focusing on key destinations in Germany (Key Developments).
Valuation Changes
- Consensus Analyst Price Target has risen slightly from SEK 87.59 to SEK 89.73.
- Discount Rate increased marginally from 9.97 percent to 10.12 percent.
- Revenue Growth estimates remained essentially unchanged at approximately 11.5 percent.
- Net Profit Margin improved modestly from 5.11 percent to 5.41 percent.
- Future P/E ratio declined slightly from 15.05x to 14.83x.
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