Board Change • May 20
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 6 non-independent directors. Director Anders Jensen was the last director to join the board, commencing their role in 2024. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. 공시 • Apr 23
Bahnhof AB (publ) announces Annual dividend, payable on May 20, 2025 Bahnhof AB (publ) announced Annual dividend of SEK 2.0000 per share payable on May 20, 2025, ex-date on May 14, 2025 and record date on May 15, 2025. 공시 • Apr 11
Bahnhof AB (publ), Annual General Meeting, May 13, 2025 Bahnhof AB (publ), Annual General Meeting, May 13, 2025, at 13:00 W. Europe Standard Time. Location: at sveavagen 41, stockholm. Sweden Reported Earnings • Nov 14
Third quarter 2024 earnings released: EPS: kr0.56 (vs kr0.55 in 3Q 2023) Third quarter 2024 results: EPS: kr0.56 (up from kr0.55 in 3Q 2023). Revenue: kr511.6m (up 7.7% from 3Q 2023). Net income: kr60.1m (up 2.4% from 3Q 2023). Profit margin: 12% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 27
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €5.00, the stock trades at a trailing P/E ratio of 24.3x. Average trailing P/E is 37x in the Telecom industry in Germany. Total returns to shareholders of 47% over the past three years. Buy Or Sell Opportunity • Jul 20
Now 21% undervalued Over the last 90 days, the stock has risen 13% to €4.38. The fair value is estimated to be €5.55, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 16%. Buy Or Sell Opportunity • May 16
Now 27% undervalued Over the last 90 days, the stock has risen 23% to €4.22. The fair value is estimated to be €5.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 16%. Valuation Update With 7 Day Price Move • May 14
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to €5.20, the stock trades at a trailing P/E ratio of 25.5x. Average trailing P/E is 27x in the Telecom industry in Germany. Total returns to shareholders of 56% over the past three years. Upcoming Dividend • May 09
Upcoming dividend of kr2.00 per share Eligible shareholders must have bought the stock before 15 May 2024. Payment date: 21 May 2024. Payout ratio is on the higher end at 98%, however this is supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.3%). Reported Earnings • May 07
First quarter 2024 earnings released: EPS: kr0.52 (vs kr0.47 in 1Q 2023) First quarter 2024 results: EPS: kr0.52 (up from kr0.47 in 1Q 2023). Revenue: kr491.4m (up 8.9% from 1Q 2023). Net income: kr56.2m (up 12% from 1Q 2023). Profit margin: 11% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Declared Dividend • Feb 18
Dividend of kr2.00 announced Shareholders will receive a dividend of kr2.00. Ex-date: 15th May 2024 Payment date: 21st May 2024 Dividend yield will be 57%, which is higher than the industry average of 2.9%. Sustainability & Growth Dividend is not covered by earnings (100% earnings payout ratio). However, it is covered by cash flows (54% cash payout ratio). The dividend has increased by an average of 30% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 12% to bring the payout ratio under control, which is less than the 17% EPS growth achieved over the last 5 years. Reported Earnings • Feb 14
Full year 2023 earnings released: EPS: kr1.99 (vs kr1.67 in FY 2022) Full year 2023 results: EPS: kr1.99 (up from kr1.67 in FY 2022). Revenue: kr1.88b (up 8.5% from FY 2022). Net income: kr214.1m (up 19% from FY 2022). Profit margin: 11% (up from 10% in FY 2022). The increase in margin was driven by higher revenue. Reported Earnings • Nov 08
Third quarter 2023 earnings released Third quarter 2023 results: Revenue: kr477.9m (up 9.5% from 3Q 2022). Net income: kr58.6m (up 25% from 3Q 2022). Profit margin: 12% (up from 11% in 3Q 2022). The increase in margin was driven by higher revenue. Reported Earnings • Aug 28
Second quarter 2023 earnings released Second quarter 2023 results: Revenue: kr459.1m (up 6.6% from 2Q 2022). Net income: kr46.4m (up 1.9% from 2Q 2022). Profit margin: 10% (in line with 2Q 2022). 공시 • Jul 24
Bahnhof AB (publ) to Report First Half, 2023 Results on Aug 22, 2023 Bahnhof AB (publ) announced that they will report first half, 2023 results on Aug 22, 2023 Upcoming Dividend • May 03
Upcoming dividend of kr1.75 per share at 2.9% yield Eligible shareholders must have bought the stock before 10 May 2023. Payment date: 16 May 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.5%). Lower than average of industry peers (3.3%). Buying Opportunity • Apr 28
Now 21% undervalued Over the last 90 days, the stock is up 15%. The fair value is estimated to be €4.77, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 14%. Reported Earnings • Feb 15
Full year 2022 earnings released: EPS: kr1.67 (vs kr1.40 in FY 2021) Full year 2022 results: EPS: kr1.67 (up from kr1.40 in FY 2021). Revenue: kr1.73b (up 7.9% from FY 2021). Net income: kr179.0m (up 19% from FY 2021). Profit margin: 10% (in line with FY 2021). 공시 • Jan 16
Bahnhof AB (publ) to Report Fiscal Year 2022 Results on Feb 14, 2023 Bahnhof AB (publ) announced that they will report fiscal year 2022 results on Feb 14, 2023 Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. No independent directors (6 non-independent directors). Director Kennet Lejnell was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Nov 11
Third quarter 2022 earnings released Third quarter 2022 results: Revenue: kr436.5m (up 7.2% from 3Q 2021). Net income: kr46.9m (up 21% from 3Q 2021). Profit margin: 11% (up from 9.5% in 3Q 2021). The increase in margin was driven by higher revenue. 공시 • Oct 10
Bahnhof AB (publ) to Report Q3, 2022 Results on Nov 08, 2022 Bahnhof AB (publ) announced that they will report Q3, 2022 results on Nov 08, 2022 공시 • Jul 20
Bahnhof AB (publ) to Report Q2, 2022 Results on Aug 18, 2022 Bahnhof AB (publ) announced that they will report Q2, 2022 results on Aug 18, 2022 Reported Earnings • May 06
First quarter 2022 earnings released First quarter 2022 results: Revenue: kr417.1m (up 7.9% from 1Q 2021). Net income: kr42.4m (up 22% from 1Q 2021). Profit margin: 10% (up from 9.0% in 1Q 2021). The increase in margin was driven by higher revenue. Upcoming Dividend • May 04
Upcoming dividend of kr1.00 per share Eligible shareholders must have bought the stock before 11 May 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 72% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.1%). Lower than average of industry peers (3.5%). Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). Director Kennet Lejnell was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Apr 22
Full year 2021 earnings released: EPS: kr1.40 (vs kr1.28 in FY 2020) Full year 2021 results: EPS: kr1.40 (up from kr1.28 in FY 2020). Revenue: kr1.60b (up 9.0% from FY 2020). Net income: kr150.3m (up 9.0% from FY 2020). Profit margin: 9.4% (in line with FY 2020). 공시 • Apr 11
Bahnhof AB (publ), Annual General Meeting, May 10, 2022 Bahnhof AB (publ), Annual General Meeting, May 10, 2022. 공시 • Apr 05
Bahnhof AB (publ) to Report Q1, 2022 Results on May 04, 2022 Bahnhof AB (publ) announced that they will report Q1, 2022 results on May 04, 2022 Reported Earnings • Feb 19
Full year 2021 earnings: EPS in line with expectations, revenues disappoint Full year 2021 results: EPS: kr1.36 (up from kr1.27 in FY 2020). Revenue: kr1.60b (up 9.0% from FY 2020). Net income: kr146.4m (up 7.4% from FY 2020). Profit margin: 9.1% (down from 9.3% in FY 2020). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.6%. Buying Opportunity • Feb 17
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 5.6%. The fair value is estimated to be kr4.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% per annum over the last 3 years. Earnings per share has grown by 15% per annum over the last 3 years. Reported Earnings • Aug 21
Second quarter 2021 earnings released The company reported a solid second quarter result with improved earnings and revenues, although profit margins were weaker. Second quarter 2021 results: Revenue: kr397.5m (up 10% from 2Q 2020). Net income: kr36.5m (up 9.0% from 2Q 2020). Profit margin: 9.2% (down from 9.3% in 2Q 2020). The decrease in margin was driven by higher expenses.