Annuncio • Apr 24
Bufab AB (Publ) Elects Christer Wahlquist to the Board Bufab AB (publ)at its Annual General Meeting (AGM) held on 23 April 2026 approved new election of Christer Wahlquist, all for the period until the close of the next Annual General Meeting. Annuncio • Feb 06
Bufab AB (publ) announces Annual dividend, payable on April 30, 2026 Bufab AB (publ) announced Annual dividend of SEK 1.3000 per share payable on April 30, 2026, ex-date on April 24, 2026 and record date on April 27, 2026. Annuncio • Oct 08
Bufab AB (publ), Annual General Meeting, Apr 23, 2026 Bufab AB (publ), Annual General Meeting, Apr 23, 2026. Location: varnamo Sweden Annuncio • Apr 10
Pär Ihrskog to Step Down as Bufab CFO Pär Ihrskog, CFO, has decided to leave Bufab to take on new challenges. Pär will remain in his current role until October 2025. The process to recruit a successor will begin immediately. Annuncio • Feb 06
Bufab AB (publ) Proposes Dividend for the Year 2024, Payable on 2 May 2025 The Board of Directors proposes a dividend of SEK 5.25 (5.00) per share for 2024, corresponding to a total dividend of SEK 199 million (190). The proposed record date is 28 April 2025 and the expected payment date is 2 May 2025, with the share being traded without entitlement to a dividend as of 25 April 2025. Board Change • Dec 30
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 3 highly experienced directors. Independent Director Per-Arne Blomquist Curt was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Annuncio • Nov 26
Bufab AB (publ) (OM:BUFAB) acquired Vital S.p.A. from the family for €54.1 million. Bufab AB (publ) (OM:BUFAB) acquired Vital S.p.A. from the family for €54.1 million on November 26, 2024. The consideration consists of €31.9 million on a cash-free and debt-free basis. In addition, a deferred purchase price of circa €11 million will be paid in two instalments in 2025 and 2026, and, a performance-based additional earn-out payment of a maximum €11.2 million may occur in 2025, 2026, 2027 and 2028 conditional on improved operating profit. The acquisition will be financed by Bufab's existing credit facility. Vital has in recent years achieved excellent growth and profit. It has 57 employees and net sales of €48 million in 2023, with an operating profit margin above Bufab’s 2026 profitability target. Vital will continue to be led by founders' sons.
Bufab AB (publ) (OM:BUFAB) completed the acquisition of Vital S.p.A. from the family on November 26, 2024. Reported Earnings • Oct 24
Third quarter 2024 earnings released: EPS: kr3,855 (vs kr2.59 in 3Q 2023) Third quarter 2024 results: EPS: kr3,855 (up from kr2.59 in 3Q 2023). Revenue: kr1.88b (down 9.2% from 3Q 2023). Net income: kr146.0m (up 49% from 3Q 2023). Profit margin: 7.8% (up from 4.7% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 2% per year. Buy Or Sell Opportunity • Oct 19
Now 21% overvalued Over the last 90 days, the stock has fallen 20% to €31.22. The fair value is estimated to be €25.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 7.4%. Revenue is forecast to grow by 1.0% in 2 years. Earnings are forecast to grow by 49% in the next 2 years. Annuncio • Oct 17
Bufab AB (publ), Annual General Meeting, Apr 24, 2025 Bufab AB (publ), Annual General Meeting, Apr 24, 2025. Location: varnamo Sweden Buy Or Sell Opportunity • Sep 26
Now 21% overvalued Over the last 90 days, the stock has fallen 8.1% to €31.54. The fair value is estimated to be €26.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Earnings per share has grown by 7.4%. Revenue is forecast to grow by 1.0% in 2 years. Earnings are forecast to grow by 49% in the next 2 years. Valuation Update With 7 Day Price Move • Sep 24
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €29.98, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Trade Distributors industry in Europe. Total returns to shareholders of 4.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €25.05 per share. Reported Earnings • Jul 12
Second quarter 2024 earnings released: EPS: kr3.94 (vs kr5.43 in 2Q 2023) Second quarter 2024 results: EPS: kr3.94 (down from kr5.43 in 2Q 2023). Revenue: kr2.14b (down 6.1% from 2Q 2023). Net income: kr149.0m (down 27% from 2Q 2023). Profit margin: 7.0% (down from 9.0% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 5% per year. Annuncio • Jul 11
Bufab AB (publ) to Report Q4, 2024 Results on Feb 06, 2025 Bufab AB (publ) announced that they will report Q4, 2024 results on Feb 06, 2025 Annuncio • Apr 27
Bufab AB (Publ) Approves the Proposal of Dividend, Payable on 3 May 2024 Bufab AB (publ) at its AGM held on April 25, 2024, approved the proposal for appropriation of the company's profit. The dividend was determined to SEK 5.00 per share, with 29 April 2024 as the record date. The estimated date for payment of the dividend is 3 May 2024. Reported Earnings • Apr 26
First quarter 2024 earnings released: EPS: kr3.83 (vs kr5.33 in 1Q 2023) First quarter 2024 results: EPS: kr3.83 (down from kr5.33 in 1Q 2023). Revenue: kr2.15b (down 9.9% from 1Q 2023). Net income: kr145.0m (down 28% from 1Q 2023). Profit margin: 6.7% (down from 8.4% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 10% per year. Upcoming Dividend • Apr 19
Upcoming dividend of kr5.00 per share Eligible shareholders must have bought the stock before 26 April 2024. Payment date: 03 May 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.2%). Declared Dividend • Mar 31
Final dividend of kr5.00 announced Shareholders will receive a dividend of kr5.00. Ex-date: 26th April 2024 Payment date: 3rd May 2024 Dividend yield will be 14%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (14% cash payout ratio). The dividend has increased by an average of 14% per year over the past 9 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 28
Full year 2023 earnings released: EPS: kr15.18 (vs kr16.22 in FY 2022) Full year 2023 results: EPS: kr15.18 (down from kr16.22 in FY 2022). Revenue: kr8.68b (up 3.0% from FY 2022). Net income: kr574.0m (down 5.7% from FY 2022). Profit margin: 6.6% (down from 7.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 21% per year. Recent Insider Transactions • Mar 24
Insider recently sold €208k worth of stock On the 19th of March, Johan Sandberg sold around 6k shares on-market at roughly €33.88 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €301k. Insiders have been net sellers, collectively disposing of €510k more than they bought in the last 12 months. Annuncio • Mar 22
Bufab AB (Publ) Proposes Dividend for the Financial Year 2023 The Board of Directors of Bufab AB (publ) proposed a dividend for the financial year 2023 of SEK 5.00 per share. The Board of Director proposed 29 April 2024 as record date for the dividend. If the Annual General Meeting resolves in accordance with the Board of Directors' proposal, the estimateddate for payment of the dividend from Euroclear Sweden AB to those who are recorded in the share register on the record date, is 3 May 2024. Recent Insider Transactions • Feb 18
Insider recently sold €301k worth of stock On the 14th of February, Jörn Maurer sold around 9k shares on-market at roughly €33.64 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Reported Earnings • Feb 11
Full year 2023 earnings released: EPS: kr15.18 (vs kr16.22 in FY 2022) Full year 2023 results: EPS: kr15.18 (down from kr16.22 in FY 2022). Revenue: kr8.68b (up 3.0% from FY 2022). Net income: kr574.0m (down 5.7% from FY 2022). Profit margin: 6.6% (down from 7.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 19% per year. Annuncio • Feb 09
Bufab AB (Publ) Proposes Dividend for the Year 2023, Payable on 3 May 2024 The Board of Directors of Bufab AB (publ) proposed a dividend of SEK 5.00 (4.75) per share for 2023, corresponding to a total dividend of SEK 190 million (180). The proposed record date is 29 April 2024 and the expected payment date for the dividend is 3 May 2024, with the share being traded without entitlement to a dividend as of 26 April 2024. Annuncio • Dec 07
Bufab AB (publ) Announces Dividend Policy Bufab AB (publ) announced a dividend policy of 30-60 percent of annual net profit. Reported Earnings • Oct 27
Third quarter 2023 earnings released: EPS: kr2.59 (vs kr4.71 in 3Q 2022) Third quarter 2023 results: EPS: kr2.59 (down from kr4.71 in 3Q 2022). Revenue: kr2.07b (down 2.4% from 3Q 2022). Net income: kr98.0m (down 45% from 3Q 2022). Profit margin: 4.7% (down from 8.3% in 3Q 2022). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Oct 16
Now 24% undervalued after recent price drop Over the last 90 days, the stock is down 13%. The fair value is estimated to be €29.39, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 34%. Revenue is forecast to grow by 5.6% in 2 years. Earnings is forecast to grow by 9.1% in the next 2 years. Upcoming Dividend • Oct 16
Upcoming dividend of kr2.25 per share at 1.8% yield Eligible shareholders must have bought the stock before 23 October 2023. Payment date: 27 October 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (2.9%). Reported Earnings • Jul 14
Second quarter 2023 earnings released: EPS: kr5.43 (vs kr3.52 in 2Q 2022) Second quarter 2023 results: EPS: kr5.43 (up from kr3.52 in 2Q 2022). Revenue: kr2.28b (up 1.7% from 2Q 2022). Net income: kr205.0m (up 55% from 2Q 2022). Profit margin: 9.0% (up from 5.9% in 2Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 39% per year. Annuncio • Jun 15
Bufab AB (publ) Announces CFO Changes, Effective August 14, 2023 Bufab AB (publ) has appointed Pär Ihrskog as Chief Financial Officer (CFO). He will take up his position on August 14, 2023. Pär Ihrskog has a long and successful leadership career within the SKF Group and throughout his tenure with the SKF, Pär has worked in various countries and positions including serving as Head of Group Business Controlling. Most recently, Pär held the position as Group CFO/CIO for the Embellence Group listed on Nasdaq First North. Pär has a degree as MSc from the Gothenburg School of Economics in Sweden. Pär will be part of Bufab Groups Executive Management Team and report to the CEO. He will assume his role on August 14, 2023. In the interim, Frederick Neely will continue to serve as the acting CFO until Pär assumes his responsibilities as Bufab's new CFO. Board Change • May 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 3 highly experienced directors. Independent Director Per-Arne Blomquist Curt was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Apr 27
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to €28.08, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Trade Distributors industry in Europe. Total returns to shareholders of 299% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €30.28 per share. Reported Earnings • Apr 20
First quarter 2023 earnings released: EPS: kr5.33 (vs kr4.43 in 1Q 2022) First quarter 2023 results: EPS: kr5.33 (up from kr4.43 in 1Q 2022). Revenue: kr2.39b (up 19% from 1Q 2022). Net income: kr201.0m (up 21% from 1Q 2022). Profit margin: 8.4% (up from 8.3% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Apr 14
Upcoming dividend of kr2.50 per share at 1.7% yield Eligible shareholders must have bought the stock before 21 April 2023. Payment date: 27 April 2023. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.8%). Buying Opportunity • Mar 14
Now 22% undervalued Over the last 90 days, the stock is up 4.5%. The fair value is estimated to be €28.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 8.2% per annum over the same time period. Annuncio • Feb 15
Bufab AB (publ), Annual General Meeting, Apr 20, 2023 Bufab AB (publ), Annual General Meeting, Apr 20, 2023, at 10:30 Central European Standard Time. Location: önköpingsvägen 15, 331 34 Varnamo Sweden Buying Opportunity • Feb 11
Now 21% undervalued Over the last 90 days, the stock is up 7.1%. The fair value is estimated to be €29.49, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 8.0% per annum over the same time period. Reported Earnings • Feb 10
Full year 2022 earnings released: EPS: kr16.22 (vs kr12.56 in FY 2021) Full year 2022 results: EPS: kr16.22 (up from kr12.56 in FY 2021). Revenue: kr8.43b (up 43% from FY 2021). Net income: kr609.0m (up 30% from FY 2021). Profit margin: 7.2% (down from 8.0% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth. Annuncio • Feb 09
Bufab AB (Publ) Proposes Dividend for the Year 2022 Bufab AB (publ) Board of Directors proposed dividend of SEK 4.75 per share for the year 2022 compared to SEK 3.75 per share a year ago. Annuncio • Nov 19
Marcus Söderberg Decides to Leave Bufab AB (Publ) as Chief Financial Officer, Effective May 2023 Marcus Söderberg, Chief Financial Officer (CFO) of Bufab, has on November 18, 2022 announced that he has decided to leave Bufab for a new position outside the Group. The recruitment process to appoint a new CFO will begin immediately. Marcus Söderberg will continue in service during his notice period, at the latest until May 2023. Reported Earnings • Oct 28
Third quarter 2022 earnings released: EPS: kr4.71 (vs kr2.99 in 3Q 2021) Third quarter 2022 results: EPS: kr4.71 (up from kr2.99 in 3Q 2021). Revenue: kr2.12b (up 49% from 3Q 2021). Net income: kr177.0m (up 58% from 3Q 2021). Profit margin: 8.3% (up from 7.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Trade Distributors industry in Europe. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 29% per year. Reported Earnings • Jul 14
Second quarter 2022 earnings released: EPS: kr3.52 (vs kr3.31 in 2Q 2021) Second quarter 2022 results: EPS: kr3.52 (up from kr3.31 in 2Q 2021). Revenue: kr2.24b (up 57% from 2Q 2021). Net income: kr132.0m (up 6.5% from 2Q 2021). Profit margin: 5.9% (down from 8.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 11%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jun 18
Investor sentiment deteriorated over the past week After last week's 16% share price decline to €25.15, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Trade Distributors industry in Europe. Total returns to shareholders of 157% over the past three years. Recent Insider Transactions • May 13
Insider recently sold €92k worth of stock On the 6th of May, Urban Bülow sold around 3k shares on-market at roughly €28.84 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Reported Earnings • Apr 27
First quarter 2022 earnings released: EPS: kr4.43 (vs kr3.19 in 1Q 2021) First quarter 2022 results: EPS: kr4.43 (up from kr3.19 in 1Q 2021). Revenue: kr2.00b (up 41% from 1Q 2021). Net income: kr166.0m (up 40% from 1Q 2021). Profit margin: 8.3% (down from 8.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.0%, compared to a 9.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Apr 22
Bufab AB (publ) (OM:BUFAB) acquired CDA Polska Sp. z o.o. Sp. k. Bufab AB (publ) (OM:BUFAB) acquired CDA Polska Sp. z o.o. Sp. k. on April 21, 2022. CDA has an annual sale of PLN 42 million.
Bufab AB (publ) (OM:BUFAB) completed the acquisition of CDA Polska Sp. z o.o. Sp. k. on April 21, 2022. Upcoming Dividend • Apr 15
Upcoming dividend of kr3.75 per share Eligible shareholders must have bought the stock before 22 April 2022. Payment date: 28 April 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.9%). Lower than average of industry peers (2.5%). Reported Earnings • Apr 02
Full year 2021 earnings released: EPS: kr12.56 (vs kr8.04 in FY 2020) Full year 2021 results: EPS: kr12.56 (up from kr8.04 in FY 2020). Revenue: kr5.88b (up 24% from FY 2020). Net income: kr470.0m (up 57% from FY 2020). Profit margin: 8.0% (up from 6.3% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 14%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 49% per year, which means it is tracking significantly ahead of earnings growth. Buying Opportunity • Mar 24
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 24%. The fair value is estimated to be kr40.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% per annum over the last 3 years. Earnings per share has grown by 21% per annum over the last 3 years. Buying Opportunity • Feb 12
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 18%. The fair value is estimated to be kr41.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% per annum over the last 3 years. Earnings per share has grown by 21% per annum over the last 3 years. Reported Earnings • Feb 11
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full year 2021 results: EPS: kr12.56 (up from kr8.04 in FY 2020). Revenue: kr5.88b (up 24% from FY 2020). Net income: kr470.0m (up 57% from FY 2020). Profit margin: 8.0% (up from 6.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.8%. Over the next year, revenue is forecast to grow 11%, compared to a 8.6% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 57% per year, which means it is tracking significantly ahead of earnings growth. Annuncio • Feb 10
Bufab AB (Publ) Proposes Dividend for the Year 2021 The board of directors of Bufab AB (publ) proposed a dividend of SEK 3.75 per share for the year 2021 compared to SEK 2.75 per share paid a year ago. Reported Earnings • Oct 28
Third quarter 2021 earnings released: EPS kr2.99 (vs kr2.45 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr1.43b (up 21% from 3Q 2020). Net income: kr112.0m (up 23% from 3Q 2020). Profit margin: 7.9% (up from 7.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth. Executive Departure • Oct 07
Executive Officer Jorgen Rosengren has left the company On the 30th of September, Jorgen Rosengren was replaced as CEO by Johan Lindqvist. As of June 2021, Jorgen still personally held 335.45k shares (€8.0m worth at the time). Jorgen is the only executive to leave the company over the last 12 months. The current median tenure of the management team is 3.92 years. Annuncio • Sep 09
Bufab AB (publ) (OM:BUFAB) agreed to acquire Component Solutions Group, Inc. for $36 million. Bufab AB (publ) (OM:BUFAB) agreed to acquire Component Solutions Group, Inc. for $36 million on September 8, 2021. The acquisition will be financed within Bufab AB (publ) (OM:BUFAB) existing credit facilities. The purchase price paid upon closing of the transaction amounts to $26 million on a cash and debt-free basis. A performance related purchase consideration of a maximum of $10 million may be paid in 2023-2024. The transaction is expected to close on September 8, 2021. Reported Earnings • Jul 14
Second quarter 2021 earnings released: EPS kr3.31 (vs kr1.24 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr1.43b (up 40% from 2Q 2020). Net income: kr124.0m (up 170% from 2Q 2020). Profit margin: 8.7% (up from 4.5% in 2Q 2020). The increase in margin was driven by higher revenue. Valuation Update With 7 Day Price Move • Jul 09
Investor sentiment improved over the past week After last week's 16% share price gain to kr27.40, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 23x in the Trade Distributors industry in Europe. Total returns to shareholders of 206% over the past year. Reported Earnings • Apr 24
First quarter 2021 earnings released: EPS kr3.19 (vs kr2.31 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr1.42b (up 8.1% from 1Q 2020). Net income: kr119.0m (up 38% from 1Q 2020). Profit margin: 8.4% (up from 6.5% in 1Q 2020). The increase in margin was driven by higher revenue. Upcoming Dividend • Apr 14
Upcoming dividend of kr2.75 per share Eligible shareholders must have bought the stock before 21 April 2021. Payment date: 27 April 2021. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (3.2%). In line with average of industry peers (1.3%). Reported Earnings • Mar 26
Full year 2020 earnings released: EPS kr8.04 The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr4.76b (up 9.4% from FY 2019). Net income: kr299.0m (up 18% from FY 2019). Profit margin: 6.3% (up from 5.8% in FY 2019). The increase in margin was driven by higher revenue. Is New 90 Day High Low • Feb 18
New 90-day high: €21.35 The company is up 47% from its price of €14.50 on 19 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 6.0% over the same period. Reported Earnings • Feb 12
Full year 2020 earnings released: EPS kr8.04 (vs kr6.77 in FY 2019) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr4.76b (up 9.4% from FY 2019). Net income: kr299.0m (up 18% from FY 2019). Profit margin: 6.3% (up from 5.8% in FY 2019). The increase in margin was driven by higher revenue. Analyst Estimate Surprise Post Earnings • Feb 12
Revenue beats expectations Revenue exceeded analyst estimates by 0.8%. Over the next year, revenue is forecast to grow 6.0%, compared to a 4.7% growth forecast for the Trade Distributors industry in Germany. Is New 90 Day High Low • Jan 09
New 90-day high: €20.05 The company is up 53% from its price of €13.10 on 09 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 23% over the same period. Is New 90 Day High Low • Dec 19
New 90-day high: €17.46 The company is up 49% from its price of €11.72 on 18 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 17% over the same period. Valuation Update With 7 Day Price Move • Nov 20
Market bids up stock over the past week After last week's 17% share price gain to kr15.92, the stock is trading at a trailing P/E ratio of 23.9x, up from the previous P/E ratio of 20.5x. This compares to an average P/E of 23x in the Trade Distributors industry in Germany. Total returns to shareholders over the past year are 42%. Is New 90 Day High Low • Nov 10
New 90-day high: €14.50 The company is up 28% from its price of €11.34 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 13% over the same period. Valuation Update With 7 Day Price Move • Nov 07
Market bids up stock over the past week After last week's 18% share price gain to kr13.94, the stock is trading at a trailing P/E ratio of 20.6x, up from the previous P/E ratio of 17.5x. This compares to an average P/E of 22x in the Trade Distributors industry in Germany. Total returns to shareholders over the past year are 29%. Reported Earnings • Oct 24
Third quarter earnings released Over the last 12 months the company has reported total profits of kr262.0m, down 5.0% from the prior year. Total revenue was kr4.64b over the last 12 months, up 11% from the prior year. Analyst Estimate Surprise Post Earnings • Oct 24
Third-quarter earnings released: Revenue beats expectations Third-quarter revenue exceeded analyst estimates by 2.3% at kr1.18b. Revenue is forecast to grow 6.9% over the next year, while the growth in Trade Distributors industry in Germany is expected to stay flat. Is New 90 Day High Low • Oct 12
New 90-day high: €13.46 The company is up 46% from its price of €9.19 on 14 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 8.0% over the same period. Is New 90 Day High Low • Sep 22
New 90-day high: €12.00 The company is up 30% from its price of €9.21 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Trade Distributors industry, which is up 16% over the same period.