Beijer Ref AB (publ)

OM:BEIJ B Lagerbericht

Marktkapitalisierung: SEK 66.6b

Beijer Ref Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Beijer Ref wird ein jährliches Gewinn- und Umsatzwachstum von 8.9% bzw. 5.1% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 8.9% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 12% betragen.

Wichtige Informationen

8.9%

Wachstumsrate der Gewinne

8.94%

EPS-Wachstumsrate

Trade Distributors Gewinnwachstum11.3%
Wachstumsrate der Einnahmen5.1%
Zukünftige Eigenkapitalrendite11.95%
Analystenabdeckung

Good

Zuletzt aktualisiert21 May 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Neues Narrativ Apr 28

Green OEM Order Dependence And M&A Execution Will Weigh On Future Performance

Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components, and operates a growing green OEM business focused on more sustainable cooling and heating solutions. What are the underlying business or industry changes driving this perspective?
Analyseartikel Apr 26

Beijer Ref AB (publ) (STO:BEIJ B) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

It's been a sad week for Beijer Ref AB (publ) ( STO:BEIJ B ), who've watched their investment drop 10% to kr134 in the...
Narrativ-Update Apr 23

BEIJ B: Higher 2025 Dividend And Stable Margins Will Support Upside Potential

Analysts now see Beijer Ref's fair value at about SEK 164, down from around SEK 173, reflecting slightly more cautious assumptions on growth, margins and future P/E following recent bearish initiation commentary. Analyst Commentary Recent research with a bearish tilt has pushed fair value estimates for Beijer Ref lower, with a particular focus on the assumptions behind growth, margins and the future P/E multiple.
Neues Narrativ Apr 14

Natural Refrigerant Demand And OEM Expansion Will Transform Long Term Earnings Power

Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components and also sells OEM refrigeration systems with a growing focus on low climate impact solutions. What are the underlying business or industry changes driving this perspective?
Narrativ-Update Apr 09

BEIJ B: Proposed 2025 Dividend And Stronger Margins Will Support Upside Potential

Analysts now hold Beijer Ref's fair value estimate steady at SEK173.17 per share, with a slightly lower future P/E assumption of about 30.47x that balances modestly higher projected revenue growth and profit margins. What's in the News The board proposes a dividend of SEK 1.50 per share for 2025, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).
Analyseartikel Apr 09

Here's Why We Think Beijer Ref (STO:BEIJ B) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Narrativ-Update Mar 26

BEIJ B: Proposed 2025 Dividend Increase And Split Payouts Will Support Outlook

Analysts have nudged their fair value estimate for Beijer Ref slightly higher to about SEK 173.17 from roughly SEK 172.83, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously.
Narrativ-Update Mar 05

BEIJ B: Higher 2025 Dividend And Split Payouts Will Support Outlook

Analysts have kept their SEK 172.83 price target for Beijer Ref unchanged, citing only minor tweaks to inputs such as a slightly lower discount rate and a marginally adjusted future P/E assumption, rather than any shift in their core view of the company. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).
Narrativ-Update Feb 18

BEIJ B: Higher Dividend And Seasonally Timed Payouts Will Support Attractive Outlook

Analysts have nudged their fair value estimate for Beijer Ref slightly lower, from SEK 177.00 to about SEK 172.83, as updated assumptions now indicate more moderate revenue growth, slimmer profit margins, and a somewhat higher future P/E multiple. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously.
Analyseartikel Feb 15

Beijer Ref (STO:BEIJ B) Has Announced That It Will Be Increasing Its Dividend To SEK0.75

Beijer Ref AB (publ)'s ( STO:BEIJ B ) dividend will be increasing from last year's payment of the same period to...
Analyseartikel Feb 04

Analyst Estimates: Here's What Brokers Think Of Beijer Ref AB (publ) (STO:BEIJ B) After Its Yearly Report

Beijer Ref AB (publ) ( STO:BEIJ B ) shareholders are probably feeling a little disappointed, since its shares fell 4.4...
Neues Narrativ Feb 03

The Green Consolidator

1. The Green Consolidator Beijer Ref’s story is built on three distinct pillars that justify its historical premium valuation: The Regulatory Tailwind (F-Gas Regulation): As Europe and North America tighten regulations on synthetic refrigerants, the entire industry must switch to natural or low-GWP (Global Warming Potential) alternatives.
Narrativ-Update Feb 03

BEIJ B: Higher Dividend Policy Will Support A More Attractive Share Outlook

Analysts have trimmed their fair value estimate for Beijer Ref from SEK 181 to SEK 177, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and a slightly lower future P/E multiple. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).
Analyseartikel Jan 28

Estimating The Fair Value Of Beijer Ref AB (publ) (STO:BEIJ B)

Key Insights Beijer Ref's estimated fair value is kr114 based on 2 Stage Free Cash Flow to Equity Beijer Ref's kr136...
Analyseartikel Jan 14

Is Beijer Ref AB (publ) (STO:BEIJ B) Potentially Undervalued?

While Beijer Ref AB (publ) ( STO:BEIJ B ) might not have the largest market cap around , it received a lot of attention...
Analyseartikel Dec 21

Beijer Ref (STO:BEIJ B) Has Some Way To Go To Become A Multi-Bagger

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Analyseartikel Nov 14

Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares

When close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") below 22x, you may consider...
Analyseartikel Oct 29

Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Beijer Ref AB (publ) ( STO:BEIJ B ) came out with its quarterly results last week, and we wanted to see how the...
Analyseartikel Oct 13

Beijer Ref (STO:BEIJ B) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analyseartikel Sep 29

Does This Valuation Of Beijer Ref AB (publ) (STO:BEIJ B) Imply Investors Are Overpaying?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Beijer Ref fair value estimate is kr115 Current share price of...
Narrativ-Update Sep 17

Sustainable Refrigerants Will Expand Global HVACR Markets

Beijer Ref’s consensus revenue growth forecast has edged down slightly, while net profit margin remained stable, resulting in a marginal increase in the analyst price target from SEK180.17 to SEK181.00. Valuation Changes Summary of Valuation Changes for Beijer Ref The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from SEK180.17 to SEK181.00.
Analyseartikel Sep 17

Beijer Ref's (STO:BEIJ B) Dividend Will Be SEK0.70

Beijer Ref AB (publ)'s ( STO:BEIJ B ) investors are due to receive a payment of SEK0.70 per share on 30th of October...
Analyseartikel Sep 03

Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70

Beijer Ref AB (publ)'s ( STO:BEIJ B ) investors are due to receive a payment of SEK0.70 per share on 30th of October...
Analyseartikel Aug 28

At kr162, Is Beijer Ref AB (publ) (STO:BEIJ B) Worth Looking At Closely?

Beijer Ref AB (publ) ( STO:BEIJ B ), might not be a large cap stock, but it saw a decent share price growth of 16% on...
Analyseartikel Aug 01

Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70

Beijer Ref AB (publ) ( STO:BEIJ B ) will pay a dividend of SEK0.70 on the 30th of October. Despite this raise, the...
Analyseartikel Jul 23

Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

Beijer Ref AB (publ) ( STO:BEIJ B ) came out with its quarterly results last week, and we wanted to see how the...
Analyseartikel Jul 15

Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares

With a price-to-earnings (or "P/E") ratio of 34x Beijer Ref AB (publ) ( STO:BEIJ B ) may be sending bearish signals at...
Analyseartikel Jun 20

Is Beijer Ref (STO:BEIJ B) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analyseartikel May 26

Is It Time To Consider Buying Beijer Ref AB (publ) (STO:BEIJ B)?

Beijer Ref AB (publ) ( STO:BEIJ B ), is not the largest company out there, but it saw significant share price movement...
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Neues Narrativ Nov 28

Tactical Acquisitions And Green Innovation Propel Growth Amid Market Challenges

Strategic acquisitions and regulatory changes in key markets foster revenue and margin growth, enhancing Beijer Ref's competitive positioning and profitability.

Gewinn- und Umsatzwachstumsprognosen

OM:BEIJ B - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (SEK Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/202843,6173,2933,1094,2028
12/31/202741,0712,9902,8473,8628
12/31/202638,6822,6643,0514,0658
3/31/202636,7182,3253,6504,071N/A
12/31/202537,0672,3263,7884,209N/A
9/30/202537,6132,4503,3243,702N/A
6/30/202537,3812,3752,8063,251N/A
3/31/202536,8802,3062,5623,007N/A
12/31/202435,6622,2272,6353,080N/A
9/30/202434,4822,5353,2163,678N/A
6/30/202433,4792,4383,2273,587N/A
3/31/202432,4522,4232,3332,693N/A
12/31/202332,1502,3751,3931,753N/A
9/30/202330,3401,761248695N/A
6/30/202327,8281,625-419-199N/A
3/31/202325,1131,329-261-41N/A
12/31/202222,6381,248-13981N/A
9/30/202221,0921,353-1,050-848N/A
6/30/202219,4541,176-945-743N/A
3/31/202218,0771,069-732-530N/A
12/31/202116,905979-11389N/A
9/30/202116,041908587772N/A
6/30/202115,538905804989N/A
3/31/202114,3157691,2841,469N/A
12/31/202014,0627221,1451,330N/A
9/30/202014,0887231,2961,460N/A
6/30/202014,2037331,4241,588N/A
3/31/202014,8618291,0521,216N/A
12/31/201914,817864N/A1,255N/A
9/30/201914,676845N/A1,221N/A
6/30/201914,330830N/A828N/A
3/31/201913,844820N/A885N/A
12/31/201813,015769N/A690N/A
9/30/201812,123752N/A380N/A
6/30/201811,071660N/A494N/A
3/31/201810,217559N/A360N/A
12/31/20179,830511N/A502N/A
9/30/20179,629464N/A402N/A
6/30/20179,535432N/A236N/A
3/31/20179,296401N/A256N/A
12/31/20169,045389N/A65N/A
9/30/20168,872374N/A243N/A
6/30/20168,746379N/A341N/A
3/31/20168,482364N/A478N/A
12/31/20158,361366N/A495N/A
9/30/20158,124365N/A500N/A
6/30/20157,736351N/A393N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: BEIJ BDas prognostizierte Gewinnwachstum (8.9% pro Jahr) liegt über der Sparquote (2%).

Ertrag vs. Markt: BEIJ BDie Erträge des Unternehmens (8.9% pro Jahr) werden voraussichtlich schneller wachsen als der Markt Swedish (8.8% pro Jahr).

Hohe Wachstumserträge: BEIJ BDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: BEIJ BDie Einnahmen des Unternehmens (5.1% pro Jahr) werden voraussichtlich schneller wachsen als der Markt Swedish (0.04% pro Jahr).

Hohe Wachstumseinnahmen: BEIJ BDie Einnahmen des Unternehmens (5.1% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.


Wachstumsprognosen für den Gewinn je Aktie


Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: BEIJ BDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (12%).


Wachstumsunternehmen entdecken

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/21 16:05
Aktienkurs zum Tagesende2026/05/21 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Beijer Ref AB (publ) wird von 21 Analysten beobachtet. 8 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
null nullABG Sundal Collier
Rajesh PatkiBarclays
Gerhard OrgonasBerenberg