Truecaller AB (publ)

Report azionario OM:TRUE B

Capitalizzazione di mercato: SEK 4.3b

Truecaller Gestione

Criteri Gestione verificati 3/4

Truecaller Il CEO è Rishit Jhunjhunwala, nominato in Jan2025, e ha un mandato di 1.33 anni. la retribuzione annua totale è SEK 5.15M, composta da 90.8% di stipendio e 9.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.02% delle azioni della società, per un valore di SEK 854.57K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.2 anni e 9.3 anni.

Informazioni chiave

Rishit Jhunjhunwala

Amministratore delegato

SEK 5.2m

Compenso totale

Percentuale dello stipendio del CEO90.77%
Mandato del CEO1.3yrs
Proprietà del CEO0.02%
Durata media del management4.2yrs
Durata media del Consiglio di amministrazione9.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione May 23

TRUE B: Higher SEK 20 Buy Rating Will Support Future Repricing

Analysts have raised their SEK 15 price target on Truecaller to SEK 20, reflecting updated assumptions on revenue growth, profitability, and a lower forward P/E multiple in their valuation work. Analyst Commentary Bullish analysts are signaling a more constructive view on Truecaller, with the price target raised to SEK 20 from SEK 15.
Articolo di analisi May 11

Things Look Grim For Truecaller AB (publ) (STO:TRUE B) After Today's Downgrade

Today is shaping up negative for Truecaller AB (publ) ( STO:TRUE B ) shareholders, with the analysts delivering a...
Aggiornamento della narrazione Apr 21

TRUE B: Multi Partner Messaging Shift And New Buy Rating Will Support Repricing

Analysts keep the fair value estimate steady at SEK 68.0, balancing Deutsche Bank's new SEK 15 Buy rating with Nordea's downgrade to Hold, and reflecting slightly updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts highlight the SEK 15 price target as support for upside potential relative to the current fair value estimate of SEK 68.0, maintaining a constructive view on the balance of risk and reward.
Aggiornamento della narrazione Apr 06

TRUE B: Multi Partner Messaging Shift Will Support Future Repricing

Analysts have revised their collective price target on Truecaller to SEK 15, with the shift reflecting updated views on revenue growth, profit margins and future P/E multiples following both an upgrade to Buy and a downgrade to Hold in recent research. Analyst Commentary Recent research has produced a mixed but constructive view on Truecaller, with one upgrade to Buy and one downgrade to Hold anchoring the new SEK 15 price target.
Aggiornamento della narrazione Mar 23

TRUE B: Global Ad Reseller Deals And Buybacks Will Support Future Rerating

Analysts now anchor their Truecaller view around a SEK 15.0 price target. The change in stance reflects mixed rating actions but broadly consistent assumptions on fair value, discount rate and future P/E multiples.
Aggiornamento della narrazione Mar 09

TRUE B: Ad Expansion And Buyback Programme Will Support Future Rerating Potential

Our analyst price target for Truecaller now stands at SEK 15. This change reflects updated views on revenue growth, profitability and a more conservative future P/E multiple, in line with recent research where one firm lifted its target to SEK 15 and another shifted to a Hold stance.
Aggiornamento della narrazione Feb 23

TRUE B: Trust And Safety Expansion Will Support Future Rerating Potential

Analysts have trimmed their fair value estimate for Truecaller from SEK 39.17 to SEK 36.00. This reflects updated views on slightly softer revenue growth and profit margins, along with a higher assumed discount rate, even as some Street research has turned more constructive with a recent upgrade and Buy rating at SEK 15.
Aggiornamento della narrazione Feb 09

TRUE B: Family Features And Verified Business Calls Will Support Repricing

Narrative Update: Truecaller Analysts have kept their fair value estimate for Truecaller steady at SEK 68.0, citing a slightly higher discount rate and marginally stronger medium term revenue growth and profit margin assumptions as the key reasons for reaffirming their price view. Analyst Commentary Recent sector commentary around online auto platforms highlights Truecaller as part of a broader group of digital marketplaces that investors are watching closely.
Aggiornamento della narrazione Jan 25

TRUE B: Marketplace Model Concerns Will Create Longer Term Entry Opportunity

Analysts now see Truecaller’s fair value at $21.00, down from $60.00. This reflects more cautious assumptions on revenue growth, profit margins and future P/E multiples in light of recent sector commentary that highlights slower rollout timelines and more listing-style business models at peers.
Aggiornamento della narrazione Jan 11

TRUE B: Family Protection Rollout And Business Calling Suite Will Drive Repricing

Analysts have trimmed their price target on Truecaller to $68 from $95, citing updated assumptions for revenue growth, profit margins and future P/E that they see as better aligned with the company’s current risk profile and earnings outlook. Analyst Commentary Recent Street research around online auto marketplaces has centered on corporate actions and competitive shifts, with TrueCar in focus due to its pending acquisition and the broader conversation around third party listing platforms that connect buyers and sellers.
Aggiornamento della narrazione Dec 25

TRUE B: Expanding Trust And Safety Features Will Drive Future Re-Rating Potential

Analysts have trimmed their price target for Truecaller by about $11.67, reflecting slightly higher discount rate assumptions along with more conservative forecasts for revenue growth, profit margins, and future valuation multiples following recent sector deal activity and choppy market conditions. Analyst Commentary Street research on adjacent online auto platforms offers a mixed read-through for Truecaller, highlighting both supportive sector dynamics and signals of late-cycle consolidation that could cap upside for valuation multiples.
Aggiornamento della narrazione Dec 11

TRUE B: Expanding Verified Call Solutions Will Drive Recovery As Execution Uncertainty Eases

Analysts have trimmed their blended price target for Truecaller from about SEK 56.50 to roughly SEK 50.80. They cite slightly higher discount rates, marginally softer long term growth and profitability assumptions, and a lower future earnings multiple, while still acknowledging the company’s solid fundamental profile.
Aggiornamento della narrazione Nov 27

TRUE B: User Base Resilience Will Drive Recovery As Execution Uncertainty Eases

Analysts have adjusted their outlook on Truecaller, with the average price target reduced as Deutsche Bank and JPMorgan both lowered their estimates. Both firms now cite more cautious views on the company's near-term prospects.
Aggiornamento della narrazione Nov 12

TRUE B: Future User Engagement Will Support Resilient Upside Amid Market Volatility

Analysts have lowered their fair value estimate for Truecaller from SEK 64 to SEK 56.5, citing updated assumptions for revenue growth and recent sector downgrades. Analyst Commentary Following recent sector developments and updates to company guidance, analyst opinions on Truecaller continue to present both positive and cautious perspectives on the firm’s path forward.
Articolo di analisi Nov 11

Little Excitement Around Truecaller AB (publ)'s (STO:TRUE B) Earnings As Shares Take 31% Pounding

Unfortunately for some shareholders, the Truecaller AB (publ) ( STO:TRUE B ) share price has dived 31% in the last...
Aggiornamento della narrazione Oct 29

Product Expansion And User Engagement Will Drive Stronger Results Ahead

Analysts have reduced their price target for Truecaller, lowering the fair value estimate from SEK 70 to SEK 64. Recent research highlights a softer revenue growth outlook and moderated profit margin expectations.
Aggiornamento della narrazione Oct 15

Emerging Mobile And Digital Security Trends Will Shape Future Markets

Truecaller's analyst price target has been reduced from SEK 74.17 to SEK 70.00. This change reflects a more cautious outlook based on analysts' expectations of slower revenue growth and slightly lower profit margins.
Aggiornamento della narrazione Sep 25

Emerging Mobile And Digital Security Trends Will Shape Future Markets

Truecaller’s consensus price target has been revised down from SEK77.33 to SEK74.17 as analysts factor in slower user growth, tougher macro conditions impacting ad revenues, and heightened regulatory and competitive risks, despite some optimism regarding product innovation and expansion. Analyst Commentary Bullish analysts remain optimistic on Truecaller, maintaining Overweight ratings despite lowering price targets.
Articolo di analisi Jul 31

Why We're Not Concerned Yet About Truecaller AB (publ)'s (STO:TRUE B) 27% Share Price Plunge

Unfortunately for some shareholders, the Truecaller AB (publ) ( STO:TRUE B ) share price has dived 27% in the last...
Articolo di analisi Jul 23

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

As you might know, Truecaller AB (publ) ( STO:TRUE B ) last week released its latest second-quarter, and things did not...
Articolo di analisi May 24

Truecaller (STO:TRUE B) Is Paying Out A Dividend Of SEK1.70

The board of Truecaller AB (publ) ( STO:TRUE B ) has announced that it will pay a dividend of SEK1.70 per share on the...
Articolo di analisi May 16

Truecaller's (STO:TRUE B) Conservative Accounting Might Explain Soft Earnings

Investors were disappointed with the weak earnings posted by Truecaller AB (publ) ( STO:TRUE B ). While the headline...
Articolo di analisi May 08

Truecaller (STO:TRUE B) Is Due To Pay A Dividend Of SEK1.70

Truecaller AB (publ) ( STO:TRUE B ) has announced that it will pay a dividend of SEK1.70 per share on the 2nd of June...
Articolo di analisi May 01

Truecaller AB (publ) (STO:TRUE B) Just Released Its Full-Year Earnings: Here's What Analysts Think

It's been a good week for Truecaller AB (publ) ( STO:TRUE B ) shareholders, because the company has just released its...
Articolo di analisi Feb 21

Truecaller AB (publ) (STO:TRUE B) Released Earnings Last Week And Analysts Lifted Their Price Target To kr82.29

Shareholders of Truecaller AB (publ) ( STO:TRUE B ) will be pleased this week, given that the stock price is up 15% to...
Articolo di analisi Jan 23

Truecaller AB (publ) (STO:TRUE B) Looks Just Right With A 28% Price Jump

Despite an already strong run, Truecaller AB (publ) ( STO:TRUE B ) shares have been powering on, with a gain of 28% in...
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Nuova narrazione Jan 22

User Growth In Colombia And Nigeria Will Drive Future Success

Growth in active users and new ad formats in key markets could drive substantial future revenue increase and ad revenue growth.
Articolo di analisi Nov 13

We Think You Can Look Beyond Truecaller's (STO:TRUE B) Lackluster Earnings

The most recent earnings report from Truecaller AB (publ) ( STO:TRUE B ) was disappointing for shareholders. However...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Rishit Jhunjhunwala rispetto agli utili di Truecaller?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

SEK 319m

Dec 31 2025SEK 5mSEK 5m

SEK 389m

Compensazione vs Mercato: La retribuzione totale di Rishit ($USD 558.24K ) è circa la media per le aziende di dimensioni simili nel mercato Swedish ($USD 706.95K ).

Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Rishit con le performance aziendali.


AMMINISTRATORE DELEGATO

Rishit Jhunjhunwala (48 yo)

1.3yrs
Mandato
SEK 5,154,024
Compensazione

Mr. Rishit Jhunjhunwala serves as Managing Director of India at True Software Scandinavia AB since March 2021 and serves as its Chief Product Officer since 2020. He joined Truecaller in 2015 as Vice Presid...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Nami Zarringhalam
Co-Founder & Chairman17.3yrsSEK 4.57m8.11%
SEK 350.2m
Rishit Jhunjhunwala
Group Chief Executive Officer1.3yrsSEK 5.15m0.020%
SEK 854.6k
Alan Mamedi
Co-Founder & Director17.3yrsSEK 3.52m8.11%
SEK 350.2m
Odd Bolin
Chief Financial Officer6.3yrsNessun dato0.048%
SEK 2.1m
Fredrik Kjell
Chief Operating Officer6.3yrsNessun dato0.019%
SEK 829.5k
Andreas Frid
Head of Investor Relations & Communicationno dataNessun datoNessun dato
Ola Espelund
Chief Legal Officerno dataNessun dato0.0052%
SEK 222.5k
Fatima Antonsson
Chief Human Resource Officer4.3yrsNessun dato0.0046%
SEK 200.5k
Shiladitya Mukhopadhyaya
Global Head of Enterprise Solutions4yrsNessun datoNessun dato
Ben Zhang
Chief Business Officer3.5yrsNessun dato0.0094%
SEK 405.7k
Seema Jindal
Head of Public Affairs - Telecom India1.6yrsNessun datoNessun dato
Gaurav Loomba
Senior Director of Public Affairs1.4yrsNessun datoNessun dato
4.2yrs
Durata media
44yo
Età media

Gestione esperta: Il team dirigenziale di TRUE B è considerato esperto (durata media dell'incarico 4.2 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Nami Zarringhalam
Co-Founder & Chairman17.3yrsSEK 4.57m8.11%
SEK 350.2m
Alan Mamedi
Co-Founder & Director17.3yrsSEK 3.52m8.11%
SEK 350.2m
Shailesh Lakhani
Independent Director13.3yrsSEK 600.00kNessun dato
Aruna Sundararajan
Independent Director1yrSEK 500.00kNessun dato
Liisa Poutiainen
Independent Director5.3yrsSEK 750.00k0.0020%
SEK 86.4k
Sandeep Bhushan
Directorno dataNessun datoNessun dato
9.3yrs
Durata media
47yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TRUE B sono considerati esperti (durata media dell'incarico 9.3 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/29 17:28
Prezzo dell'azione a fine giornata2026/05/29 00:00
Utili2026/03/31
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 guide su come utilizzare i nostri report e 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

Truecaller AB (publ) è coperta da 10 analisti. 7 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
Oscar ErixonCarnegie Investment Bank AB
Paul BradleyCitigroup Inc
Ramil KoriaDanske Bank