View ValuationNobia 将来の成長Future 基準チェック /36Nobia利益と収益がそれぞれ年間102.3%と4.5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に13.2% 107%なると予測されています。主要情報102.3%収益成長率106.99%EPS成長率Consumer Durables 収益成長19.8%収益成長率4.5%将来の株主資本利益率13.17%アナリストカバレッジLow最終更新日18 May 2026今後の成長に関する最新情報お知らせ • Oct 14Nobia AB (publ) Provides Earnings Guidance for the Third Quarter of 2022Nobia AB (publ) provided earnings guidance for the third quarter of 2022. The group net sales for the third quarter is expected to amount to SEK 3,479 million and operating profit for the Group is expected to amount to SEK 77 million.すべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Catarina Fagerholm was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 29Nobia AB (publ) Approves Election to Its Board and Nomination CommitteeNobia AB (publ) at its AGM held on 29 April 2026 approved and elected Katarina Lindström as a new member of the Board of Directors. Jimmy Renström was elected as Chairman of the Board of Directors. The Annual General Meeting appointed Peter Hofvenstam (representing Nordstjernan), Ricard Wennerklint (representing If Skadeförsäkring), Lovisa Runge (representing the Fourth Swedish National Pension Fund) and Erik Durhan (representing Lannebo Kapitalförvaltning), as members of the Nomination Committee for the period until the end of the 2027 Annual General Meeting. The Annual General Meeting appointed Peter Hofvenstam as Chairman of the Nomination Committee.お知らせ • Mar 23Nobia AB Announces Board ChangesNobia AB announced that the Tony Buffin and Carsten Rasmussen have declined re-election and will therefore step down from the Board.お知らせ • Mar 03Alteri Partners LLP completed the acquisition of UK operations from Nobia AB (publ) (OM:NOBI).Alteri Partners LLP entered into an agreement to acquire UK operations from Nobia AB (publ) (OM:NOBI) on January 14, 2026. The transaction includes all Nobia UK legal entities including the brands Magnet, Gower, Commodore and CIE. At the time of closing, no purchase price will be due. As part of the share transaction, Alteri Partners LLP assumes, besides the net assets, the obligations related to the leased retail network amounting to a gross liability of SEK 746 million according to IFRS16. The transaction may result in a consideration related to Alteri Partners LLP's future performance and successful turnaround related to the UK operations. Nobia will retain the defined benefit pension plan reported in the UK which is recognized at a net asset value of SEK 80 million. For the period ending September 30, 2025, UK operations of Nobia AB reported total revenue of SEK 4.36 billion and operating loss of SEK 108 million. The transaction is expected to be completed during the first half of 2026 and is subject to customary regulatory approvals and closing conditions. Ashley Katz, James Renahan, Neil Caddy, Gregg Beechey, Roger Schofield, Tobias Caspary, Richard Pilgrim, James Frecknall, and Alexander Goldsmith of Fried, Frank, Harris, Shriver & Jacobson LLP acted as legal advisors to Alteri Partners LLP. Handelsbanken acts as financial advisor to Nobia. Alteri Partners LLP completed the acquisition of UK operations from Nobia AB (publ) (OM:NOBI) on March 2, 2026.お知らせ • Jan 14Nobia AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 1.5 billion.Nobia AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 1.5 billion. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: Rights Offeringお知らせ • Dec 16Nobia AB (publ), Annual General Meeting, Apr 29, 2026Nobia AB (publ), Annual General Meeting, Apr 29, 2026. Location: stockholm Swedenお知らせ • Nov 15+ 2 more updatesNobia AB (publ) to Report Q3, 2026 Results on Nov 04, 2026Nobia AB (publ) announced that they will report Q3, 2026 results on Nov 04, 2026お知らせ • Oct 28Nobia Announces Executive ChangesNobia announced that Sophie Rose has been appointed Head of Region UK. She will succeed George Dymond, who is leaving Nobia at his own request. Sophie will play a key role in the ongoing transition of Nobia UK into an asset-light model. She joined Nobia in 2023 and has demonstrated strong leadership, driving positive change in the UK business. Sophie has been a key contributor to Nobia and the UK management team. She is well-suited to carry out the ongoing transformation and to continue developing the UK business.お知らせ • Sep 04Nobia Announces the Appointment of Robert Belkic as Interim CFO, Effective from October 1, 2025Nobia announced the appointment of Robert Belkic as Interim CFO, effective from October 1st. He succeeds Henrik Skogsfors, who earlier this year announced his decision to leave the company. Henrik will remain available to support a smooth transition. Robert brings more than 20 years of senior leadership experience, including CFO roles and board assignments in international companies. He spent a decade as CFO at the global technology company Hexagon, and prior to that held senior finance positions at several large Swedish corporations. Robert will be part of Nobia's Executive Leadership Team and will be based at the company's headquarters in Stockholm.お知らせ • Jul 18Nobia AB (publ) to Report Fiscal Year 2025 Results on Feb 05, 2026Nobia AB (publ) announced that they will report fiscal year 2025 results on Feb 05, 2026お知らせ • Apr 09Nobia AB (publ) Relocates Finnish Production to DenmarkNobia AB (publ) has, following customary negotiations with the local union, decided to transfer the production of its Novart kitchen range for the Finnish market from Nastola, Finland, to Nobia’s manufacturing facility in Ølgod, Denmark, and consequently close the factory in Nastola. The transfer will involve a one-time cost of approximately €6 million, of which €1 million is non-cash, which will be recognized in Nobia’s second-quarter 2025 results. The transfer to Ølgod is expected to be completed during 2025 and generate annual efficiencies of approximately €4 million.お知らせ • Mar 25Nobia AB (Publ) Announces Resignation of Henrik Skogsfors as CFONobia AB (publ) announced that Henrik Skogsfors has announced his intention to resign from Nobia. Henrik will continue to serve as CFO until the interim report for the third quarter is released on November 4th, or until a successor is in place.お知らせ • Mar 24Nobia AB (Publ) Announces Board Declines Re-ElectionNobia AB (publ) announced that Nora Larssen has declined re-election. Tony Buffin is proposed for re-election as Chair of the Board.お知らせ • Dec 14Nobia AB (publ), Annual General Meeting, Apr 29, 2025Nobia AB (publ), Annual General Meeting, Apr 29, 2025.お知らせ • Dec 13+ 2 more updatesNobia AB (publ) to Report Q1, 2025 Results on Apr 29, 2025Nobia AB (publ) announced that they will report Q1, 2025 results on Apr 29, 2025お知らせ • Nov 07Nobia AB (publ) to Report Fiscal Year 2024 Results on Feb 04, 2025Nobia AB (publ) announced that they will report fiscal year 2024 results on Feb 04, 2025New Risk • Nov 06New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.6% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.6% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (300% increase in shares outstanding). Minor Risk Share price has been volatile over the past 3 months (9.0% average weekly change).Reported Earnings • Nov 06Third quarter 2024 earnings released: kr0.12 loss per share (vs kr0.24 profit in 3Q 2023)Third quarter 2024 results: kr0.12 loss per share (down from kr0.24 profit in 3Q 2023). Revenue: kr2.48b (down 20% from 3Q 2023). Net loss: kr83.0m (down 308% from profit in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.お知らせ • May 15Nobia AB (publ) Announces Nomination Committee ElectionsNobia AB (publ) at the AGM held on 14 May 2024, appointed Peter Hofvenstam (representing Nordstjernan), Ricard Wennerklint (representing If Skadeförsäkring) and Lovisa Runge (representing the Fourth Swedish National Pension Fund), as members of the Nomination Committee for the period until the end of the 2025 Annual General Meeting. The Annual General Meeting appointed Peter Hofvenstam as Chairman of the Nomination Committee.お知らせ • Apr 03Nobia AB (Publ) Announces Closure of the Halifax Manufacturing SiteNobia AB (publ) has unveiled plans to further consolidate its manufacturing operations in the UK as part of its ongoing UK transformation strategy. The company will be relocating its current manufacturing facility in Halifax to the Darlington manufacturing site, with the building in Halifax set to be repurposed as a storage facility. The closure of the Halifax manufacturing site is expected to incur a total cost of approximately 4.7 MGBP, of which 2.2 MGBP is non-cash. The cost will be included in Nobia's second quarter results as items affecting comparability. Approximately 60 full-time equivalent employees in Halifax will be affected by the consolidation. Nobia is committed to supporting impacted team members and exploring alternative employment opportunities wherever feasible.Reported Earnings • Apr 02Full year 2023 earnings released: kr2.06 loss per share (vs kr0.012 loss in FY 2022)Full year 2023 results: kr2.06 loss per share (further deteriorated from kr0.012 loss in FY 2022). Revenue: kr13.4b (down 10% from FY 2022). Net loss: kr347.0m (loss widened kr345.0m from FY 2022). Revenue is expected to decline by 3.9% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.4%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 20 percentage points per year, which is a significant difference in performance.New Risk • Mar 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €63.5m (US$68.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (22% average weekly change). Minor Risk Market cap is less than US$100m (€63.5m market cap, or US$68.8m).お知らせ • Mar 27Nobia AB Announces Jan Svensson and David Haydon Step Down from BoardNobia AB at its 2024 Annual General Meeting, announced Jan Svensson and David Haydon will step down from the Board.お知らせ • Mar 08Nobia AB (Publ) Announces Executive ChangesNobia AB (publ) announced that George Dymond has been appointed EVP and Head of Region UK. He will succeed Kristoffer Ljungfelt, who recently was appointed to assume the position as president and CEO of Nobia. George will become member of Nobia's Group management team, and assumes his new role latest by July 1, 2024. He joined Nobia in 2023 and has over two decades of experience from senior leadership roles in the retail industry across the UK, Australia, and the US. George has been instrumental in driving a positive change in the UK business and is a key contributor to the UK management team. He has a track record of successful turnarounds, great leadership abilities and is well equipped to continue to drive the transformation and further develop the UK business.お知らせ • Feb 28+ 1 more updateNobia AB (Publ) Announces Chief Executive Officer ChangesNobia AB (publ) has appointed Kristoffer Ljungfelt as Chief executive officer changes of Nobia. Kristoffer Ljungfelt is currently Nobia's Executive Vice President for the UK and will now commence the transition to the CEO role, with the full transition complete no later than July 1, 2024. Kristoffer's immediate focus will be to ensure the effective completion of the upcoming right's issue and an orderly transition of the UK leadership to his successor. Kristoffer succeeds Jon Sintorn, who will leave Nobia to assume a CEO position in another company. Kristoffer Ljungfelt, age 46, joined Nobia in 2013. Apart from his current role as EVP of Region UK, he has held several other senior positions within the company, including Group CFO, Director of Sigdal in Norway and Financial Director Nobia Nordics. Before joining Nobia, Kristoffer held various senior positions at Electrolux. Kristoffer holds a MSc in Corporate Finance and a BSc in Financial Accounting from Lund University, Sweden.お知らせ • Feb 22Nobia AB (publ) has filed a Follow-on Equity Offering.Nobia AB (publ) has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Transaction Features: Rights OfferingReported Earnings • Feb 21Full year 2023 earnings released: kr2.07 loss per share (vs kr0.012 loss in FY 2022)Full year 2023 results: kr2.07 loss per share (further deteriorated from kr0.012 loss in FY 2022). Revenue: kr13.4b (down 10% from FY 2022). Net loss: kr347.0m (loss widened kr345.0m from FY 2022). Revenue is expected to decline by 1.6% p.a. on average during the next 2 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.6%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.お知らせ • Feb 19Industrieliegenschaftenverwaltung Aktiengesellschaft., Franz Mayr-Melnhof-Saurau and management of ewe entered into agreement to acquire ewe Küchen Gesellschaft m.b.H. for €26.5 million.Industrieliegenschaftenverwaltung Aktiengesellschaft., Franz Mayr-Melnhof-Saurau and management of ewe entered into agreement to acquire ewe Küchen Gesellschaft m.b.H. for €26.5 million on February 12, 2024. The consideration consists of €24 million in cash, €2.5 million in two earnout payments based on ewe’s performance in 2024 and 2025 and net of cash acquired of €2.4 million. The transaction is subject to customary regulatory approvals by authorities and closing procedures and is expected to be completed during March 2024.New Risk • Feb 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk High level of debt (65% net debt to equity).お知らせ • Dec 19+ 3 more updatesNobia AB (publ) to Report First Half, 2024 Results on Jul 18, 2024Nobia AB (publ) announced that they will report first half, 2024 results on Jul 18, 2024お知らせ • Dec 18+ 1 more updateNobia AB (publ) Announces Jon Sintorn to Leave as CEO After Fulfilling His Responsibilities in the Current Capacity Until June 30, 2024Jon Sintorn, President & CEO of Nobia AB (publ), will leave his current role to assume a position as CEO for another listed company. Jon is fully committed to fulfilling his responsibilities in the current capacity until June 30, 2024. During Jon's time serving as the CEO, Nobia has made progress on the strategic plan of transforming the company to a truly modern and leading kitchen specialist. The Board will immediately start the process to search for a new CEO.Reported Earnings • Nov 05Third quarter 2023 earnings released: EPS: kr0.24 (vs kr0.11 in 3Q 2022)Third quarter 2023 results: EPS: kr0.24 (up from kr0.11 in 3Q 2022). Revenue: kr3.10b (down 11% from 3Q 2022). Net income: kr40.0m (up 111% from 3Q 2022). Profit margin: 1.3% (up from 0.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 6.2%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 18 percentage points per year, which is a significant difference in performance.お知らせ • Nov 03Nobia AB (publ) to Report Fiscal Year 2023 Results on Feb 24, 2024Nobia AB (publ) announced that they will report fiscal year 2023 results on Feb 24, 2024Buying Opportunity • Sep 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be €0.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Meanwhile, the company became loss making.お知らせ • Jul 23Nobia AB (Publ) Appoints Henrik Skogsfors as Group Chief Financial OfficerNobia AB (publ) announced Henrik Skogsfors has been appointed Group Chief Financial Officer (CFO) as of July 20. Henrik has been serving as Acting CFO for the past half-year and Head of Group Business Control, Accounting and Treasury since 2019.Reported Earnings • Jul 20Second quarter 2023 earnings released: EPS: kr0.10 (vs kr0.10 in 2Q 2022)Second quarter 2023 results: EPS: kr0.10 (down from kr0.10 in 2Q 2022). Revenue: kr3.56b (down 8.4% from 2Q 2022). Net income: kr1.00m (down 94% from 2Q 2022). Profit margin: 0% (down from 0.4% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 6.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.Board Change • Apr 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Tony Buffin was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 09Full year 2022 earnings released: kr0.012 loss per share (vs kr4.19 profit in FY 2021)Full year 2022 results: kr0.012 loss per share (down from kr4.19 profit in FY 2021). Revenue: kr14.9b (up 8.8% from FY 2021). Net loss: kr2.00m (down 100% from profit in FY 2021). Profit margin: 0% (down from 5.1% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 24% per year.Reported Earnings • Feb 10Full year 2022 earnings released: kr0.01 loss per share (vs kr4.19 profit in FY 2021)Full year 2022 results: kr0.01 loss per share (down from kr4.19 profit in FY 2021). Revenue: kr14.9b (up 8.8% from FY 2021). Net loss: kr2.00m (down 100% from profit in FY 2021). Profit margin: 0% (down from 5.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €1.69, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Consumer Durables industry in Germany. Total loss to shareholders of 72% over the past three years.お知らせ • Nov 17Nobia AB (Publ) Announces Management ChangesNobia AB (publ) announced that Kristoffer Ljungfelt, currently Chief Financial Officer of Nobia, has agreed to be appointed EVP and Head of Region UK. The appointment is pending UK visa approval. Kristoffer will replace Dan Carr, Head of Region UK, who has decided to leave the company to pursue opportunities outside of the Group.Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.95, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 8x in the Consumer Durables industry in Germany. Total loss to shareholders of 65% over the past three years.Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: kr0.11 (vs kr1.01 in 3Q 2021)Third quarter 2022 results: EPS: kr0.11 (down from kr1.01 in 3Q 2021). Revenue: kr3.48b (up 8.2% from 3Q 2021). Net income: kr19.0m (down 89% from 3Q 2021). Profit margin: 0.5% (down from 5.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 4.6% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 4.5%. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.お知らせ • Nov 03+ 4 more updatesNobia AB (publ), Annual General Meeting, Apr 27, 2023Nobia AB (publ), Annual General Meeting, Apr 27, 2023.お知らせ • Oct 14Nobia AB (publ) Provides Earnings Guidance for the Third Quarter of 2022Nobia AB (publ) provided earnings guidance for the third quarter of 2022. The group net sales for the third quarter is expected to amount to SEK 3,479 million and operating profit for the Group is expected to amount to SEK 77 million.Reported Earnings • Jul 20Second quarter 2022 earnings released: EPS: kr0.10 (vs kr1.53 in 2Q 2021)Second quarter 2022 results: EPS: kr0.10 (down from kr1.53 in 2Q 2021). Revenue: kr3.89b (up 7.4% from 2Q 2021). Net income: kr17.0m (down 93% from 2Q 2021). Profit margin: 0.4% (down from 7.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 4.1%, compared to a 4.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 06First quarter 2022 earnings released: EPS: kr0.76 (vs kr0.78 in 1Q 2021)First quarter 2022 results: EPS: kr0.76 (down from kr0.78 in 1Q 2021). Revenue: kr3.78b (up 12% from 1Q 2021). Net income: kr128.0m (down 3.0% from 1Q 2021). Profit margin: 3.4% (down from 3.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.9%, compared to a 7.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 12% per year.お知らせ • May 06+ 1 more updateNobia AB (publ) Approves Dividend for the Year 2021, Payable on 12 May 2022Nobia AB (publ) at its Annual General Meeting held on May 5, 2022, resolved to adopt the dividend to shareholders of SEK 2.50 per share for the 2021 fiscal year, totalling approximately SEK 421 million. The record date for the right to receive dividends is Monday, 9 May and payment is expected to take place on 12 May.Upcoming Dividend • Apr 29Upcoming dividend of kr2.50 per shareEligible shareholders must have bought the stock before 06 May 2022. Payment date: 12 May 2022. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.0%). Higher than average of industry peers (2.7%).Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. 2 highly experienced directors. Employee Representative Director Per Bergstrom is the most experienced director on the board, commencing their role in 2000. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Apr 15Full year 2021 earnings released: EPS: kr4.19 (vs kr1.50 in FY 2020)Full year 2021 results: EPS: kr4.19 (up from kr1.50 in FY 2020). Revenue: kr13.7b (up 7.7% from FY 2020). Net income: kr706.0m (up 179% from FY 2020). Profit margin: 5.1% (up from 2.0% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.2%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 11% per year.お知らせ • Jan 12Nobia AB (publ) (OM:NOBI) agreed to acquire Superfront Ab.Nobia AB (publ) (OM:NOBI) agreed to acquire Superfront Ab on January 11, 2022. Net sales in 2021 amounted to approximately SEK 65m with a double-digit operating margin. Superfront will be consolidated in the Central Europe region from mid-January 2022.Recent Insider Transactions • Nov 17Independent Director recently bought €55k worth of stockOn the 15th of November, Jan Svensson bought around 10k shares on-market at roughly €5.52 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €12k more in shares than they bought in the last 12 months.Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS kr1.01 (vs kr0.78 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr3.22b (up 3.5% from 3Q 2020). Net income: kr170.0m (up 29% from 3Q 2020). Profit margin: 5.3% (up from 4.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Recent Insider Transactions • Aug 20Insider recently sold €67k worth of stockOn the 16th of August, Dan Josefsberg sold around 10k shares on-market at roughly €7.07 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 • Jul 20Second quarter 2021 earnings released: EPS kr1.53 (vs kr0.33 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr3.62b (up 32% from 2Q 2020). Net income: kr258.0m (up kr314.0m from 2Q 2020). Profit margin: 7.1% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • May 01First quarter 2021 earnings released: EPS kr0.78 (vs kr0.52 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: kr3.37b (down 2.1% from 1Q 2020). Net income: kr132.0m (up 50% from 1Q 2020). Profit margin: 3.9% (up from 2.6% in 1Q 2020).お知らせ • Apr 30Nobia AB (Publ) Approves Dividend for the Year 2020, Payable on 6 May, 2021At the Annual General Meeting held on April 29, 2021, Nobia AB (publ) resolved to adopt the dividend to shareholders of SEK 2.00 per share for the 2020 fiscal year, totaling approximately SEK 338 million. The record date for the right to receive dividends is 3 May, 2021 and payment is expected to take place on 6 May, 2021.Upcoming Dividend • Apr 24Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 30 April 2021. Payment date: 06 May 2021. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.0%).Reported Earnings • Apr 07Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: kr12.7b (down 8.5% from FY 2019). Net income: kr253.0m (down 69% from FY 2019). Profit margin: 2.0% (down from 5.8% in FY 2019). The decrease in margin was driven by lower revenue.Reported Earnings • Feb 06Full year 2020 earnings released: EPS kr1.50 (vs kr4.80 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: kr12.7b (down 8.5% from FY 2019). Net income: kr253.0m (down 69% from FY 2019). Profit margin: 2.0% (down from 5.8% in FY 2019). The decrease in margin was driven by lower revenue.Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 0.008%. Over the next year, revenue is forecast to grow 6.3%, compared to a 7.2% growth forecast for the Consumer Durables industry in Germany.Is New 90 Day High Low • Jan 22New 90-day high: €6.74The company is up 21% from its price of €5.59 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.70 per share.Is New 90 Day High Low • Dec 29New 90-day high: €6.42The company is up 15% from its price of €5.59 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.32 per share.Is New 90 Day High Low • Dec 05New 90-day high: €5.86The company is up 7.0% from its price of €5.47 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.57 per share.Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS kr0.78The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: kr3.11b (down 4.9% from 3Q 2019). Net income: kr132.0m (down 29% from 3Q 2019). Profit margin: 4.3% (down from 5.7% in 3Q 2019). The decrease in margin was driven by lower revenue.Analyst Estimate Surprise Post Earnings • Nov 05Revenue beats expectationsRevenue exceeded analyst estimates by 4.8%. Over the next year, revenue is forecast to grow 3.8%, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany.お知らせ • Nov 03Nobia AB (publ) to Report Fiscal Year 2020 Final Results on Apr 08, 2021Nobia AB (publ) announced that they will report fiscal year 2020 final results on Apr 08, 2021お知らせ • Sep 12+ 3 more updatesNobia AB (publ) to Report Nine Months, 2021 Results on Oct 26, 2021Nobia AB (publ) announced that they will report nine months, 2021 results on Oct 26, 2021お知らせ • Jun 30Nobia Announces Reorganization and Restructuring for Increased EfficiencyIn line with the Nobia strategy to target growth, structural efficiency, people engagement and becoming a sustainability and design leader, the group is making organizational changes. The new organization, effective as of September 1, 2020, will enable stronger regional accountability, faster decision making and improved speed in execution. The new organization will consist of three regions responsible for selling, marketing and servicing customers - the Nordic region, the UK region and the Central Europe region, and a group-wide Product Supply function. As a result, the Nordic region will become a pan-Nordic commercial region headed by Ole Dalsbø, whereas in the past it was organised on a country basis. The reorganization will not affect Nobia's reported operating segments. In connection with the reorganization the UK region is implementing measures to increase efficiency which will impact around 240 employees across the UK store network and supply chain. Further, in the Nordic region, Nobia will continue recent years' migration from operating own kitchen specialist stores to a franchise-based distribution model, which results in an impairment of assets.業績と収益の成長予測DB:NI80 - アナリストの将来予測と過去の財務データ ( )SEK Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20286,324409543727212/31/20276,023296341534212/31/20265,728-152-2655823/31/20265,599-659126558N/A12/31/20255,621-636-13486N/A9/30/20254,188-2,078220778N/A6/30/20254,358-250-37576N/A3/31/20254,596-332-206496N/A12/31/20245,765-354-677210N/A9/30/202410,668-541-1,007191N/A6/30/202410,887-441-1,156388N/A12/31/202311,672-455-827890N/A9/30/202312,810-419-717975N/A6/30/202313,593-417-946667N/A3/31/202314,810-344-3691,279N/A12/31/202214,929-2-765919N/A9/30/202214,658310-6831,051N/A6/30/202214,393461-301,529N/A3/31/202214,1257022961,520N/A12/31/202113,7197066481,540N/A9/30/202113,6606491,0481,548N/A6/30/202113,5506111,3781,698N/A3/31/202112,6692971,4791,759N/A12/31/202012,7412531,7602,068N/A9/30/202012,7363141,7062,097N/A6/30/202012,8963691,6012,045N/A3/31/202013,9067151,1381,606N/A12/31/201913,930810N/A1,633N/A9/30/201913,875722N/A1,382N/A6/30/201913,753736N/A1,241N/A3/31/201913,505743N/A1,183N/A12/31/201813,209753N/A1,001N/A9/30/201812,935922N/A991N/A6/30/201812,697964N/A967N/A3/31/201812,602982N/A966N/A12/31/201712,744994N/A987N/A9/30/201712,7831,001N/A1,263N/A6/30/201712,8771,009N/A1,276N/A3/31/201712,8721,002N/A1,310N/A12/31/201612,648979N/A1,281N/A9/30/201611,729910N/A1,119N/A6/30/201611,934913N/A1,174N/A3/31/201612,106901N/A1,146N/A12/31/201512,266870N/A1,145N/A9/30/201513,044795N/A1,119N/A6/30/201512,535728N/A1,006N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: NI80は今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: NI80今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: NI80今後 3 年以内に収益を上げることが予想されます。収益対市場: NI80の収益 ( 4.5% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: NI80の収益 ( 4.5% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: NI80の 自己資本利益率 は、3年後には低くなると予測されています ( 13.2 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 14:47終値2026/05/22 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nobia AB (publ) 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7 アナリスト機関Claes VikbladhABG Sundal Collier SponsoredLars TopholmCarnegie Investment Bank ABAnders HanssonDanske Bank4 その他のアナリストを表示
お知らせ • Oct 14Nobia AB (publ) Provides Earnings Guidance for the Third Quarter of 2022Nobia AB (publ) provided earnings guidance for the third quarter of 2022. The group net sales for the third quarter is expected to amount to SEK 3,479 million and operating profit for the Group is expected to amount to SEK 77 million.
Board Change • May 20Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Director Catarina Fagerholm was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 29Nobia AB (publ) Approves Election to Its Board and Nomination CommitteeNobia AB (publ) at its AGM held on 29 April 2026 approved and elected Katarina Lindström as a new member of the Board of Directors. Jimmy Renström was elected as Chairman of the Board of Directors. The Annual General Meeting appointed Peter Hofvenstam (representing Nordstjernan), Ricard Wennerklint (representing If Skadeförsäkring), Lovisa Runge (representing the Fourth Swedish National Pension Fund) and Erik Durhan (representing Lannebo Kapitalförvaltning), as members of the Nomination Committee for the period until the end of the 2027 Annual General Meeting. The Annual General Meeting appointed Peter Hofvenstam as Chairman of the Nomination Committee.
お知らせ • Mar 23Nobia AB Announces Board ChangesNobia AB announced that the Tony Buffin and Carsten Rasmussen have declined re-election and will therefore step down from the Board.
お知らせ • Mar 03Alteri Partners LLP completed the acquisition of UK operations from Nobia AB (publ) (OM:NOBI).Alteri Partners LLP entered into an agreement to acquire UK operations from Nobia AB (publ) (OM:NOBI) on January 14, 2026. The transaction includes all Nobia UK legal entities including the brands Magnet, Gower, Commodore and CIE. At the time of closing, no purchase price will be due. As part of the share transaction, Alteri Partners LLP assumes, besides the net assets, the obligations related to the leased retail network amounting to a gross liability of SEK 746 million according to IFRS16. The transaction may result in a consideration related to Alteri Partners LLP's future performance and successful turnaround related to the UK operations. Nobia will retain the defined benefit pension plan reported in the UK which is recognized at a net asset value of SEK 80 million. For the period ending September 30, 2025, UK operations of Nobia AB reported total revenue of SEK 4.36 billion and operating loss of SEK 108 million. The transaction is expected to be completed during the first half of 2026 and is subject to customary regulatory approvals and closing conditions. Ashley Katz, James Renahan, Neil Caddy, Gregg Beechey, Roger Schofield, Tobias Caspary, Richard Pilgrim, James Frecknall, and Alexander Goldsmith of Fried, Frank, Harris, Shriver & Jacobson LLP acted as legal advisors to Alteri Partners LLP. Handelsbanken acts as financial advisor to Nobia. Alteri Partners LLP completed the acquisition of UK operations from Nobia AB (publ) (OM:NOBI) on March 2, 2026.
お知らせ • Jan 14Nobia AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 1.5 billion.Nobia AB (publ) has filed a Follow-on Equity Offering in the amount of SEK 1.5 billion. Security Name: Ordinary Shares Security Type: Common Stock Transaction Features: Rights Offering
お知らせ • Dec 16Nobia AB (publ), Annual General Meeting, Apr 29, 2026Nobia AB (publ), Annual General Meeting, Apr 29, 2026. Location: stockholm Sweden
お知らせ • Nov 15+ 2 more updatesNobia AB (publ) to Report Q3, 2026 Results on Nov 04, 2026Nobia AB (publ) announced that they will report Q3, 2026 results on Nov 04, 2026
お知らせ • Oct 28Nobia Announces Executive ChangesNobia announced that Sophie Rose has been appointed Head of Region UK. She will succeed George Dymond, who is leaving Nobia at his own request. Sophie will play a key role in the ongoing transition of Nobia UK into an asset-light model. She joined Nobia in 2023 and has demonstrated strong leadership, driving positive change in the UK business. Sophie has been a key contributor to Nobia and the UK management team. She is well-suited to carry out the ongoing transformation and to continue developing the UK business.
お知らせ • Sep 04Nobia Announces the Appointment of Robert Belkic as Interim CFO, Effective from October 1, 2025Nobia announced the appointment of Robert Belkic as Interim CFO, effective from October 1st. He succeeds Henrik Skogsfors, who earlier this year announced his decision to leave the company. Henrik will remain available to support a smooth transition. Robert brings more than 20 years of senior leadership experience, including CFO roles and board assignments in international companies. He spent a decade as CFO at the global technology company Hexagon, and prior to that held senior finance positions at several large Swedish corporations. Robert will be part of Nobia's Executive Leadership Team and will be based at the company's headquarters in Stockholm.
お知らせ • Jul 18Nobia AB (publ) to Report Fiscal Year 2025 Results on Feb 05, 2026Nobia AB (publ) announced that they will report fiscal year 2025 results on Feb 05, 2026
お知らせ • Apr 09Nobia AB (publ) Relocates Finnish Production to DenmarkNobia AB (publ) has, following customary negotiations with the local union, decided to transfer the production of its Novart kitchen range for the Finnish market from Nastola, Finland, to Nobia’s manufacturing facility in Ølgod, Denmark, and consequently close the factory in Nastola. The transfer will involve a one-time cost of approximately €6 million, of which €1 million is non-cash, which will be recognized in Nobia’s second-quarter 2025 results. The transfer to Ølgod is expected to be completed during 2025 and generate annual efficiencies of approximately €4 million.
お知らせ • Mar 25Nobia AB (Publ) Announces Resignation of Henrik Skogsfors as CFONobia AB (publ) announced that Henrik Skogsfors has announced his intention to resign from Nobia. Henrik will continue to serve as CFO until the interim report for the third quarter is released on November 4th, or until a successor is in place.
お知らせ • Mar 24Nobia AB (Publ) Announces Board Declines Re-ElectionNobia AB (publ) announced that Nora Larssen has declined re-election. Tony Buffin is proposed for re-election as Chair of the Board.
お知らせ • Dec 14Nobia AB (publ), Annual General Meeting, Apr 29, 2025Nobia AB (publ), Annual General Meeting, Apr 29, 2025.
お知らせ • Dec 13+ 2 more updatesNobia AB (publ) to Report Q1, 2025 Results on Apr 29, 2025Nobia AB (publ) announced that they will report Q1, 2025 results on Apr 29, 2025
お知らせ • Nov 07Nobia AB (publ) to Report Fiscal Year 2024 Results on Feb 04, 2025Nobia AB (publ) announced that they will report fiscal year 2024 results on Feb 04, 2025
New Risk • Nov 06New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.6% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.6% operating cash flow to total debt). Shareholders have been substantially diluted in the past year (300% increase in shares outstanding). Minor Risk Share price has been volatile over the past 3 months (9.0% average weekly change).
Reported Earnings • Nov 06Third quarter 2024 earnings released: kr0.12 loss per share (vs kr0.24 profit in 3Q 2023)Third quarter 2024 results: kr0.12 loss per share (down from kr0.24 profit in 3Q 2023). Revenue: kr2.48b (down 20% from 3Q 2023). Net loss: kr83.0m (down 308% from profit in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 5.2% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 43 percentage points per year, which is a significant difference in performance.
お知らせ • May 15Nobia AB (publ) Announces Nomination Committee ElectionsNobia AB (publ) at the AGM held on 14 May 2024, appointed Peter Hofvenstam (representing Nordstjernan), Ricard Wennerklint (representing If Skadeförsäkring) and Lovisa Runge (representing the Fourth Swedish National Pension Fund), as members of the Nomination Committee for the period until the end of the 2025 Annual General Meeting. The Annual General Meeting appointed Peter Hofvenstam as Chairman of the Nomination Committee.
お知らせ • Apr 03Nobia AB (Publ) Announces Closure of the Halifax Manufacturing SiteNobia AB (publ) has unveiled plans to further consolidate its manufacturing operations in the UK as part of its ongoing UK transformation strategy. The company will be relocating its current manufacturing facility in Halifax to the Darlington manufacturing site, with the building in Halifax set to be repurposed as a storage facility. The closure of the Halifax manufacturing site is expected to incur a total cost of approximately 4.7 MGBP, of which 2.2 MGBP is non-cash. The cost will be included in Nobia's second quarter results as items affecting comparability. Approximately 60 full-time equivalent employees in Halifax will be affected by the consolidation. Nobia is committed to supporting impacted team members and exploring alternative employment opportunities wherever feasible.
Reported Earnings • Apr 02Full year 2023 earnings released: kr2.06 loss per share (vs kr0.012 loss in FY 2022)Full year 2023 results: kr2.06 loss per share (further deteriorated from kr0.012 loss in FY 2022). Revenue: kr13.4b (down 10% from FY 2022). Net loss: kr347.0m (loss widened kr345.0m from FY 2022). Revenue is expected to decline by 3.9% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.4%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 20 percentage points per year, which is a significant difference in performance.
New Risk • Mar 27New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €63.5m (US$68.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (17% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (22% average weekly change). Minor Risk Market cap is less than US$100m (€63.5m market cap, or US$68.8m).
お知らせ • Mar 27Nobia AB Announces Jan Svensson and David Haydon Step Down from BoardNobia AB at its 2024 Annual General Meeting, announced Jan Svensson and David Haydon will step down from the Board.
お知らせ • Mar 08Nobia AB (Publ) Announces Executive ChangesNobia AB (publ) announced that George Dymond has been appointed EVP and Head of Region UK. He will succeed Kristoffer Ljungfelt, who recently was appointed to assume the position as president and CEO of Nobia. George will become member of Nobia's Group management team, and assumes his new role latest by July 1, 2024. He joined Nobia in 2023 and has over two decades of experience from senior leadership roles in the retail industry across the UK, Australia, and the US. George has been instrumental in driving a positive change in the UK business and is a key contributor to the UK management team. He has a track record of successful turnarounds, great leadership abilities and is well equipped to continue to drive the transformation and further develop the UK business.
お知らせ • Feb 28+ 1 more updateNobia AB (Publ) Announces Chief Executive Officer ChangesNobia AB (publ) has appointed Kristoffer Ljungfelt as Chief executive officer changes of Nobia. Kristoffer Ljungfelt is currently Nobia's Executive Vice President for the UK and will now commence the transition to the CEO role, with the full transition complete no later than July 1, 2024. Kristoffer's immediate focus will be to ensure the effective completion of the upcoming right's issue and an orderly transition of the UK leadership to his successor. Kristoffer succeeds Jon Sintorn, who will leave Nobia to assume a CEO position in another company. Kristoffer Ljungfelt, age 46, joined Nobia in 2013. Apart from his current role as EVP of Region UK, he has held several other senior positions within the company, including Group CFO, Director of Sigdal in Norway and Financial Director Nobia Nordics. Before joining Nobia, Kristoffer held various senior positions at Electrolux. Kristoffer holds a MSc in Corporate Finance and a BSc in Financial Accounting from Lund University, Sweden.
お知らせ • Feb 22Nobia AB (publ) has filed a Follow-on Equity Offering.Nobia AB (publ) has filed a Follow-on Equity Offering. Security Name: Shares Security Type: Common Stock Transaction Features: Rights Offering
Reported Earnings • Feb 21Full year 2023 earnings released: kr2.07 loss per share (vs kr0.012 loss in FY 2022)Full year 2023 results: kr2.07 loss per share (further deteriorated from kr0.012 loss in FY 2022). Revenue: kr13.4b (down 10% from FY 2022). Net loss: kr347.0m (loss widened kr345.0m from FY 2022). Revenue is expected to decline by 1.6% p.a. on average during the next 2 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.6%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 30 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 19Industrieliegenschaftenverwaltung Aktiengesellschaft., Franz Mayr-Melnhof-Saurau and management of ewe entered into agreement to acquire ewe Küchen Gesellschaft m.b.H. for €26.5 million.Industrieliegenschaftenverwaltung Aktiengesellschaft., Franz Mayr-Melnhof-Saurau and management of ewe entered into agreement to acquire ewe Küchen Gesellschaft m.b.H. for €26.5 million on February 12, 2024. The consideration consists of €24 million in cash, €2.5 million in two earnout payments based on ewe’s performance in 2024 and 2025 and net of cash acquired of €2.4 million. The transaction is subject to customary regulatory approvals by authorities and closing procedures and is expected to be completed during March 2024.
New Risk • Feb 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (10% average weekly change). Minor Risk High level of debt (65% net debt to equity).
お知らせ • Dec 19+ 3 more updatesNobia AB (publ) to Report First Half, 2024 Results on Jul 18, 2024Nobia AB (publ) announced that they will report first half, 2024 results on Jul 18, 2024
お知らせ • Dec 18+ 1 more updateNobia AB (publ) Announces Jon Sintorn to Leave as CEO After Fulfilling His Responsibilities in the Current Capacity Until June 30, 2024Jon Sintorn, President & CEO of Nobia AB (publ), will leave his current role to assume a position as CEO for another listed company. Jon is fully committed to fulfilling his responsibilities in the current capacity until June 30, 2024. During Jon's time serving as the CEO, Nobia has made progress on the strategic plan of transforming the company to a truly modern and leading kitchen specialist. The Board will immediately start the process to search for a new CEO.
Reported Earnings • Nov 05Third quarter 2023 earnings released: EPS: kr0.24 (vs kr0.11 in 3Q 2022)Third quarter 2023 results: EPS: kr0.24 (up from kr0.11 in 3Q 2022). Revenue: kr3.10b (down 11% from 3Q 2022). Net income: kr40.0m (up 111% from 3Q 2022). Profit margin: 1.3% (up from 0.5% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 6.2%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 18 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 03Nobia AB (publ) to Report Fiscal Year 2023 Results on Feb 24, 2024Nobia AB (publ) announced that they will report fiscal year 2023 results on Feb 24, 2024
Buying Opportunity • Sep 26Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 34%. The fair value is estimated to be €0.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.9% over the last 3 years. Meanwhile, the company became loss making.
お知らせ • Jul 23Nobia AB (Publ) Appoints Henrik Skogsfors as Group Chief Financial OfficerNobia AB (publ) announced Henrik Skogsfors has been appointed Group Chief Financial Officer (CFO) as of July 20. Henrik has been serving as Acting CFO for the past half-year and Head of Group Business Control, Accounting and Treasury since 2019.
Reported Earnings • Jul 20Second quarter 2023 earnings released: EPS: kr0.10 (vs kr0.10 in 2Q 2022)Second quarter 2023 results: EPS: kr0.10 (down from kr0.10 in 2Q 2022). Revenue: kr3.56b (down 8.4% from 2Q 2022). Net income: kr1.00m (down 94% from 2Q 2022). Profit margin: 0% (down from 0.4% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 6.4% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 72 percentage points per year, which is a significant difference in performance.
Board Change • Apr 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Tony Buffin was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 09Full year 2022 earnings released: kr0.012 loss per share (vs kr4.19 profit in FY 2021)Full year 2022 results: kr0.012 loss per share (down from kr4.19 profit in FY 2021). Revenue: kr14.9b (up 8.8% from FY 2021). Net loss: kr2.00m (down 100% from profit in FY 2021). Profit margin: 0% (down from 5.1% in FY 2021). Revenue is forecast to stay flat during the next 3 years compared to a 5.0% growth forecast for the Consumer Durables industry in Germany. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 24% per year.
Reported Earnings • Feb 10Full year 2022 earnings released: kr0.01 loss per share (vs kr4.19 profit in FY 2021)Full year 2022 results: kr0.01 loss per share (down from kr4.19 profit in FY 2021). Revenue: kr14.9b (up 8.8% from FY 2021). Net loss: kr2.00m (down 100% from profit in FY 2021). Profit margin: 0% (down from 5.1% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 5.3%. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has fallen by 38% per year, which means it is performing significantly worse than earnings.
Valuation Update With 7 Day Price Move • Jan 21Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €1.69, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 13x in the Consumer Durables industry in Germany. Total loss to shareholders of 72% over the past three years.
お知らせ • Nov 17Nobia AB (Publ) Announces Management ChangesNobia AB (publ) announced that Kristoffer Ljungfelt, currently Chief Financial Officer of Nobia, has agreed to be appointed EVP and Head of Region UK. The appointment is pending UK visa approval. Kristoffer will replace Dan Carr, Head of Region UK, who has decided to leave the company to pursue opportunities outside of the Group.
Valuation Update With 7 Day Price Move • Nov 09Investor sentiment improved over the past weekAfter last week's 17% share price gain to €1.95, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 8x in the Consumer Durables industry in Germany. Total loss to shareholders of 65% over the past three years.
Reported Earnings • Nov 03Third quarter 2022 earnings released: EPS: kr0.11 (vs kr1.01 in 3Q 2021)Third quarter 2022 results: EPS: kr0.11 (down from kr1.01 in 3Q 2021). Revenue: kr3.48b (up 8.2% from 3Q 2021). Net income: kr19.0m (down 89% from 3Q 2021). Profit margin: 0.5% (down from 5.3% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 4.6% p.a. on average during the next 3 years, while revenues in the Consumer Durables industry in Germany are expected to grow by 4.5%. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has fallen by 34% per year, which means it is performing significantly worse than earnings.
お知らせ • Nov 03+ 4 more updatesNobia AB (publ), Annual General Meeting, Apr 27, 2023Nobia AB (publ), Annual General Meeting, Apr 27, 2023.
お知らせ • Oct 14Nobia AB (publ) Provides Earnings Guidance for the Third Quarter of 2022Nobia AB (publ) provided earnings guidance for the third quarter of 2022. The group net sales for the third quarter is expected to amount to SEK 3,479 million and operating profit for the Group is expected to amount to SEK 77 million.
Reported Earnings • Jul 20Second quarter 2022 earnings released: EPS: kr0.10 (vs kr1.53 in 2Q 2021)Second quarter 2022 results: EPS: kr0.10 (down from kr1.53 in 2Q 2021). Revenue: kr3.89b (up 7.4% from 2Q 2021). Net income: kr17.0m (down 93% from 2Q 2021). Profit margin: 0.4% (down from 7.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 4.1%, compared to a 4.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: kr0.76 (vs kr0.78 in 1Q 2021)First quarter 2022 results: EPS: kr0.76 (down from kr0.78 in 1Q 2021). Revenue: kr3.78b (up 12% from 1Q 2021). Net income: kr128.0m (down 3.0% from 1Q 2021). Profit margin: 3.4% (down from 3.9% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.9%, compared to a 7.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 12% per year.
お知らせ • May 06+ 1 more updateNobia AB (publ) Approves Dividend for the Year 2021, Payable on 12 May 2022Nobia AB (publ) at its Annual General Meeting held on May 5, 2022, resolved to adopt the dividend to shareholders of SEK 2.50 per share for the 2021 fiscal year, totalling approximately SEK 421 million. The record date for the right to receive dividends is Monday, 9 May and payment is expected to take place on 12 May.
Upcoming Dividend • Apr 29Upcoming dividend of kr2.50 per shareEligible shareholders must have bought the stock before 06 May 2022. Payment date: 12 May 2022. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 6.4%. Within top quartile of German dividend payers (4.0%). Higher than average of industry peers (2.7%).
Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 1 experienced director. 2 highly experienced directors. Employee Representative Director Per Bergstrom is the most experienced director on the board, commencing their role in 2000. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Apr 15Full year 2021 earnings released: EPS: kr4.19 (vs kr1.50 in FY 2020)Full year 2021 results: EPS: kr4.19 (up from kr1.50 in FY 2020). Revenue: kr13.7b (up 7.7% from FY 2020). Net income: kr706.0m (up 179% from FY 2020). Profit margin: 5.1% (up from 2.0% in FY 2020). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.2%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year whereas the company’s share price has fallen by 11% per year.
お知らせ • Jan 12Nobia AB (publ) (OM:NOBI) agreed to acquire Superfront Ab.Nobia AB (publ) (OM:NOBI) agreed to acquire Superfront Ab on January 11, 2022. Net sales in 2021 amounted to approximately SEK 65m with a double-digit operating margin. Superfront will be consolidated in the Central Europe region from mid-January 2022.
Recent Insider Transactions • Nov 17Independent Director recently bought €55k worth of stockOn the 15th of November, Jan Svensson bought around 10k shares on-market at roughly €5.52 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold €12k more in shares than they bought in the last 12 months.
Reported Earnings • Oct 27Third quarter 2021 earnings released: EPS kr1.01 (vs kr0.78 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr3.22b (up 3.5% from 3Q 2020). Net income: kr170.0m (up 29% from 3Q 2020). Profit margin: 5.3% (up from 4.3% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Aug 20Insider recently sold €67k worth of stockOn the 16th of August, Dan Josefsberg sold around 10k shares on-market at roughly €7.07 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 • Jul 20Second quarter 2021 earnings released: EPS kr1.53 (vs kr0.33 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr3.62b (up 32% from 2Q 2020). Net income: kr258.0m (up kr314.0m from 2Q 2020). Profit margin: 7.1% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • May 01First quarter 2021 earnings released: EPS kr0.78 (vs kr0.52 in 1Q 2020)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2021 results: Revenue: kr3.37b (down 2.1% from 1Q 2020). Net income: kr132.0m (up 50% from 1Q 2020). Profit margin: 3.9% (up from 2.6% in 1Q 2020).
お知らせ • Apr 30Nobia AB (Publ) Approves Dividend for the Year 2020, Payable on 6 May, 2021At the Annual General Meeting held on April 29, 2021, Nobia AB (publ) resolved to adopt the dividend to shareholders of SEK 2.00 per share for the 2020 fiscal year, totaling approximately SEK 338 million. The record date for the right to receive dividends is 3 May, 2021 and payment is expected to take place on 6 May, 2021.
Upcoming Dividend • Apr 24Upcoming dividend of kr2.00 per shareEligible shareholders must have bought the stock before 30 April 2021. Payment date: 06 May 2021. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.0%).
Reported Earnings • Apr 07Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: kr12.7b (down 8.5% from FY 2019). Net income: kr253.0m (down 69% from FY 2019). Profit margin: 2.0% (down from 5.8% in FY 2019). The decrease in margin was driven by lower revenue.
Reported Earnings • Feb 06Full year 2020 earnings released: EPS kr1.50 (vs kr4.80 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: kr12.7b (down 8.5% from FY 2019). Net income: kr253.0m (down 69% from FY 2019). Profit margin: 2.0% (down from 5.8% in FY 2019). The decrease in margin was driven by lower revenue.
Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 0.008%. Over the next year, revenue is forecast to grow 6.3%, compared to a 7.2% growth forecast for the Consumer Durables industry in Germany.
Is New 90 Day High Low • Jan 22New 90-day high: €6.74The company is up 21% from its price of €5.59 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.70 per share.
Is New 90 Day High Low • Dec 29New 90-day high: €6.42The company is up 15% from its price of €5.59 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 20% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.32 per share.
Is New 90 Day High Low • Dec 05New 90-day high: €5.86The company is up 7.0% from its price of €5.47 on 04 September 2020. The German market is up 5.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Consumer Durables industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.57 per share.
Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS kr0.78The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: kr3.11b (down 4.9% from 3Q 2019). Net income: kr132.0m (down 29% from 3Q 2019). Profit margin: 4.3% (down from 5.7% in 3Q 2019). The decrease in margin was driven by lower revenue.
Analyst Estimate Surprise Post Earnings • Nov 05Revenue beats expectationsRevenue exceeded analyst estimates by 4.8%. Over the next year, revenue is forecast to grow 3.8%, compared to a 5.2% growth forecast for the Consumer Durables industry in Germany.
お知らせ • Nov 03Nobia AB (publ) to Report Fiscal Year 2020 Final Results on Apr 08, 2021Nobia AB (publ) announced that they will report fiscal year 2020 final results on Apr 08, 2021
お知らせ • Sep 12+ 3 more updatesNobia AB (publ) to Report Nine Months, 2021 Results on Oct 26, 2021Nobia AB (publ) announced that they will report nine months, 2021 results on Oct 26, 2021
お知らせ • Jun 30Nobia Announces Reorganization and Restructuring for Increased EfficiencyIn line with the Nobia strategy to target growth, structural efficiency, people engagement and becoming a sustainability and design leader, the group is making organizational changes. The new organization, effective as of September 1, 2020, will enable stronger regional accountability, faster decision making and improved speed in execution. The new organization will consist of three regions responsible for selling, marketing and servicing customers - the Nordic region, the UK region and the Central Europe region, and a group-wide Product Supply function. As a result, the Nordic region will become a pan-Nordic commercial region headed by Ole Dalsbø, whereas in the past it was organised on a country basis. The reorganization will not affect Nobia's reported operating segments. In connection with the reorganization the UK region is implementing measures to increase efficiency which will impact around 240 employees across the UK store network and supply chain. Further, in the Nordic region, Nobia will continue recent years' migration from operating own kitchen specialist stores to a franchise-based distribution model, which results in an impairment of assets.