View ValuationBonava 향후 성장Future 기준 점검 4/6Bonava (는) 각각 연간 66.9% 및 16.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 66.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.3% 로 예상됩니다.핵심 정보66.9%이익 성장률66.84%EPS 성장률Consumer Durables 이익 성장13.4%매출 성장률16.7%향후 자기자본이익률10.30%애널리스트 커버리지Low마지막 업데이트02 Apr 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • Mar 26Bonava Sells And Starts Production Of A Rental Project With 61 Apartments In Turku, FinlandBonava is selling and starting production of a project comprising 61 state subsidised apartments for rental in Turku, Finland, to the property company Avain Asunnot. The purchase price amounts to approximately EUR 13 million and the project will generate a positive cash flow from the very start. The homes are expected to be completed in the first quarter of 2027. The project will be developed in Kirstinpuisto in Turku, one of Finland's largest residential development areas, where Bonava has already successfully delivered several projects to consumers and investors. The growing residential area of Kirstinpuisto is one of Finland's largest residential development districts, located within walking distance of the city centre of Turku. In total Bonava plans to construct around 1,200 housing units in Kirstinpuisto and this marks the beginning of the construction of Bonava's tenth multi-family house in the area. The design of the area emphasises sustainable development solutions, high-quality public areas, and green spaces, with a particular attention to sustainable groundwater management. With its over 200,000 inhabitants, the university city of Turku is one the biggest growth centres in Finland. For decades, the city's harbour and shipping have formed the heart of the region's economy, which is also characterised by businesses specialising in information and biotech development.공시 • Mar 19Bonava AB (publ), Annual General Meeting, Apr 22, 2026Bonava AB (publ), Annual General Meeting, Apr 22, 2026, at 15:00 W. Europe Standard Time. Location: at pelarsalen at nalen, david bagares gata 17, stockholm Sweden공시 • Oct 23Bonava Starts Production of 77 Homes in HelsinkiBonava is starting production of 77 A-energy class homes in the seaside surroundings of Kruunuvuorenranta in Helsinki. The Renata project will be reported as a production start in the third quarter. The project will be completed in the summer of 2027. This production start will be reported in interim report for the third quarter. The project was started late in the quarter why reservations will be converted during the fourth quarter and will then be reported as sold units. The project is financed through project financing from Danske Bank.공시 • Sep 27Olle Boback Resigns from the Board of Bonava AB (publ), Effective September 24, 2025Olle Boback resigned from the Board of Bonava AB (publ) due to illness. He resigns at his own request and with immediate effect. Olle Boback has extensive experience with Bonava/NCC spanning over several decades, including roles such as Business Unit President for Bonava Germany until 2019 and Board member since 2023.공시 • Jul 11Bonava Starts Production of 120 Housing Units in StockholmBonava is starting production of 120 Nordic Swan ecolabelled tenant-owned apartments in Hagersten, Stockholm. The Fredman project is the first phase of the new district, and the first housing units are expected to be completed in 2027. The housing units will be reported as started in the third quarter of 2025. The upcoming neighbourhood is situated in Axelsberg, Hagersten, and comprises two residential buildings of 11 storeys, within walking distance of Lake Malaren, Vinterviken and the red line of the underground. The top floors feature generous terraces facing three directions, offering views over Lake Malaren. The neighbourhood is being planned with a strong emphasis on sustainability, including solar panels on the rooftops and shared community spaces. The City of Stockholm is planning approximately 450 homes and two preschools in the area. Bonava will be the first developer to commence construction in this new district. The first homes are expected to be ready for occupancy in 2027.공시 • May 28+ 3 more updatesBonava AB (publ) to Report Nine Months, 2026 Results on Oct 27, 2026Bonava AB (publ) announced that they will report nine months, 2026 results on Oct 27, 2026공시 • Apr 29Bonava Appoints Rico Kallies as Business Unit President in Bonava Germany and Member of Bonava's Executive Management Group, Effective 1 September 2025Rico Kallies has been appointed as new Business Unit President in Bonava Germany and member of Bonava's Executive Management Group effective 1 September 2025. Rico Kallies joined NCC/Bonava in 1996, holding various positions including roles as Site Manager, Development Manager and Region Manager for Berlin. Rico Kallies currently holds the position as Head of Project Development for Bonava's operations in Germany. Rico Kallies is a widely recognized leader with extensive business-and result-oriented skills. Sabine Helterhoff, who is currently holding the position as Business Unit President in Bonava Germany since 2019, will step down from her position and from Bonava's Executive Management Group in September, transitioning into the role of Senior Advisor. She has been employed with the company since 1990 and is set to retire in 2026.공시 • Apr 09Bonava AB (publ) Announces Board AppointmentsBonava AB (publ) announced that at the Annual General Meeting held on 9 April 2025, Anneli Jansson and Paula Röttorp were elected as new Board members. Board member Viveca Ax:son Johnson had declined re-election.공시 • Mar 28Bonava Sells and Starts Production of A Rental Project Comprising 231 Apartments in UppsalaBonava announced starting production of a rental housing project in Uppsala with 231 apartments and is, in parallel, selling it to the real estate investor Nrep via the NSF V property fund. The underlying property value in the transaction amounts to SEK 485 M. The project is being financed by the buyer, with regular payments being made during production. The first apartments are expected to be completed in the second quarter of 2026. There is a clear need for new housing in Uppsala, and company is pleased to contribute with more rental apartments together with Nrep, for both today's and future generations. With extensive experience in creating attractive and sustainable neighbourhoods, we continue to play part in the city's development, says Michael Björklund, Business Unit President, Bonava Sweden. In this project, Bonava is developing 231 rental apartments across five buildings, with inviting entryways and a commercial space. The project will be completed in the first quarter of 2027. This emerging neighbourhood is located in the Årsta district of eastern Uppsala, with good transport links and next to one of the city's largest parks. Årsta is a popular residential district close to services, health care and grocery stores, with cycling distance of Uppsala city. The housing units meet high sustainability standards, are equipped with solar panels, and achieve energy class B. The Nordic Swan ecolabelled project has been characterised by close collaboration to reduce climate impact. By optimising material choices and construction processes, carbon emissions during the construction phase will be reduced by approximately 20% compared to the original design.공시 • Mar 05Bonava AB (publ), Annual General Meeting, Apr 09, 2025Bonava AB (publ), Annual General Meeting, Apr 09, 2025, at 15:00 W. Europe Standard Time. Location: at pelarsalen nalen, david bagares gata 17, stockholm, Sweden공시 • Dec 06Bonava AB (publ) Appoints Jon Johnsson as Deputy CEO, Effective 2 January 2025On 26 June 2024, Bonava AB (publ) announced that Jon Johnsson had been appointed the new CFO and member of Bonava's Executive Management Group. The company's Board of Directors has on December 6, 2024 decided to also appoint Jon Johnsson as Deputy CEO of the company. He will assume the roles of Deputy CEO on 2 January 2025. Jon Johnsson has more than 20 years' experience as CFO and from other leading roles in finance and accounting at companies including Atlas Copco, Geely and most recently as CFO of Karo Healthcare.공시 • Aug 30+ 3 more updatesBonava AB (publ) to Report Q3, 2025 Results on Oct 24, 2025Bonava AB (publ) announced that they will report Q3, 2025 results on Oct 24, 2025공시 • Jun 28Bonava Starts Production of 66 Housing Units in Uppsala City CentreBonava is starting production of 66 housing units in Uppsala city centre. The Seminariet project is located in Luthagen and is being built in two stages, with the first 66 homes expected to be handed over to customers in the second half of 2026. The neighbourhood will comprise a total of 113 apartments when completed. The new neighbourhood is located in Luthagen close to central Uppsala. Schools, preschools, public transport, services and a wide range of cultural activities are available in the area. Over time, Bonava will construct three buildings, with housing units varying from 1 to 5 rooms and 33-125 square metres. Residents will have access to a sauna and relax space, a community events space and bookable overnight accommodation.공시 • Jun 26+ 1 more updateBonava AB (publ) Appoints Jon Johnsson as Member of the Executive Management Group, Effective Not Later Than 2 January 2025Bonava AB (publ) announced Jon Johnsson has been appointed member of the executive management group and will take office not later than 2 January 2025. Jon Johnsson has more than 20 years' experience as CFO and from other leading roles in finance and accounting at companies including Atlas Copco, Geely and most recently as CFO of Karo Healthcare. Jon Johnsson has a strong track record as a proven leader and significant experience of working in decentralized companies with a strong business culture.공시 • Apr 10Bonava AB (publ) Announces Composition of Nomination CommitteeBonava AB (publ) at its Annual General Meeting held on 10 April 2024, resolved that the Nomination Committee for the 2025 AGM will comprise of Peter Hofvenstam (Nordstjernan AB), Lennart Francke (Swedbank Robur Fonder) and Olof Nyström (Fourth Swedish National Pension Fund), and the Chairman of the Board as a co-opted member. Peter Hofvenstam was elected Chairman of the Nomination Committee.공시 • Mar 29Bonava AB (publ) to Report Fiscal Year 2024 Results on Feb 04, 2025Bonava AB (publ) announced that they will report fiscal year 2024 results on Feb 04, 2025공시 • Mar 27Bonava Starts Production of 240 Housing Units in the BalticsBonava announced that it is commencing production of a new project consisting of 101 housing units in Vilnius, Lithuania. In parallel, production has started on the second and final phase of the Pikaliiva Kaarmaja neighbourhood in Tallinn, Estonia, consisting of 81 housing units, and the Blumendales Majas project in Riga, Latvia, consisting of 58 housing units. Production of the new Forest Gate neighbourhood is set to commence in the Lithuanian capital of Vilnius. The project in question is located in the large Fabijoniskes residential area, just 7 kilometres from Vilnius city centre. Meanwhile, Bonava has initieted a further two production starts in the Baltics. In Tallinn, the capital of Estonia, production of the second and final phase of The Pikaliiva Kaarmaja neighborhood is starting, consisting of 81 housing units. At the end of January, Pikaliiva Kaarmaja's first phase comprising 79 apartments was completed, and when the entire neighbourhood is finished, it will consist of 160 housing units across four buildings, each with four buildings, just outside Tallinn city centre and close to Lake Harku. In Latvia's capital Riga, construction work is commencing on the Blumendales Maj as project, consisting of 58 housing units; This is the second phase of the project and when completed, the five-storey building will include 58 eco-friendly and functional homes. In all three projects, rooftop solar panels will be installed, and the associated parking spaces will be fitted with infrastructure that will make it easy for residents to install charging stations for electric cars. Furthermore, in several of the projects, residents will have access to a shared bicycle workshop. Approximately 2.5 million inhabitants live in the three Baltic capital cities, and in the Baltic countries Bonava builds housing units for consumers as well as apartments for own management (Build to Manage). Bonava's operations in Tallinn, Riga and Vilnius are part of the Bonava Baltics segment, which reported sales of SEK 770 million in 2023. Forest Gate in Vilnius is expected to be completed in the third quarter of 2025, Pikaliiva Kaarmaj in Tallinn, is expected to be completed in The fourth quarter of 2024 and Blumendales Majas in Riga is expected to be completed in, the first half of 2025.공시 • Feb 01+ 1 more updateBonava AB (publ) to Report Nine Months, 2024 Results on Oct 24, 2024Bonava AB (publ) announced that they will report nine months, 2024 results on Oct 24, 2024공시 • Jan 09Bonava AB (Publ) Announces CFO ChangesBonava AB (publ) announced that in connection with the implementation of Bonava's updated business plan for 2024 and onwards, Bonava's CEO Peter Wallin and CFO Lars Granlöf have agreed that Bonava needs a CFO with somewhat different competence and experience. Therefore, Lars Granlöf is leaving the role as CFO of Bonava. At the same time, Lars Ingman has been appointed as interim CFO. The change takes effect on January 9, 2024.Lars Ingman has been appointed as interim CFO and member of Bonava's executive management. Lars Ingman has broad expertise and experience as CFO from, among others, the listed real estate company John Mattson and other companies such as Volati, Asker Healthcare Group and Cederroth. He has led several financing projects, including projects regarding share issues, and has successfully driven strategic changes in various companies and is recognised as a good leader.공시 • Dec 22+ 1 more updateBonava AB (publ) has filed a Follow-on Equity Offering.Bonava AB (publ) has filed a Follow-on Equity Offering. Security Name: Class B Shares Security Type: Common Stock Transaction Features: Rights Offering공시 • Nov 09Bonava AB (publ), Annual General Meeting, Apr 10, 2024Bonava AB (publ), Annual General Meeting, Apr 10, 2024.공시 • Oct 20Star Development LLC signed an agreement to acquire St. Petersburg operations Of bonava from Bonava AB (publ) (OM:BONAV B).Star Development LLC signed an agreement to acquire St. Petersburg operations Of bonava from Bonava AB (publ) (OM:BONAV B) on October 18, 2023. Closing of the divestment is subject to the approval of the Russian competition authority, which is expected in the fourth quarter of 2023.Bonava has received the transaction amount of €50 million from the counterparty’s Swiss bank to Bonava’s account in Stockholm.공시 • Oct 08Bonava AB (publ) to Report Q1, 2024 Results on Apr 24, 2024Bonava AB (publ) announced that they will report Q1, 2024 results on Apr 24, 2024공시 • Sep 13The Bayer Group Pension Plan signed an agreement to acquire 176 rental apartments in Cologne, Germany from Bonava AB (publ) (OM:BONAV B).The Bayer Group Pension Plan signed an agreement to acquire 176 rental apartments in Cologne, Germany from Bonava AB (publ) (OM:BONAV B) on September 12, 2023. Completing this transaction under the prevailing market conditions is a great indicator of our strength공시 • Jun 14Bonava AB (Publ) Appoints Michael Björklund as New Business Unit President for Bonava SwedenBonava AB (publ) announced that Michael Björklund has been appointed as the new Business Unit President for Bonava Sweden. He will take office on 1 September and will also continue to be responsible for Bonava's operations in the Baltics. Michael Björklund has broad experience and in-depth expertise of residential development, which makes him the right person to lead Bonava Sweden going forward. By focusing on its commercial activities, Bonava in the Baltics has developed into the Group's most profitable business unit under his leadership, says Peter Wallin, President and CEO of Bonava. Michael Björklund is currently the Business Unit President for Bonava Baltics and has been a member of Bonava's Executive Management Group since 2016. He has solid experience in construction and residential development, and has held executive positions at companies including Skanska, IKEA, Kingfisher, NCC, and Bonava. As of 1 September, he will be Business Unit President for both Bonava Sweden and Bonava Baltics, and will remain part of the Executive Management Group. At the same time, Jonas Granström will step into the role as regional manager for Bonava in Stockholm and Mälardalen. Granström comes most recently from his role as Business Unit President for Bonava Norway. He has lengthy experience in residential development, and has held executive positions in Skanska Norden, the Scandic hotel chain, and the property management company ByggVesta. Granström steps into his new role on 1 September and is leaving his position in the Executive Management Group when he takes on the role. The appointment of both roles, and the finalisation of the divestment of the Norwegian operations, means that the number of members of Bonava's Executive Management Group will shrink from nine to a total of seven.공시 • Jun 13UNION Residential Development fund managed by Union Eiendomskapital AS reached an agreement to acquire Bonava Norge A/S from Bonava AB (publ) (OM:BONAV B) for SEK 1.5 billion.UNION Residential Development fund managed by Union Eiendomskapital AS reached an agreement to acquire Bonava Norge A/S from Bonava AB (publ) (OM:BONAV B) for SEK 1.5 billion on June 12, 2023. The purchase price amounts to SEK 1.5 billionn where of SEK 800 million is to be paid when the deal is finalized, while the remainder is to be paid out in tranches, with the main part in 2024 and 2025. The net financial impact amounts to SEK 700 million and will be recognized during the second quarter of 2023. The deal is pending approval from Norwegian authorities. If the deal is not finalized by the end of the second quarter of 2023, the business unit will be reported as assets held for sale by Bonava. The deal is expected to close no later than the third quarter of 2023.Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Olle Boback was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Apr 29First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: kr2.45b (down 15% from 1Q 2022). Net loss: kr39.0m (down 151% from profit in 1Q 2022). Revenue is expected to fall by 19% p.a. on average during the next 3 years compared to a 1.7% decline forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 17Full year 2022 earnings released: EPS: kr4.71 (vs kr7.54 in FY 2021)Full year 2022 results: EPS: kr4.71 (down from kr7.54 in FY 2021). Revenue: kr15.7b (up 1.4% from FY 2021). Net income: kr505.0m (down 38% from FY 2021). Profit margin: 3.2% (down from 5.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 18% p.a. on average during the next 3 years compared to a 1.1% decline forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.Board Change • Mar 10High number of new directorsIndependent Director Andreas Segal was the last director to join the board, commencing their role in 2022.공시 • Jan 04INDUSTRIA Wohnen GmbH acquired 94 rental apartments in Leipzig and 60 rental apartments in Dusseldorf from Bonava AB (publ) for €50 million.INDUSTRIA Wohnen GmbH acquired 94 rental apartments in Leipzig and 60 rental apartments in Dusseldorf from Bonava AB (publ) for €50 million in the end of December 2022.INDUSTRIA Wohnen GmbH completed the acquisition of 94 rental apartments in Leipzig and 60 rental apartments in Dusseldorf from Bonava AB (publ) in the end of December 2022.공시 • Jan 03Bonava to Sell Total of 154 Rental Apartments in GermanyBonava is selling 94 rental apartments in Leipzig and 60 rental apartments in Dusseldorf, Germany, to the investor INDUSTRIA. The transaction was closed during end of December 2022 and the amount is EUR 50 million. The first units are scheduled for completion and handover to customers in the second half of 2025. The three apartment buildings to be sold in Leipzig-Portitz are part of the new "Parkstadt-Portitz" residential district and planned to meet the KfW55 standard with heat regeneration and rainwater recirculation. Bonava is also selling six commercial units with a total lettable area of 971 square metres. Of the 60 units that Bonava is selling in Dusseldorf, the investor will offer 52 of them as publicly subsidised apartments. The neighbourhood will have a distinct sustainability profile, with features such as greenery and rooftop solar panels. In addition, Bonava is planning to set up a ride-sharing offer and build a large number of bike parking spaces and a bike repair station.Board Change • Dec 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Andreas Segal was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Nov 24Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to kr27.76, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr42.83 per share.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Andreas Segal was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Oct 07High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Andreas Segal was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 04Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: kr7.54 (up from kr7.02 in FY 2020). Revenue: kr15.5b (down 8.9% from FY 2020). Net income: kr808.0m (up 10% from FY 2020). Profit margin: 5.2% (up from 4.3% in FY 2020). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 4.0%, compared to a 5.2% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Recent Insider Transactions • Nov 04Independent Chairman recently bought kr426k worth of stockOn the 29th of October, Mats Jonsson bought around 5k shares on-market at roughly kr85.12 per share. This was the largest purchase by an insider in the last 3 months. Mats has been a buyer over the last 12 months, purchasing a net total of kr930k worth in shares.Recent Insider Transactions • Oct 31Independent Chairman recently bought kr426k worth of stockOn the 29th of October, Mats Jonsson bought around 5k shares on-market at roughly kr85.12 per share. This was the largest purchase by an insider in the last 3 months. Mats has been a buyer over the last 12 months, purchasing a net total of kr930k worth in shares.Reported Earnings • Oct 29Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr3.62b (up 22% from 3Q 2020). Net income: kr198.0m (up 175% from 3Q 2020). Profit margin: 5.5% (up from 2.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 24Upcoming dividend of kr1.60 per shareEligible shareholders must have bought the stock before 01 October 2021. Payment date: 07 October 2021. Trailing yield: 4.0%. Within top quartile of British dividend payers (3.9%). In line with average of industry peers (4.3%).공시 • May 27Bonava Winds Down Operations in DenmarkBonava decided to wind down its operations in Copenhagen and exit the Danish market in order to increase efficiency and profitability in the Group. The decision is the first step in the company's strategic review. Costs of approximately SEK 120 million will be reported as items affecting comparability in the second quarter. The plan is to divest the remaining land bank during the second half of 2021. For the past two to three years, Bonava has focused intently on improving the efficiency and profitability of its operations in the fragmented Copenhagen region. However, investments in new land have been limited and thus significant capital would be required for the business to achieve a profitable size by the end of the decade. Therefore, the company has decided that no further investments will be made in the Copenhagen Region and that operations will be gradually wound down in a responsible manner. Ongoing construction projects will be completed and handed over to customers, but no new projects will be started. The Danish operations are expected to be fully wound down in about two years, while warranty commitments will remain valid for a ten-year period. Costs related to the wind down of approximately SEK 120 million will be reported as items affecting comparability in the second quarter of 2021. The plan is to divest the remaining land bank during the second half of 2021.Recent Insider Transactions • May 03President & CEO recently bought kr607k worth of stockOn the 30th of April, Peter Wallin bought around 6k shares on-market at roughly kr100 per share. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.Reported Earnings • May 01First quarter 2021 earnings released: kr0.06 loss per share (vs kr0.019 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: kr1.85b (down 37% from 1Q 2020). Net loss: kr6.00m (down 400% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Executive Departure • Apr 08Independent Director has left the companyOn the 31st of March, Samir Kamal's tenure as Independent Director ended after 5.3 years in the role. We don't have any record of a personal shareholding under Samir's name. A total of 2 executives have left over the last 12 months.Recent Insider Transactions • Mar 28Insider recently sold kr207k worth of stockOn the 22nd of March, Michael Björklund sold around 2k shares on-market at roughly kr103 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr1.2m more than they sold in the last 12 months.Upcoming Dividend • Mar 25Upcoming dividend of kr3.65 per shareEligible shareholders must have bought the stock before 01 April 2021. Payment date: 09 April 2021. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (4.4%). Lower than average of industry peers (4.0%).Recent Insider Transactions • Mar 23Insider recently sold kr207k worth of stockOn the 22nd of March, Michael Björklund sold around 2k shares on-market at roughly kr103 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr1.2m more than they sold in the last 12 months.Reported Earnings • Mar 11Full year 2020 earnings released: EPS kr6.82 (vs kr5.71 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr17.0b (up 9.8% from FY 2019). Net income: kr733.0m (up 19% from FY 2019). Profit margin: 4.3% (up from 4.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Mar 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is expected to shrink by 21% compared to a 25% growth forecast for the Consumer Durables industry in the United Kingdom.Is New 90 Day High Low • Feb 12New 90-day high: kr91.45The company is up 24% from its price of kr73.80 on 13 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr55.37 per share.Executive Departure • Feb 03CEO & President Joachim Hallengren has left the companyOn the 1st of February, Joachim Hallengren, was replaced as CEO by Peter Wallin. As of September 2020, Joachim personally held 120.70k shares (kr9.0m worth at the time). A total of 3 executives have left over the last 12 months.Reported Earnings • Jan 30Full year 2020 earnings released: EPS kr6.84 (vs kr5.71 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr17.0b (up 9.8% from FY 2019). Net income: kr733.0m (up 19% from FY 2019). Profit margin: 4.3% (up from 4.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Jan 30Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is expected to shrink by 23% compared to a 19% growth forecast for the Consumer Durables industry in the United Kingdom.Is New 90 Day High Low • Dec 29New 90-day high: kr79.00The company is up 6.0% from its price of kr74.70 on 30 September 2020. The British market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 32% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr421 per share.공시 • Dec 03Bonava AB (Publ) Announces Mikael Norman Declines Reelection as Board Member At the Next Annual General MeetingBonava AB (publ) announced that Mikael Norman, Board member Samir Kamal has declined reelection and will leave the Board in conjunction with the Annual General Meeting.공시 • Dec 02Bonava Appoints Riku Patokoski as New Business Unit President of Bonava Finland and Member of Bonava's Executive ManagementBonava announced that Riku Patokoski has been appointed the new Business Unit President of Bonava Finland and member of Bonava's Executive Management and will take office not later than 1 June 2021. Riku has solid experience in construction and housing development, and his ability to manage complex operations will play a key role in efforts moving forward to supply high-quality housing units with stable profitability in the Finnish market. Riku Patokoski has extensive experience in the fields of construction, housing and property development. He most recently served as Executive Vice President for Hoivatilat, with responsibility for the company's operations in southern Finland and Sweden. Riku Patokoski has also served as Director of Residential Development Finland for Peab and has eight years of experience from Skanska, during which time he was responsible for the launch of Skanska and IKEA's joint housing concept BoKlok.공시 • Nov 25+ 1 more updateBonava AB (publ) Announces Management ChangesThe board of Bonava AB (publ) has appointed Peter Wallin as the new President. Peter Wallin will take up his position no later than 1 February 2021 and will succeed Joachim Hallengren, who according to previous information will leave his position. Peter Wallin has extensive experience from various leading positions in construction and project development. He was employed by Skanska AB for almost 20 years until 2018 and served as CFO for the Group during the period 2011 to 2018.공시 • Nov 14+ 1 more updateBonava AB (publ) to Report Q3, 2021 Results on Oct 28, 2021Bonava AB (publ) announced that they will report Q3, 2021 results on Oct 28, 2021공시 • Sep 29Bonava AB Announces Resignation of Joachim Hallengren as President and CEOBonava AB announced that Joachim Hallengren will be leaving his position as President and CEO. Hallengren will remain in his role during a transition period which will end at the latest when a successor takes office. The recruitment process for a new CEO will be initiated immediately.공시 • Sep 22+ 1 more updateINDUSTRIA Wohnen GmbH cancelled the acquisition of 232 Rental Apartments in Berlin from Bonava AB (publ) (OM:BONAV B).INDUSTRIA Wohnen GmbH agreed to acquire 232 Rental Apartments in Berlin from Bonava AB (publ) (OM:BONAV B) for €50 million on September 16, 2019. The project is expected to be handed over to the customer and recognized in profit during the second quarter of 2021. Silvio Sittner of GÖRG Rechtsanwälte acted as legal advisor for Bonava. Christian Weinheimer of Heussen Rechtsanwaltsgesellschaft mbh acted as legal advisor for INDUSTRIA Wohnen. INDUSTRIA Wohnen GmbH cancelled the acquisition of 232 Rental Apartments in Berlin from Bonava AB (publ) (OM:BONAV B) on September 16, 2020.공시 • Sep 05Icecapital Housing Fund V KY, managed by ICECAPITAL Asset Management Ltd. acquired 75 rental apartments in Turku, Finland from Bonava AB (publ) (OM:BONAV B).Icecapital Housing Fund V KY, managed by ICECAPITAL Asset Management Ltd. acquired 75 rental apartments in Turku, Finland from Bonava AB (publ) (OM:BONAV B) on September 4, 2020. Icecapital Housing Fund V KY, managed by ICECAPITAL Asset Management Ltd. completed the acquisition of 75 rental apartments in Turku, Finland from Bonava AB (publ) (OM:BONAV B) on September 4, 2020.공시 • Sep 03Bonava AB (publ) to Report Q4, 2020 Results on Jan 29, 2021Bonava AB (publ) announced that they will report Q4, 2020 results on Jan 29, 2021이익 및 매출 성장 예측BATS-CHIXE:BONABS - 애널리스트 향후 추정치 및 과거 재무 데이터 (SEK Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202812,522857651651112/31/202711,303546333333312/31/20269,1673441313212/31/20257,725-89374390N/A9/30/20257,617-159302347N/A6/30/20257,846-436577622N/A3/31/20258,046-6081,0391,084N/A12/31/20248,194-518521566N/A9/30/202410,038-389441650N/A6/30/202411,373-1,371309518N/A3/31/202412,620-1,186-12980N/A12/31/202313,269-1,143-546-337N/A9/30/202313,946-1,274-680-573N/A6/30/202313,784130-2,051-1,944N/A3/31/202313,530301-2,472-2,365N/A12/31/202213,987440-3,349-3,242N/A9/30/202214,699772-2,714-2,614N/A6/30/202215,672941-1,397-1,297N/A3/31/202215,287734-364-264N/A12/31/202114,746681619719N/A9/30/202115,9228321,6841,792N/A6/30/202115,3037082,3832,491N/A3/31/202115,8937253,0623,170N/A12/31/202016,9977333,6823,790N/A9/30/202015,9434613,1623,279N/A6/30/202016,3654152,2202,337N/A3/31/202015,5865171,1691,286N/A12/31/201915,474615262379N/A9/30/201915,1811,009N/A-55N/A6/30/201915,1921,271N/A-531N/A3/31/201915,2061,363N/A-966N/A12/31/201814,0081,265N/A-630N/A9/30/201813,8571,153N/A-534N/A6/30/201812,601994N/A367N/A3/31/201813,2151,054N/A389N/A12/31/201714,4791,402N/A85N/A9/30/201715,0081,468N/A482N/A6/30/201715,2001,463N/A132N/A3/31/201714,5181,262N/A184N/A12/31/201613,4921,003N/A708N/A9/30/201614,222978N/A1,319N/A6/30/201614,023929N/A1,494N/A3/31/201613,183866N/A1,368N/A12/31/201513,070767N/A1,450N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: BONABS 은 향후 3년 동안 수익을 낼 것으로 예상되며, 이는 절약률(3.2%)보다 빠른 성장으로 간주됩니다.수익 vs 시장: BONABS (는) 향후 3년 동안 평균 시장 성장보다 높은 수익을 올릴 것으로 예상됩니다.고성장 수익: BONABS 향후 3년 내에 수익을 낼 것으로 예상됩니다.수익 대 시장: BONABS 의 수익(연간 16.7%)이 UK 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: BONABS 의 수익(연간 16.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: BONABS의 자본 수익률은 3년 후 10.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-durables 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/04/06 07:02종가2026/01/20 00:00수익2025/12/31연간 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 소스Bonava AB (publ)는 6명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관null nullABG Sundal CollierKristofer Liljeberg-SvenssonCarnegie Investment Bank ABErik GranströmDNB Carnegie3명의 분석가 더 보기
공시 • Mar 26Bonava Sells And Starts Production Of A Rental Project With 61 Apartments In Turku, FinlandBonava is selling and starting production of a project comprising 61 state subsidised apartments for rental in Turku, Finland, to the property company Avain Asunnot. The purchase price amounts to approximately EUR 13 million and the project will generate a positive cash flow from the very start. The homes are expected to be completed in the first quarter of 2027. The project will be developed in Kirstinpuisto in Turku, one of Finland's largest residential development areas, where Bonava has already successfully delivered several projects to consumers and investors. The growing residential area of Kirstinpuisto is one of Finland's largest residential development districts, located within walking distance of the city centre of Turku. In total Bonava plans to construct around 1,200 housing units in Kirstinpuisto and this marks the beginning of the construction of Bonava's tenth multi-family house in the area. The design of the area emphasises sustainable development solutions, high-quality public areas, and green spaces, with a particular attention to sustainable groundwater management. With its over 200,000 inhabitants, the university city of Turku is one the biggest growth centres in Finland. For decades, the city's harbour and shipping have formed the heart of the region's economy, which is also characterised by businesses specialising in information and biotech development.
공시 • Mar 19Bonava AB (publ), Annual General Meeting, Apr 22, 2026Bonava AB (publ), Annual General Meeting, Apr 22, 2026, at 15:00 W. Europe Standard Time. Location: at pelarsalen at nalen, david bagares gata 17, stockholm Sweden
공시 • Oct 23Bonava Starts Production of 77 Homes in HelsinkiBonava is starting production of 77 A-energy class homes in the seaside surroundings of Kruunuvuorenranta in Helsinki. The Renata project will be reported as a production start in the third quarter. The project will be completed in the summer of 2027. This production start will be reported in interim report for the third quarter. The project was started late in the quarter why reservations will be converted during the fourth quarter and will then be reported as sold units. The project is financed through project financing from Danske Bank.
공시 • Sep 27Olle Boback Resigns from the Board of Bonava AB (publ), Effective September 24, 2025Olle Boback resigned from the Board of Bonava AB (publ) due to illness. He resigns at his own request and with immediate effect. Olle Boback has extensive experience with Bonava/NCC spanning over several decades, including roles such as Business Unit President for Bonava Germany until 2019 and Board member since 2023.
공시 • Jul 11Bonava Starts Production of 120 Housing Units in StockholmBonava is starting production of 120 Nordic Swan ecolabelled tenant-owned apartments in Hagersten, Stockholm. The Fredman project is the first phase of the new district, and the first housing units are expected to be completed in 2027. The housing units will be reported as started in the third quarter of 2025. The upcoming neighbourhood is situated in Axelsberg, Hagersten, and comprises two residential buildings of 11 storeys, within walking distance of Lake Malaren, Vinterviken and the red line of the underground. The top floors feature generous terraces facing three directions, offering views over Lake Malaren. The neighbourhood is being planned with a strong emphasis on sustainability, including solar panels on the rooftops and shared community spaces. The City of Stockholm is planning approximately 450 homes and two preschools in the area. Bonava will be the first developer to commence construction in this new district. The first homes are expected to be ready for occupancy in 2027.
공시 • May 28+ 3 more updatesBonava AB (publ) to Report Nine Months, 2026 Results on Oct 27, 2026Bonava AB (publ) announced that they will report nine months, 2026 results on Oct 27, 2026
공시 • Apr 29Bonava Appoints Rico Kallies as Business Unit President in Bonava Germany and Member of Bonava's Executive Management Group, Effective 1 September 2025Rico Kallies has been appointed as new Business Unit President in Bonava Germany and member of Bonava's Executive Management Group effective 1 September 2025. Rico Kallies joined NCC/Bonava in 1996, holding various positions including roles as Site Manager, Development Manager and Region Manager for Berlin. Rico Kallies currently holds the position as Head of Project Development for Bonava's operations in Germany. Rico Kallies is a widely recognized leader with extensive business-and result-oriented skills. Sabine Helterhoff, who is currently holding the position as Business Unit President in Bonava Germany since 2019, will step down from her position and from Bonava's Executive Management Group in September, transitioning into the role of Senior Advisor. She has been employed with the company since 1990 and is set to retire in 2026.
공시 • Apr 09Bonava AB (publ) Announces Board AppointmentsBonava AB (publ) announced that at the Annual General Meeting held on 9 April 2025, Anneli Jansson and Paula Röttorp were elected as new Board members. Board member Viveca Ax:son Johnson had declined re-election.
공시 • Mar 28Bonava Sells and Starts Production of A Rental Project Comprising 231 Apartments in UppsalaBonava announced starting production of a rental housing project in Uppsala with 231 apartments and is, in parallel, selling it to the real estate investor Nrep via the NSF V property fund. The underlying property value in the transaction amounts to SEK 485 M. The project is being financed by the buyer, with regular payments being made during production. The first apartments are expected to be completed in the second quarter of 2026. There is a clear need for new housing in Uppsala, and company is pleased to contribute with more rental apartments together with Nrep, for both today's and future generations. With extensive experience in creating attractive and sustainable neighbourhoods, we continue to play part in the city's development, says Michael Björklund, Business Unit President, Bonava Sweden. In this project, Bonava is developing 231 rental apartments across five buildings, with inviting entryways and a commercial space. The project will be completed in the first quarter of 2027. This emerging neighbourhood is located in the Årsta district of eastern Uppsala, with good transport links and next to one of the city's largest parks. Årsta is a popular residential district close to services, health care and grocery stores, with cycling distance of Uppsala city. The housing units meet high sustainability standards, are equipped with solar panels, and achieve energy class B. The Nordic Swan ecolabelled project has been characterised by close collaboration to reduce climate impact. By optimising material choices and construction processes, carbon emissions during the construction phase will be reduced by approximately 20% compared to the original design.
공시 • Mar 05Bonava AB (publ), Annual General Meeting, Apr 09, 2025Bonava AB (publ), Annual General Meeting, Apr 09, 2025, at 15:00 W. Europe Standard Time. Location: at pelarsalen nalen, david bagares gata 17, stockholm, Sweden
공시 • Dec 06Bonava AB (publ) Appoints Jon Johnsson as Deputy CEO, Effective 2 January 2025On 26 June 2024, Bonava AB (publ) announced that Jon Johnsson had been appointed the new CFO and member of Bonava's Executive Management Group. The company's Board of Directors has on December 6, 2024 decided to also appoint Jon Johnsson as Deputy CEO of the company. He will assume the roles of Deputy CEO on 2 January 2025. Jon Johnsson has more than 20 years' experience as CFO and from other leading roles in finance and accounting at companies including Atlas Copco, Geely and most recently as CFO of Karo Healthcare.
공시 • Aug 30+ 3 more updatesBonava AB (publ) to Report Q3, 2025 Results on Oct 24, 2025Bonava AB (publ) announced that they will report Q3, 2025 results on Oct 24, 2025
공시 • Jun 28Bonava Starts Production of 66 Housing Units in Uppsala City CentreBonava is starting production of 66 housing units in Uppsala city centre. The Seminariet project is located in Luthagen and is being built in two stages, with the first 66 homes expected to be handed over to customers in the second half of 2026. The neighbourhood will comprise a total of 113 apartments when completed. The new neighbourhood is located in Luthagen close to central Uppsala. Schools, preschools, public transport, services and a wide range of cultural activities are available in the area. Over time, Bonava will construct three buildings, with housing units varying from 1 to 5 rooms and 33-125 square metres. Residents will have access to a sauna and relax space, a community events space and bookable overnight accommodation.
공시 • Jun 26+ 1 more updateBonava AB (publ) Appoints Jon Johnsson as Member of the Executive Management Group, Effective Not Later Than 2 January 2025Bonava AB (publ) announced Jon Johnsson has been appointed member of the executive management group and will take office not later than 2 January 2025. Jon Johnsson has more than 20 years' experience as CFO and from other leading roles in finance and accounting at companies including Atlas Copco, Geely and most recently as CFO of Karo Healthcare. Jon Johnsson has a strong track record as a proven leader and significant experience of working in decentralized companies with a strong business culture.
공시 • Apr 10Bonava AB (publ) Announces Composition of Nomination CommitteeBonava AB (publ) at its Annual General Meeting held on 10 April 2024, resolved that the Nomination Committee for the 2025 AGM will comprise of Peter Hofvenstam (Nordstjernan AB), Lennart Francke (Swedbank Robur Fonder) and Olof Nyström (Fourth Swedish National Pension Fund), and the Chairman of the Board as a co-opted member. Peter Hofvenstam was elected Chairman of the Nomination Committee.
공시 • Mar 29Bonava AB (publ) to Report Fiscal Year 2024 Results on Feb 04, 2025Bonava AB (publ) announced that they will report fiscal year 2024 results on Feb 04, 2025
공시 • Mar 27Bonava Starts Production of 240 Housing Units in the BalticsBonava announced that it is commencing production of a new project consisting of 101 housing units in Vilnius, Lithuania. In parallel, production has started on the second and final phase of the Pikaliiva Kaarmaja neighbourhood in Tallinn, Estonia, consisting of 81 housing units, and the Blumendales Majas project in Riga, Latvia, consisting of 58 housing units. Production of the new Forest Gate neighbourhood is set to commence in the Lithuanian capital of Vilnius. The project in question is located in the large Fabijoniskes residential area, just 7 kilometres from Vilnius city centre. Meanwhile, Bonava has initieted a further two production starts in the Baltics. In Tallinn, the capital of Estonia, production of the second and final phase of The Pikaliiva Kaarmaja neighborhood is starting, consisting of 81 housing units. At the end of January, Pikaliiva Kaarmaja's first phase comprising 79 apartments was completed, and when the entire neighbourhood is finished, it will consist of 160 housing units across four buildings, each with four buildings, just outside Tallinn city centre and close to Lake Harku. In Latvia's capital Riga, construction work is commencing on the Blumendales Maj as project, consisting of 58 housing units; This is the second phase of the project and when completed, the five-storey building will include 58 eco-friendly and functional homes. In all three projects, rooftop solar panels will be installed, and the associated parking spaces will be fitted with infrastructure that will make it easy for residents to install charging stations for electric cars. Furthermore, in several of the projects, residents will have access to a shared bicycle workshop. Approximately 2.5 million inhabitants live in the three Baltic capital cities, and in the Baltic countries Bonava builds housing units for consumers as well as apartments for own management (Build to Manage). Bonava's operations in Tallinn, Riga and Vilnius are part of the Bonava Baltics segment, which reported sales of SEK 770 million in 2023. Forest Gate in Vilnius is expected to be completed in the third quarter of 2025, Pikaliiva Kaarmaj in Tallinn, is expected to be completed in The fourth quarter of 2024 and Blumendales Majas in Riga is expected to be completed in, the first half of 2025.
공시 • Feb 01+ 1 more updateBonava AB (publ) to Report Nine Months, 2024 Results on Oct 24, 2024Bonava AB (publ) announced that they will report nine months, 2024 results on Oct 24, 2024
공시 • Jan 09Bonava AB (Publ) Announces CFO ChangesBonava AB (publ) announced that in connection with the implementation of Bonava's updated business plan for 2024 and onwards, Bonava's CEO Peter Wallin and CFO Lars Granlöf have agreed that Bonava needs a CFO with somewhat different competence and experience. Therefore, Lars Granlöf is leaving the role as CFO of Bonava. At the same time, Lars Ingman has been appointed as interim CFO. The change takes effect on January 9, 2024.Lars Ingman has been appointed as interim CFO and member of Bonava's executive management. Lars Ingman has broad expertise and experience as CFO from, among others, the listed real estate company John Mattson and other companies such as Volati, Asker Healthcare Group and Cederroth. He has led several financing projects, including projects regarding share issues, and has successfully driven strategic changes in various companies and is recognised as a good leader.
공시 • Dec 22+ 1 more updateBonava AB (publ) has filed a Follow-on Equity Offering.Bonava AB (publ) has filed a Follow-on Equity Offering. Security Name: Class B Shares Security Type: Common Stock Transaction Features: Rights Offering
공시 • Nov 09Bonava AB (publ), Annual General Meeting, Apr 10, 2024Bonava AB (publ), Annual General Meeting, Apr 10, 2024.
공시 • Oct 20Star Development LLC signed an agreement to acquire St. Petersburg operations Of bonava from Bonava AB (publ) (OM:BONAV B).Star Development LLC signed an agreement to acquire St. Petersburg operations Of bonava from Bonava AB (publ) (OM:BONAV B) on October 18, 2023. Closing of the divestment is subject to the approval of the Russian competition authority, which is expected in the fourth quarter of 2023.Bonava has received the transaction amount of €50 million from the counterparty’s Swiss bank to Bonava’s account in Stockholm.
공시 • Oct 08Bonava AB (publ) to Report Q1, 2024 Results on Apr 24, 2024Bonava AB (publ) announced that they will report Q1, 2024 results on Apr 24, 2024
공시 • Sep 13The Bayer Group Pension Plan signed an agreement to acquire 176 rental apartments in Cologne, Germany from Bonava AB (publ) (OM:BONAV B).The Bayer Group Pension Plan signed an agreement to acquire 176 rental apartments in Cologne, Germany from Bonava AB (publ) (OM:BONAV B) on September 12, 2023. Completing this transaction under the prevailing market conditions is a great indicator of our strength
공시 • Jun 14Bonava AB (Publ) Appoints Michael Björklund as New Business Unit President for Bonava SwedenBonava AB (publ) announced that Michael Björklund has been appointed as the new Business Unit President for Bonava Sweden. He will take office on 1 September and will also continue to be responsible for Bonava's operations in the Baltics. Michael Björklund has broad experience and in-depth expertise of residential development, which makes him the right person to lead Bonava Sweden going forward. By focusing on its commercial activities, Bonava in the Baltics has developed into the Group's most profitable business unit under his leadership, says Peter Wallin, President and CEO of Bonava. Michael Björklund is currently the Business Unit President for Bonava Baltics and has been a member of Bonava's Executive Management Group since 2016. He has solid experience in construction and residential development, and has held executive positions at companies including Skanska, IKEA, Kingfisher, NCC, and Bonava. As of 1 September, he will be Business Unit President for both Bonava Sweden and Bonava Baltics, and will remain part of the Executive Management Group. At the same time, Jonas Granström will step into the role as regional manager for Bonava in Stockholm and Mälardalen. Granström comes most recently from his role as Business Unit President for Bonava Norway. He has lengthy experience in residential development, and has held executive positions in Skanska Norden, the Scandic hotel chain, and the property management company ByggVesta. Granström steps into his new role on 1 September and is leaving his position in the Executive Management Group when he takes on the role. The appointment of both roles, and the finalisation of the divestment of the Norwegian operations, means that the number of members of Bonava's Executive Management Group will shrink from nine to a total of seven.
공시 • Jun 13UNION Residential Development fund managed by Union Eiendomskapital AS reached an agreement to acquire Bonava Norge A/S from Bonava AB (publ) (OM:BONAV B) for SEK 1.5 billion.UNION Residential Development fund managed by Union Eiendomskapital AS reached an agreement to acquire Bonava Norge A/S from Bonava AB (publ) (OM:BONAV B) for SEK 1.5 billion on June 12, 2023. The purchase price amounts to SEK 1.5 billionn where of SEK 800 million is to be paid when the deal is finalized, while the remainder is to be paid out in tranches, with the main part in 2024 and 2025. The net financial impact amounts to SEK 700 million and will be recognized during the second quarter of 2023. The deal is pending approval from Norwegian authorities. If the deal is not finalized by the end of the second quarter of 2023, the business unit will be reported as assets held for sale by Bonava. The deal is expected to close no later than the third quarter of 2023.
Board Change • May 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Olle Boback was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Apr 29First quarter 2023 earnings releasedFirst quarter 2023 results: Revenue: kr2.45b (down 15% from 1Q 2022). Net loss: kr39.0m (down 151% from profit in 1Q 2022). Revenue is expected to fall by 19% p.a. on average during the next 3 years compared to a 1.7% decline forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 25% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 17Full year 2022 earnings released: EPS: kr4.71 (vs kr7.54 in FY 2021)Full year 2022 results: EPS: kr4.71 (down from kr7.54 in FY 2021). Revenue: kr15.7b (up 1.4% from FY 2021). Net income: kr505.0m (down 38% from FY 2021). Profit margin: 3.2% (down from 5.2% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is expected to fall by 18% p.a. on average during the next 3 years compared to a 1.1% decline forecast for the Consumer Durables industry in the United Kingdom. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
Board Change • Mar 10High number of new directorsIndependent Director Andreas Segal was the last director to join the board, commencing their role in 2022.
공시 • Jan 04INDUSTRIA Wohnen GmbH acquired 94 rental apartments in Leipzig and 60 rental apartments in Dusseldorf from Bonava AB (publ) for €50 million.INDUSTRIA Wohnen GmbH acquired 94 rental apartments in Leipzig and 60 rental apartments in Dusseldorf from Bonava AB (publ) for €50 million in the end of December 2022.INDUSTRIA Wohnen GmbH completed the acquisition of 94 rental apartments in Leipzig and 60 rental apartments in Dusseldorf from Bonava AB (publ) in the end of December 2022.
공시 • Jan 03Bonava to Sell Total of 154 Rental Apartments in GermanyBonava is selling 94 rental apartments in Leipzig and 60 rental apartments in Dusseldorf, Germany, to the investor INDUSTRIA. The transaction was closed during end of December 2022 and the amount is EUR 50 million. The first units are scheduled for completion and handover to customers in the second half of 2025. The three apartment buildings to be sold in Leipzig-Portitz are part of the new "Parkstadt-Portitz" residential district and planned to meet the KfW55 standard with heat regeneration and rainwater recirculation. Bonava is also selling six commercial units with a total lettable area of 971 square metres. Of the 60 units that Bonava is selling in Dusseldorf, the investor will offer 52 of them as publicly subsidised apartments. The neighbourhood will have a distinct sustainability profile, with features such as greenery and rooftop solar panels. In addition, Bonava is planning to set up a ride-sharing offer and build a large number of bike parking spaces and a bike repair station.
Board Change • Dec 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Andreas Segal was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to kr27.76, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 7x in the Consumer Durables industry in the United Kingdom. Total loss to shareholders of 67% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at kr42.83 per share.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Andreas Segal was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Oct 07High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Andreas Segal was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 04Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: kr7.54 (up from kr7.02 in FY 2020). Revenue: kr15.5b (down 8.9% from FY 2020). Net income: kr808.0m (up 10% from FY 2020). Profit margin: 5.2% (up from 4.3% in FY 2020). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 4.3%. Over the next year, revenue is forecast to grow 4.0%, compared to a 5.2% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Recent Insider Transactions • Nov 04Independent Chairman recently bought kr426k worth of stockOn the 29th of October, Mats Jonsson bought around 5k shares on-market at roughly kr85.12 per share. This was the largest purchase by an insider in the last 3 months. Mats has been a buyer over the last 12 months, purchasing a net total of kr930k worth in shares.
Recent Insider Transactions • Oct 31Independent Chairman recently bought kr426k worth of stockOn the 29th of October, Mats Jonsson bought around 5k shares on-market at roughly kr85.12 per share. This was the largest purchase by an insider in the last 3 months. Mats has been a buyer over the last 12 months, purchasing a net total of kr930k worth in shares.
Reported Earnings • Oct 29Third quarter 2021 earnings releasedThe company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: kr3.62b (up 22% from 3Q 2020). Net income: kr198.0m (up 175% from 3Q 2020). Profit margin: 5.5% (up from 2.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 24Upcoming dividend of kr1.60 per shareEligible shareholders must have bought the stock before 01 October 2021. Payment date: 07 October 2021. Trailing yield: 4.0%. Within top quartile of British dividend payers (3.9%). In line with average of industry peers (4.3%).
공시 • May 27Bonava Winds Down Operations in DenmarkBonava decided to wind down its operations in Copenhagen and exit the Danish market in order to increase efficiency and profitability in the Group. The decision is the first step in the company's strategic review. Costs of approximately SEK 120 million will be reported as items affecting comparability in the second quarter. The plan is to divest the remaining land bank during the second half of 2021. For the past two to three years, Bonava has focused intently on improving the efficiency and profitability of its operations in the fragmented Copenhagen region. However, investments in new land have been limited and thus significant capital would be required for the business to achieve a profitable size by the end of the decade. Therefore, the company has decided that no further investments will be made in the Copenhagen Region and that operations will be gradually wound down in a responsible manner. Ongoing construction projects will be completed and handed over to customers, but no new projects will be started. The Danish operations are expected to be fully wound down in about two years, while warranty commitments will remain valid for a ten-year period. Costs related to the wind down of approximately SEK 120 million will be reported as items affecting comparability in the second quarter of 2021. The plan is to divest the remaining land bank during the second half of 2021.
Recent Insider Transactions • May 03President & CEO recently bought kr607k worth of stockOn the 30th of April, Peter Wallin bought around 6k shares on-market at roughly kr100 per share. This was the largest purchase by an insider in the last 3 months. This was Peter's only on-market trade for the last 12 months.
Reported Earnings • May 01First quarter 2021 earnings released: kr0.06 loss per share (vs kr0.019 profit in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and control over costs. First quarter 2021 results: Revenue: kr1.85b (down 37% from 1Q 2020). Net loss: kr6.00m (down 400% from profit in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Executive Departure • Apr 08Independent Director has left the companyOn the 31st of March, Samir Kamal's tenure as Independent Director ended after 5.3 years in the role. We don't have any record of a personal shareholding under Samir's name. A total of 2 executives have left over the last 12 months.
Recent Insider Transactions • Mar 28Insider recently sold kr207k worth of stockOn the 22nd of March, Michael Björklund sold around 2k shares on-market at roughly kr103 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr1.2m more than they sold in the last 12 months.
Upcoming Dividend • Mar 25Upcoming dividend of kr3.65 per shareEligible shareholders must have bought the stock before 01 April 2021. Payment date: 09 April 2021. Trailing yield: 3.1%. Lower than top quartile of British dividend payers (4.4%). Lower than average of industry peers (4.0%).
Recent Insider Transactions • Mar 23Insider recently sold kr207k worth of stockOn the 22nd of March, Michael Björklund sold around 2k shares on-market at roughly kr103 per share. This was the largest sale by an insider in the last 3 months. Despite this recent sale, insiders have collectively bought kr1.2m more than they sold in the last 12 months.
Reported Earnings • Mar 11Full year 2020 earnings released: EPS kr6.82 (vs kr5.71 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr17.0b (up 9.8% from FY 2019). Net income: kr733.0m (up 19% from FY 2019). Profit margin: 4.3% (up from 4.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Mar 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is expected to shrink by 21% compared to a 25% growth forecast for the Consumer Durables industry in the United Kingdom.
Is New 90 Day High Low • Feb 12New 90-day high: kr91.45The company is up 24% from its price of kr73.80 on 13 November 2020. The British market is up 5.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Durables industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr55.37 per share.
Executive Departure • Feb 03CEO & President Joachim Hallengren has left the companyOn the 1st of February, Joachim Hallengren, was replaced as CEO by Peter Wallin. As of September 2020, Joachim personally held 120.70k shares (kr9.0m worth at the time). A total of 3 executives have left over the last 12 months.
Reported Earnings • Jan 30Full year 2020 earnings released: EPS kr6.84 (vs kr5.71 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: kr17.0b (up 9.8% from FY 2019). Net income: kr733.0m (up 19% from FY 2019). Profit margin: 4.3% (up from 4.0% in FY 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Jan 30Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is expected to shrink by 23% compared to a 19% growth forecast for the Consumer Durables industry in the United Kingdom.
Is New 90 Day High Low • Dec 29New 90-day high: kr79.00The company is up 6.0% from its price of kr74.70 on 30 September 2020. The British market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 32% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is kr421 per share.
공시 • Dec 03Bonava AB (Publ) Announces Mikael Norman Declines Reelection as Board Member At the Next Annual General MeetingBonava AB (publ) announced that Mikael Norman, Board member Samir Kamal has declined reelection and will leave the Board in conjunction with the Annual General Meeting.
공시 • Dec 02Bonava Appoints Riku Patokoski as New Business Unit President of Bonava Finland and Member of Bonava's Executive ManagementBonava announced that Riku Patokoski has been appointed the new Business Unit President of Bonava Finland and member of Bonava's Executive Management and will take office not later than 1 June 2021. Riku has solid experience in construction and housing development, and his ability to manage complex operations will play a key role in efforts moving forward to supply high-quality housing units with stable profitability in the Finnish market. Riku Patokoski has extensive experience in the fields of construction, housing and property development. He most recently served as Executive Vice President for Hoivatilat, with responsibility for the company's operations in southern Finland and Sweden. Riku Patokoski has also served as Director of Residential Development Finland for Peab and has eight years of experience from Skanska, during which time he was responsible for the launch of Skanska and IKEA's joint housing concept BoKlok.
공시 • Nov 25+ 1 more updateBonava AB (publ) Announces Management ChangesThe board of Bonava AB (publ) has appointed Peter Wallin as the new President. Peter Wallin will take up his position no later than 1 February 2021 and will succeed Joachim Hallengren, who according to previous information will leave his position. Peter Wallin has extensive experience from various leading positions in construction and project development. He was employed by Skanska AB for almost 20 years until 2018 and served as CFO for the Group during the period 2011 to 2018.
공시 • Nov 14+ 1 more updateBonava AB (publ) to Report Q3, 2021 Results on Oct 28, 2021Bonava AB (publ) announced that they will report Q3, 2021 results on Oct 28, 2021
공시 • Sep 29Bonava AB Announces Resignation of Joachim Hallengren as President and CEOBonava AB announced that Joachim Hallengren will be leaving his position as President and CEO. Hallengren will remain in his role during a transition period which will end at the latest when a successor takes office. The recruitment process for a new CEO will be initiated immediately.
공시 • Sep 22+ 1 more updateINDUSTRIA Wohnen GmbH cancelled the acquisition of 232 Rental Apartments in Berlin from Bonava AB (publ) (OM:BONAV B).INDUSTRIA Wohnen GmbH agreed to acquire 232 Rental Apartments in Berlin from Bonava AB (publ) (OM:BONAV B) for €50 million on September 16, 2019. The project is expected to be handed over to the customer and recognized in profit during the second quarter of 2021. Silvio Sittner of GÖRG Rechtsanwälte acted as legal advisor for Bonava. Christian Weinheimer of Heussen Rechtsanwaltsgesellschaft mbh acted as legal advisor for INDUSTRIA Wohnen. INDUSTRIA Wohnen GmbH cancelled the acquisition of 232 Rental Apartments in Berlin from Bonava AB (publ) (OM:BONAV B) on September 16, 2020.
공시 • Sep 05Icecapital Housing Fund V KY, managed by ICECAPITAL Asset Management Ltd. acquired 75 rental apartments in Turku, Finland from Bonava AB (publ) (OM:BONAV B).Icecapital Housing Fund V KY, managed by ICECAPITAL Asset Management Ltd. acquired 75 rental apartments in Turku, Finland from Bonava AB (publ) (OM:BONAV B) on September 4, 2020. Icecapital Housing Fund V KY, managed by ICECAPITAL Asset Management Ltd. completed the acquisition of 75 rental apartments in Turku, Finland from Bonava AB (publ) (OM:BONAV B) on September 4, 2020.
공시 • Sep 03Bonava AB (publ) to Report Q4, 2020 Results on Jan 29, 2021Bonava AB (publ) announced that they will report Q4, 2020 results on Jan 29, 2021