View Future GrowthInfraCom Group 過去の業績過去 基準チェック /66InfraCom Groupは、平均年間28.2%の収益成長を遂げていますが、 IT業界の収益は、年間 成長しています。収益は、平均年間6.1% 27.5%収益成長率で 成長しています。 InfraCom Groupの自己資本利益率は25.1%であり、純利益率は19%です。主要情報28.20%収益成長率25.37%EPS成長率IT 業界の成長13.97%収益成長率27.49%株主資本利益率25.08%ネット・マージン18.99%前回の決算情報31 Mar 2026最近の業績更新お知らせ • Jan 22InfraCom Group AB (publ) to Report Fiscal Year 2024 Results on Feb 20, 2025InfraCom Group AB (publ) announced that they will report fiscal year 2024 results on Feb 20, 2025お知らせ • Oct 14InfraCom Group AB (publ) to Report Q3, 2024 Results on Nov 12, 2024InfraCom Group AB (publ) announced that they will report Q3, 2024 results on Nov 12, 2024Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: kr0.98 (vs kr0.55 in 2Q 2023)Second quarter 2024 results: EPS: kr0.98 (up from kr0.55 in 2Q 2023). Revenue: kr204.4m (flat on 2Q 2023). Net income: kr34.1m (up 85% from 2Q 2023). Profit margin: 17% (up from 9.1% in 2Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Jul 25InfraCom Group AB (publ) to Report Q2, 2024 Results on Aug 23, 2024InfraCom Group AB (publ) announced that they will report Q2, 2024 results on Aug 23, 2024Reported Earnings • May 09First quarter 2024 earnings released: EPS: kr0.98 (vs kr0.52 in 1Q 2023)First quarter 2024 results: EPS: kr0.98 (up from kr0.52 in 1Q 2023). Revenue: kr200.8m (up 88% from 1Q 2023). Net income: kr33.9m (up 101% from 1Q 2023). Profit margin: 17% (up from 16% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 09InfraCom Group AB (publ) to Report Q1, 2024 Results on May 08, 2024InfraCom Group AB (publ) announced that they will report Q1, 2024 results on May 08, 2024すべての更新を表示Recent updatesBoard Change • May 21No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Feb 21InfraCom Group AB (publ) announces Annual dividend, payable on May 26, 2026InfraCom Group AB (publ) announced Annual dividend of SEK 0.6000 per share payable on May 26, 2026, ex-date on May 20, 2026 and record date on May 20, 2026.お知らせ • Jul 18Telia Company AB (publ) (OM:TELIA) proposed to acquire Bredband2 i Skandinavien AB (publ) (OM:BRE2) from Anders Lövgren, ALCUR Fonder AB, Odin Small Cap, Mark Hauschildt, InfraCom Group AB and Other shareholders for SEK 3.2 billion.Telia Company AB (publ) (OM:TELIA) proposed to acquire Bredband2 i Skandinavien AB (publ) (OM:BRE2) from Anders Lövgren, ALCUR Fonder AB, Odin Small Cap, Mark Hauschildt, InfraCom Group AB and Other shareholders for SEK 3.2 billion on July 16, 2025. A cash consideration valued at SEK 3.25 per share will be paid by Telia Company AB (publ). As part of consideration, Telia offers SEK 3.25 in cash to each shareholder of Bredband2 for each share in Bredband2 tendered in the Offer. The Offer is made based on the premise that the settlement of the Offer will be completed after the record date for Bredband2’s dividend of SEK 0.05 per share on 19 September 2025. In addition, the Offer entails that Telia allows an extraordinary general meeting of Bredband2 to resolve on an additional dividend of SEK 0.05 per share without affecting the offer of SEK 3.25 per share. The offered consideration represents a premium of approximately 34.9% compared to the closing price of SEK 2.41 for Bredband2’s share on Nasdaq First North Growth Market on 17 July 2025. The acceptance period of the Offer is expected to start on 1 September 2025 and end on 17 October 2025, subject to any extensions. The total number of shares that are subject to the undertakings to accept Telia’s offer amounts to approximately 50.2 per cent of all shares and votes in Bredband2. The board of directors of Bredband2 unanimously recommends the shareholders of Bredband2 to accept the Offer. Completion of the Offer is conditional upon customary conditions, including that it is accepted to such extent that Telia becomes the owner of more than 90 per cent of the total number of shares in Bredband2 as well as the receipt of all necessary regulatory, governmental or similar clearances, approvals, decisions and other actions from authorities or similar, including from competition authorities, in each case on terms which, in Telia’s opinion, are acceptable. Telia has reserved the right to waive these and the other conditions for the completion of the Offer. The board of directors of Bredband2 has, at the request of Telia, allowed Telia to carry out a limited due diligence review of Bredband2 in connection with the preparations of the Offer. The expected completion of the transaction is October 17, 2025. Ernst & Young Aktiebolag acted as fairness opinion provider for Bredband2 i Skandinavien AB. Gernandt & Danielsson Advokatbyrå KB acted as legal advisor for Bredband2 i Skandinavien AB.お知らせ • May 08InfraCom Group AB (publ) announces Annual dividend, payable on May 21, 2025InfraCom Group AB (publ) announced Annual dividend of SEK 0.6000 per share payable on May 21, 2025, ex-date on May 15, 2025 and record date on May 16, 2025.お知らせ • Jan 22InfraCom Group AB (publ) to Report Fiscal Year 2024 Results on Feb 20, 2025InfraCom Group AB (publ) announced that they will report fiscal year 2024 results on Feb 20, 2025Valuation Update With 7 Day Price Move • Oct 22Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €1.20, the stock trades at a trailing P/E ratio of 5.4x. Average forward P/E is 15x in the IT industry in Germany. Total loss to shareholders of 59% over the past three years.Buy Or Sell Opportunity • Oct 18Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 45% to €1.26. The fair value is estimated to be €1.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Earnings per share has grown by 22%.Recent Insider Transactions • Oct 15Chairman of the Board recently bought €86k worth of stockOn the 10th of October, Oskar Safstrom bought around 57k shares on-market at roughly €1.50 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Oskar's only on-market trade for the last 12 months.New Risk • Oct 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €53.4m (US$58.3m) 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Market cap is less than US$100m (€53.4m market cap, or US$58.3m).お知らせ • Oct 14InfraCom Group AB (publ) to Report Q3, 2024 Results on Nov 12, 2024InfraCom Group AB (publ) announced that they will report Q3, 2024 results on Nov 12, 2024Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: kr0.98 (vs kr0.55 in 2Q 2023)Second quarter 2024 results: EPS: kr0.98 (up from kr0.55 in 2Q 2023). Revenue: kr204.4m (flat on 2Q 2023). Net income: kr34.1m (up 85% from 2Q 2023). Profit margin: 17% (up from 9.1% in 2Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Jul 25InfraCom Group AB (publ) to Report Q2, 2024 Results on Aug 23, 2024InfraCom Group AB (publ) announced that they will report Q2, 2024 results on Aug 23, 2024Reported Earnings • May 09First quarter 2024 earnings released: EPS: kr0.98 (vs kr0.52 in 1Q 2023)First quarter 2024 results: EPS: kr0.98 (up from kr0.52 in 1Q 2023). Revenue: kr200.8m (up 88% from 1Q 2023). Net income: kr33.9m (up 101% from 1Q 2023). Profit margin: 17% (up from 16% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 08Upcoming dividend of kr0.55 per shareEligible shareholders must have bought the stock before 15 May 2024. Payment date: 21 May 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.3%).New Risk • May 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (8.8% net profit margin). Shareholders have been diluted in the past year (2.1% increase in shares outstanding).お知らせ • Apr 16InfraCom Group AB (publ), Annual General Meeting, May 14, 2024InfraCom Group AB (publ), Annual General Meeting, May 14, 2024.お知らせ • Apr 09InfraCom Group AB (publ) to Report Q1, 2024 Results on May 08, 2024InfraCom Group AB (publ) announced that they will report Q1, 2024 results on May 08, 2024Valuation Update With 7 Day Price Move • Feb 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €2.71, the stock trades at a trailing P/E ratio of 20.4x. Average forward P/E is 16x in the IT industry in Germany. Negligible returns to shareholders over past year.Reported Earnings • Feb 25Full year 2023 earnings released: EPS: kr1.91 (vs kr1.68 in FY 2022)Full year 2023 results: EPS: kr1.91 (up from kr1.68 in FY 2022). Revenue: kr729.9m (up 107% from FY 2022). Net income: kr63.8m (up 21% from FY 2022). Profit margin: 8.7% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany.お知らせ • Jan 24InfraCom Group AB (publ) to Report Fiscal Year 2023 Results on Feb 22, 2024InfraCom Group AB (publ) announced that they will report fiscal year 2023 results on Feb 22, 2024New Risk • Nov 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 16% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (11% net profit margin). Shareholders have been diluted in the past year (6.8% increase in shares outstanding).Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €2.63, the stock trades at a trailing P/E ratio of 17.1x. Average forward P/E is 15x in the IT industry in Germany. Total returns to shareholders of 15% over the past year.お知らせ • Oct 12InfraCom Group AB (publ) to Report Q3, 2023 Results on Nov 10, 2023InfraCom Group AB (publ) announced that they will report Q3, 2023 results on Nov 10, 2023お知らせ • Sep 20InfraCom Group AB (publ) (NGM:INFRA) signed an agreement to acquire CoMCenter i Jönköping AB for SEK 55 million.InfraCom Group AB (publ) (NGM:INFRA) signed an agreement to acquire CoMCenter i Jönköping AB for SEK 55 million on September 19, 2023.Reported Earnings • Sep 03Second quarter 2023 earnings released: EPS: kr0.55 (vs kr0.38 in 2Q 2022)Second quarter 2023 results: EPS: kr0.55 (up from kr0.38 in 2Q 2022). Revenue: kr205.4m (up 177% from 2Q 2022). Net income: kr18.5m (up 55% from 2Q 2022). Profit margin: 9.0% (down from 16% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the IT industry in Germany.Buying Opportunity • Aug 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.0%. The fair value is estimated to be €2.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 30%.お知らせ • Aug 03InfraCom Group AB (publ) to Report Q2, 2023 Results on Aug 31, 2023InfraCom Group AB (publ) announced that they will report Q2, 2023 results on Aug 31, 2023Upcoming Dividend • Apr 21Upcoming dividend of kr0.55 per share at 1.8% yieldEligible shareholders must have bought the stock before 28 April 2023. Payment date: 05 May 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.1%).Reported Earnings • Feb 26Full year 2022 earnings released: EPS: kr1.66 (vs kr1.47 in FY 2021)Full year 2022 results: EPS: kr1.66 (up from kr1.47 in FY 2021). Revenue: kr355.3m (up 32% from FY 2021). Net income: kr52.7m (up 16% from FY 2021). Profit margin: 15% (down from 17% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the IT industry in Germany.お知らせ • Jan 25InfraCom Group AB (publ) to Report Fiscal Year 2022 Results on Feb 23, 2023InfraCom Group AB (publ) announced that they will report fiscal year 2022 results on Feb 23, 2023Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 18% share price gain to €2.48, the stock trades at a trailing P/E ratio of 17.7x. Average forward P/E is 18x in the IT industry in Germany. Total loss to shareholders of 15% over the past year.お知らせ • Oct 12InfraCom Group AB (publ) (NGM:INFRA) acquired Quality Of Service Holding Sweden Ab for SEK 27 million.InfraCom Group AB (publ) (NGM:INFRA) acquired Quality Of Service Holding Sweden Ab for SEK 27 million on October 11, 2022. The consideration was paid on a cash and debt-free basis. In financial year 2021/22, the company's turnover amounted to SEK 36 million. InfraCom Group AB (publ) (NGM:INFRA) completed the acquisition of Quality Of Service Holding Sweden Ab on October 11, 2022.Reported Earnings • Sep 03Second quarter 2022 earnings released: EPS: kr0.38 (vs kr0.41 in 2Q 2021)Second quarter 2022 results: EPS: kr0.38 (down from kr0.41 in 2Q 2021). Revenue: kr74.8m (up 3.8% from 2Q 2021). Net income: kr11.9m (down 5.1% from 2Q 2021). Profit margin: 16% (down from 18% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 13% growth forecast for the IT industry in Germany.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Mar 03Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: kr1.46 (up from kr0.61 in FY 2020). Revenue: kr270.0m (up 21% from FY 2020). Net income: kr45.6m (up 141% from FY 2020). Profit margin: 17% (up from 8.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 20%, compared to a 16% growth forecast for the industry in Germany.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS kr0.36 (vs kr0.15 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr67.6m (up 25% from 3Q 2020). Net income: kr11.2m (up 145% from 3Q 2020). Profit margin: 17% (up from 8.4% in 3Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to €3.10, the stock trades at a trailing P/E ratio of 41.6x. Average trailing P/E is 38x in the IT industry in Germany.Reported Earnings • Sep 04Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr73.7m (up 36% from 2Q 2020). Net income: kr12.6m (up 165% from 2Q 2020). Profit margin: 17% (up from 8.8% in 2Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to €2.59, the stock trades at a trailing P/E ratio of 41.8x. Average forward P/E is 30x in the IT industry in Germany.Reported Earnings • Jun 12First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr58.7m (up 11% from 1Q 2020). Net income: kr9.51m (up 124% from 1Q 2020). Profit margin: 16% (up from 8.0% in 1Q 2020). The increase in margin was driven by higher revenue.収支内訳InfraCom Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:8HG 収益、費用、利益 ( )SEK Millions日付収益収益G+A経費研究開発費31 Mar 2681215455031 Dec 2581816152030 Sep 2582514553030 Jun 258349349031 Mar 258438751031 Dec 2483810251030 Sep 248269548030 Jun 248159647031 Mar 248168151031 Dec 237236445030 Sep 236136839030 Jun 235156335031 Mar 233855627031 Dec 223525326030 Sep 223165225030 Jun 222884923031 Mar 222864922031 Dec 212704623030 Sep 212614322030 Jun 212474124031 Mar 212293823031 Dec 202243723030 Sep 202102720030 Jun 202052123031 Mar 202031526031 Dec 191991028030 Jun 191891030031 Mar 191811031031 Dec 181621026030 Sep 181461023030 Jun 181321122030 Jun 1770760質の高い収益: 8HGは 高品質の収益 を持っています。利益率の向上: 8HGの現在の純利益率 (19%)は、昨年(10.3%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 8HGの収益は過去 5 年間で年間28.2%増加しました。成長の加速: 8HGの過去 1 年間の収益成長率 ( 77% ) は、5 年間の平均 ( 年間28.2%を上回っています。収益対業界: 8HGの過去 1 年間の収益成長率 ( 77% ) はIT業界4.2%を上回りました。株主資本利益率高いROE: 8HGの 自己資本利益率 ( 25.1% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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2026/05/24 13:29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InfraCom Group 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。2 アナリスト機関Andreas JoelssonDNB Carnegie Commissioned ResearchRasmus JacobssonRedeye
お知らせ • Jan 22InfraCom Group AB (publ) to Report Fiscal Year 2024 Results on Feb 20, 2025InfraCom Group AB (publ) announced that they will report fiscal year 2024 results on Feb 20, 2025
お知らせ • Oct 14InfraCom Group AB (publ) to Report Q3, 2024 Results on Nov 12, 2024InfraCom Group AB (publ) announced that they will report Q3, 2024 results on Nov 12, 2024
Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: kr0.98 (vs kr0.55 in 2Q 2023)Second quarter 2024 results: EPS: kr0.98 (up from kr0.55 in 2Q 2023). Revenue: kr204.4m (flat on 2Q 2023). Net income: kr34.1m (up 85% from 2Q 2023). Profit margin: 17% (up from 9.1% in 2Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Jul 25InfraCom Group AB (publ) to Report Q2, 2024 Results on Aug 23, 2024InfraCom Group AB (publ) announced that they will report Q2, 2024 results on Aug 23, 2024
Reported Earnings • May 09First quarter 2024 earnings released: EPS: kr0.98 (vs kr0.52 in 1Q 2023)First quarter 2024 results: EPS: kr0.98 (up from kr0.52 in 1Q 2023). Revenue: kr200.8m (up 88% from 1Q 2023). Net income: kr33.9m (up 101% from 1Q 2023). Profit margin: 17% (up from 16% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 09InfraCom Group AB (publ) to Report Q1, 2024 Results on May 08, 2024InfraCom Group AB (publ) announced that they will report Q1, 2024 results on May 08, 2024
Board Change • May 21No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Feb 21InfraCom Group AB (publ) announces Annual dividend, payable on May 26, 2026InfraCom Group AB (publ) announced Annual dividend of SEK 0.6000 per share payable on May 26, 2026, ex-date on May 20, 2026 and record date on May 20, 2026.
お知らせ • Jul 18Telia Company AB (publ) (OM:TELIA) proposed to acquire Bredband2 i Skandinavien AB (publ) (OM:BRE2) from Anders Lövgren, ALCUR Fonder AB, Odin Small Cap, Mark Hauschildt, InfraCom Group AB and Other shareholders for SEK 3.2 billion.Telia Company AB (publ) (OM:TELIA) proposed to acquire Bredband2 i Skandinavien AB (publ) (OM:BRE2) from Anders Lövgren, ALCUR Fonder AB, Odin Small Cap, Mark Hauschildt, InfraCom Group AB and Other shareholders for SEK 3.2 billion on July 16, 2025. A cash consideration valued at SEK 3.25 per share will be paid by Telia Company AB (publ). As part of consideration, Telia offers SEK 3.25 in cash to each shareholder of Bredband2 for each share in Bredband2 tendered in the Offer. The Offer is made based on the premise that the settlement of the Offer will be completed after the record date for Bredband2’s dividend of SEK 0.05 per share on 19 September 2025. In addition, the Offer entails that Telia allows an extraordinary general meeting of Bredband2 to resolve on an additional dividend of SEK 0.05 per share without affecting the offer of SEK 3.25 per share. The offered consideration represents a premium of approximately 34.9% compared to the closing price of SEK 2.41 for Bredband2’s share on Nasdaq First North Growth Market on 17 July 2025. The acceptance period of the Offer is expected to start on 1 September 2025 and end on 17 October 2025, subject to any extensions. The total number of shares that are subject to the undertakings to accept Telia’s offer amounts to approximately 50.2 per cent of all shares and votes in Bredband2. The board of directors of Bredband2 unanimously recommends the shareholders of Bredband2 to accept the Offer. Completion of the Offer is conditional upon customary conditions, including that it is accepted to such extent that Telia becomes the owner of more than 90 per cent of the total number of shares in Bredband2 as well as the receipt of all necessary regulatory, governmental or similar clearances, approvals, decisions and other actions from authorities or similar, including from competition authorities, in each case on terms which, in Telia’s opinion, are acceptable. Telia has reserved the right to waive these and the other conditions for the completion of the Offer. The board of directors of Bredband2 has, at the request of Telia, allowed Telia to carry out a limited due diligence review of Bredband2 in connection with the preparations of the Offer. The expected completion of the transaction is October 17, 2025. Ernst & Young Aktiebolag acted as fairness opinion provider for Bredband2 i Skandinavien AB. Gernandt & Danielsson Advokatbyrå KB acted as legal advisor for Bredband2 i Skandinavien AB.
お知らせ • May 08InfraCom Group AB (publ) announces Annual dividend, payable on May 21, 2025InfraCom Group AB (publ) announced Annual dividend of SEK 0.6000 per share payable on May 21, 2025, ex-date on May 15, 2025 and record date on May 16, 2025.
お知らせ • Jan 22InfraCom Group AB (publ) to Report Fiscal Year 2024 Results on Feb 20, 2025InfraCom Group AB (publ) announced that they will report fiscal year 2024 results on Feb 20, 2025
Valuation Update With 7 Day Price Move • Oct 22Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €1.20, the stock trades at a trailing P/E ratio of 5.4x. Average forward P/E is 15x in the IT industry in Germany. Total loss to shareholders of 59% over the past three years.
Buy Or Sell Opportunity • Oct 18Now 22% undervalued after recent price dropOver the last 90 days, the stock has fallen 45% to €1.26. The fair value is estimated to be €1.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 46% over the last 3 years. Earnings per share has grown by 22%.
Recent Insider Transactions • Oct 15Chairman of the Board recently bought €86k worth of stockOn the 10th of October, Oskar Safstrom bought around 57k shares on-market at roughly €1.50 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Oskar's only on-market trade for the last 12 months.
New Risk • Oct 14New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: €53.4m (US$58.3m) 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.0% average weekly change). Shareholders have been diluted in the past year (2.3% increase in shares outstanding). Market cap is less than US$100m (€53.4m market cap, or US$58.3m).
お知らせ • Oct 14InfraCom Group AB (publ) to Report Q3, 2024 Results on Nov 12, 2024InfraCom Group AB (publ) announced that they will report Q3, 2024 results on Nov 12, 2024
Reported Earnings • Aug 25Second quarter 2024 earnings released: EPS: kr0.98 (vs kr0.55 in 2Q 2023)Second quarter 2024 results: EPS: kr0.98 (up from kr0.55 in 2Q 2023). Revenue: kr204.4m (flat on 2Q 2023). Net income: kr34.1m (up 85% from 2Q 2023). Profit margin: 17% (up from 9.1% in 2Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Jul 25InfraCom Group AB (publ) to Report Q2, 2024 Results on Aug 23, 2024InfraCom Group AB (publ) announced that they will report Q2, 2024 results on Aug 23, 2024
Reported Earnings • May 09First quarter 2024 earnings released: EPS: kr0.98 (vs kr0.52 in 1Q 2023)First quarter 2024 results: EPS: kr0.98 (up from kr0.52 in 1Q 2023). Revenue: kr200.8m (up 88% from 1Q 2023). Net income: kr33.9m (up 101% from 1Q 2023). Profit margin: 17% (up from 16% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 08Upcoming dividend of kr0.55 per shareEligible shareholders must have bought the stock before 15 May 2024. Payment date: 21 May 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.3%).
New Risk • May 03New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Profit margins are more than 30% lower than last year (8.8% net profit margin). Shareholders have been diluted in the past year (2.1% increase in shares outstanding).
お知らせ • Apr 16InfraCom Group AB (publ), Annual General Meeting, May 14, 2024InfraCom Group AB (publ), Annual General Meeting, May 14, 2024.
お知らせ • Apr 09InfraCom Group AB (publ) to Report Q1, 2024 Results on May 08, 2024InfraCom Group AB (publ) announced that they will report Q1, 2024 results on May 08, 2024
Valuation Update With 7 Day Price Move • Feb 29Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €2.71, the stock trades at a trailing P/E ratio of 20.4x. Average forward P/E is 16x in the IT industry in Germany. Negligible returns to shareholders over past year.
Reported Earnings • Feb 25Full year 2023 earnings released: EPS: kr1.91 (vs kr1.68 in FY 2022)Full year 2023 results: EPS: kr1.91 (up from kr1.68 in FY 2022). Revenue: kr729.9m (up 107% from FY 2022). Net income: kr63.8m (up 21% from FY 2022). Profit margin: 8.7% (down from 15% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany.
お知らせ • Jan 24InfraCom Group AB (publ) to Report Fiscal Year 2023 Results on Feb 22, 2024InfraCom Group AB (publ) announced that they will report fiscal year 2023 results on Feb 22, 2024
New Risk • Nov 19New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 11% Last year net profit margin: 16% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (11% net profit margin). Shareholders have been diluted in the past year (6.8% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €2.63, the stock trades at a trailing P/E ratio of 17.1x. Average forward P/E is 15x in the IT industry in Germany. Total returns to shareholders of 15% over the past year.
お知らせ • Oct 12InfraCom Group AB (publ) to Report Q3, 2023 Results on Nov 10, 2023InfraCom Group AB (publ) announced that they will report Q3, 2023 results on Nov 10, 2023
お知らせ • Sep 20InfraCom Group AB (publ) (NGM:INFRA) signed an agreement to acquire CoMCenter i Jönköping AB for SEK 55 million.InfraCom Group AB (publ) (NGM:INFRA) signed an agreement to acquire CoMCenter i Jönköping AB for SEK 55 million on September 19, 2023.
Reported Earnings • Sep 03Second quarter 2023 earnings released: EPS: kr0.55 (vs kr0.38 in 2Q 2022)Second quarter 2023 results: EPS: kr0.55 (up from kr0.38 in 2Q 2022). Revenue: kr205.4m (up 177% from 2Q 2022). Net income: kr18.5m (up 55% from 2Q 2022). Profit margin: 9.0% (down from 16% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the IT industry in Germany.
Buying Opportunity • Aug 24Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 6.0%. The fair value is estimated to be €2.94, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 30%.
お知らせ • Aug 03InfraCom Group AB (publ) to Report Q2, 2023 Results on Aug 31, 2023InfraCom Group AB (publ) announced that they will report Q2, 2023 results on Aug 31, 2023
Upcoming Dividend • Apr 21Upcoming dividend of kr0.55 per share at 1.8% yieldEligible shareholders must have bought the stock before 28 April 2023. Payment date: 05 May 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (2.1%).
Reported Earnings • Feb 26Full year 2022 earnings released: EPS: kr1.66 (vs kr1.47 in FY 2021)Full year 2022 results: EPS: kr1.66 (up from kr1.47 in FY 2021). Revenue: kr355.3m (up 32% from FY 2021). Net income: kr52.7m (up 16% from FY 2021). Profit margin: 15% (down from 17% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 9.6% growth forecast for the IT industry in Germany.
お知らせ • Jan 25InfraCom Group AB (publ) to Report Fiscal Year 2022 Results on Feb 23, 2023InfraCom Group AB (publ) announced that they will report fiscal year 2022 results on Feb 23, 2023
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Nov 12Investor sentiment improved over the past weekAfter last week's 18% share price gain to €2.48, the stock trades at a trailing P/E ratio of 17.7x. Average forward P/E is 18x in the IT industry in Germany. Total loss to shareholders of 15% over the past year.
お知らせ • Oct 12InfraCom Group AB (publ) (NGM:INFRA) acquired Quality Of Service Holding Sweden Ab for SEK 27 million.InfraCom Group AB (publ) (NGM:INFRA) acquired Quality Of Service Holding Sweden Ab for SEK 27 million on October 11, 2022. The consideration was paid on a cash and debt-free basis. In financial year 2021/22, the company's turnover amounted to SEK 36 million. InfraCom Group AB (publ) (NGM:INFRA) completed the acquisition of Quality Of Service Holding Sweden Ab on October 11, 2022.
Reported Earnings • Sep 03Second quarter 2022 earnings released: EPS: kr0.38 (vs kr0.41 in 2Q 2021)Second quarter 2022 results: EPS: kr0.38 (down from kr0.41 in 2Q 2021). Revenue: kr74.8m (up 3.8% from 2Q 2021). Net income: kr11.9m (down 5.1% from 2Q 2021). Profit margin: 16% (down from 18% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 13% growth forecast for the IT industry in Germany.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 03Full year 2021 earnings: EPS in line with expectations, revenues disappointFull year 2021 results: EPS: kr1.46 (up from kr0.61 in FY 2020). Revenue: kr270.0m (up 21% from FY 2020). Net income: kr45.6m (up 141% from FY 2020). Profit margin: 17% (up from 8.5% in FY 2020). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 20%, compared to a 16% growth forecast for the industry in Germany.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS kr0.36 (vs kr0.15 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr67.6m (up 25% from 3Q 2020). Net income: kr11.2m (up 145% from 3Q 2020). Profit margin: 17% (up from 8.4% in 3Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Oct 29Investor sentiment improved over the past weekAfter last week's 17% share price gain to €3.10, the stock trades at a trailing P/E ratio of 41.6x. Average trailing P/E is 38x in the IT industry in Germany.
Reported Earnings • Sep 04Second quarter 2021 earnings releasedThe company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr73.7m (up 36% from 2Q 2020). Net income: kr12.6m (up 165% from 2Q 2020). Profit margin: 17% (up from 8.8% in 2Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment improved over the past weekAfter last week's 15% share price gain to €2.59, the stock trades at a trailing P/E ratio of 41.8x. Average forward P/E is 30x in the IT industry in Germany.
Reported Earnings • Jun 12First quarter 2021 earnings releasedThe company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: kr58.7m (up 11% from 1Q 2020). Net income: kr9.51m (up 124% from 1Q 2020). Profit margin: 16% (up from 8.0% in 1Q 2020). The increase in margin was driven by higher revenue.