View Future GrowthAlcadon Group 過去の業績過去 基準チェック /16Alcadon Groupは、平均年間4%の収益成長を遂げていますが、 Electronic業界の収益は、年間 減少しています。収益は、平均年間5% 17.5%収益成長率で 成長しています。 Alcadon Groupの自己資本利益率は5.3%であり、純利益率は3%です。主要情報4.00%収益成長率-4.38%EPS成長率Electronic 業界の成長1.03%収益成長率17.46%株主資本利益率5.31%ネット・マージン3.01%次回の業績アップデート18 Aug 2026最近の業績更新お知らせ • Apr 28+ 2 more updatesAlcadon Group AB (publ) to Report Q2, 2026 Results on Aug 18, 2026Alcadon Group AB (publ) announced that they will report Q2, 2026 results at 8:00 AM, Central European Standard Time on Aug 18, 2026お知らせ • Mar 27+ 2 more updatesAlcadon Group AB (publ) to Report Q2, 2025 Results on Aug 08, 2025Alcadon Group AB (publ) announced that they will report Q2, 2025 results at 8:00 AM, Central European Standard Time on Aug 08, 2025Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: kr0.22 (vs kr0.63 in 3Q 2023)Third quarter 2024 results: EPS: kr0.22 (down from kr0.63 in 3Q 2023). Revenue: kr390.9m (up 2.5% from 3Q 2023). Net income: kr5.40m (down 61% from 3Q 2023). Profit margin: 1.4% (down from 3.6% in 3Q 2023).Reported Earnings • Aug 11Second quarter 2024 earnings released: EPS: kr0.45 (vs kr0.10 loss in 2Q 2023)Second quarter 2024 results: EPS: kr0.45 (up from kr0.10 loss in 2Q 2023). Revenue: kr425.3m (up 15% from 2Q 2023). Net income: kr11.0m (up kr13.2m from 2Q 2023). Profit margin: 2.6% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: kr0.62 (vs kr0.56 in 1Q 2023)First quarter 2024 results: EPS: kr0.62 (up from kr0.56 in 1Q 2023). Revenue: kr399.4m (up 2.7% from 1Q 2023). Net income: kr13.6m (up 17% from 1Q 2023). Profit margin: 3.4% (up from 3.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Reported Earnings • Mar 27Full year 2023 earnings released: EPS: kr1.76 (vs kr1.86 in FY 2022)Full year 2023 results: EPS: kr1.76. Revenue: kr1.57b (up 42% from FY 2022). Net income: kr37.9m (up 2.4% from FY 2022). Profit margin: 2.4% (down from 3.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.すべての更新を表示Recent updatesBoard Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Mikael Vaezi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 28+ 2 more updatesAlcadon Group AB (publ) to Report Q2, 2026 Results on Aug 18, 2026Alcadon Group AB (publ) announced that they will report Q2, 2026 results at 8:00 AM, Central European Standard Time on Aug 18, 2026お知らせ • Mar 27Alcadon Group AB (publ), Annual General Meeting, Apr 29, 2026Alcadon Group AB (publ), Annual General Meeting, Apr 29, 2026, at 10:00 W. Europe Standard Time. Location: kanter advokatbyra, engelbrektsgatan 3, stockholm Swedenお知らせ • Jan 15Alcadon Group AB (Publ) Decides to Discontinue the Operational Activities of Alcadon GmbHAlcadon Group has decided to discontinue the operational activities of Alcadon GmbH (Germany) and prioritise geographies and market segments with stronger gross margins and lower tied-up capital. The discontinuation will be completed in 2026 and affects two locally employed staff, who during the discontinuation period will focus on sell-out of remaining inventory. From December 2025, the German operations will be reported separately in Alcadon Group's income statement as discontinued operations in accordance with IFRS 5 and will therefore not be included in Alcadon Group's adjusted operating profit (EBITA adjusted) for the fourth quarter and full year 2025. The decision to discontinue the German operations is based on a long-term analysis of Alcadon Group's current operations in eight European countries within three main market segments: structured cabling, data centres and broadband. Since 2024, the European broadband market has changed significantly, with a clear decline in demand and, consequently, increased competition and pressure on margins. The reason for decreased demand is that several countries have now reached high levels of broadband-connected homes, while planned broadband rollouts in markets with lower degree of connected homes have stalled for various reasons. The current operations in Germany are heavily dependent on the broadband segment, and the changed market situation has had a negative impact on us, resulting in losses over a longer period. Over the past year, company have implemented both management changes and cost adjustments in Germany, while continued low demand has led to increased margin pressure to such an extent that the measures undertaken have not been sufficient. In addition, company have a challenge with large inventory levels of customer-specific products in Germany that are at risk of obsolescence. Although long-term assessment is that the broadband roll-out in Germany will continue and over time come on a par with other countries, the competition for broadband projects is predicted to be so fierce that company's current operations in Germany, with only one market segment to stand on, will not contribute to the Group's financial targets in the foreseeable future. Alcadon Group has therefore decided to discontinue its operations in Germany and prioritise geographies and market segments where company can achieve stronger gross margins with higher capital efficiency. At the same time, the remaining subsidiaries need to complete ongoing adjustments to new market conditions and continue their work on strengthening profitability in order to create long-term increased shareholder value.お知らせ • Mar 28Alcadon Group AB (publ), Annual General Meeting, Apr 29, 2025Alcadon Group AB (publ), Annual General Meeting, Apr 29, 2025, at 10:00 W. Europe Standard Time. Location: at kanter advokatbyra, engelbrektsgatan 3, stockholm Swedenお知らせ • Mar 27+ 2 more updatesAlcadon Group AB (publ) to Report Q2, 2025 Results on Aug 08, 2025Alcadon Group AB (publ) announced that they will report Q2, 2025 results at 8:00 AM, Central European Standard Time on Aug 08, 2025New Risk • Jan 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (€60.6m market cap, or US$62.1m).お知らせ • Jan 07+ 1 more updateAlcadon Group AB (publ) Announces CEO ChangesAlcadon Group AB (publ) announced Fredrik Valentin will assume the position as President and CEO, effective 7 January 2025. Pierre Fors will thus step down from his role as acting President and CEO and return to his previous position as Chairman of the Board.Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Non-Independent Director Mikael Vaezi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €2.62, the stock trades at a trailing P/E ratio of 16.8x. Average forward P/E is 16x in the Electronic industry in Germany. Total returns to shareholders of 9.4% over the past year.Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: kr0.22 (vs kr0.63 in 3Q 2023)Third quarter 2024 results: EPS: kr0.22 (down from kr0.63 in 3Q 2023). Revenue: kr390.9m (up 2.5% from 3Q 2023). Net income: kr5.40m (down 61% from 3Q 2023). Profit margin: 1.4% (down from 3.6% in 3Q 2023).お知らせ • Sep 30Alcadon Group AB (Publ) Announces Board ChangesThe Board of Directors of Alcadon Group AB (publ) decided to appoint Jonas Mårtensson, the current Vice Chairman, as acting Chairman of the Board for the period until Fredrik Valentin takes office. Pierre Fors will remain as a Board member during this period.Reported Earnings • Aug 11Second quarter 2024 earnings released: EPS: kr0.45 (vs kr0.10 loss in 2Q 2023)Second quarter 2024 results: EPS: kr0.45 (up from kr0.10 loss in 2Q 2023). Revenue: kr425.3m (up 15% from 2Q 2023). Net income: kr11.0m (up kr13.2m from 2Q 2023). Profit margin: 2.6% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Recent Insider Transactions • Jun 03CEO & President recently bought €11k worth of stockOn the 28th of May, Sonny Mirborn bought around 4k shares on-market at roughly €2.93 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Sonny has been a buyer over the last 12 months, purchasing a net total of €30k worth in shares.Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: kr0.62 (vs kr0.56 in 1Q 2023)First quarter 2024 results: EPS: kr0.62 (up from kr0.56 in 1Q 2023). Revenue: kr399.4m (up 2.7% from 1Q 2023). Net income: kr13.6m (up 17% from 1Q 2023). Profit margin: 3.4% (up from 3.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Valuation Update With 7 Day Price Move • Apr 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €3.17, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Electronic industry in Germany. Total loss to shareholders of 25% over the past year.お知らせ • Apr 17Sonny Mirborn to Leave Alcadon Group AB (publ) as Group CEO in October 2024Alcadon Group AB (publ) announced that Group CEO, Sonny Mirborn has informed the Board of the company that he wishes to leave his role to take up the position as Group CEO of an unlisted company in an industry that is not related to Alcadon's business. The Board will immediately initiate a recruitment process to find a new Group CEO. Sonny Mirborn will continue to work as Group CEO during the notice period.お知らせ • Apr 03Alcadon Group AB (publ) (OM:ALCA) completed the acquisition of Lewralos Limited from Keith Mahony and Derek Finlay.Alcadon Group AB (publ) (OM:ALCA) signed an agreement to acquire Lewralos Limited from Keith Mahony and Derek Finlay for €13 million on March 6, 2024. The purchase price on a cash and debt-free basis amounts to €10.1 million, of which up to 25% of the purchase price is paid through a new issue of shares in Alcadon to the Sellers by way of an issue-in-kind upon closing, which is expected to take place on 2 April 2024, and the remainder will be settled in cash. A conditioned based purchase price of a maximum of €2.9 million may be paid if certain conditions are met during the period up until and including three years after closing, which part of the additional purchase price can be paid through a set-off issue, subject to the approval of the general meeting. The acquisition will be financed through a combination of cash and shares in Alcadon and bank facilities. The main part of the bank facility is short-term and intended to be used to refinance existing cash position in Wood Communications, which will be settled shortly following closing date. The acquisition includes taking of Wood Communications Ltd. Following the acquisition, Keith Mahony, Managing Director, and Derek Finlay, Sales Director, will become significant owners of Alcadon Group. Wood Communications will continue to operate an independent company within the Alcadon group in line with Alcadon’s strategy of working with decentralized business units with synergy potential. The transaction is expected to take place on 2 April 2024. Alcadon Group AB (publ) (OM:ALCA) completed the acquisition of Lewralos Limited from Keith Mahony and Derek Finlay on April 2, 2024.Reported Earnings • Mar 27Full year 2023 earnings released: EPS: kr1.76 (vs kr1.86 in FY 2022)Full year 2023 results: EPS: kr1.76. Revenue: kr1.57b (up 42% from FY 2022). Net income: kr37.9m (up 2.4% from FY 2022). Profit margin: 2.4% (down from 3.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.お知らせ • Mar 26Alcadon Group AB (publ), Annual General Meeting, Apr 26, 2024Alcadon Group AB (publ), Annual General Meeting, Apr 26, 2024, at 10:00 Central European Standard Time. Location: Courtyard by Marriott hotel on Kungsholmen Stockholm Swedenお知らせ • Mar 08Alcadon Group AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 75.000018 million.Alcadon Group AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 75.000018 million. Security Name: Shares Security Type: Common Stock Securities Offered: 2,054,795 Price\Range: SEK 36.5 Transaction Features: Subsequent Direct ListingReported Earnings • Feb 25Full year 2023 earnings released: EPS: kr1.76 (vs kr1.86 in FY 2022)Full year 2023 results: EPS: kr1.76. Revenue: kr1.58b (up 42% from FY 2022). Net income: kr37.9m (up 2.2% from FY 2022). Profit margin: 2.4% (down from 3.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in Germany.お知らせ • Feb 23+ 2 more updatesAlcadon Group AB (publ) to Report Q1, 2024 Results on Apr 26, 2024Alcadon Group AB (publ) announced that they will report Q1, 2024 results at 8:00 AM, Central European Standard Time on Apr 26, 2024New Risk • Jan 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (2.4% net profit margin). Shareholders have been diluted in the past year (5.4% increase in shares outstanding). Market cap is less than US$100m (€71.4m market cap, or US$77.7m).Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €3.00, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Electronic industry in Germany.New Risk • Nov 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Profit margins are more than 30% lower than last year (2.4% net profit margin). Shareholders have been diluted in the past year (5.4% increase in shares outstanding). Market cap is less than US$100m (€57.7m market cap, or US$61.5m).Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: kr0.63 (vs kr0.25 in 3Q 2022)Third quarter 2023 results: EPS: kr0.63 (up from kr0.25 in 3Q 2022). Revenue: kr381.4m (up 32% from 3Q 2022). Net income: kr13.7m (up 169% from 3Q 2022). Profit margin: 3.6% (up from 1.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Germany.Reported Earnings • Aug 13Second quarter 2023 earnings released: kr0.10 loss per share (vs kr0.40 profit in 2Q 2022)Second quarter 2023 results: kr0.10 loss per share (down from kr0.40 profit in 2Q 2022). Revenue: kr371.1m (up 72% from 2Q 2022). Net loss: kr2.20m (down 128% from profit in 2Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Recent Insider Transactions • Jul 06Chief Executive Officer of Sweden recently bought €7.4k worth of stockOn the 27th of June, Magnus Larsson bought around 2k shares on-market at roughly €3.71 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €36k. Insiders have collectively bought €104k more in shares than they have sold in the last 12 months.Reported Earnings • May 01First quarter 2023 earnings released: EPS: kr0.56 (vs kr0.55 in 1Q 2022)First quarter 2023 results: EPS: kr0.56 (up from kr0.55 in 1Q 2022). Revenue: kr388.8m (up 90% from 1Q 2022). Net income: kr11.6m (up 9.4% from 1Q 2022). Profit margin: 3.0% (down from 5.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Germany.Buying Opportunity • Apr 28Now 28% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €5.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 18%.Buying Opportunity • Apr 11Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €5.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings is also forecast to grow by 29% per annum over the same time period.Board Change • Apr 01No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Director Lars Engstrom was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 29Alcadon Group AB (publ) to Report Fiscal Year 2022 Results on Feb 21, 2023Alcadon Group AB (publ) announced that they will report fiscal year 2022 results at 8:00 AM, Central European Standard Time on Feb 21, 2023収支内訳Alcadon 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:5Y4 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 261,39442267031 Dec 251,43448267030 Sep 251,39646265030 Jun 251,44043265031 Mar 251,48846265031 Dec 241,50144265030 Sep 241,64645261030 Jun 241,63753261031 Mar 241,58340261031 Dec 231,57338261030 Sep 231,54236201030 Jun 231,44928201031 Mar 231,29438201031 Dec 221,11037201030 Sep 2291635130030 Jun 2281042130031 Mar 2277247130031 Dec 2173647130030 Sep 216414281030 Jun 215533481031 Mar 215073381031 Dec 204682981030 Sep 204752689030 Jun 204822589031 Mar 204862089031 Dec 194851989030 Sep 195042592030 Jun 195262792031 Mar 195252992031 Dec 185443692030 Sep 185904581030 Jun 186005081031 Mar 186015281031 Dec 175804981030 Sep 174753756030 Jun 174073056031 Mar 173432756031 Dec 162852256031 Dec 159030質の高い収益: 5Y4にはSEK13.5M } という大きな 一回限りの 利益があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: 5Y4の現在の純利益率 (3%)は、昨年(3.1%)よりも低くなっています。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: 5Y4の収益は過去 5 年間で年間4%増加しました。成長の加速: 5Y4は過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 5Y4は過去 1 年間で収益成長率がマイナス ( -8.7% ) となったため、 Electronic業界平均 ( 5.3% ) と比較することが困難です。株主資本利益率高いROE: 5Y4の 自己資本利益率 ( 5.3% ) は 低い 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7D1Y7D1Y7D1YTech 、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2026/05/21 06:25終値2026/05/21 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Alcadon Group AB (publ) 1 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。1 アナリスト機関Erik CasselABG Sundal Collier Sponsored
お知らせ • Apr 28+ 2 more updatesAlcadon Group AB (publ) to Report Q2, 2026 Results on Aug 18, 2026Alcadon Group AB (publ) announced that they will report Q2, 2026 results at 8:00 AM, Central European Standard Time on Aug 18, 2026
お知らせ • Mar 27+ 2 more updatesAlcadon Group AB (publ) to Report Q2, 2025 Results on Aug 08, 2025Alcadon Group AB (publ) announced that they will report Q2, 2025 results at 8:00 AM, Central European Standard Time on Aug 08, 2025
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: kr0.22 (vs kr0.63 in 3Q 2023)Third quarter 2024 results: EPS: kr0.22 (down from kr0.63 in 3Q 2023). Revenue: kr390.9m (up 2.5% from 3Q 2023). Net income: kr5.40m (down 61% from 3Q 2023). Profit margin: 1.4% (down from 3.6% in 3Q 2023).
Reported Earnings • Aug 11Second quarter 2024 earnings released: EPS: kr0.45 (vs kr0.10 loss in 2Q 2023)Second quarter 2024 results: EPS: kr0.45 (up from kr0.10 loss in 2Q 2023). Revenue: kr425.3m (up 15% from 2Q 2023). Net income: kr11.0m (up kr13.2m from 2Q 2023). Profit margin: 2.6% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: kr0.62 (vs kr0.56 in 1Q 2023)First quarter 2024 results: EPS: kr0.62 (up from kr0.56 in 1Q 2023). Revenue: kr399.4m (up 2.7% from 1Q 2023). Net income: kr13.6m (up 17% from 1Q 2023). Profit margin: 3.4% (up from 3.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Reported Earnings • Mar 27Full year 2023 earnings released: EPS: kr1.76 (vs kr1.86 in FY 2022)Full year 2023 results: EPS: kr1.76. Revenue: kr1.57b (up 42% from FY 2022). Net income: kr37.9m (up 2.4% from FY 2022). Profit margin: 2.4% (down from 3.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.
Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Director Mikael Vaezi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 28+ 2 more updatesAlcadon Group AB (publ) to Report Q2, 2026 Results on Aug 18, 2026Alcadon Group AB (publ) announced that they will report Q2, 2026 results at 8:00 AM, Central European Standard Time on Aug 18, 2026
お知らせ • Mar 27Alcadon Group AB (publ), Annual General Meeting, Apr 29, 2026Alcadon Group AB (publ), Annual General Meeting, Apr 29, 2026, at 10:00 W. Europe Standard Time. Location: kanter advokatbyra, engelbrektsgatan 3, stockholm Sweden
お知らせ • Jan 15Alcadon Group AB (Publ) Decides to Discontinue the Operational Activities of Alcadon GmbHAlcadon Group has decided to discontinue the operational activities of Alcadon GmbH (Germany) and prioritise geographies and market segments with stronger gross margins and lower tied-up capital. The discontinuation will be completed in 2026 and affects two locally employed staff, who during the discontinuation period will focus on sell-out of remaining inventory. From December 2025, the German operations will be reported separately in Alcadon Group's income statement as discontinued operations in accordance with IFRS 5 and will therefore not be included in Alcadon Group's adjusted operating profit (EBITA adjusted) for the fourth quarter and full year 2025. The decision to discontinue the German operations is based on a long-term analysis of Alcadon Group's current operations in eight European countries within three main market segments: structured cabling, data centres and broadband. Since 2024, the European broadband market has changed significantly, with a clear decline in demand and, consequently, increased competition and pressure on margins. The reason for decreased demand is that several countries have now reached high levels of broadband-connected homes, while planned broadband rollouts in markets with lower degree of connected homes have stalled for various reasons. The current operations in Germany are heavily dependent on the broadband segment, and the changed market situation has had a negative impact on us, resulting in losses over a longer period. Over the past year, company have implemented both management changes and cost adjustments in Germany, while continued low demand has led to increased margin pressure to such an extent that the measures undertaken have not been sufficient. In addition, company have a challenge with large inventory levels of customer-specific products in Germany that are at risk of obsolescence. Although long-term assessment is that the broadband roll-out in Germany will continue and over time come on a par with other countries, the competition for broadband projects is predicted to be so fierce that company's current operations in Germany, with only one market segment to stand on, will not contribute to the Group's financial targets in the foreseeable future. Alcadon Group has therefore decided to discontinue its operations in Germany and prioritise geographies and market segments where company can achieve stronger gross margins with higher capital efficiency. At the same time, the remaining subsidiaries need to complete ongoing adjustments to new market conditions and continue their work on strengthening profitability in order to create long-term increased shareholder value.
お知らせ • Mar 28Alcadon Group AB (publ), Annual General Meeting, Apr 29, 2025Alcadon Group AB (publ), Annual General Meeting, Apr 29, 2025, at 10:00 W. Europe Standard Time. Location: at kanter advokatbyra, engelbrektsgatan 3, stockholm Sweden
お知らせ • Mar 27+ 2 more updatesAlcadon Group AB (publ) to Report Q2, 2025 Results on Aug 08, 2025Alcadon Group AB (publ) announced that they will report Q2, 2025 results at 8:00 AM, Central European Standard Time on Aug 08, 2025
New Risk • Jan 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Shareholders have been diluted in the past year (13% increase in shares outstanding). Market cap is less than US$100m (€60.6m market cap, or US$62.1m).
お知らせ • Jan 07+ 1 more updateAlcadon Group AB (publ) Announces CEO ChangesAlcadon Group AB (publ) announced Fredrik Valentin will assume the position as President and CEO, effective 7 January 2025. Pierre Fors will thus step down from his role as acting President and CEO and return to his previous position as Chairman of the Board.
Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Non-Independent Director Mikael Vaezi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 01Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €2.62, the stock trades at a trailing P/E ratio of 16.8x. Average forward P/E is 16x in the Electronic industry in Germany. Total returns to shareholders of 9.4% over the past year.
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: kr0.22 (vs kr0.63 in 3Q 2023)Third quarter 2024 results: EPS: kr0.22 (down from kr0.63 in 3Q 2023). Revenue: kr390.9m (up 2.5% from 3Q 2023). Net income: kr5.40m (down 61% from 3Q 2023). Profit margin: 1.4% (down from 3.6% in 3Q 2023).
お知らせ • Sep 30Alcadon Group AB (Publ) Announces Board ChangesThe Board of Directors of Alcadon Group AB (publ) decided to appoint Jonas Mårtensson, the current Vice Chairman, as acting Chairman of the Board for the period until Fredrik Valentin takes office. Pierre Fors will remain as a Board member during this period.
Reported Earnings • Aug 11Second quarter 2024 earnings released: EPS: kr0.45 (vs kr0.10 loss in 2Q 2023)Second quarter 2024 results: EPS: kr0.45 (up from kr0.10 loss in 2Q 2023). Revenue: kr425.3m (up 15% from 2Q 2023). Net income: kr11.0m (up kr13.2m from 2Q 2023). Profit margin: 2.6% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Recent Insider Transactions • Jun 03CEO & President recently bought €11k worth of stockOn the 28th of May, Sonny Mirborn bought around 4k shares on-market at roughly €2.93 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Sonny has been a buyer over the last 12 months, purchasing a net total of €30k worth in shares.
Reported Earnings • Apr 26First quarter 2024 earnings released: EPS: kr0.62 (vs kr0.56 in 1Q 2023)First quarter 2024 results: EPS: kr0.62 (up from kr0.56 in 1Q 2023). Revenue: kr399.4m (up 2.7% from 1Q 2023). Net income: kr13.6m (up 17% from 1Q 2023). Profit margin: 3.4% (up from 3.0% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Valuation Update With 7 Day Price Move • Apr 19Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €3.17, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Electronic industry in Germany. Total loss to shareholders of 25% over the past year.
お知らせ • Apr 17Sonny Mirborn to Leave Alcadon Group AB (publ) as Group CEO in October 2024Alcadon Group AB (publ) announced that Group CEO, Sonny Mirborn has informed the Board of the company that he wishes to leave his role to take up the position as Group CEO of an unlisted company in an industry that is not related to Alcadon's business. The Board will immediately initiate a recruitment process to find a new Group CEO. Sonny Mirborn will continue to work as Group CEO during the notice period.
お知らせ • Apr 03Alcadon Group AB (publ) (OM:ALCA) completed the acquisition of Lewralos Limited from Keith Mahony and Derek Finlay.Alcadon Group AB (publ) (OM:ALCA) signed an agreement to acquire Lewralos Limited from Keith Mahony and Derek Finlay for €13 million on March 6, 2024. The purchase price on a cash and debt-free basis amounts to €10.1 million, of which up to 25% of the purchase price is paid through a new issue of shares in Alcadon to the Sellers by way of an issue-in-kind upon closing, which is expected to take place on 2 April 2024, and the remainder will be settled in cash. A conditioned based purchase price of a maximum of €2.9 million may be paid if certain conditions are met during the period up until and including three years after closing, which part of the additional purchase price can be paid through a set-off issue, subject to the approval of the general meeting. The acquisition will be financed through a combination of cash and shares in Alcadon and bank facilities. The main part of the bank facility is short-term and intended to be used to refinance existing cash position in Wood Communications, which will be settled shortly following closing date. The acquisition includes taking of Wood Communications Ltd. Following the acquisition, Keith Mahony, Managing Director, and Derek Finlay, Sales Director, will become significant owners of Alcadon Group. Wood Communications will continue to operate an independent company within the Alcadon group in line with Alcadon’s strategy of working with decentralized business units with synergy potential. The transaction is expected to take place on 2 April 2024. Alcadon Group AB (publ) (OM:ALCA) completed the acquisition of Lewralos Limited from Keith Mahony and Derek Finlay on April 2, 2024.
Reported Earnings • Mar 27Full year 2023 earnings released: EPS: kr1.76 (vs kr1.86 in FY 2022)Full year 2023 results: EPS: kr1.76. Revenue: kr1.57b (up 42% from FY 2022). Net income: kr37.9m (up 2.4% from FY 2022). Profit margin: 2.4% (down from 3.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.
お知らせ • Mar 26Alcadon Group AB (publ), Annual General Meeting, Apr 26, 2024Alcadon Group AB (publ), Annual General Meeting, Apr 26, 2024, at 10:00 Central European Standard Time. Location: Courtyard by Marriott hotel on Kungsholmen Stockholm Sweden
お知らせ • Mar 08Alcadon Group AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 75.000018 million.Alcadon Group AB (publ) has completed a Follow-on Equity Offering in the amount of SEK 75.000018 million. Security Name: Shares Security Type: Common Stock Securities Offered: 2,054,795 Price\Range: SEK 36.5 Transaction Features: Subsequent Direct Listing
Reported Earnings • Feb 25Full year 2023 earnings released: EPS: kr1.76 (vs kr1.86 in FY 2022)Full year 2023 results: EPS: kr1.76. Revenue: kr1.58b (up 42% from FY 2022). Net income: kr37.9m (up 2.2% from FY 2022). Profit margin: 2.4% (down from 3.3% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Electronic industry in Germany.
お知らせ • Feb 23+ 2 more updatesAlcadon Group AB (publ) to Report Q1, 2024 Results on Apr 26, 2024Alcadon Group AB (publ) announced that they will report Q1, 2024 results at 8:00 AM, Central European Standard Time on Apr 26, 2024
New Risk • Jan 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (7.1% average weekly change). Profit margins are more than 30% lower than last year (2.4% net profit margin). Shareholders have been diluted in the past year (5.4% increase in shares outstanding). Market cap is less than US$100m (€71.4m market cap, or US$77.7m).
Valuation Update With 7 Day Price Move • Dec 22Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €3.00, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Electronic industry in Germany.
New Risk • Nov 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Profit margins are more than 30% lower than last year (2.4% net profit margin). Shareholders have been diluted in the past year (5.4% increase in shares outstanding). Market cap is less than US$100m (€57.7m market cap, or US$61.5m).
Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: kr0.63 (vs kr0.25 in 3Q 2022)Third quarter 2023 results: EPS: kr0.63 (up from kr0.25 in 3Q 2022). Revenue: kr381.4m (up 32% from 3Q 2022). Net income: kr13.7m (up 169% from 3Q 2022). Profit margin: 3.6% (up from 1.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electronic industry in Germany.
Reported Earnings • Aug 13Second quarter 2023 earnings released: kr0.10 loss per share (vs kr0.40 profit in 2Q 2022)Second quarter 2023 results: kr0.10 loss per share (down from kr0.40 profit in 2Q 2022). Revenue: kr371.1m (up 72% from 2Q 2022). Net loss: kr2.20m (down 128% from profit in 2Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Recent Insider Transactions • Jul 06Chief Executive Officer of Sweden recently bought €7.4k worth of stockOn the 27th of June, Magnus Larsson bought around 2k shares on-market at roughly €3.71 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €36k. Insiders have collectively bought €104k more in shares than they have sold in the last 12 months.
Reported Earnings • May 01First quarter 2023 earnings released: EPS: kr0.56 (vs kr0.55 in 1Q 2022)First quarter 2023 results: EPS: kr0.56 (up from kr0.55 in 1Q 2022). Revenue: kr388.8m (up 90% from 1Q 2022). Net income: kr11.6m (up 9.4% from 1Q 2022). Profit margin: 3.0% (down from 5.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Electronic industry in Germany.
Buying Opportunity • Apr 28Now 28% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €5.20, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 18%.
Buying Opportunity • Apr 11Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be €5.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 30% over the last 3 years. Earnings per share has grown by 18%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings is also forecast to grow by 29% per annum over the same time period.
Board Change • Apr 01No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Director Lars Engstrom was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 29Alcadon Group AB (publ) to Report Fiscal Year 2022 Results on Feb 21, 2023Alcadon Group AB (publ) announced that they will report fiscal year 2022 results at 8:00 AM, Central European Standard Time on Feb 21, 2023