ITAB Group AB (publ)

OM:ITAB 주식 리포트

시가총액: SEK 4.0b

ITAB Group 경영진

경영진 기준 점검 2/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Bjorn Borgman

최고경영자

n/a

총 보수

CEO 급여 비율n/a
CEO 재임 기간less than a year
CEO 지분 보유율n/a
경영진 평균 재임 기간2.5yrs
이사회 평균 재임 기간3.2yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 18

ITAB: New Retail Framework Agreements And Rebrand Will Support Future Repricing

Analysts have kept their SEK 22.25 price target for ITAB Group steady, citing largely unchanged assumptions around fair value, revenue growth, profit margins and future P/E, with only marginal tweaks in the discount rate and valuation inputs. What's in the News for ITAB Group ITAB Group AB secured a framework agreement to supply entrance and exit gates, checkout gates and customer flow management solutions to a leading European grocery chain, with products and services estimated at about €8 million over an initial 12‑month term, according to a client announcement.
내러티브 업데이트 Jun 03

ITAB: UK Framework Agreement And Name Change Will Support Future Repricing

Analysts have kept their SEK 22.25 price target for ITAB Group unchanged, citing relatively stable assumptions for fair value, revenue growth, profit margin and future P/E, along with an updated discount rate that reflects current risk assessments. What's in the News On May 6, 2026, ITAB Shop Concept AB (publ) changed its name to ITAB Group AB following approval at the Annual General Meeting, reflecting updated company branding and structure.
내러티브 업데이트 May 15

ITAB: UK Framework Agreement Will Drive Future Earnings Reassessment

Analysts have trimmed their price target for ITAB Shop Concept from SEK 23.50 to SEK 22.25, reflecting updated assumptions that combine a lower discount rate and P/E multiple with revised views on revenue growth and profit margins. What's in the News On May 6, 2026, ITAB Shop Concept AB changed its name to ITAB Group AB following shareholder approval to amend the Articles of Association (Key Developments).
내러티브 업데이트 Apr 30

ITAB: UK Framework Agreement Will Support Future Upside Potential

Analysts have trimmed their price target on ITAB Shop Concept to SEK23.50 from SEK26.67, reflecting updated assumptions for revenue growth, profit margins and the future P/E multiple, along with a slightly higher discount rate. What's in the News ITAB Group secured a framework agreement with a grocery chain in the United Kingdom for delivery and installation of shopfitting, equipment and services across its stores, with an estimated value of €12 million over an initial term of about 3 years, and implementation already underway (Key Developments).
내러티브 업데이트 Apr 12

ITAB: Stable Margins And Lower P/E Will Support Further Upside

Analysts have kept their SEK 26.67 price target for ITAB Shop Concept unchanged, indicating only very small tweaks in discount rate, revenue growth, profit margin and future P/E assumptions, rather than any shift in the core outlook. What's in the News At the AGM scheduled for May 6, 2026, shareholders are set to vote on an amendment to ITAB Shop Concept AB (publ)'s Articles of Association concerning a change to the company name (Key Developments).
내러티브 업데이트 Mar 27

ITAB: Stable Margins And Lower Multiple Will Support Further Upside

The analyst price target for ITAB Shop Concept is unchanged at SEK 26.67, as analysts keep their fair value view steady while making only marginal tweaks to inputs such as the discount rate, long term revenue growth, profit margin and future P/E assumptions. Valuation Changes Fair Value: SEK 26.67 is unchanged, with no adjustment to the analyst fair value estimate.
내러티브 업데이트 Mar 12

ITAB: Lower Discount Rate And Stable Margins Will Support Further Upside

Analysts have slightly adjusted their price target for ITAB Shop Concept to SEK26.67 from SEK27.38, reflecting small tweaks to their fair value estimate, discount rate and assumed future P/E multiple. Valuation Changes Fair Value: trimmed slightly to SEK26.67 from SEK27.38, a modest reduction in the modelled estimate.
내러티브 업데이트 Feb 26

ITAB: Higher Required Return Will Still Support Attractive Future Upside

Analysts have trimmed their price target on ITAB Shop Concept to SEK27.38 from SEK28.13, citing modest adjustments to the discount rate, long-term revenue growth, profit margin assumptions and future P/E expectations. Valuation Changes Fair Value: Trimmed from SEK28.13 to SEK27.38, reflecting a small reduction of around 3% in the intrinsic value estimate.
새로운 내러티브 Feb 17

Transformational Merger

Following the massive acquisition of HMY in early 2025, ITAB is no longer just a Nordic player but a dominant European force in retail solutions However, as of early 2026, the market is currently expressing skepticism about the speed of this integration, as reflected in the recent share price volatility 1. The Narrative: The Integrated Retail Architect The Story: ITABs narrative has shifted from being a manufacturer of "shelves and checkouts" to a Solution Provider.
내러티브 업데이트 Feb 11

ITAB: Higher Discount Rate Will Still Support Attractive Future Upside

Analysts have adjusted their price target for ITAB Shop Concept from SEK 31.33 to SEK 28.13, reflecting updated assumptions around discount rates, revenue growth, margins, and future P/E levels. Valuation Changes Fair Value: from SEK 31.33 to SEK 28.13, a moderate reduction in the estimated equity value per share.
분석 기사 Feb 11

ITAB Shop Concept AB (publ) (STO:ITAB) Doing What It Can To Lift Shares

ITAB Shop Concept AB (publ)'s ( STO:ITAB ) price-to-earnings (or "P/E") ratio of 17.9x might make it look like a buy...
분석 기사 Aug 02

ITAB Shop Concept AB (publ)'s (STO:ITAB) 27% Cheaper Price Remains In Tune With Earnings

To the annoyance of some shareholders, ITAB Shop Concept AB (publ) ( STO:ITAB ) shares are down a considerable 27% in...
분석 기사 Jul 03

Does ITAB Shop Concept (STO:ITAB) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 May 07

ITAB Shop Concept's (STO:ITAB) Weak Earnings May Only Reveal A Part Of The Whole Picture

The market rallied behind ITAB Shop Concept AB (publ)'s ( STO:ITAB ) stock, leading do a rise in the share price after...
분석 기사 May 01

ITAB Shop Concept AB (publ)'s (STO:ITAB) Shares Leap 26% Yet They're Still Not Telling The Full Story

The ITAB Shop Concept AB (publ) ( STO:ITAB ) share price has done very well over the last month, posting an excellent...
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새로운 내러티브 Mar 19

Acquisition Of HMY To Streamline Operations And Expand Market Offerings

Strategic acquisitions and operational enhancements are expected to improve margins and drive earnings growth in the coming years.
분석 기사 Mar 04

ITAB Shop Concept (STO:ITAB) Seems To Use Debt Rather Sparingly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 Nov 05

ITAB Shop Concept (STO:ITAB) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Investors were disappointed with ITAB Shop Concept AB (publ)'s ( STO:ITAB ) earnings, despite the strong profit...
분석 기사 Apr 25

ITAB Shop Concept (STO:ITAB) Will Pay A Larger Dividend Than Last Year At SEK0.75

ITAB Shop Concept AB (publ) ( STO:ITAB ) will increase its dividend from last year's comparable payment on the 22nd of...
분석 기사 Apr 21

ITAB Shop Concept's (STO:ITAB) Returns On Capital Are Heading Higher

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
분석 기사 Apr 10

ITAB Shop Concept's (STO:ITAB) Upcoming Dividend Will Be Larger Than Last Year's

ITAB Shop Concept AB (publ)'s ( STO:ITAB ) dividend will be increasing from last year's payment of the same period to...
분석 기사 Feb 23

ITAB Shop Concept AB (publ)'s (STO:ITAB) Share Price Boosted 26% But Its Business Prospects Need A Lift Too

Despite an already strong run, ITAB Shop Concept AB (publ) ( STO:ITAB ) shares have been powering on, with a gain of...
분석 기사 Feb 22

ITAB Shop Concept's (STO:ITAB) Dividend Will Be Increased To SEK0.75

ITAB Shop Concept AB (publ) ( STO:ITAB ) will increase its dividend from last year's comparable payment on the 22nd of...
분석 기사 Feb 15

ITAB Shop Concept's (STO:ITAB) Solid Earnings Have Been Accounted For Conservatively

ITAB Shop Concept AB (publ) ( STO:ITAB ) announced a healthy earnings result recently, and the market rewarded it with...

CEO

Bjorn Borgman (51 yo)

less than a year
재임 기간

Mr. Bjorn Borgman is CEO & President of ITAB Group AB (publ) (formerly known as ITAB Shop Concept AB (publ)) from May 1, 2026. Mr. Borgman served as Chief Executive Officer at HL Display AB since May 27, 2...


리더십 팀

이름직위재임 기간보수지분
Bjorn Borgman
CEO & Presidentless than a year데이터 없음데이터 없음
Andreas Helmersson
Chief Financial Officer1.1yrs데이터 없음0.017%
SEK 684.8k
Mikael Nadelmann
Chief Operating Officer2.5yrs데이터 없음0.0059%
SEK 233.6k
Teresa Aznar
Chief Information Officer1.5yrs데이터 없음0.00039%
SEK 15.5k
Mats Karlqvist
Head of Investor Relationsno data데이터 없음데이터 없음
Frida Karlsson
General Counsel5.5yrs데이터 없음0.0015%
SEK 58.8k
Annja Mostrup
Chief Sales Growth Officer1.5yrs데이터 없음0.0078%
SEK 311.0k
Petra Axelsson
Chief Sustainability & People Officer2.5yrs데이터 없음0.0092%
SEK 366.6k
Nick Hughes
Chief Commercial Officer & Senior Vice President of MBU Rest of the World6.5yrs데이터 없음0.025%
SEK 980.3k
Klaus Schmid
Senior Vice President of MBU Central Europe5.5yrs데이터 없음0.0066%
SEK 261.4k
Jan Andersson
Senior Vice President of MBU North Europe4.2yrs데이터 없음0.098%
SEK 3.9m
Jim Murray
Head of Quality2.5yrs데이터 없음데이터 없음
2.5yrs
평균 재임 기간
49yo
평균 나이

경험이 풍부한 관리: ITAB의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.5 년).


이사회 구성원

이름직위재임 기간보수지분
Anders Moberg
Independent Chairman of the Board15.5yrsSEK 720.00k0.82%
SEK 32.5m
Madeleine Persson
Independent Director3.2yrsSEK 352.00k0.039%
SEK 1.6m
Fredrik Rapp
Director13.5yrsSEK 308.00k데이터 없음
Petter Fagersten
Director10.2yrsSEK 343.00k10.29%
SEK 408.6m
Lars Kvarnsund
Independent Director2.2yrsSEK 458.00k0.014%
SEK 545.0k
Amelie De Geer
Independent Director2.2yrsSEK 368.00k0.014%
SEK 536.6k
Kerstin Anderson
Independent Director1.2yrsSEK 217.00k0.0017%
SEK 69.1k
3.2yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 이사회: ITAB의 이사회경험이 있음으로 간주됩니다(평균 재임 3.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/09 23:14
종가2026/07/09 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

ITAB Group AB (publ)는 7명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Johan BrownABG Sundal Collier Sponsored
Mikael HolmDanske Bank
Karl-Johan BonnevierDNB Carnegie