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PNDX B: Active Acquisitions Will Drive Future Upside Potential

Recent Acquisition And Segment Expansion Will Guide Portfolio Stability Beyond 2025

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PNDX B
AnalystConsensusTarget
Not Invested
Published 09 Feb 2025

Update shared on 22 Dec 2025

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Analysts have raised their price target on Pandox to SEK 220.0, reflecting increased confidence in the company's higher projected revenue growth and slightly improved profit margins, partly offset by a modestly lower expected future P/E multiple.

What's in the News

  • Pandox is actively seeking new acquisitions, with management highlighting a favorable environment for both disposing of assets and pursuing value accretive deals, including the recently announced Dalata transaction (Key Developments)
  • The company is emphasizing capital allocation discipline to support a higher pace of value creating acquisitions and investments, aiming to keep growth "spinning quicker and quicker" over time (Key Developments)
  • Pandox has completed the previously announced acquisition of Elite Hotel Frost Kiruna, which will be consolidated from 30 September 2025 in the Leases segment, for a total transaction value of approximately SEK 347 million (Key Developments)
  • The company has scheduled multiple Analyst and Investor Day events, signaling increased engagement with the capital markets and a focus on communicating its strategy and outlook to shareholders (Key Developments)

Valuation Changes

  • Fair Value: unchanged at SEK 220.0 per share, indicating no revision to the central valuation outcome.
  • Discount Rate: decreased slightly from 10.01 percent to 9.79 percent, reflecting a modestly lower required return.
  • Revenue Growth: increased from 4.24 percent to 6.87 percent, implying stronger expectations for top line expansion.
  • Net Profit Margin: risen slightly from 33.50 percent to 33.96 percent, pointing to a small improvement in profitability assumptions.
  • Future P/E: reduced from 20.54 times to 18.69 times, suggesting a more conservative valuation multiple despite higher growth forecasts.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.