MilDef Group AB (publ)

Report azionario OM:MILDEF

Capitalizzazione di mercato: SEK 10.7b

MilDef Group Gestione

Criteri Gestione verificati 3/4

MilDef Group Il CEO è Daniel Ljunggren, nominato in May2023, e ha un mandato di 3.25 anni. la retribuzione annua totale è SEK 3.76M, composta da 73.1% di stipendio e 26.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 2.12% delle azioni della società, per un valore di SEK 226.80M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.3 anni e 2.3 anni.

Informazioni chiave

Daniel Ljunggren

Amministratore delegato

SEK 3.8m

Compenso totale

Percentuale dello stipendio del CEO73.08%
Mandato del CEO3.3yrs
Proprietà del CEO2.1%
Durata media del management3.3yrs
Durata media del Consiglio di amministrazione2.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento narrativa Aug 03

MILDEF: Long-Term Defense Framework Deals Will Support Future Capacity And Margins

MilDef Group's analyst price target has been updated from SEK223 to SEK243.88. Analysts point to revised assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of this change.
Aggiornamento narrativa Jul 20

MILDEF: Major NATO Army Digitization Contract Will Support Bullish Outlook

Analysts have lifted their MilDef Group price target from SEK 200 to SEK 225, reflecting updated assumptions around fair value, a revised discount rate, moderated revenue growth and profit margin expectations, and a higher future P/E multiple. What’s in the News for MilDef Group Won its single largest hardware order to date: a SEK 553 million contract to digitize the army of an unnamed NATO country, tied to a 20 year framework agreement.
Articolo di analisi Jul 20

MilDef Group AB (publ) Just Recorded A 87% EPS Beat: Here's What Analysts Are Forecasting Next

MilDef Group AB (publ) ( STO:MILDEF ) defied analyst predictions to release its second-quarter results, which were...
Aggiornamento narrativa Jun 24

MILDEF: Helsingborg Expansion Will Support Higher Future Capacity And Earnings Margin

The analyst price target for MilDef Group has shifted slightly higher from SEK 220.40 to SEK 223.00. Analysts cite updated assumptions on the discount rate, revenue growth, profit margin and future P/E as the key drivers behind this adjustment.
Aggiornamento narrativa Jun 06

MILDEF: Helsingborg Expansion Will Support Future Capacity And Earnings Upside

MilDef Group's analyst price target has been adjusted from SEK208.40 to SEK220.40 as analysts factor in updated assumptions on the discount rate, revenue growth, profit margin and future P/E levels. What's in the News MilDef issued earnings guidance for the first quarter of 2026, indicating revenue of approximately SEK 700 million compared with SEK 340 million in the prior period, according to company guidance.
Articolo di analisi Apr 26

MilDef Group AB (publ) Just Beat EPS By 93%: Here's What Analysts Think Will Happen Next

It's been a good week for MilDef Group AB (publ) ( STO:MILDEF ) shareholders, because the company has just released its...
Aggiornamento narrativa Apr 20

MILDEF: Helsingborg Expansion And 2026 Guidance Will Support Long Term Upside Potential

Analysts now set their fair value estimate for MilDef Group at SEK 208.40, compared with the prior SEK 206.00, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E multiples. What's in the News MilDef issued earnings guidance for the first quarter of 2026, indicating revenue of about SEK 700 million compared with SEK 340 million, and an expected EBITA in the range of SEK 115 million to SEK 120 million, which corresponds to an EBITA margin of about 17% compared with 4.6% (Key Developments).
Aggiornamento narrativa Apr 05

MILDEF: Future Dividend Policy Will Support Long Term Upside Potential

MilDef Group's analyst price target has been adjusted slightly from SEK 208 to SEK 206 as analysts refresh their models around discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News MilDef Group AB (publ) declared an annual dividend of SEK 0.7500 per share, scheduled for payment on May 28, 2026 (Key Developments).
Aggiornamento narrativa Mar 22

MILDEF: Future Dividend And Steady Assumptions Will Support Long Term Upside

Analysts have kept their SEK price target for MilDef Group steady, with minor tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E. These adjustments reflect updated assumptions rather than a change in the overall valuation view.
Aggiornamento narrativa Mar 08

MILDEF: Future Dividend And Stable Assumptions Will Support Long Term Upside

Analysts have kept their SEK 208 price target for MilDef Group unchanged, as small tweaks to the discount rate and forward P/E assumptions are seen as offsetting each other in their updated valuation work. What's in the News MilDef Group AB announced an annual dividend of SEK 0.75 per share.
Aggiornamento narrativa Feb 22

MILDEF: Future Dividend Policy Will Support Long Term Upside Potential

Analysts have kept their SEK 208.00 price target for MilDef Group unchanged, citing only minor tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions that collectively preserve their overall view of the share's valuation. What's in the News MilDef Group AB (publ) announced an annual dividend of SEK 0.7500 per share, with payment scheduled for May 28, 2026.
Aggiornamento narrativa Feb 07

MILDEF: Future Dividend And Defense Facilities Will Support Long Term Upside

Analysts have trimmed their price target on MilDef Group from SEK210 to SEK208. This reflects updated assumptions for revenue growth, profit margins and a higher future P/E multiple in their models.
Aggiornamento narrativa Jan 24

MILDEF: New Bastionen Facility Will Support Stronger Long Term Defense Contracts

Analysts have trimmed their price target on MilDef Group from SEK 230.50 to SEK 210.00, citing updated assumptions around the discount rate, revenue growth, profit margin and future P/E levels. Valuation Changes Fair Value: Trimmed from SEK 230.50 to SEK 210.00, a reduction of SEK 20.50 per share.
Articolo di analisi Jan 16

Should You Investigate MilDef Group AB (publ) (STO:MILDEF) At kr145?

MilDef Group AB (publ) ( STO:MILDEF ), is not the largest company out there, but it led the OM gainers with a...
Aggiornamento narrativa Jan 09

MILDEF: New Bastionen Facility Will Support Stronger Long Term Defense Contracts

Analysts have revised their price target for MilDef Group from SEK 267.50 to SEK 230.50, reflecting updated assumptions on revenue growth, profit margins, the discount rate, and a lower future P/E multiple. What's in the News MilDef has opened a new 6,500 square meter office and production facility in Rosersberg, north of Stockholm, called Bastionen.
Articolo di analisi Dec 19

Here's Why MilDef Group (STO:MILDEF) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi Nov 12

MilDef Group AB (publ) (STO:MILDEF) Stock's 27% Dive Might Signal An Opportunity But It Requires Some Scrutiny

MilDef Group AB (publ) ( STO:MILDEF ) shareholders won't be pleased to see that the share price has had a very rough...
Articolo di analisi Sep 19

After Leaping 27% MilDef Group AB (publ) (STO:MILDEF) Shares Are Not Flying Under The Radar

MilDef Group AB (publ) ( STO:MILDEF ) shareholders are no doubt pleased to see that the share price has bounced 27% in...
Articolo di analisi Jul 22

MilDef Group AB (publ) Just Missed Earnings - But Analysts Have Updated Their Models

MilDef Group AB (publ) ( STO:MILDEF ) last week reported its latest quarterly results, which makes it a good time for...
Articolo di analisi Jul 02

Market Cool On MilDef Group AB (publ)'s (STO:MILDEF) Revenues Pushing Shares 30% Lower

MilDef Group AB (publ) ( STO:MILDEF ) shareholders won't be pleased to see that the share price has had a very rough...
Articolo di analisi May 03

Investors Appear Satisfied With MilDef Group AB (publ)'s (STO:MILDEF) Prospects As Shares Rocket 27%

Despite an already strong run, MilDef Group AB (publ) ( STO:MILDEF ) shares have been powering on, with a gain of 27...
Articolo di analisi Apr 13

MilDef Group AB (publ) (STO:MILDEF) Released Earnings Last Week And Analysts Lifted Their Price Target To kr184

Investors in MilDef Group AB (publ) ( STO:MILDEF ) had a good week, as its shares rose 9.1% to close at kr212 following...
Articolo di analisi Apr 02

MilDef Group (STO:MILDEF) Seems To Use Debt Quite Sensibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Articolo di analisi Feb 18

MilDef Group AB (publ) (STO:MILDEF) Stocks Shoot Up 30% But Its P/S Still Looks Reasonable

MilDef Group AB (publ) ( STO:MILDEF ) shares have continued their recent momentum with a 30% gain in the last month...
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Nuova narrativa Feb 11

Acquiring Roda Will Open Central European Markets In Defense Sector

Strategic shift to defense sector and acquisition expansion likely to improve revenue and margins amid growing defense spending.
Articolo di analisi Dec 04

Analyst Forecasts For MilDef Group AB (publ) (STO:MILDEF) Are Surging Higher

Celebrations may be in order for MilDef Group AB (publ) ( STO:MILDEF ) shareholders, with the analysts delivering a...
Articolo di analisi Nov 21

MilDef Group AB (publ) (STO:MILDEF) Stocks Shoot Up 25% But Its P/S Still Looks Reasonable

MilDef Group AB (publ) ( STO:MILDEF ) shares have continued their recent momentum with a 25% gain in the last month...
Articolo di analisi Nov 19

This Just In: Analysts Are Boosting Their MilDef Group AB (publ) (STO:MILDEF) Outlook for Next Year

MilDef Group AB (publ) ( STO:MILDEF ) shareholders will have a reason to smile today, with the analysts making...
Articolo di analisi Oct 30

MilDef Group AB (publ) Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

The third-quarter results for MilDef Group AB (publ) ( STO:MILDEF ) were released last week, making it a good time to...
Articolo di analisi Aug 19

MilDef Group AB (publ) (STO:MILDEF) Looks Just Right With A 26% Price Jump

MilDef Group AB (publ) ( STO:MILDEF ) shareholders would be excited to see that the share price has had a great month...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Daniel Ljunggren rispetto agli utili di MilDef Group?
DataCompenso totaleStipendioUtili della società
Jun 30 2026n/an/a

SEK 266m

Mar 31 2026n/an/a

SEK 219m

Dec 31 2025SEK 4mSEK 3m

SEK 148m

Sep 30 2025n/an/a

-SEK 195m

Jun 30 2025n/an/a

-SEK 223m

Mar 31 2025n/an/a

-SEK 209m

Dec 31 2024SEK 3mSEK 2m

-SEK 220m

Sep 30 2024n/an/a

SEK 55m

Jun 30 2024n/an/a

SEK 43m

Mar 31 2024n/an/a

SEK 41m

Dec 31 2023SEK 2mSEK 1m

SEK 69m

Compensazione vs Mercato: La retribuzione totale di Daniel ($USD 396.72K ) è inferiore alla media delle aziende di dimensioni simili nel mercato Swedish ($USD 744.89K ).

Compensazione vs guadagni: La retribuzione di Daniel è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Daniel Ljunggren (46 yo)

3.3yrs
Mandato
SEK 3,759,000
Compensazione

Mr. Daniel Ljunggren is President of MilDef Group AB (publ) from May 2023 and serves as its Chief Executive Officer since May 26, 2023. Mr. Ljunggren was Chief Financial Officer at MilDef Group AB (publ) s...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Daniel Ljunggren
President & CEO3.3yrsSEK 3.76m2.12%
SEK 226.8m
Viveca Johnsson
Chief Financial Officer2.9yrsNessun dato0.0067%
SEK 716.7k
Fredrik Persson
Deputy CEO & CTO6.6yrsNessun dato0.21%
SEK 22.7m
Olof Engvall
Head of Investor Relations & Communicationno dataNessun dato0.022%
SEK 2.4m
Karin Svalander
Chief Legal & Compliance Officer6.6yrsNessun dato0.049%
SEK 5.3m
Martina Karlsson
Chief People Officer2.9yrsNessun dato0.0071%
SEK 758.4k
3.3yrs
Durata media
45.5yo
Età media

Gestione esperta: Il team dirigenziale di MILDEF è considerato esperto (durata media dell'incarico 3.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Nicolas Hassbjer
Directorless than a yearNessun datoNessun dato
Lennart Pihl
Independent Director6.6yrsSEK 370.00k0.0017%
SEK 185.9k
Charlotte Darth
Independent Director6.6yrsSEK 310.00k0.0022%
SEK 229.6k
Bjorn Karlsson
Chair of the Board3.3yrsSEK 565.00k0.83%
SEK 88.6m
Arto Raty
Member of Advisory Boardno dataNessun datoNessun dato
Carl Mellander
Independent Director1.3yrsSEK 310.00k0.021%
SEK 2.2m
Carol Pottenger
Member of Advisory Boardno dataNessun datoNessun dato
Berndt Grundevik
Chairman of Advisory Boardno dataSEK 200.00kNessun dato
Odin Johannesen
Member of Advisory Boardno dataNessun datoNessun dato
Agner Rokos
Member of Advisory Boardno dataNessun datoNessun dato
Jon Pentreath
Member of Advisory Boardno dataNessun datoNessun dato
Elisabeth Abom
Independent Director1.3yrsSEK 250.00kNessun dato
2.3yrs
Durata media
62yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di MILDEF non è considerato esperto (durata media del mandato 2.3 anni), il che suggerisce un nuovo consiglio.


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/08/09 01:47
Prezzo dell'azione a fine giornata2026/08/07 00:00
Utili2026/06/30
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

MilDef Group AB (publ) è coperta da 5 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Mads Brinkmann AndersenBerenberg
Daniel LindkvistDanske Bank
Hugo LisjoDNB Carnegie Commissioned Research