View ValuationNCAB Group 将来の成長Future 基準チェック /56NCAB Group利益と収益がそれぞれ年間23.8%と10.4%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24.9% 23.7%なると予測されています。主要情報23.8%収益成長率23.71%EPS成長率Electronic 収益成長39.0%収益成長率10.4%将来の株主資本利益率24.93%アナリストカバレッジLow最終更新日06 May 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Feb 16NCAB Group AB (publ) Proposes a Dividend to Be Paid in MayThe Board of Directors of NCAB Group AB (publ) proposed a dividend of SEK 1.10 (0.00) per share to be paid in May.お知らせ • Oct 24NCAB Group AB (publ) to Report Fiscal Year 2025 Final Results on Apr 10, 2026NCAB Group AB (publ) announced that they will report fiscal year 2025 final results at 9:00 AM, Central European Standard Time on Apr 10, 2026お知らせ • Oct 15NCAB Group AB (publ), Annual General Meeting, May 07, 2026NCAB Group AB (publ), Annual General Meeting, May 07, 2026.お知らせ • Oct 08+ 3 more updatesNCAB Group AB (publ) to Report Q2, 2026 Results on Jul 22, 2026NCAB Group AB (publ) announced that they will report Q2, 2026 results on Jul 22, 2026お知らせ • Jun 04NCAB Group AB (publ) (OM:NCAB) completed the acquisition of B & B Leiterplattenservice Gmbh.NCAB Group AB (publ) (OM:NCAB) signed an agreement to acquire B & B Leiterplattenservice Gmbh for approximately SEK 160 million on April 23, 2025. The purchase price amounts to SEK 135 million with a possible further earnout of a maximum of SEK 28 million. For the period ending December 31, 2024, B & B Leiterplattenservice Gmbh reported total revenue of SEK 150 million. The deal is expected to close in the beginning of May and the sellers will stay during a transition period securing a smooth integration. NCAB Group AB (publ) (OM:NCAB) completed the acquisition of B & B Leiterplattenservice Gmbh on June 3, 2025.お知らせ • May 08NCAB Group AB (publ) Announces Board AppointmentsNCAB Group AB (publ) at the AGM held on May 8, 2025, the shareholders approved election of Marlene Forsell and Helen Blomqvist as new directors of the board.お知らせ • Apr 24NCAB Group AB (publ) (OM:NCAB) signed an agreement to acquire B & B Leiterplattenservice Gmbh for approximately SEK 160 million.NCAB Group AB (publ) (OM:NCAB) signed an agreement to acquire B & B Leiterplattenservice Gmbh for approximately SEK 160 million on April 23, 2025. The purchase price amounts to SEK 135 million with a possible further earnout of a maximum of SEK 28 million. For the period ending December 31, 2024, B & B Leiterplattenservice Gmbh reported total revenue of SEK 150 million. The deal is expected to close in the beginning of May and the sellers will stay during a transition period securing a smooth integration.Buy Or Sell Opportunity • Nov 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €5.16. The fair value is estimated to be €6.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 4.9%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 65% in the next 2 years.Recent Insider Transactions • Nov 12Independent Director recently sold €172k worth of stockOn the 7th of November, Gunilla Rudebjer sold around 30k shares on-market at roughly €5.73 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €6.0m. Insiders have been net sellers, collectively disposing of €6.1m more than they bought in the last 12 months.お知らせ • Nov 07NCAB Group AB (publ) to Report Fiscal Year 2024 Final Results on Apr 10, 2025NCAB Group AB (publ) announced that they will report fiscal year 2024 final results at 9:00 AM, Central European Standard Time on Apr 10, 2025Reported Earnings • Nov 05Third quarter 2024 earnings released: EPS: kr0.27 (vs kr0.59 in 3Q 2023)Third quarter 2024 results: EPS: kr0.27 (down from kr0.59 in 3Q 2023). Revenue: kr898.9m (down 11% from 3Q 2023). Net income: kr50.2m (down 55% from 3Q 2023). Profit margin: 5.6% (down from 11% in 3Q 2023). The decrease in margin was driven by lower revenue. 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.Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €5.58, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Electronic industry in Germany. Total returns to shareholders of 30% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €5.83 per share.Recent Insider Transactions • Sep 13Director recently sold €6.0m worth of stockOn the 9th of September, Hans Ståhl sold around 900k shares on-market at roughly €6.68 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.9m more than they bought in the last 12 months.お知らせ • Aug 21+ 3 more updatesNCAB Group AB (publ) to Report Fiscal Year 2025 Results on Feb 13, 2026NCAB Group AB (publ) announced that they will report fiscal year 2025 results on Feb 13, 2026Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: kr0.39 (vs kr0.54 in 2Q 2023)Second quarter 2024 results: EPS: kr0.39 (down from kr0.54 in 2Q 2023). Revenue: kr935.1m (down 12% from 2Q 2023). Net income: kr73.4m (down 28% from 2Q 2023). Profit margin: 7.8% (down from 9.6% in 2Q 2023). The decrease in margin was driven by lower revenue. 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.お知らせ • Jul 23NCAB Group AB (publ) to Report Fiscal Year 2024 Results on Feb 13, 2025NCAB Group AB (publ) announced that they will report fiscal year 2024 results on Feb 13, 2025お知らせ • May 09+ 1 more updateNCAB Group AB (Publ) Approves Dividend for the Financial Year 2023, Payable on May 16, 2024NCAB Group AB (publ) at its AGM held on May 8, 2024 approved dividend to be paid to the shareholders for the financial year 2023 of SEK 1.10 per share to be paid to be paid in May 2024. The remaining result was resolved to be carried forward. The annual general meeting resolved that the record date shall be 13 May 2024 and the dividend is estimated to be disbursed on 16 May 2024.Buy Or Sell Opportunity • Apr 26Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 4.7% to €5.89. The fair value is estimated to be €4.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 29% in the next 2 years.Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: kr0.48 (vs kr0.67 in 1Q 2023)First quarter 2024 results: EPS: kr0.48 (down from kr0.67 in 1Q 2023). Revenue: kr955.3m (down 17% from 1Q 2023). Net income: kr89.8m (down 28% from 1Q 2023). Profit margin: 9.4% (down from 11% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.お知らせ • Apr 11NCAB Group AB (publ) Appoints Tim Benjamin as CFONCAB Group AB (publ) has appointed Tim Benjamin as its new CFO. Tim has a long and broad experience of managerial business finance roles, including M&A and IT. He succeeds Anders Forsén who announced in early February that he plans to retire in 2024. Tim will assume his new role no later than October 2024. Tim Benjamin has had a successful career of almost 20 years within the Sandvik Group, most recently in the role of Business Area CFO for Sandvik Mining & Rock Solutions. Prior to that, he held various roles both in the US and Sweden as Controller and VP Finance in different parts of the group, from production to sales. In these different roles Tim has contributed to a positive profitable development, and in addition to the pure Finance responsibility, has also been active in the M&A field. Tim holds a Bachelor of Science in Accounting, as well as an MBA from Clemson University, South Carolina, USA. After Anders Forsén announced that he wished to leave his position after 16 years as CFO to have more free time, the company has carried out a recruitment process.Reported Earnings • Apr 11Full year 2023 earnings released: EPS: kr2.16 (vs kr2.23 in FY 2022)Full year 2023 results: EPS: kr2.16 (down from kr2.23 in FY 2022). Revenue: kr4.12b (down 7.5% from FY 2022). Net income: kr403.7m (down 3.2% from FY 2022). Profit margin: 9.8% (in line with FY 2022). Revenue is forecast to grow 5.2% 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 • Mar 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €5.45, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 17x in the Electronic industry in Germany. Total returns to shareholders of 15% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.78 per share.お知らせ • Feb 27NCAB Group AB (publ) Appoints Arjan Sinoo as Vice President for Global SalesArjan Sinoo, currently Managing Director of NCAB Group Benelux, has been promoted to the position of VP Global Sales and member of the Group Management of NCAB when he takes over the position from Howard Goff, who has recently been appointed VP and president North America. NCAB is servicing multiple global industries and is providing local service to customers globally and with the growth and continued expansion new global synergies emerges.Declared Dividend • Feb 22Dividend of kr1.10 announcedShareholders will receive a dividend of kr1.10. Ex-date: 10th May 2024 Payment date: 16th May 2024 Dividend yield will be 18%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 20% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 18Full year 2023 earnings released: EPS: kr2.16 (vs kr2.23 in FY 2022)Full year 2023 results: EPS: kr2.16 (down from kr2.23 in FY 2022). Revenue: kr4.12b (down 7.5% from FY 2022). Net income: kr403.7m (down 3.2% from FY 2022). Profit margin: 9.8% (in line with FY 2022). Revenue is forecast to grow 5.1% 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 • Feb 09NCAB Group AB (publ) Announces Anders Forsén to Leave as CFONCAB Group AB (publ) announced that Anders Forsén, CFO of NCAB, has announced that he wishes to leave his position at NCAB after the summer of 2024. A recruitment process will therefore be initiated so that a successor can be appointed before the summer.お知らせ • Dec 19NCAB Group AB (publ) Announces Change in the Nomination CommitteeThe Belgian Asset Manager Anicom has increased its holding in NCAB during the autumn and owned 5.99% of the shares in NCAB at the end of November, thereby becoming the 4th largest shareholder. Upon request of the Nomination Committee, they have chosen to participate in its work. The Nomination Committee is thereby increased by one member and will consists of the following members: Jan Dworsky, Swedbank Robur, chairman. Jan Särlvik, AP4, Simon Peterson, Didner o Gerge, Alexandre Weinberg, Anicom Gestion, Hjalmar Ek, Lannebo Fonder, and Christian Salamon, Chairman of NCAB Group.お知らせ • Dec 05NCAB Appoints Howard Goff as President of NCAB North AmericaNCAB announced that Howard Goff, currently VP Sales for the NCAB Group and earlier President of the Europe segment, has been appointed President of NCAB North America. NCAB has been present in the US since 2012 and over the years have grown through a series of acquisitions to become a significant player in this important region. market share is still considerably lower than in the Nordic and Europe segments and thus continued strong growth in the Americas is a priority for the group. With Howard’s transition will inject long term experience from the NCAB model and will leverage his network within NCAB to accelerate growth in the US. Robert Balson, currently President of NCAB North America, has decided to explore opportunities outside NCAB.お知らせ • Nov 29Ncab Group AB (Publ) Announces Change in the Nomination Committee 2024NCAB Group AB (publ) has increased the holding in NCAB och is now the fourth larger shareholder and has chosen, in accordance with the possibility from the AGM decision, to participate in the Nomination Committee. The Nomination will thereafter be constituted of the following members: Jan Dworsky, Swedbank Robur, chairman. Jan Särlvik, AP4, Simon Peterson, Didner o Gerge; Hjalmar Ek, Lannebo Fonder and Christian Salamon, Chairman of NCAB Group.Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €5.62, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 11x in the Electronic industry in Germany. Total returns to shareholders of 15% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.30 per share.Reported Earnings • Nov 09Third quarter 2023 earnings released: EPS: kr0.59 (vs kr0.74 in 3Q 2022)Third quarter 2023 results: EPS: kr0.59 (down from kr0.74 in 3Q 2022). Revenue: kr1.03b (down 12% from 3Q 2022). Net income: kr110.4m (down 20% from 3Q 2022). Profit margin: 11% (down from 12% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.お知らせ • Nov 02NCAB Group AB (publ) (OM : NCAB) signed an agreement to acquire Electronic Advanced Circuits S.L. for SEK 18 million.NCAB Group AB (publ) (OM : NCAB) signed an agreement to acquire Electronic Advanced Circuits S.L. for SEK 18 million on October 31, 2023. The purchase price is SEK 14 million with a potential earn-out capped at a maximum amount of SEK 4 million. The transaction is estimated to close in November 2023. The acquisition is expected to be earnings accretive for NCAB Group in 2024. Synergies are expected in the areas of suppliers, payment terms and logistics.お知らせ • Oct 28+ 3 more updatesNCAB Group AB (publ) to Report Q3, 2024 Results on Nov 05, 2024NCAB Group AB (publ) announced that they will report Q3, 2024 results on Nov 05, 2024お知らせ • Oct 12NCAB Group AB (publ), Annual General Meeting, May 08, 2024NCAB Group AB (publ), Annual General Meeting, May 08, 2024.Recent Insider Transactions • Sep 15Independent Director recently bought €11m worth of stockOn the 13th of September, Hans Ramel bought around 2m shares on-market at roughly €4.82 per share. This transaction increased Hans' direct individual holding by 5x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €8.5m more in shares than they have sold in the last 12 months.お知らせ • Sep 14Per Hesselmark Leaves the Board of Directors of NCABPer Hesselmark has informed NCAB that he wishes to leave his seat on the company's Board of Directors. This is a consequence of R12 Kapital having sold its shares in NCAB.Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. President, CEO & Director Peter Kruk was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Board Change • Jul 26Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. President, CEO & Director Peter Kruk was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Sep 15+ 1 more updateNCAB Group AB (publ) to Report Q3, 2023 Results on Nov 07, 2023NCAB Group AB (publ) announced that they will report Q3, 2023 results on Nov 07, 2023業績と収益の成長予測DB:XB1 - 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12/31/20285,240479528592412/31/20275,008433473535412/31/20264,55735139143543/31/20263,859229291299N/A12/31/20253,743206280287N/A9/30/20253,672195304310N/A6/30/20253,621184299307N/A3/31/20253,622217310315N/A12/31/20243,614255349354N/A9/30/20243,662281382394N/A6/30/20243,770341521540N/A3/31/20243,892369558591N/A12/31/20234,088404648700N/A9/30/20234,235408735798N/A6/30/20234,398436688750N/A3/31/20234,463476691746N/A12/31/20224,458417525568N/A9/30/20224,408421379404N/A6/30/20224,104374174192N/A3/31/20223,7443106274N/A12/31/20213,2202854448N/A9/30/20212,7582457376N/A6/30/20212,431185141143N/A3/31/20212,249128188190N/A12/31/20202,115127192194N/A9/30/20202,023124186192N/A6/30/20201,926131175182N/A3/31/20201,818134133141N/A12/31/20191,781128N/A153N/A9/30/20191,765130N/A149N/A6/30/20191,746124N/A130N/A3/31/20191,688116N/A106N/A12/31/20181,617103N/A70N/A9/30/20181,53856N/A41N/A6/30/20181,46012N/A17N/A3/31/20181,42028N/A10N/A12/31/20171,40036N/A37N/A12/31/20161,21961N/A82N/A12/31/20151,20051N/A39N/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: XB1の予測収益成長率 (年間23.8% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: XB1の収益 ( 23.8% ) はGerman市場 ( 16.9% ) よりも速いペースで成長すると予測されています。高成長収益: XB1の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: XB1の収益 ( 10.4% ) German市場 ( 6.5% ) よりも速いペースで成長すると予測されています。高い収益成長: XB1の収益 ( 10.4% ) 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: XB1の 自己資本利益率 は、3年後には高くなると予測されています ( 24.9 %)成長企業の発掘7D1Y7D1Y7D1YTech 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2026/05/07 23:28終値2026/05/07 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NCAB Group AB (publ) 4 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。6 アナリスト機関Robert RedinCarnegie Investment Bank ABJacob EdlerDanske BankRobert RedinDNB Carnegie3 その他のアナリストを表示
お知らせ • Feb 16NCAB Group AB (publ) Proposes a Dividend to Be Paid in MayThe Board of Directors of NCAB Group AB (publ) proposed a dividend of SEK 1.10 (0.00) per share to be paid in May.
お知らせ • Oct 24NCAB Group AB (publ) to Report Fiscal Year 2025 Final Results on Apr 10, 2026NCAB Group AB (publ) announced that they will report fiscal year 2025 final results at 9:00 AM, Central European Standard Time on Apr 10, 2026
お知らせ • Oct 15NCAB Group AB (publ), Annual General Meeting, May 07, 2026NCAB Group AB (publ), Annual General Meeting, May 07, 2026.
お知らせ • Oct 08+ 3 more updatesNCAB Group AB (publ) to Report Q2, 2026 Results on Jul 22, 2026NCAB Group AB (publ) announced that they will report Q2, 2026 results on Jul 22, 2026
お知らせ • Jun 04NCAB Group AB (publ) (OM:NCAB) completed the acquisition of B & B Leiterplattenservice Gmbh.NCAB Group AB (publ) (OM:NCAB) signed an agreement to acquire B & B Leiterplattenservice Gmbh for approximately SEK 160 million on April 23, 2025. The purchase price amounts to SEK 135 million with a possible further earnout of a maximum of SEK 28 million. For the period ending December 31, 2024, B & B Leiterplattenservice Gmbh reported total revenue of SEK 150 million. The deal is expected to close in the beginning of May and the sellers will stay during a transition period securing a smooth integration. NCAB Group AB (publ) (OM:NCAB) completed the acquisition of B & B Leiterplattenservice Gmbh on June 3, 2025.
お知らせ • May 08NCAB Group AB (publ) Announces Board AppointmentsNCAB Group AB (publ) at the AGM held on May 8, 2025, the shareholders approved election of Marlene Forsell and Helen Blomqvist as new directors of the board.
お知らせ • Apr 24NCAB Group AB (publ) (OM:NCAB) signed an agreement to acquire B & B Leiterplattenservice Gmbh for approximately SEK 160 million.NCAB Group AB (publ) (OM:NCAB) signed an agreement to acquire B & B Leiterplattenservice Gmbh for approximately SEK 160 million on April 23, 2025. The purchase price amounts to SEK 135 million with a possible further earnout of a maximum of SEK 28 million. For the period ending December 31, 2024, B & B Leiterplattenservice Gmbh reported total revenue of SEK 150 million. The deal is expected to close in the beginning of May and the sellers will stay during a transition period securing a smooth integration.
Buy Or Sell Opportunity • Nov 13Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to €5.16. The fair value is estimated to be €6.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.6% over the last 3 years. Earnings per share has grown by 4.9%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 65% in the next 2 years.
Recent Insider Transactions • Nov 12Independent Director recently sold €172k worth of stockOn the 7th of November, Gunilla Rudebjer sold around 30k shares on-market at roughly €5.73 per share. This transaction amounted to 45% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €6.0m. Insiders have been net sellers, collectively disposing of €6.1m more than they bought in the last 12 months.
お知らせ • Nov 07NCAB Group AB (publ) to Report Fiscal Year 2024 Final Results on Apr 10, 2025NCAB Group AB (publ) announced that they will report fiscal year 2024 final results at 9:00 AM, Central European Standard Time on Apr 10, 2025
Reported Earnings • Nov 05Third quarter 2024 earnings released: EPS: kr0.27 (vs kr0.59 in 3Q 2023)Third quarter 2024 results: EPS: kr0.27 (down from kr0.59 in 3Q 2023). Revenue: kr898.9m (down 11% from 3Q 2023). Net income: kr50.2m (down 55% from 3Q 2023). Profit margin: 5.6% (down from 11% in 3Q 2023). The decrease in margin was driven by lower revenue. 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.
Valuation Update With 7 Day Price Move • Sep 21Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €5.58, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Electronic industry in Germany. Total returns to shareholders of 30% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €5.83 per share.
Recent Insider Transactions • Sep 13Director recently sold €6.0m worth of stockOn the 9th of September, Hans Ståhl sold around 900k shares on-market at roughly €6.68 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €5.9m more than they bought in the last 12 months.
お知らせ • Aug 21+ 3 more updatesNCAB Group AB (publ) to Report Fiscal Year 2025 Results on Feb 13, 2026NCAB Group AB (publ) announced that they will report fiscal year 2025 results on Feb 13, 2026
Reported Earnings • Jul 24Second quarter 2024 earnings released: EPS: kr0.39 (vs kr0.54 in 2Q 2023)Second quarter 2024 results: EPS: kr0.39 (down from kr0.54 in 2Q 2023). Revenue: kr935.1m (down 12% from 2Q 2023). Net income: kr73.4m (down 28% from 2Q 2023). Profit margin: 7.8% (down from 9.6% in 2Q 2023). The decrease in margin was driven by lower revenue. 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.
お知らせ • Jul 23NCAB Group AB (publ) to Report Fiscal Year 2024 Results on Feb 13, 2025NCAB Group AB (publ) announced that they will report fiscal year 2024 results on Feb 13, 2025
お知らせ • May 09+ 1 more updateNCAB Group AB (Publ) Approves Dividend for the Financial Year 2023, Payable on May 16, 2024NCAB Group AB (publ) at its AGM held on May 8, 2024 approved dividend to be paid to the shareholders for the financial year 2023 of SEK 1.10 per share to be paid to be paid in May 2024. The remaining result was resolved to be carried forward. The annual general meeting resolved that the record date shall be 13 May 2024 and the dividend is estimated to be disbursed on 16 May 2024.
Buy Or Sell Opportunity • Apr 26Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 4.7% to €5.89. The fair value is estimated to be €4.63, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 26%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 29% in the next 2 years.
Reported Earnings • Apr 25First quarter 2024 earnings released: EPS: kr0.48 (vs kr0.67 in 1Q 2023)First quarter 2024 results: EPS: kr0.48 (down from kr0.67 in 1Q 2023). Revenue: kr955.3m (down 17% from 1Q 2023). Net income: kr89.8m (down 28% from 1Q 2023). Profit margin: 9.4% (down from 11% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
お知らせ • Apr 11NCAB Group AB (publ) Appoints Tim Benjamin as CFONCAB Group AB (publ) has appointed Tim Benjamin as its new CFO. Tim has a long and broad experience of managerial business finance roles, including M&A and IT. He succeeds Anders Forsén who announced in early February that he plans to retire in 2024. Tim will assume his new role no later than October 2024. Tim Benjamin has had a successful career of almost 20 years within the Sandvik Group, most recently in the role of Business Area CFO for Sandvik Mining & Rock Solutions. Prior to that, he held various roles both in the US and Sweden as Controller and VP Finance in different parts of the group, from production to sales. In these different roles Tim has contributed to a positive profitable development, and in addition to the pure Finance responsibility, has also been active in the M&A field. Tim holds a Bachelor of Science in Accounting, as well as an MBA from Clemson University, South Carolina, USA. After Anders Forsén announced that he wished to leave his position after 16 years as CFO to have more free time, the company has carried out a recruitment process.
Reported Earnings • Apr 11Full year 2023 earnings released: EPS: kr2.16 (vs kr2.23 in FY 2022)Full year 2023 results: EPS: kr2.16 (down from kr2.23 in FY 2022). Revenue: kr4.12b (down 7.5% from FY 2022). Net income: kr403.7m (down 3.2% from FY 2022). Profit margin: 9.8% (in line with FY 2022). Revenue is forecast to grow 5.2% 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 • Mar 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €5.45, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 17x in the Electronic industry in Germany. Total returns to shareholders of 15% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.78 per share.
お知らせ • Feb 27NCAB Group AB (publ) Appoints Arjan Sinoo as Vice President for Global SalesArjan Sinoo, currently Managing Director of NCAB Group Benelux, has been promoted to the position of VP Global Sales and member of the Group Management of NCAB when he takes over the position from Howard Goff, who has recently been appointed VP and president North America. NCAB is servicing multiple global industries and is providing local service to customers globally and with the growth and continued expansion new global synergies emerges.
Declared Dividend • Feb 22Dividend of kr1.10 announcedShareholders will receive a dividend of kr1.10. Ex-date: 10th May 2024 Payment date: 16th May 2024 Dividend yield will be 18%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (51% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 20% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to grow by 30% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 18Full year 2023 earnings released: EPS: kr2.16 (vs kr2.23 in FY 2022)Full year 2023 results: EPS: kr2.16 (down from kr2.23 in FY 2022). Revenue: kr4.12b (down 7.5% from FY 2022). Net income: kr403.7m (down 3.2% from FY 2022). Profit margin: 9.8% (in line with FY 2022). Revenue is forecast to grow 5.1% 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 • Feb 09NCAB Group AB (publ) Announces Anders Forsén to Leave as CFONCAB Group AB (publ) announced that Anders Forsén, CFO of NCAB, has announced that he wishes to leave his position at NCAB after the summer of 2024. A recruitment process will therefore be initiated so that a successor can be appointed before the summer.
お知らせ • Dec 19NCAB Group AB (publ) Announces Change in the Nomination CommitteeThe Belgian Asset Manager Anicom has increased its holding in NCAB during the autumn and owned 5.99% of the shares in NCAB at the end of November, thereby becoming the 4th largest shareholder. Upon request of the Nomination Committee, they have chosen to participate in its work. The Nomination Committee is thereby increased by one member and will consists of the following members: Jan Dworsky, Swedbank Robur, chairman. Jan Särlvik, AP4, Simon Peterson, Didner o Gerge, Alexandre Weinberg, Anicom Gestion, Hjalmar Ek, Lannebo Fonder, and Christian Salamon, Chairman of NCAB Group.
お知らせ • Dec 05NCAB Appoints Howard Goff as President of NCAB North AmericaNCAB announced that Howard Goff, currently VP Sales for the NCAB Group and earlier President of the Europe segment, has been appointed President of NCAB North America. NCAB has been present in the US since 2012 and over the years have grown through a series of acquisitions to become a significant player in this important region. market share is still considerably lower than in the Nordic and Europe segments and thus continued strong growth in the Americas is a priority for the group. With Howard’s transition will inject long term experience from the NCAB model and will leverage his network within NCAB to accelerate growth in the US. Robert Balson, currently President of NCAB North America, has decided to explore opportunities outside NCAB.
お知らせ • Nov 29Ncab Group AB (Publ) Announces Change in the Nomination Committee 2024NCAB Group AB (publ) has increased the holding in NCAB och is now the fourth larger shareholder and has chosen, in accordance with the possibility from the AGM decision, to participate in the Nomination Committee. The Nomination will thereafter be constituted of the following members: Jan Dworsky, Swedbank Robur, chairman. Jan Särlvik, AP4, Simon Peterson, Didner o Gerge; Hjalmar Ek, Lannebo Fonder and Christian Salamon, Chairman of NCAB Group.
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €5.62, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 11x in the Electronic industry in Germany. Total returns to shareholders of 15% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.30 per share.
Reported Earnings • Nov 09Third quarter 2023 earnings released: EPS: kr0.59 (vs kr0.74 in 3Q 2022)Third quarter 2023 results: EPS: kr0.59 (down from kr0.74 in 3Q 2022). Revenue: kr1.03b (down 12% from 3Q 2022). Net income: kr110.4m (down 20% from 3Q 2022). Profit margin: 11% (down from 12% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
お知らせ • Nov 02NCAB Group AB (publ) (OM : NCAB) signed an agreement to acquire Electronic Advanced Circuits S.L. for SEK 18 million.NCAB Group AB (publ) (OM : NCAB) signed an agreement to acquire Electronic Advanced Circuits S.L. for SEK 18 million on October 31, 2023. The purchase price is SEK 14 million with a potential earn-out capped at a maximum amount of SEK 4 million. The transaction is estimated to close in November 2023. The acquisition is expected to be earnings accretive for NCAB Group in 2024. Synergies are expected in the areas of suppliers, payment terms and logistics.
お知らせ • Oct 28+ 3 more updatesNCAB Group AB (publ) to Report Q3, 2024 Results on Nov 05, 2024NCAB Group AB (publ) announced that they will report Q3, 2024 results on Nov 05, 2024
お知らせ • Oct 12NCAB Group AB (publ), Annual General Meeting, May 08, 2024NCAB Group AB (publ), Annual General Meeting, May 08, 2024.
Recent Insider Transactions • Sep 15Independent Director recently bought €11m worth of stockOn the 13th of September, Hans Ramel bought around 2m shares on-market at roughly €4.82 per share. This transaction increased Hans' direct individual holding by 5x at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €8.5m more in shares than they have sold in the last 12 months.
お知らせ • Sep 14Per Hesselmark Leaves the Board of Directors of NCABPer Hesselmark has informed NCAB that he wishes to leave his seat on the company's Board of Directors. This is a consequence of R12 Kapital having sold its shares in NCAB.
Board Change • Sep 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. President, CEO & Director Peter Kruk was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Board Change • Jul 26Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 3 highly experienced directors. President, CEO & Director Peter Kruk was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Sep 15+ 1 more updateNCAB Group AB (publ) to Report Q3, 2023 Results on Nov 07, 2023NCAB Group AB (publ) announced that they will report Q3, 2023 results on Nov 07, 2023