View ValuationTruecaller 향후 성장Future 기준 점검 5/6Truecaller (는) 각각 연간 20.7% 및 10.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 22.5% 로 예상됩니다.핵심 정보20.7%이익 성장률12.41%EPS 성장률Software 이익 성장15.5%매출 성장률10.2%향후 자기자본이익률22.48%애널리스트 커버리지Good마지막 업데이트03 Jul 2026최근 향후 성장 업데이트공시 • Jan 23Truecaller AB (Publ) Provides Preliminary and Unaudited Earnings Guidance for the Fourth Quarter of 2025Truecaller AB (publ) provided preliminary and unaudited earnings guidance for the fourth quarter of 2025. Total net sales for the fourth quarter 2025 is expected to amount to SEK 451 million (523) which is a decrease of 1% in constant currencies compared to the same period last year. Net profit of SEK 60.4 million (150.4) and Total revenues of SEK 462.4 million (528.5).모든 업데이트 보기Recent updatesValuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1.22, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €2.25 per share.공시 • Jun 17Truecaller Provides Update on Recent Developments in Its Advertising BusinessTruecaller provided an update on recent developments in its advertising business. The flag that was introduced on Truecaller’s ad inventory by its largest demand partner’s platform in August 2025 has now been removed. As a consequence, the company has observed a marginal improvement in revenue from the partner during the last few days. As the flag was removed recently, the impact on advertising revenues in the second quarter of 2026 is expected to be limited. The removal is clearly positive, but the company's assessment is that it is too early to draw any firm conclusions regarding the long-term revenue impact. The flag is applied by an algorithm which re-assesses ad inventory continuously, and hence could potentially be applied in the future again, as the company makes updates to the app. The flag originated from an unannounced algorithmic change introduced by the demand partner in mid-August last year, which affected Truecaller. As a result, the performance of Truecaller's ads inventory was significantly reduced, leading to lower advertising revenues from the partner. Continuous improvements and efforts, as well as experimentation in collaboration with the partner since the change in August 2025, have now positively impacted how Truecaller is assessed as a publisher which has led to the removal of the flag. Regardless of the progress with the largest demand partner, Truecaller’s main focus remains to deliver on the long-term ads-strategy which focuses on achieving sustainable growth and reducing volatility in advertising revenue. The strategy includes, but is not limited to: Migration to a new ads architecture where Truecaller so far during the second quarter now has migrated more than 200 million users (30 million users end of First Quarter) with the ambition to have migrated the full user base early in Third Quarter. Implementing a new bidding model for programmatic advertising where all partners are treated equally with the ambition to maximise the yield for every impression. This has been implemented on a small scale already and is expected to be scaled further during the 2nd half of 2026. Grow direct sales through a combination of intelligent user segmentation, unique inventory, scaled up sales efforts and partnership distribution. Further details will be provided in the upcoming interim report and presentation for the second quarter, which is scheduled for release on July 17, 2026.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €1.02, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Software industry in Germany.공시 • Jun 12Truecaller Launches Truecaller Lite App for Entry-Level Android SmartphonesTruecaller announced the launch of Truecaller Lite, a new app designed specifically for entry-level Android smartphones across Africa, Latin America, and Asia. Many of the markets experiencing the fastest growth in spam and fraud are also those where entry-level Android devices remain the most common way people access the Internet. Yet users of these devices often face limitations in storage, memory, and processing power that can make running feature-rich applications more challenging. Truecaller Lite was built to address that gap. At just 10 MB, Truecaller Lite is a separate, native Android app designed from the ground up for devices with limited resources. The app delivers the protections users rely on most, including caller ID, spam and fraud blocking, and number search, while remaining fast, lightweight, and reliable on entry-level smartphones. Following its initial availability in Nigeria and Colombia earlier this year, Truecaller Lite is now expanding to Kenya, Ghana, Algeria, Chile, Egypt, Iraq, Indonesia, Bangladesh, Sri Lanka, and Malaysia, with additional launches planned across emerging markets. In 2025 alone, Truecaller identified more than 68 billion spam and fraud calls worldwide. Many of the markets most affected by these trends are also those where entry-level Android devices dominate, making accessible protection more important than ever. Truecaller Lite is now available across the expanding launch markets through the Google Play Store.공시 • May 25Truecaller AB (publ) Announces Board ChangesTruecaller AB at its Annual General Meeting held on May 22, 2026 approved the election of Mr. Sandeep Bhushan as a new board member. It was noted that the previous board member Helena Svancar had declined re-election.공시 • May 22Truecaller Launches Travel eSIM Across 29 CountriesTruecaller launched travel eSIM - the company's first step into mobile data services and a new category for its global user base. Travel eSIM is a fully digital mobile data service that activates in minutes and offers plans from 1 GB over 7 days to 20 GB over 30 days. Customers can buy travel eSIM in 29 markets at launch, through the Truecaller iPhone app or on the web at Truecaller.com. The web opens the product to compatible Android devices from day one. Coverage works globally, so travelers buy at home and stay connected wherever they go. Travel eSIM is currently available to purchase in: Italy, Sweden, Spain, France, Germany, Poland, Portugal, Romania, the Netherlands, Belgium, Ireland, Austria, Finland, the Czech Republic, Denmark, Hungary, the United States, the United Kingdom, Australia, Canada, New Zealand, Switzerland, Norway, Chile, Indonesia, Malaysia, South Africa, Egypt, and Nigeria.공시 • Apr 21Truecaller AB (Publ) Announces Helena Svancar Has Declined Re-Election as Board MemberTruecaller AB (publ) announced Helena Svancar has declined re-election as Board member at the Annual General Meeting to be on 22 May 2026.공시 • Feb 18Truecaller AB (Publ) Proposes Dividend for Financial Year December 2025Truecaller AB (publ) announced that in accordance with Truecaller's dividend policy, Truecaller's board of directors has decided to propose a dividend of SEK 0.28 per share for the December 2025 financial year to the annual general meeting.공시 • Jan 23Truecaller AB (Publ) Provides Preliminary and Unaudited Earnings Guidance for the Fourth Quarter of 2025Truecaller AB (publ) provided preliminary and unaudited earnings guidance for the fourth quarter of 2025. Total net sales for the fourth quarter 2025 is expected to amount to SEK 451 million (523) which is a decrease of 1% in constant currencies compared to the same period last year. Net profit of SEK 60.4 million (150.4) and Total revenues of SEK 462.4 million (528.5).이익 및 매출 성장 예측DB:49X0 - 애널리스트 향후 추정치 및 과거 재무 데이터 (SEK Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20282,299548504575612/31/20272,078441548612712/31/20261,62624641646653/31/20261,815319462500N/A12/31/20251,949389482521N/A9/30/20252,017479604640N/A6/30/20251,999488707736N/A3/31/20251,951493638658N/A12/31/20241,875524590604N/A9/30/20241,779490516532N/A6/30/20241,719477519536N/A3/31/20241,780560540558N/A12/31/20231,738536556582N/A9/30/20231,750506434457N/A6/30/20231,802544471494N/A3/31/20231,766511545569N/A12/31/20221,778535596610N/A9/30/20221,727588714723N/A6/30/20221,588447628636N/A3/31/20221,347349444448N/A12/31/20211,130258379381N/A9/30/2021923111289290N/A6/30/2021746139248248N/A3/31/202159046156157N/A12/31/2020491-16104106N/A12/31/2019299-97N/A-42N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 49X0 의 연간 예상 수익 증가율(20.7%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 49X0 의 연간 수익(20.7%)이 German 시장(16.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 49X0 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: 49X0 의 수익(연간 10.2%)이 German 시장(연간 6.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 49X0 의 수익(연간 10.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 49X0의 자본 수익률은 3년 후 22.5%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/08 09:25종가2026/07/08 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Truecaller AB (publ)는 11명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Oscar ErixonCarnegie Investment Bank ABPaul BradleyCitigroup IncRamil KoriaDanske Bank8명의 분석가 더 보기
공시 • Jan 23Truecaller AB (Publ) Provides Preliminary and Unaudited Earnings Guidance for the Fourth Quarter of 2025Truecaller AB (publ) provided preliminary and unaudited earnings guidance for the fourth quarter of 2025. Total net sales for the fourth quarter 2025 is expected to amount to SEK 451 million (523) which is a decrease of 1% in constant currencies compared to the same period last year. Net profit of SEK 60.4 million (150.4) and Total revenues of SEK 462.4 million (528.5).
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1.22, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Software industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €2.25 per share.
공시 • Jun 17Truecaller Provides Update on Recent Developments in Its Advertising BusinessTruecaller provided an update on recent developments in its advertising business. The flag that was introduced on Truecaller’s ad inventory by its largest demand partner’s platform in August 2025 has now been removed. As a consequence, the company has observed a marginal improvement in revenue from the partner during the last few days. As the flag was removed recently, the impact on advertising revenues in the second quarter of 2026 is expected to be limited. The removal is clearly positive, but the company's assessment is that it is too early to draw any firm conclusions regarding the long-term revenue impact. The flag is applied by an algorithm which re-assesses ad inventory continuously, and hence could potentially be applied in the future again, as the company makes updates to the app. The flag originated from an unannounced algorithmic change introduced by the demand partner in mid-August last year, which affected Truecaller. As a result, the performance of Truecaller's ads inventory was significantly reduced, leading to lower advertising revenues from the partner. Continuous improvements and efforts, as well as experimentation in collaboration with the partner since the change in August 2025, have now positively impacted how Truecaller is assessed as a publisher which has led to the removal of the flag. Regardless of the progress with the largest demand partner, Truecaller’s main focus remains to deliver on the long-term ads-strategy which focuses on achieving sustainable growth and reducing volatility in advertising revenue. The strategy includes, but is not limited to: Migration to a new ads architecture where Truecaller so far during the second quarter now has migrated more than 200 million users (30 million users end of First Quarter) with the ambition to have migrated the full user base early in Third Quarter. Implementing a new bidding model for programmatic advertising where all partners are treated equally with the ambition to maximise the yield for every impression. This has been implemented on a small scale already and is expected to be scaled further during the 2nd half of 2026. Grow direct sales through a combination of intelligent user segmentation, unique inventory, scaled up sales efforts and partnership distribution. Further details will be provided in the upcoming interim report and presentation for the second quarter, which is scheduled for release on July 17, 2026.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €1.02, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Software industry in Germany.
공시 • Jun 12Truecaller Launches Truecaller Lite App for Entry-Level Android SmartphonesTruecaller announced the launch of Truecaller Lite, a new app designed specifically for entry-level Android smartphones across Africa, Latin America, and Asia. Many of the markets experiencing the fastest growth in spam and fraud are also those where entry-level Android devices remain the most common way people access the Internet. Yet users of these devices often face limitations in storage, memory, and processing power that can make running feature-rich applications more challenging. Truecaller Lite was built to address that gap. At just 10 MB, Truecaller Lite is a separate, native Android app designed from the ground up for devices with limited resources. The app delivers the protections users rely on most, including caller ID, spam and fraud blocking, and number search, while remaining fast, lightweight, and reliable on entry-level smartphones. Following its initial availability in Nigeria and Colombia earlier this year, Truecaller Lite is now expanding to Kenya, Ghana, Algeria, Chile, Egypt, Iraq, Indonesia, Bangladesh, Sri Lanka, and Malaysia, with additional launches planned across emerging markets. In 2025 alone, Truecaller identified more than 68 billion spam and fraud calls worldwide. Many of the markets most affected by these trends are also those where entry-level Android devices dominate, making accessible protection more important than ever. Truecaller Lite is now available across the expanding launch markets through the Google Play Store.
공시 • May 25Truecaller AB (publ) Announces Board ChangesTruecaller AB at its Annual General Meeting held on May 22, 2026 approved the election of Mr. Sandeep Bhushan as a new board member. It was noted that the previous board member Helena Svancar had declined re-election.
공시 • May 22Truecaller Launches Travel eSIM Across 29 CountriesTruecaller launched travel eSIM - the company's first step into mobile data services and a new category for its global user base. Travel eSIM is a fully digital mobile data service that activates in minutes and offers plans from 1 GB over 7 days to 20 GB over 30 days. Customers can buy travel eSIM in 29 markets at launch, through the Truecaller iPhone app or on the web at Truecaller.com. The web opens the product to compatible Android devices from day one. Coverage works globally, so travelers buy at home and stay connected wherever they go. Travel eSIM is currently available to purchase in: Italy, Sweden, Spain, France, Germany, Poland, Portugal, Romania, the Netherlands, Belgium, Ireland, Austria, Finland, the Czech Republic, Denmark, Hungary, the United States, the United Kingdom, Australia, Canada, New Zealand, Switzerland, Norway, Chile, Indonesia, Malaysia, South Africa, Egypt, and Nigeria.
공시 • Apr 21Truecaller AB (Publ) Announces Helena Svancar Has Declined Re-Election as Board MemberTruecaller AB (publ) announced Helena Svancar has declined re-election as Board member at the Annual General Meeting to be on 22 May 2026.
공시 • Feb 18Truecaller AB (Publ) Proposes Dividend for Financial Year December 2025Truecaller AB (publ) announced that in accordance with Truecaller's dividend policy, Truecaller's board of directors has decided to propose a dividend of SEK 0.28 per share for the December 2025 financial year to the annual general meeting.
공시 • Jan 23Truecaller AB (Publ) Provides Preliminary and Unaudited Earnings Guidance for the Fourth Quarter of 2025Truecaller AB (publ) provided preliminary and unaudited earnings guidance for the fourth quarter of 2025. Total net sales for the fourth quarter 2025 is expected to amount to SEK 451 million (523) which is a decrease of 1% in constant currencies compared to the same period last year. Net profit of SEK 60.4 million (150.4) and Total revenues of SEK 462.4 million (528.5).