View ValuationBeijer Ref 将来の成長Future 基準チェック /16Beijer Ref利益と収益がそれぞれ年間8.9%と5.1%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11.9% 8.9%なると予測されています。主要情報8.9%収益成長率8.91%EPS成長率Trade Distributors 収益成長13.6%収益成長率5.1%将来の株主資本利益率11.94%アナリストカバレッジGood最終更新日13 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 • Apr 24+ 1 more updateBeijer Ref AB (publ) Approves Dividend for the Financial Year 2025, Payable on 30 April 2026 and on 30 October 2026Beijer Ref AB (publ) at its AGM held on April 23, 2026, resolved to pay a dividend of SEK 1.50 per share for the financial year 2025. The dividend shall be paid in two instalments, the first with SEK 0.75 per share with 27 April 2026 as record date and the second with SEK 0.75 per share with 27 October 2026 as record date. The dividend is expected to be distributed by Euroclear Sweden AB on 30 April 2026 and on 30 October 2026.Buy Or Sell Opportunity • Apr 13Now 20% overvaluedOver the last 90 days, the stock has fallen 4.7% to €12.73. The fair value is estimated to be €10.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Board Change • Apr 10Insufficient new 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. 2 highly experienced directors. Independent Director Nathalie Delbreuve was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Mar 20Beijer Ref AB (publ), Annual General Meeting, Apr 23, 2026Beijer Ref AB (publ), Annual General Meeting, Apr 23, 2026, at 14:00 W. Europe Standard Time. Location: malmo borshus, skeppsbron 2, malmo SwedenBuy Or Sell Opportunity • Feb 28Now 20% overvaluedOver the last 90 days, the stock has fallen 5.0% to €13.13. The fair value is estimated to be €10.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.2% 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. This is currently the only risk that has been identified for the company.Declared Dividend • Feb 09Final dividend of kr0.75 announcedShareholders will receive a dividend of kr0.75. Ex-date: 24th April 2026 Payment date: 30th April 2026 Dividend yield will be 6.3%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 30Beijer Ref AB (Publ) Proposes Dividend for the Financial Year 2025The Board of Directors of Beijer Ref AB (publ) proposed a dividend of SEK 1.50 per share (1.40) for the year 2025, corresponding to 31% (32) of net profit for the year attributable to the parent company's shareholders, excluding items affecting comparability. This corresponds to an increase in the dividend of 7%. The Board of Directors proposes that the dividend be paid in two instalments to accommodate the Group's seasonal variations. The Board of Directors' final proposal for dividend per share will be presented no later than in connection with the notice to the Annual General Meeting.お知らせ • Jan 28Beijer Ref AB Announces Kate Swann Will Not Stand for Re-Election as Chair of the BoardBeijer Ref AB has announced that Kate Swann will not stand for re-election as Chair of the Board at the forthcoming Annual General Meeting.お知らせ • Jan 21Beijer Ref AB (publ) (OM:BEIJ B) acquired 75% stake in Idema Clima Srl.Beijer Ref AB (publ) (OM:BEIJ B) acquired 75% stake in Idema Clima Srl on January 20, 2026. Beijer Ref has an option to acquire the remaining shares. The company will continue to operate under its own brand. The acquisition is expected to have a minor positive impact on Beijer Ref’s results. Idema has an annual turnover of approximately SEK 200 million. Beijer Ref AB (publ) (OM:BEIJ B) completed the acquisition 75% stake in Idema Clima Srl on January 20, 2026.お知らせ • Dec 16+ 1 more updateBeijer Ref AB (publ) to Report Q4, 2026 Results on Jan 29, 2027Beijer Ref AB (publ) announced that they will report Q4, 2026 results on Jan 29, 2027お知らせ • Dec 15+ 2 more updatesBeijer Ref AB (publ) to Report Q2, 2026 Results on Jul 17, 2026Beijer Ref AB (publ) announced that they will report Q2, 2026 results on Jul 17, 2026Reported Earnings • Oct 26Third quarter 2025 earnings released: EPS: kr1.44 (vs kr1.30 in 3Q 2024)Third quarter 2025 results: EPS: kr1.44 (up from kr1.30 in 3Q 2024). Revenue: kr9.73b (up 2.5% from 3Q 2024). Net income: kr732.0m (up 11% from 3Q 2024). Profit margin: 7.5% (up from 6.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Trade Distributors industry in Europe.Board Change • Oct 23Insufficient new 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. 2 highly experienced directors. Independent Director Nathalie Delbreuve was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Oct 21Beijer Ref AB (publ) (OM:BEIJ B) signed an agreement to acquire 80% stake in Airwave OÜ.Beijer Ref AB (publ) (OM:BEIJ B) signed an agreement to acquire 80% stake in Airwave OÜ on October 20, 2025. Upon completion, Airwave OÜ will continue to operate under its own brand and Beijer Ref will have an option to acquire the remaining shares in Airwave OÜ. For the period ending December 31, 2024, Airwave OÜ reported total revenue of SEK 600 million. The transaction needs to be approved by the competition authority in Estonia as conditions of closing. Robin Viia of Superia Corporate Finance acted as sole financial advisor to the founders of Airwave OÜ.Upcoming Dividend • Oct 18Upcoming dividend of kr0.70 per shareEligible shareholders must have bought the stock before 24 October 2025. Payment date: 30 October 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Italian dividend payers (4.9%). Lower than average of industry peers (2.4%).Board Change • Sep 22Insufficient new 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. 2 highly experienced directors. Independent Director Nathalie Delbreuve was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 24Beijer Ref AB (Publ) Approves Dividend for the Financial Year 2024, Payable on 2 May 2025 and on 30 October 2025Beijer Ref AB (publ) at its AGM held on April 24, 2025, approved to pay a dividend of SEK 1.40 per share for the financial year 2024. The dividend shall be paid in two instalments, the first with SEK 0.70 per share with 28 April 2025 as record date and the second with SEK 0.70 per share with 27 October 2025 as record date. The dividend is expected to be distributed by Euroclear Sweden AB on 2 May 2025 and on 30 October 2025.お知らせ • Mar 20Beijer Ref AB (publ), Annual General Meeting, Apr 24, 2025Beijer Ref AB (publ), Annual General Meeting, Apr 24, 2025, at 14:00 W. Europe Standard Time. Location: at glasklart, dockplatsen 1, in malmo, Swedenお知らせ • Mar 15+ 2 more updatesBeijer Ref AB (publ) to Report Q3, 2025 Results on Oct 24, 2025Beijer Ref AB (publ) announced that they will report Q3, 2025 results on Oct 24, 2025業績と収益の成長予測BIT:1BEIJ - 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12/31/202843,6003,2913,1084,200812/31/202741,0552,9892,8473,861812/31/202638,6712,6633,0544,06783/31/202636,7182,3253,6504,071N/A12/31/202537,0672,3263,7884,209N/A9/30/202537,6132,4503,3243,702N/A6/30/202537,3812,3752,8063,251N/A3/31/202536,8802,3062,5623,007N/A12/31/202435,6622,2272,6353,080N/A9/30/202434,4822,5353,2163,678N/A6/30/202433,4792,4383,2273,587N/A3/31/202432,4522,4232,3332,693N/A12/31/202332,1502,3751,3931,753N/A9/30/202330,3401,761248695N/A6/30/202327,8281,625-419-199N/A3/31/202325,1131,329-261-41N/A12/31/202222,6381,248-13981N/A9/30/202221,0921,353-1,050-848N/A6/30/202219,4541,176-945-743N/A3/31/202218,0771,069-732-530N/A12/31/202116,905979-11389N/A9/30/202116,041908587772N/A6/30/202115,538905804989N/A3/31/202114,3157691,2841,469N/A12/31/202014,0627221,1451,330N/A9/30/202014,0887231,2961,460N/A6/30/202014,2037331,4241,588N/A3/31/202014,8618291,0521,216N/A12/31/201914,817864N/A1,255N/A9/30/201914,676845N/A1,221N/A6/30/201914,330830N/A828N/A3/31/201913,844820N/A885N/A12/31/201813,015769N/A690N/A9/30/201812,123752N/A380N/A6/30/201811,071660N/A494N/A3/31/201810,217559N/A360N/A12/31/20179,830511N/A502N/A9/30/20179,629464N/A402N/A6/30/20179,535432N/A236N/A3/31/20179,296401N/A256N/A12/31/20169,045389N/A65N/A9/30/20168,872374N/A243N/A6/30/20168,746379N/A341N/A3/31/20168,482364N/A478N/A12/31/20158,361366N/A495N/A9/30/20158,124365N/A500N/A6/30/20157,736351N/A393N/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: 1BEIJの予測収益成長率 (年間8.9% ) は 貯蓄率 ( 3.3% ) を上回っています。収益対市場: 1BEIJの収益 ( 8.9% ) Italian市場 ( 10.8% ) よりも低い成長が予測されています。高成長収益: 1BEIJの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 1BEIJの収益 ( 5.1% ) Italian市場 ( 5.7% ) よりも低い成長が予測されています。高い収益成長: 1BEIJの収益 ( 5.1% ) 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: 1BEIJの 自己資本利益率 は、3年後には低くなると予測されています ( 11.9 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 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2026/05/17 13:29終値2026/05/15 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Beijer Ref AB (publ) 8 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。20 アナリスト機関null nullABG Sundal CollierSimon JonssonBerenbergGerhard OrgonasBerenberg17 その他のアナリストを表示
お知らせ • Apr 24+ 1 more updateBeijer Ref AB (publ) Approves Dividend for the Financial Year 2025, Payable on 30 April 2026 and on 30 October 2026Beijer Ref AB (publ) at its AGM held on April 23, 2026, resolved to pay a dividend of SEK 1.50 per share for the financial year 2025. The dividend shall be paid in two instalments, the first with SEK 0.75 per share with 27 April 2026 as record date and the second with SEK 0.75 per share with 27 October 2026 as record date. The dividend is expected to be distributed by Euroclear Sweden AB on 30 April 2026 and on 30 October 2026.
Buy Or Sell Opportunity • Apr 13Now 20% overvaluedOver the last 90 days, the stock has fallen 4.7% to €12.73. The fair value is estimated to be €10.59, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 5.9% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Board Change • Apr 10Insufficient new 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. 2 highly experienced directors. Independent Director Nathalie Delbreuve was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Mar 20Beijer Ref AB (publ), Annual General Meeting, Apr 23, 2026Beijer Ref AB (publ), Annual General Meeting, Apr 23, 2026, at 14:00 W. Europe Standard Time. Location: malmo borshus, skeppsbron 2, malmo Sweden
Buy Or Sell Opportunity • Feb 28Now 20% overvaluedOver the last 90 days, the stock has fallen 5.0% to €13.13. The fair value is estimated to be €10.92, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 9.9%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
New Risk • Feb 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.2% 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. This is currently the only risk that has been identified for the company.
Declared Dividend • Feb 09Final dividend of kr0.75 announcedShareholders will receive a dividend of kr0.75. Ex-date: 24th April 2026 Payment date: 30th April 2026 Dividend yield will be 6.3%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 30Beijer Ref AB (Publ) Proposes Dividend for the Financial Year 2025The Board of Directors of Beijer Ref AB (publ) proposed a dividend of SEK 1.50 per share (1.40) for the year 2025, corresponding to 31% (32) of net profit for the year attributable to the parent company's shareholders, excluding items affecting comparability. This corresponds to an increase in the dividend of 7%. The Board of Directors proposes that the dividend be paid in two instalments to accommodate the Group's seasonal variations. The Board of Directors' final proposal for dividend per share will be presented no later than in connection with the notice to the Annual General Meeting.
お知らせ • Jan 28Beijer Ref AB Announces Kate Swann Will Not Stand for Re-Election as Chair of the BoardBeijer Ref AB has announced that Kate Swann will not stand for re-election as Chair of the Board at the forthcoming Annual General Meeting.
お知らせ • Jan 21Beijer Ref AB (publ) (OM:BEIJ B) acquired 75% stake in Idema Clima Srl.Beijer Ref AB (publ) (OM:BEIJ B) acquired 75% stake in Idema Clima Srl on January 20, 2026. Beijer Ref has an option to acquire the remaining shares. The company will continue to operate under its own brand. The acquisition is expected to have a minor positive impact on Beijer Ref’s results. Idema has an annual turnover of approximately SEK 200 million. Beijer Ref AB (publ) (OM:BEIJ B) completed the acquisition 75% stake in Idema Clima Srl on January 20, 2026.
お知らせ • Dec 16+ 1 more updateBeijer Ref AB (publ) to Report Q4, 2026 Results on Jan 29, 2027Beijer Ref AB (publ) announced that they will report Q4, 2026 results on Jan 29, 2027
お知らせ • Dec 15+ 2 more updatesBeijer Ref AB (publ) to Report Q2, 2026 Results on Jul 17, 2026Beijer Ref AB (publ) announced that they will report Q2, 2026 results on Jul 17, 2026
Reported Earnings • Oct 26Third quarter 2025 earnings released: EPS: kr1.44 (vs kr1.30 in 3Q 2024)Third quarter 2025 results: EPS: kr1.44 (up from kr1.30 in 3Q 2024). Revenue: kr9.73b (up 2.5% from 3Q 2024). Net income: kr732.0m (up 11% from 3Q 2024). Profit margin: 7.5% (up from 6.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Trade Distributors industry in Europe.
Board Change • Oct 23Insufficient new 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. 2 highly experienced directors. Independent Director Nathalie Delbreuve was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 21Beijer Ref AB (publ) (OM:BEIJ B) signed an agreement to acquire 80% stake in Airwave OÜ.Beijer Ref AB (publ) (OM:BEIJ B) signed an agreement to acquire 80% stake in Airwave OÜ on October 20, 2025. Upon completion, Airwave OÜ will continue to operate under its own brand and Beijer Ref will have an option to acquire the remaining shares in Airwave OÜ. For the period ending December 31, 2024, Airwave OÜ reported total revenue of SEK 600 million. The transaction needs to be approved by the competition authority in Estonia as conditions of closing. Robin Viia of Superia Corporate Finance acted as sole financial advisor to the founders of Airwave OÜ.
Upcoming Dividend • Oct 18Upcoming dividend of kr0.70 per shareEligible shareholders must have bought the stock before 24 October 2025. Payment date: 30 October 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Italian dividend payers (4.9%). Lower than average of industry peers (2.4%).
Board Change • Sep 22Insufficient new 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. 2 highly experienced directors. Independent Director Nathalie Delbreuve was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 24Beijer Ref AB (Publ) Approves Dividend for the Financial Year 2024, Payable on 2 May 2025 and on 30 October 2025Beijer Ref AB (publ) at its AGM held on April 24, 2025, approved to pay a dividend of SEK 1.40 per share for the financial year 2024. The dividend shall be paid in two instalments, the first with SEK 0.70 per share with 28 April 2025 as record date and the second with SEK 0.70 per share with 27 October 2025 as record date. The dividend is expected to be distributed by Euroclear Sweden AB on 2 May 2025 and on 30 October 2025.
お知らせ • Mar 20Beijer Ref AB (publ), Annual General Meeting, Apr 24, 2025Beijer Ref AB (publ), Annual General Meeting, Apr 24, 2025, at 14:00 W. Europe Standard Time. Location: at glasklart, dockplatsen 1, in malmo, Sweden
お知らせ • Mar 15+ 2 more updatesBeijer Ref AB (publ) to Report Q3, 2025 Results on Oct 24, 2025Beijer Ref AB (publ) announced that they will report Q3, 2025 results on Oct 24, 2025