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ANOD B: Ongoing Acquisitions Will Drive Future Upside As Integration Progresses

Acquisitions And Cost Savings Will Drive Higher Profits And Margins Ahead

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ANOD B
AnalystConsensusTarget
Not Invested
Published 02 Feb 2025

Update shared on 10 Dec 2025

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Analysts have modestly raised their price target on Addnode Group to SEK 132.25, reflecting slightly higher discount rate and valuation assumptions while maintaining broadly unchanged expectations for revenue growth, profit margins, and future earnings multiples.

What's in the News

  • Addnode Group continues to actively seek acquisitions, with management confirming that M and A remains a core growth strategy despite recently completing its largest deal to date (Key Developments).
  • CEO Johan Andersson indicated that while the company is unlikely to announce another large scale acquisition in the next one to two quarters, it will still pursue additional, smaller bolt on opportunities (Key Developments).
  • The recent major acquisition is now being integrated into the group, positioning Addnode to focus on extracting synergies while selectively evaluating new targets (Key Developments).

Valuation Changes

  • Fair Value Estimate unchanged at SEK 132.25 per share, indicating no revision to the overall intrinsic value assessment.
  • Discount Rate has risen slightly from 7.33 percent to 7.35 percent, implying a marginally higher required return in the valuation model.
  • Revenue Growth is effectively unchanged at around 6.98 percent, reflecting stable expectations for top line expansion.
  • Net Profit Margin is effectively unchanged at about 9.18 percent, suggesting no meaningful shift in long term profitability assumptions.
  • Future P/E has risen slightly from 36.15x to 36.17x, indicating a marginally higher multiple applied to forward earnings.

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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.