View Future GrowthTranstema Group 과거 순이익 실적과거 기준 점검 0/6Transtema Group 의 수입은 연평균 -37.8%의 비율로 감소해 온 반면, Telecom 산업은 연평균 5%의 비율로 감소했습니다. 매출은 연평균 9.9%의 비율로 증가해 왔습니다.핵심 정보-37.76%순이익 성장률-30.40%주당순이익(EPS) 성장률Telecom 산업 성장률36.30%매출 성장률9.93%자기자본이익률-37.91%순이익률-5.98%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: kr0.23 (vs kr0.71 in 3Q 2023)Third quarter 2024 results: EPS: kr0.23 (down from kr0.71 in 3Q 2023). Revenue: kr590.6m (down 2.1% from 3Q 2023). Net income: kr9.52m (down 68% from 3Q 2023). Profit margin: 1.6% (down from 4.9% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 35% per year, which means it is performing significantly worse than earnings.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: kr0.02 (vs kr1.77 in 2Q 2023)Second quarter 2024 results: EPS: kr0.02 (down from kr1.77 in 2Q 2023). Revenue: kr609.1m (down 15% from 2Q 2023). Net income: kr935.0k (down 99% from 2Q 2023). Profit margin: 0.2% (down from 10% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Reported Earnings • May 08First quarter 2024 earnings released: kr0.38 loss per share (vs kr1.22 profit in 1Q 2023)First quarter 2024 results: kr0.38 loss per share (down from kr1.22 profit in 1Q 2023). Revenue: kr500.4m (down 23% from 1Q 2023). Net loss: kr15.6m (down 132% from profit in 1Q 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 09Full year 2023 earnings released: EPS: kr3.20 (vs kr3.22 in FY 2022)Full year 2023 results: EPS: kr3.20. Revenue: kr2.69b (up 9.6% from FY 2022). Net income: kr172.6m (up 38% from FY 2022). Profit margin: 6.4% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 1.5% growth forecast for the Telecom industry in Germany.Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: kr0.72 (vs kr0.58 in 3Q 2022)Third quarter 2023 results: EPS: kr0.72 (up from kr0.58 in 3Q 2022). Revenue: kr603.9m (down 2.2% from 3Q 2022). Net income: kr29.6m (up 31% from 3Q 2022). Profit margin: 4.9% (up from 3.7% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany.Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: kr1.77 (vs kr0.84 in 2Q 2022)Second quarter 2023 results: EPS: kr1.77 (up from kr0.84 in 2Q 2022). Revenue: kr713.9m (up 14% from 2Q 2022). Net income: kr73.1m (up 124% from 2Q 2022). Profit margin: 10% (up from 5.2% in 2Q 2022). 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 2.7% growth forecast for the Telecom industry in Germany.모든 업데이트 보기Recent updatesBoard Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Director Anna Honner 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.공시 • Oct 30Transtema Group AB, Annual General Meeting, May 12, 2026Transtema Group AB, Annual General Meeting, May 12, 2026.Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: kr0.23 (vs kr0.71 in 3Q 2023)Third quarter 2024 results: EPS: kr0.23 (down from kr0.71 in 3Q 2023). Revenue: kr590.6m (down 2.1% from 3Q 2023). Net income: kr9.52m (down 68% from 3Q 2023). Profit margin: 1.6% (down from 4.9% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 35% per year, which means it is performing significantly worse than earnings.공시 • Nov 01Transtema Group AB, Annual General Meeting, May 08, 2025Transtema Group AB, Annual General Meeting, May 08, 2025.공시 • Aug 30'Transtema Group AB Appoints Jonas Rigner as Deputy CEO and Charlotta Ungerth as CIOTranstema has announced the appointment of Jonas Rigner as deputy CEO and recent addition of Charlotta Ungerth as CIO. Rigner retains his role as MD at subsidiary Transtema Network Services in combination with his new responsibilities. Ungerth has approximately ten years of experience in driving digitisation and transformation in the services sector, as well as ten years in telecoms.Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: kr0.02 (vs kr1.77 in 2Q 2023)Second quarter 2024 results: EPS: kr0.02 (down from kr1.77 in 2Q 2023). Revenue: kr609.1m (down 15% from 2Q 2023). Net income: kr935.0k (down 99% from 2Q 2023). Profit margin: 0.2% (down from 10% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €1.45, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Telecom industry in Europe. Total loss to shareholders of 34% over the past three years.Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.10, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Telecom industry in Europe. Total loss to shareholders of 51% over the past three years.Reported Earnings • May 08First quarter 2024 earnings released: kr0.38 loss per share (vs kr1.22 profit in 1Q 2023)First quarter 2024 results: kr0.38 loss per share (down from kr1.22 profit in 1Q 2023). Revenue: kr500.4m (down 23% from 1Q 2023). Net loss: kr15.6m (down 132% from profit in 1Q 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.New Risk • Mar 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 12% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 12% per year for the foreseeable future. High level of non-cash earnings (30% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (€47.8m market cap, or US$51.7m).Reported Earnings • Feb 09Full year 2023 earnings released: EPS: kr3.20 (vs kr3.22 in FY 2022)Full year 2023 results: EPS: kr3.20. Revenue: kr2.69b (up 9.6% from FY 2022). Net income: kr172.6m (up 38% from FY 2022). Profit margin: 6.4% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 1.5% growth forecast for the Telecom industry in Germany.Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1.42, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 19x in the Telecom industry in Germany. Total loss to shareholders of 56% over the past year.Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1.27, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 18x in the Telecom industry in Germany. Total loss to shareholders of 55% over the past year.Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: kr0.72 (vs kr0.58 in 3Q 2022)Third quarter 2023 results: EPS: kr0.72 (up from kr0.58 in 3Q 2022). Revenue: kr603.9m (down 2.2% from 3Q 2022). Net income: kr29.6m (up 31% from 3Q 2022). Profit margin: 4.9% (up from 3.7% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany.New Risk • Aug 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 13% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.4% average weekly change). Earnings are forecast to decline by an average of 13% per year for the foreseeable future. High level of non-cash earnings (31% accrual ratio). Minor Risks Shareholders have been diluted in the past year (5.8% increase in shares outstanding). Market cap is less than US$100m (€58.1m market cap, or US$63.6m).Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: kr1.77 (vs kr0.84 in 2Q 2022)Second quarter 2023 results: EPS: kr1.77 (up from kr0.84 in 2Q 2022). Revenue: kr713.9m (up 14% from 2Q 2022). Net income: kr73.1m (up 124% from 2Q 2022). Profit margin: 10% (up from 5.2% in 2Q 2022). 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 2.7% growth forecast for the Telecom industry in Germany.New Risk • Jun 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (30% accrual ratio). Minor Risks Shareholders have been diluted in the past year (5.8% increase in shares outstanding). Market cap is less than US$100m (€59.3m market cap, or US$64.7m).Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to €1.46, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 31x in the Telecom industry in Germany. Total loss to shareholders of 36% over the past year.Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €2.22, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 24x in the Telecom industry in Germany. Total loss to shareholders of 18% over the past year.Reported Earnings • Feb 10Full year 2022 earnings released: EPS: kr3.22 (vs kr2.35 in FY 2021)Full year 2022 results: EPS: kr3.22 (up from kr2.35 in FY 2021). Revenue: kr2.47b (up 46% from FY 2021). Net income: kr125.0m (up 39% from FY 2021). Profit margin: 5.1% (down from 5.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Germany.Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to €3.09, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Telecom industry in Germany. Total loss to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.28 per share.Buying Opportunity • Dec 16Now 23% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €3.66, 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% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 29% in the next 2 years.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Director Linus Brandt was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: kr0.58 (vs kr0.54 in 3Q 2021)Third quarter 2022 results: EPS: kr0.58 (up from kr0.54 in 3Q 2021). Revenue: kr617.8m (up 60% from 3Q 2021). Net income: kr22.6m (up 8.7% from 3Q 2021). Profit margin: 3.7% (down from 5.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Germany.Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 23% share price gain to €3.17, the stock trades at a trailing P/E ratio of 18.1x. Average forward P/E is 14x in the Telecom industry in Germany. Total returns to shareholders of 13% over the past year.공시 • Jul 07Transtema Group AB (OM:TRANS) acquired North Projects Group Ab and North Projects Solutions Ab.Transtema Group AB (OM:TRANS) acquired North Projects Group Ab and North Projects Solutions Ab on July 5, 2022. North Projects Group and North Projects Solutions had sales of around SEK 30mn in 2021. Transtema Group AB (OM:TRANS) completed the acquisition of North Projects Group Ab and North Projects Solutions Ab on July 5, 2022.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €2.15, the stock trades at a trailing P/E ratio of 12.2x. Average forward P/E is 14x in the Telecom industry in Germany. Total loss to shareholders of 5.2% over the past year.Buying Opportunity • May 07Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €3.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 10%.Reported Earnings • May 06First quarter 2022 earnings released: EPS: kr0.28 (vs kr0.68 in 1Q 2021)First quarter 2022 results: EPS: kr0.28 (down from kr0.68 in 1Q 2021). Revenue: kr445.4m (up 15% from 1Q 2021). Net income: kr11.0m (down 58% from 1Q 2021). Profit margin: 2.5% (down from 6.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 2.8% growth forecast for the industry in Germany.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Director Linus Brandt was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to €3.36, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Telecom industry in Germany. Total returns to shareholders of 156% over the past year.Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr2.35 (up from kr0.83 in FY 2020). Revenue: kr1.69b (up 21% from FY 2020). Net income: kr90.1m (up 206% from FY 2020). Profit margin: 5.3% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.8%, compared to a 2.5% growth forecast for the industry in Germany.Valuation Update With 7 Day Price Move • Jan 11Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €3.86, the stock trades at a trailing P/E ratio of 17.8x. Average forward P/E is 19x in the Telecom industry in Germany.Valuation Update With 7 Day Price Move • Dec 09Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €4.59, the stock trades at a trailing P/E ratio of 19.3x. Average forward P/E is 17x in the Telecom industry in Germany.Recent Insider Transactions • Dec 09CEO & Director recently sold €513k worth of stockOn the 3rd of December, Magnus Johansson sold around 99k shares on-market at roughly €5.18 per share. This was the largest sale by an insider in the last 3 months. This was Magnus' only on-market trade for the last 12 months.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 20% share price gain to €4.83, the stock trades at a trailing P/E ratio of 21.9x. Average forward P/E is 17x in the Telecom industry in Germany.Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS kr0.55 (vs kr0.20 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr387.5m (up 27% from 3Q 2020). Net income: kr20.8m (up 164% from 3Q 2020). Profit margin: 5.4% (up from 2.6% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Aug 14Second quarter 2021 earnings released: EPS kr0.52 (vs kr0.18 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr448.8m (up 31% from 2Q 2020). Net income: kr20.1m (up kr25.9m from 2Q 2020). Profit margin: 4.5% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 18% share price gain to kr2.13, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Telecom industry in Europe.Valuation Update With 7 Day Price Move • May 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr1.89, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 17x in the Telecom industry in Europe.매출 및 비용 세부 내역Transtema Group가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이DB:9G8 매출, 비용 및 순이익 (SEK Millions)날짜매출순이익일반관리비연구개발비31 Mar 262,550-1521,187031 Dec 252,600-1231,199030 Sep 252,67721,228030 Jun 252,649191,206031 Mar 252,58671,196031 Dec 242,489-111,177030 Sep 242,425151,134030 Jun 242,438361,157031 Mar 242,5421081,195031 Dec 232,6891731,217030 Sep 232,7342111,211030 Jun 232,7482041,165031 Mar 232,6591631,105031 Dec 222,4571251,036030 Sep 222,15389970030 Jun 221,92288943031 Mar 221,74775920031 Dec 211,69090912030 Sep 211,63787884030 Jun 211,55475821031 Mar 211,45049763031 Dec 201,40529704030 Sep 201,42042681030 Jun 201,45450704031 Mar 201,47137718031 Dec 191,49730741030 Sep 191,41673668030 Jun 191,24930613031 Mar 191,06042499031 Dec 1886836382030 Sep 18870-47364030 Jun 18985-14323031 Mar 181,04211306031 Dec 1797018274030 Sep 1781636224030 Jun 1763940171031 Mar 1750229130031 Dec 1643228101030 Sep 162562159030 Jun 161571345031 Mar 1681730031 Dec 15587200양질의 수익: 9G8 은(는) 현재 수익성이 없습니다.이익 마진 증가: 9G8는 현재 수익성이 없습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 9G8은 수익성이 없으며 지난 5년 동안 손실이 연평균 37.8% 증가했습니다.성장 가속화: 현재 수익성이 없어 지난 1년간 9G8의 수익 성장률을 5년 평균과 비교할 수 없습니다.수익 대 산업: 9G8은 수익성이 없어 지난 해 수익 성장률을 Telecom 업계(-13.7%)와 비교하기 어렵습니다.자기자본이익률높은 ROE: 9G8는 현재 수익성이 없으므로 자본 수익률이 음수(-37.91%)입니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YTelecom 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 20:58종가2026/05/22 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스Transtema Group AB는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Klas DanielssonNordea MarketsFredrik NilssonRedeye
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: kr0.23 (vs kr0.71 in 3Q 2023)Third quarter 2024 results: EPS: kr0.23 (down from kr0.71 in 3Q 2023). Revenue: kr590.6m (down 2.1% from 3Q 2023). Net income: kr9.52m (down 68% from 3Q 2023). Profit margin: 1.6% (down from 4.9% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 35% per year, which means it is performing significantly worse than earnings.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: kr0.02 (vs kr1.77 in 2Q 2023)Second quarter 2024 results: EPS: kr0.02 (down from kr1.77 in 2Q 2023). Revenue: kr609.1m (down 15% from 2Q 2023). Net income: kr935.0k (down 99% from 2Q 2023). Profit margin: 0.2% (down from 10% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Reported Earnings • May 08First quarter 2024 earnings released: kr0.38 loss per share (vs kr1.22 profit in 1Q 2023)First quarter 2024 results: kr0.38 loss per share (down from kr1.22 profit in 1Q 2023). Revenue: kr500.4m (down 23% from 1Q 2023). Net loss: kr15.6m (down 132% from profit in 1Q 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 09Full year 2023 earnings released: EPS: kr3.20 (vs kr3.22 in FY 2022)Full year 2023 results: EPS: kr3.20. Revenue: kr2.69b (up 9.6% from FY 2022). Net income: kr172.6m (up 38% from FY 2022). Profit margin: 6.4% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 1.5% growth forecast for the Telecom industry in Germany.
Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: kr0.72 (vs kr0.58 in 3Q 2022)Third quarter 2023 results: EPS: kr0.72 (up from kr0.58 in 3Q 2022). Revenue: kr603.9m (down 2.2% from 3Q 2022). Net income: kr29.6m (up 31% from 3Q 2022). Profit margin: 4.9% (up from 3.7% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany.
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: kr1.77 (vs kr0.84 in 2Q 2022)Second quarter 2023 results: EPS: kr1.77 (up from kr0.84 in 2Q 2022). Revenue: kr713.9m (up 14% from 2Q 2022). Net income: kr73.1m (up 124% from 2Q 2022). Profit margin: 10% (up from 5.2% in 2Q 2022). 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 2.7% growth forecast for the Telecom industry in Germany.
Board Change • May 21Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 2 highly experienced directors. Independent Director Anna Honner 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.
공시 • Oct 30Transtema Group AB, Annual General Meeting, May 12, 2026Transtema Group AB, Annual General Meeting, May 12, 2026.
Reported Earnings • Nov 09Third quarter 2024 earnings released: EPS: kr0.23 (vs kr0.71 in 3Q 2023)Third quarter 2024 results: EPS: kr0.23 (down from kr0.71 in 3Q 2023). Revenue: kr590.6m (down 2.1% from 3Q 2023). Net income: kr9.52m (down 68% from 3Q 2023). Profit margin: 1.6% (down from 4.9% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 35% per year, which means it is performing significantly worse than earnings.
공시 • Nov 01Transtema Group AB, Annual General Meeting, May 08, 2025Transtema Group AB, Annual General Meeting, May 08, 2025.
공시 • Aug 30'Transtema Group AB Appoints Jonas Rigner as Deputy CEO and Charlotta Ungerth as CIOTranstema has announced the appointment of Jonas Rigner as deputy CEO and recent addition of Charlotta Ungerth as CIO. Rigner retains his role as MD at subsidiary Transtema Network Services in combination with his new responsibilities. Ungerth has approximately ten years of experience in driving digitisation and transformation in the services sector, as well as ten years in telecoms.
Reported Earnings • Aug 16Second quarter 2024 earnings released: EPS: kr0.02 (vs kr1.77 in 2Q 2023)Second quarter 2024 results: EPS: kr0.02 (down from kr1.77 in 2Q 2023). Revenue: kr609.1m (down 15% from 2Q 2023). Net income: kr935.0k (down 99% from 2Q 2023). Profit margin: 0.2% (down from 10% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Jul 12Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €1.45, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Telecom industry in Europe. Total loss to shareholders of 34% over the past three years.
Valuation Update With 7 Day Price Move • Jun 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €1.10, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Telecom industry in Europe. Total loss to shareholders of 51% over the past three years.
Reported Earnings • May 08First quarter 2024 earnings released: kr0.38 loss per share (vs kr1.22 profit in 1Q 2023)First quarter 2024 results: kr0.38 loss per share (down from kr1.22 profit in 1Q 2023). Revenue: kr500.4m (down 23% from 1Q 2023). Net loss: kr15.6m (down 132% from profit in 1Q 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 1.5% growth forecast for the Telecom industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 22% per year, which means it is significantly lagging earnings.
New Risk • Mar 22New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 12% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 12% per year for the foreseeable future. High level of non-cash earnings (30% accrual ratio). Minor Risks Share price has been volatile over the past 3 months (8.1% average weekly change). Market cap is less than US$100m (€47.8m market cap, or US$51.7m).
Reported Earnings • Feb 09Full year 2023 earnings released: EPS: kr3.20 (vs kr3.22 in FY 2022)Full year 2023 results: EPS: kr3.20. Revenue: kr2.69b (up 9.6% from FY 2022). Net income: kr172.6m (up 38% from FY 2022). Profit margin: 6.4% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 1.5% growth forecast for the Telecom industry in Germany.
Valuation Update With 7 Day Price Move • Jan 12Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €1.42, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 19x in the Telecom industry in Germany. Total loss to shareholders of 56% over the past year.
Valuation Update With 7 Day Price Move • Dec 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1.27, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 18x in the Telecom industry in Germany. Total loss to shareholders of 55% over the past year.
Reported Earnings • Nov 04Third quarter 2023 earnings released: EPS: kr0.72 (vs kr0.58 in 3Q 2022)Third quarter 2023 results: EPS: kr0.72 (up from kr0.58 in 3Q 2022). Revenue: kr603.9m (down 2.2% from 3Q 2022). Net income: kr29.6m (up 31% from 3Q 2022). Profit margin: 4.9% (up from 3.7% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Telecom industry in Germany.
New Risk • Aug 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 13% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (9.4% average weekly change). Earnings are forecast to decline by an average of 13% per year for the foreseeable future. High level of non-cash earnings (31% accrual ratio). Minor Risks Shareholders have been diluted in the past year (5.8% increase in shares outstanding). Market cap is less than US$100m (€58.1m market cap, or US$63.6m).
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: kr1.77 (vs kr0.84 in 2Q 2022)Second quarter 2023 results: EPS: kr1.77 (up from kr0.84 in 2Q 2022). Revenue: kr713.9m (up 14% from 2Q 2022). Net income: kr73.1m (up 124% from 2Q 2022). Profit margin: 10% (up from 5.2% in 2Q 2022). 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 2.7% growth forecast for the Telecom industry in Germany.
New Risk • Jun 30New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). High level of non-cash earnings (30% accrual ratio). Minor Risks Shareholders have been diluted in the past year (5.8% increase in shares outstanding). Market cap is less than US$100m (€59.3m market cap, or US$64.7m).
Valuation Update With 7 Day Price Move • Jun 23Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to €1.46, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 31x in the Telecom industry in Germany. Total loss to shareholders of 36% over the past year.
Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €2.22, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 24x in the Telecom industry in Germany. Total loss to shareholders of 18% over the past year.
Reported Earnings • Feb 10Full year 2022 earnings released: EPS: kr3.22 (vs kr2.35 in FY 2021)Full year 2022 results: EPS: kr3.22 (up from kr2.35 in FY 2021). Revenue: kr2.47b (up 46% from FY 2021). Net income: kr125.0m (up 39% from FY 2021). Profit margin: 5.1% (down from 5.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Telecom industry in Germany.
Valuation Update With 7 Day Price Move • Jan 06Investor sentiment improved over the past weekAfter last week's 16% share price gain to €3.09, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 14x in the Telecom industry in Germany. Total loss to shareholders of 26% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €3.28 per share.
Buying Opportunity • Dec 16Now 23% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €3.66, 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% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 24% in 2 years. Earnings is forecast to grow by 29% in the next 2 years.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 2 highly experienced directors. Independent Director Linus Brandt was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 05Third quarter 2022 earnings released: EPS: kr0.58 (vs kr0.54 in 3Q 2021)Third quarter 2022 results: EPS: kr0.58 (up from kr0.54 in 3Q 2021). Revenue: kr617.8m (up 60% from 3Q 2021). Net income: kr22.6m (up 8.7% from 3Q 2021). Profit margin: 3.7% (down from 5.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Telecom industry in Germany.
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 23% share price gain to €3.17, the stock trades at a trailing P/E ratio of 18.1x. Average forward P/E is 14x in the Telecom industry in Germany. Total returns to shareholders of 13% over the past year.
공시 • Jul 07Transtema Group AB (OM:TRANS) acquired North Projects Group Ab and North Projects Solutions Ab.Transtema Group AB (OM:TRANS) acquired North Projects Group Ab and North Projects Solutions Ab on July 5, 2022. North Projects Group and North Projects Solutions had sales of around SEK 30mn in 2021. Transtema Group AB (OM:TRANS) completed the acquisition of North Projects Group Ab and North Projects Solutions Ab on July 5, 2022.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €2.15, the stock trades at a trailing P/E ratio of 12.2x. Average forward P/E is 14x in the Telecom industry in Germany. Total loss to shareholders of 5.2% over the past year.
Buying Opportunity • May 07Now 29% undervalued after recent price dropOver the last 90 days, the stock is down 15%. The fair value is estimated to be €3.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 10%.
Reported Earnings • May 06First quarter 2022 earnings released: EPS: kr0.28 (vs kr0.68 in 1Q 2021)First quarter 2022 results: EPS: kr0.28 (down from kr0.68 in 1Q 2021). Revenue: kr445.4m (up 15% from 1Q 2021). Net income: kr11.0m (down 58% from 1Q 2021). Profit margin: 2.5% (down from 6.7% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 27%, compared to a 2.8% growth forecast for the industry in Germany.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 1 highly experienced director. Independent Director Linus Brandt was the last director to join the board, commencing their role in 2017. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Mar 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to €3.36, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Telecom industry in Germany. Total returns to shareholders of 156% over the past year.
Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: kr2.35 (up from kr0.83 in FY 2020). Revenue: kr1.69b (up 21% from FY 2020). Net income: kr90.1m (up 206% from FY 2020). Profit margin: 5.3% (up from 2.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 3.8%, compared to a 2.5% growth forecast for the industry in Germany.
Valuation Update With 7 Day Price Move • Jan 11Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €3.86, the stock trades at a trailing P/E ratio of 17.8x. Average forward P/E is 19x in the Telecom industry in Germany.
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €4.59, the stock trades at a trailing P/E ratio of 19.3x. Average forward P/E is 17x in the Telecom industry in Germany.
Recent Insider Transactions • Dec 09CEO & Director recently sold €513k worth of stockOn the 3rd of December, Magnus Johansson sold around 99k shares on-market at roughly €5.18 per share. This was the largest sale by an insider in the last 3 months. This was Magnus' only on-market trade for the last 12 months.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 20% share price gain to €4.83, the stock trades at a trailing P/E ratio of 21.9x. Average forward P/E is 17x in the Telecom industry in Germany.
Reported Earnings • Nov 06Third quarter 2021 earnings released: EPS kr0.55 (vs kr0.20 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr387.5m (up 27% from 3Q 2020). Net income: kr20.8m (up 164% from 3Q 2020). Profit margin: 5.4% (up from 2.6% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Aug 14Second quarter 2021 earnings released: EPS kr0.52 (vs kr0.18 loss in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: kr448.8m (up 31% from 2Q 2020). Net income: kr20.1m (up kr25.9m from 2Q 2020). Profit margin: 4.5% (up from net loss in 2Q 2020). The move to profitability was driven by higher revenue.
Valuation Update With 7 Day Price Move • Jun 03Investor sentiment improved over the past weekAfter last week's 18% share price gain to kr2.13, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Telecom industry in Europe.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to kr1.89, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 17x in the Telecom industry in Europe.