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ENEA: Recent Telecom Wins Will Drive Upside From Current Levels

Share Repurchase Programs And New Contracts Will Support Future Efficiency

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ENEA
AnalystConsensusTarget
Not Invested
Published 22 Feb 2025

Update shared on 09 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
-35.8%
7D
-2.1%

Narrative Update on Enea

Analysts have modestly raised their price target on Enea to align with updated valuation inputs, citing a slightly higher discount rate and future P/E assumptions, while maintaining their fair value estimate at SEK 80.00 per share.

What's in the News

  • Asiacell has deployed Enea's Data Traffic Management solution to improve subscriber quality of experience and optimize rapidly growing video data traffic in its mobile network (Key Developments).
  • TextNow is partnering with Enea to combat rising SMS spam and fraud in North America by implementing Enea's Adaptive Messaging Firewall and Threat Intelligence Services, strengthening user safety measures (Key Developments).
  • Enea has completed a share buyback of 232,616 shares, representing 1.19% of the company, for a total consideration of SEK 17.53 million under its July 28, 2025 program (Key Developments).
  • A tier one African communications service provider has awarded Enea a USD 1.9 million contract for its Traffic Management solution, with USD 1.1 million in software licenses recognized in Q3 2025 and the remainder to be delivered next year (Key Developments).

Valuation Changes

  • Fair Value Estimate is unchanged at SEK 80.0 per share, indicating no revision to the core valuation outcome.
  • The Discount Rate has risen slightly from 7.52 percent to 7.60 percent, reflecting a modest increase in the required return assumption.
  • Revenue Growth is effectively unchanged at approximately 5.65 percent, with only immaterial rounding differences in the updated model.
  • The Net Profit Margin is effectively unchanged at around 15.32 percent, with only marginal numerical adjustments.
  • The Future P/E has risen slightly from 10.38x to 10.40x, indicating a modest uplift in the long term valuation multiple applied.

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Disclaimer

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