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RUSTA: Leadership Transition Will Support Future Nordic Expansion And Margin Improvement

Upcoming Store Expansion And Supply Chain Investments Will Increase Future Market Reach

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RUSTA
AnalystConsensusTarget
Not Invested
Published 20 Feb 2025

Update shared on 11 Dec 2025

Fair value Increased 17%
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AnalystConsensusTarget's Fair Value
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1Y
18.9%
7D
16.0%

Analysts have lifted their price target on Rusta from SEK 75.00 to SEK 87.50. This reflects increased confidence in slightly faster revenue growth, improving profit margins and a modestly higher justified future P/E multiple.

What's in the News

  • Rusta AB has appointed Cathrine Wigzell as its new CEO, effective June 1, 2026, succeeding outgoing CEO Göran Westerberg (company announcement).
  • Wigzell brings extensive international retail experience from leadership roles at H&M Beauty, KICKS and Åhléns, which strengthens Rusta’s strategic retail capabilities (company announcement).
  • The planned transition provides a clear leadership succession timeline through the end of June 2026 and supports continuity in Rusta’s long term growth strategy (company announcement).

Valuation Changes

  • Fair Value: Raised from SEK 75.00 to SEK 87.50, indicating a moderate upward revision in the intrinsic value estimate.
  • Discount Rate: Reduced slightly from 7.70 percent to about 7.52 percent, reflecting a marginally lower perceived risk or cost of capital.
  • Revenue Growth: Nudged up from around 8.22 percent to about 8.75 percent, signaling modestly stronger expected top line expansion.
  • Net Profit Margin: Increased from roughly 5.45 percent to about 5.90 percent, pointing to slightly better anticipated profitability.
  • Future P/E: Moved up from about 17.9x to approximately 18.5x, implying a small increase in the justified valuation multiple.

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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.