Beijer Ref Croissance future
Future contrôle des critères 3/6
Beijer Ref devrait augmenter ses bénéfices et son chiffre d'affaires de 9.3% et de 5.7% par an respectivement. Le BPA devrait croître de de 9.2% par an. Le rendement des capitaux propres devrait être 11.8% dans 3 ans.
Informations clés
9.3%
Taux de croissance des bénéfices
9.25%
Taux de croissance du BPA
| Trade Distributors croissance des bénéfices | 11.5% |
| Taux de croissance des recettes | 5.7% |
| Rendement futur des capitaux propres | 11.79% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 11 Sep 2026 |
Mises à jour récentes de la croissance future
Article d’analyse • Jul 21
Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
It's been a good week for Beijer Ref AB (publ) ( STO:BEIJ B ) shareholders, because the company has just released its...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Recent updates
Mise à jour du récit • Aug 03
BEIJ B: Inflation Support And U.S. Consolidation Platform Will Shape Balanced Outlook
Analysts have nudged their fair value estimate for Beijer Ref higher to roughly SEK 127 per share from about SEK 118, reflecting updated assumptions on discount rate, profitability and future P/E, alongside fresh Street research that highlights potential benefits from an inflationary backdrop and the company’s platform for U.S. consolidation. What’s in the News for Beijer Ref Beijer Ref announced that Chief Executive Officer Christopher Norbye has decided to step down from his role to pursue new opportunities outside the group, with his departure planned for 14 August 2026.Article d’analyse • Jul 21
Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
It's been a good week for Beijer Ref AB (publ) ( STO:BEIJ B ) shareholders, because the company has just released its...
Mise à jour du récit • Jul 20
BEIJ B: Inflation Pricing And U.S. Consolidation Platform Will Drive Future Upside
Analysts have adjusted their fair value estimate for Beijer Ref to SEK 180, down from SEK 197, as they balance slightly higher assumed growth and margins with a modestly higher discount rate and updated P/E expectations informed by recent research on inflation trends and the company's U.S. consolidation platform. Analyst Commentary Recent Street research on Beijer Ref highlights that some bullish analysts see room for upside relative to the updated SEK 180 fair value estimate, particularly as they factor in the company’s exposure to inflation-linked pricing and its U.S. consolidation platform.Mise à jour du récit • Jul 06
BEIJ B: U.S. Consolidation Risks Will Challenge Inflation-Backed Bull Case
Analysts have raised their fair value estimate for Beijer Ref to SEK 118.43. The revision is supported by updated assumptions around growth, margin profile and future P/E, as well as recent research highlighting the company’s platform for U.S. consolidation and mixed but engaged coverage across the Street.
Mise à jour du récit • Jun 22
BEIJ B: U.S. Consolidation Platform And Inflationary Backdrop Will Support Future Upside
Analysts have trimmed their consolidated fair value estimate for Beijer Ref to around SEK 160 from about SEK 162, reflecting slightly adjusted assumptions on discount rates and growth. The latest research also points to potential benefits from an inflationary backdrop and the company’s U.S. consolidation platform.Mise à jour du récit • Jun 08
BEIJ B: U.S. Platform Expansion Will Support Future Upside Potential
Analysts have kept the SEK 161.78 price target for Beijer Ref broadly unchanged, with mixed recent research citing an inflationary backdrop and the company's U.S. consolidation platform as key factors shaping their views. Analyst Commentary Recent research highlights a split view on Beijer Ref, with some analysts focused on potential upside from its current positioning and others emphasizing execution risks and valuation sensitivity.Mise à jour du récit • May 25
BEIJ B: U.S. Platform Expansion And 2025 Dividend Are Expected To Support Upside
The analyst price target for Beijer Ref has shifted slightly lower to SEK 155, with analysts pointing to modestly adjusted fair value, discount rate, profit margin and future P/E assumptions, alongside mixed recent coverage that includes both positive and cautious views on the stock. Analyst Commentary Recent research coverage on Beijer Ref highlights a split view around the SEK 155 price target, with some analysts leaning constructive on the stock's positioning and others more cautious on execution and valuation risk.Nouveau récit • 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?Article d’analyse • 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...Mise à jour du récit • 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.Nouveau récit • 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?Mise à jour du récit • 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).Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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.Mise à jour du récit • 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).Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 44,649 | 3,365 | 3,266 | 4,364 | 8 |
| 12/31/2027 | 42,176 | 3,024 | 2,801 | 3,830 | 8 |
| 12/31/2026 | 39,358 | 2,670 | 2,971 | 3,930 | 8 |
| 6/30/2026 | 37,322 | 2,365 | 3,304 | 3,725 | N/A |
| 3/31/2026 | 36,718 | 2,325 | 3,650 | 4,071 | N/A |
| 12/31/2025 | 37,067 | 2,326 | 3,788 | 4,209 | N/A |
| 9/30/2025 | 37,613 | 2,450 | 3,324 | 3,702 | N/A |
| 6/30/2025 | 37,381 | 2,375 | 2,806 | 3,251 | N/A |
| 3/31/2025 | 36,880 | 2,306 | 2,562 | 3,007 | N/A |
| 12/31/2024 | 35,662 | 2,227 | 2,635 | 3,080 | N/A |
| 9/30/2024 | 34,482 | 2,535 | 3,216 | 3,678 | N/A |
| 6/30/2024 | 33,479 | 2,438 | 3,227 | 3,587 | N/A |
| 3/31/2024 | 32,452 | 2,423 | 2,333 | 2,693 | N/A |
| 12/31/2023 | 32,150 | 2,375 | 1,393 | 1,753 | N/A |
| 9/30/2023 | 30,340 | 1,761 | 248 | 695 | N/A |
| 6/30/2023 | 27,828 | 1,625 | -419 | -199 | N/A |
| 3/31/2023 | 25,113 | 1,329 | -261 | -41 | N/A |
| 12/31/2022 | 22,638 | 1,248 | -139 | 81 | N/A |
| 9/30/2022 | 21,092 | 1,353 | -1,050 | -848 | N/A |
| 6/30/2022 | 19,454 | 1,176 | -945 | -743 | N/A |
| 3/31/2022 | 18,077 | 1,069 | -732 | -530 | N/A |
| 12/31/2021 | 16,905 | 979 | -113 | 89 | N/A |
| 9/30/2021 | 16,041 | 908 | 587 | 772 | N/A |
| 6/30/2021 | 15,538 | 905 | 804 | 989 | N/A |
| 3/31/2021 | 14,315 | 769 | 1,284 | 1,469 | N/A |
| 12/31/2020 | 14,062 | 722 | 1,145 | 1,330 | N/A |
| 9/30/2020 | 14,088 | 723 | 1,296 | 1,460 | N/A |
| 6/30/2020 | 14,203 | 733 | 1,424 | 1,588 | N/A |
| 3/31/2020 | 14,861 | 829 | N/A | 1,216 | N/A |
| 12/31/2019 | 14,817 | 864 | N/A | 1,255 | N/A |
| 9/30/2019 | 14,676 | 845 | N/A | 1,221 | N/A |
| 6/30/2019 | 14,330 | 830 | N/A | 828 | N/A |
| 3/31/2019 | 13,844 | 820 | N/A | 885 | N/A |
| 12/31/2018 | 13,015 | 769 | N/A | 690 | N/A |
| 9/30/2018 | 12,123 | 752 | N/A | 380 | N/A |
| 6/30/2018 | 11,071 | 660 | N/A | 494 | N/A |
| 3/31/2018 | 10,217 | 559 | N/A | 360 | N/A |
| 12/31/2017 | 9,830 | 511 | N/A | 502 | N/A |
| 9/30/2017 | 9,629 | 464 | N/A | 402 | N/A |
| 6/30/2017 | 9,535 | 432 | N/A | 236 | N/A |
| 3/31/2017 | 9,296 | 401 | N/A | 256 | N/A |
| 12/31/2016 | 9,045 | 389 | N/A | 65 | N/A |
| 9/30/2016 | 8,872 | 374 | N/A | 243 | N/A |
| 6/30/2016 | 8,746 | 379 | N/A | 341 | N/A |
| 3/31/2016 | 8,482 | 364 | N/A | 478 | N/A |
| 12/31/2015 | 8,361 | 366 | N/A | 495 | N/A |
| 9/30/2015 | 8,124 | 365 | N/A | 500 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de BEIJ B ( 9.3% par an) est supérieure au taux d'épargne ( 2.1% ).
Bénéfices vs marché: Les bénéfices de BEIJ B ( 9.3% par an) devraient croître plus rapidement que le marché Swedish ( 7.4% par an).
Croissance élevée des bénéfices: Les bénéfices de BEIJ B devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de BEIJ B ( 5.7% par an) devrait croître plus rapidement que le marché Swedish ( -1.2% par an).
Croissance élevée des revenus: Le chiffre d'affaires de BEIJ B ( 5.7% par an) devrait croître plus lentement que 20% par an.
Prévisions de croissance du bénéfice par action
Rendement futur des capitaux propres
ROE futur: Le retour sur capitaux propres de BEIJ B devrait être faible dans 3 ans ( 11.8 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/15 06:52 |
| Cours de l'action en fin de journée | 2026/09/15 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Beijer Ref AB (publ) est couverte par 20 analystes. 8 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| null null | ABG Sundal Collier |
| Rajesh Patki | Barclays |
| Gerhard Orgonas | Berenberg |