Beijer Ref AB (publ)

Informe acción OM:BEIJ B

Capitalización de mercado: SEK 66.0b

Beijer Ref Crecimiento futuro

Future controles de criterios 3/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Beijer Ref de 8.9% y 5.1% por año respectivamente. Se prevé que el BPA crezca en un 8.9% al año. Se espera que la rentabilidad financiera sea de 12% en 3 años.

Información clave

8.9%

Tasa de crecimiento de los beneficios

8.94%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Trade Distributors11.3%
Tasa de crecimiento de los ingresos5.1%
Rentabilidad financiera futura11.95%
Cobertura de analistas

Good

Última actualización21 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Nueva narrativa 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?
Artículo de análisis 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...
Actualización de narrativa 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.
Nueva narrativa 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?
Actualización de narrativa 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).
Artículo de análisis 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...
Actualización de narrativa 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.
Actualización de narrativa 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).
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Nueva narrativa 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.
Actualización de narrativa 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).
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Actualización de narrativa 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.
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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...
Artículo de análisis 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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Nueva narrativa 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.

Previsiones de crecimiento de beneficios e ingresos

OM:BEIJ B - Estimaciones futuras de los analistas y datos financieros pasados (SEK Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
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

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (8.9% al año) de BEIJ B es superior a la tasa de ahorro (2%).

Beneficios vs. Mercado: Se prevé que los beneficios (8.9% al año) de BEIJ B crezcan más rápidamente que el mercado Swedish (8.7% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de BEIJ B crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (5.1% al año) de BEIJ B crezcan más rápidamente que los del mercado Swedish (0.04% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 5.1% al año) de BEIJ B crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de BEIJ B sea baja dentro de 3 años (12%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/24 03:59
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Beijer Ref AB (publ) está cubierta por 21 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
null nullABG Sundal Collier
Rajesh PatkiBarclays
Simon JonssonBerenberg