Pandox's analyst price target remains steady at SEK 220.00, as analysts view the slight uptick in the discount rate and marginal adjustments to long term growth and profitability assumptions as too small to warrant a change in valuation.
What's in the News
- Pandox CEO Liia Nou signalled an active acquisition agenda, highlighting a favorable environment for both disposing of assets and pursuing value accretive deals, supported by a focus on capital allocation to accelerate growth (Key Developments).
- The company emphasized that acquisitions and value creative investments are expected to complement modest but stable underlying market growth, aiming to keep the growth "wheels spinning quicker and quicker" (Key Developments).
- Pandox completed the previously announced acquisition of Elite Hotel Frost Kiruna. The hotel will be consolidated financially from 30 September 2025 within the Leases segment, at a total transaction value of approximately SEK 347 million (Key Developments).
- The Elite Hotel Frost Kiruna transaction, first announced on 19 March 2025, underscores Pandox's strategy of expanding its leased hotel portfolio in key Nordic markets (Key Developments).
Valuation Changes
- Fair Value: The consensus analyst price target remains unchanged at SEK 220.0, indicating no revision to the central valuation view.
- Discount Rate: The rate has risen slightly from 9.97 percent to 10.01 percent, reflecting a marginally higher required rate of return.
- Revenue Growth: Expectations are essentially unchanged at around 4.24 percent, suggesting no material shift in long term top line growth assumptions.
- Net Profit Margin: The margin is stable at approximately 33.50 percent, indicating that long term profitability assumptions are virtually unchanged.
- Future P/E: The multiple has edged up slightly from 20.52x to 20.54x, implying a marginal increase in the valuation applied to future earnings.
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