Beijer Ref Toekomstige groei
Future criteriumcontroles 3/6
Beijer Ref zal naar verwachting groeien in winst en omzet met respectievelijk 9.9% en 5.7% per jaar. De winst per aandeel zal naar verwachting groeien met 9.9% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 11.8% zijn.
Belangrijke informatie
9.9%
Groei van de winst
9.88%
Groei van de winst per aandeel
| Trade Distributors winstgroei | 11.7% |
| Inkomstengroei | 5.7% |
| Toekomstig rendement op eigen vermogen | 11.79% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 30 Jul 2026 |
Recente toekomstige groei-updates
Analyse-artikel • Jul 21
Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
It's been a good week for Beijer Ref AB (publ) ( STO:BEIJ B ) shareholders, because the company has just released its...Analyse-artikel • Apr 26
Beijer Ref AB (publ) (STO:BEIJ B) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
It's been a sad week for Beijer Ref AB (publ) ( STO:BEIJ B ), who've watched their investment drop 10% to kr134 in the...Analyse-artikel • Feb 04
Analyst Estimates: Here's What Brokers Think Of Beijer Ref AB (publ) (STO:BEIJ B) After Its Yearly Report
Beijer Ref AB (publ) ( STO:BEIJ B ) shareholders are probably feeling a little disappointed, since its shares fell 4.4...Analyse-artikel • Oct 29
Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Beijer Ref AB (publ) ( STO:BEIJ B ) came out with its quarterly results last week, and we wanted to see how the...Recent updates
Analyse-artikel • Jul 21
Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts
It's been a good week for Beijer Ref AB (publ) ( STO:BEIJ B ) shareholders, because the company has just released its...
Narratiefupdate • Jul 20
BEIJ B: Inflation Pricing And U.S. Consolidation Platform Will Drive Future Upside
Analysts have adjusted their fair value estimate for Beijer Ref to SEK 180, down from SEK 197, as they balance slightly higher assumed growth and margins with a modestly higher discount rate and updated P/E expectations informed by recent research on inflation trends and the company's U.S. consolidation platform. Analyst Commentary Recent Street research on Beijer Ref highlights that some bullish analysts see room for upside relative to the updated SEK 180 fair value estimate, particularly as they factor in the company’s exposure to inflation-linked pricing and its U.S. consolidation platform.
Narratiefupdate • Jul 06
BEIJ B: U.S. Consolidation Risks Will Challenge Inflation-Backed Bull Case
Analysts have raised their fair value estimate for Beijer Ref to SEK 118.43. The revision is supported by updated assumptions around growth, margin profile and future P/E, as well as recent research highlighting the company’s platform for U.S. consolidation and mixed but engaged coverage across the Street.
Narratiefupdate • Jun 22
BEIJ B: U.S. Consolidation Platform And Inflationary Backdrop Will Support Future Upside
Analysts have trimmed their consolidated fair value estimate for Beijer Ref to around SEK 160 from about SEK 162, reflecting slightly adjusted assumptions on discount rates and growth. The latest research also points to potential benefits from an inflationary backdrop and the company’s U.S. consolidation platform.Narratiefupdate • Jun 08
BEIJ B: U.S. Platform Expansion Will Support Future Upside Potential
Analysts have kept the SEK 161.78 price target for Beijer Ref broadly unchanged, with mixed recent research citing an inflationary backdrop and the company's U.S. consolidation platform as key factors shaping their views. Analyst Commentary Recent research highlights a split view on Beijer Ref, with some analysts focused on potential upside from its current positioning and others emphasizing execution risks and valuation sensitivity.Narratiefupdate • May 25
BEIJ B: U.S. Platform Expansion And 2025 Dividend Are Expected To Support Upside
The analyst price target for Beijer Ref has shifted slightly lower to SEK 155, with analysts pointing to modestly adjusted fair value, discount rate, profit margin and future P/E assumptions, alongside mixed recent coverage that includes both positive and cautious views on the stock. Analyst Commentary Recent research coverage on Beijer Ref highlights a split view around the SEK 155 price target, with some analysts leaning constructive on the stock's positioning and others more cautious on execution and valuation risk.Nieuw narratief • Apr 28
Green OEM Order Dependence And M&A Execution Will Weigh On Future Performance
Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components, and operates a growing green OEM business focused on more sustainable cooling and heating solutions. What are the underlying business or industry changes driving this perspective?Analyse-artikel • Apr 26
Beijer Ref AB (publ) (STO:BEIJ B) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
It's been a sad week for Beijer Ref AB (publ) ( STO:BEIJ B ), who've watched their investment drop 10% to kr134 in the...Narratiefupdate • Apr 23
BEIJ B: Higher 2025 Dividend And Stable Margins Will Support Upside Potential
Analysts now see Beijer Ref's fair value at about SEK 164, down from around SEK 173, reflecting slightly more cautious assumptions on growth, margins and future P/E following recent bearish initiation commentary. Analyst Commentary Recent research with a bearish tilt has pushed fair value estimates for Beijer Ref lower, with a particular focus on the assumptions behind growth, margins and the future P/E multiple.Nieuw narratief • Apr 14
Natural Refrigerant Demand And OEM Expansion Will Transform Long Term Earnings Power
Catalysts About Beijer Ref Beijer Ref distributes HVAC and refrigeration equipment and components and also sells OEM refrigeration systems with a growing focus on low climate impact solutions. What are the underlying business or industry changes driving this perspective?Narratiefupdate • Apr 09
BEIJ B: Proposed 2025 Dividend And Stronger Margins Will Support Upside Potential
Analysts now hold Beijer Ref's fair value estimate steady at SEK173.17 per share, with a slightly lower future P/E assumption of about 30.47x that balances modestly higher projected revenue growth and profit margins. What's in the News The board proposes a dividend of SEK 1.50 per share for 2025, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).Analyse-artikel • Apr 09
Here's Why We Think Beijer Ref (STO:BEIJ B) Might Deserve Your Attention Today
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Narratiefupdate • Mar 26
BEIJ B: Proposed 2025 Dividend Increase And Split Payouts Will Support Outlook
Analysts have nudged their fair value estimate for Beijer Ref slightly higher to about SEK 173.17 from roughly SEK 172.83, reflecting updated views on the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously.Narratiefupdate • Mar 05
BEIJ B: Higher 2025 Dividend And Split Payouts Will Support Outlook
Analysts have kept their SEK 172.83 price target for Beijer Ref unchanged, citing only minor tweaks to inputs such as a slightly lower discount rate and a marginally adjusted future P/E assumption, rather than any shift in their core view of the company. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).Narratiefupdate • Feb 18
BEIJ B: Higher Dividend And Seasonally Timed Payouts Will Support Attractive Outlook
Analysts have nudged their fair value estimate for Beijer Ref slightly lower, from SEK 177.00 to about SEK 172.83, as updated assumptions now indicate more moderate revenue growth, slimmer profit margins, and a somewhat higher future P/E multiple. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously.Analyse-artikel • Feb 15
Beijer Ref (STO:BEIJ B) Has Announced That It Will Be Increasing Its Dividend To SEK0.75
Beijer Ref AB (publ)'s ( STO:BEIJ B ) dividend will be increasing from last year's payment of the same period to...Analyse-artikel • Feb 04
Analyst Estimates: Here's What Brokers Think Of Beijer Ref AB (publ) (STO:BEIJ B) After Its Yearly Report
Beijer Ref AB (publ) ( STO:BEIJ B ) shareholders are probably feeling a little disappointed, since its shares fell 4.4...
Nieuw narratief • Feb 03
The Green Consolidator
1. The Green Consolidator Beijer Ref’s story is built on three distinct pillars that justify its historical premium valuation: The Regulatory Tailwind (F-Gas Regulation): As Europe and North America tighten regulations on synthetic refrigerants, the entire industry must switch to natural or low-GWP (Global Warming Potential) alternatives.Narratiefupdate • Feb 03
BEIJ B: Higher Dividend Policy Will Support A More Attractive Share Outlook
Analysts have trimmed their fair value estimate for Beijer Ref from SEK 181 to SEK 177, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and a slightly lower future P/E multiple. What's in the News The Board of Directors of Beijer Ref AB (publ) has proposed a dividend of SEK 1.50 per share for the year 2025, compared with SEK 1.40 previously, corresponding to 31% of net profit attributable to the parent company's shareholders, excluding items affecting comparability (Key Developments).Analyse-artikel • Jan 28
Estimating The Fair Value Of Beijer Ref AB (publ) (STO:BEIJ B)
Key Insights Beijer Ref's estimated fair value is kr114 based on 2 Stage Free Cash Flow to Equity Beijer Ref's kr136...Analyse-artikel • Jan 14
Is Beijer Ref AB (publ) (STO:BEIJ B) Potentially Undervalued?
While Beijer Ref AB (publ) ( STO:BEIJ B ) might not have the largest market cap around , it received a lot of attention...Analyse-artikel • Dec 21
Beijer Ref (STO:BEIJ B) Has Some Way To Go To Become A Multi-Bagger
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Analyse-artikel • Nov 14
Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares
When close to half the companies in Sweden have price-to-earnings ratios (or "P/E's") below 22x, you may consider...Analyse-artikel • Oct 29
Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Beijer Ref AB (publ) ( STO:BEIJ B ) came out with its quarterly results last week, and we wanted to see how the...Analyse-artikel • Oct 13
Beijer Ref (STO:BEIJ B) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Analyse-artikel • Sep 29
Does This Valuation Of Beijer Ref AB (publ) (STO:BEIJ B) Imply Investors Are Overpaying?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Beijer Ref fair value estimate is kr115 Current share price of...Narratiefupdate • Sep 17
Sustainable Refrigerants Will Expand Global HVACR Markets
Beijer Ref’s consensus revenue growth forecast has edged down slightly, while net profit margin remained stable, resulting in a marginal increase in the analyst price target from SEK180.17 to SEK181.00. Valuation Changes Summary of Valuation Changes for Beijer Ref The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from SEK180.17 to SEK181.00.Analyse-artikel • Sep 17
Beijer Ref's (STO:BEIJ B) Dividend Will Be SEK0.70
Beijer Ref AB (publ)'s ( STO:BEIJ B ) investors are due to receive a payment of SEK0.70 per share on 30th of October...Analyse-artikel • Sep 03
Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70
Beijer Ref AB (publ)'s ( STO:BEIJ B ) investors are due to receive a payment of SEK0.70 per share on 30th of October...Analyse-artikel • Aug 28
At kr162, Is Beijer Ref AB (publ) (STO:BEIJ B) Worth Looking At Closely?
Beijer Ref AB (publ) ( STO:BEIJ B ), might not be a large cap stock, but it saw a decent share price growth of 16% on...Analyse-artikel • Aug 01
Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70
Beijer Ref AB (publ) ( STO:BEIJ B ) will pay a dividend of SEK0.70 on the 30th of October. Despite this raise, the...
Nieuw narratief • Nov 28
Tactical Acquisitions And Green Innovation Propel Growth Amid Market Challenges
Strategic acquisitions and regulatory changes in key markets foster revenue and margin growth, enhancing Beijer Ref's competitive positioning and profitability.Winst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 12/31/2028 | 44,628 | 3,389 | 3,167 | 4,293 | 8 |
| 12/31/2027 | 42,154 | 3,064 | 2,803 | 3,829 | 8 |
| 12/31/2026 | 39,435 | 2,679 | 2,983 | 3,939 | 7 |
| 6/30/2026 | 37,322 | 2,365 | 3,304 | 3,725 | N/A |
| 3/31/2026 | 36,718 | 2,325 | 3,650 | 4,071 | N/A |
| 12/31/2025 | 37,067 | 2,326 | 3,788 | 4,209 | N/A |
| 9/30/2025 | 37,613 | 2,450 | 3,324 | 3,702 | N/A |
| 6/30/2025 | 37,381 | 2,375 | 2,806 | 3,251 | N/A |
| 3/31/2025 | 36,880 | 2,306 | 2,562 | 3,007 | N/A |
| 12/31/2024 | 35,662 | 2,227 | 2,635 | 3,080 | N/A |
| 9/30/2024 | 34,482 | 2,535 | 3,216 | 3,678 | N/A |
| 6/30/2024 | 33,479 | 2,438 | 3,227 | 3,587 | N/A |
| 3/31/2024 | 32,452 | 2,423 | 2,333 | 2,693 | N/A |
| 12/31/2023 | 32,150 | 2,375 | 1,393 | 1,753 | N/A |
| 9/30/2023 | 30,340 | 1,761 | 248 | 695 | N/A |
| 6/30/2023 | 27,828 | 1,625 | -419 | -199 | N/A |
| 3/31/2023 | 25,113 | 1,329 | -261 | -41 | N/A |
| 12/31/2022 | 22,638 | 1,248 | -139 | 81 | N/A |
| 9/30/2022 | 21,092 | 1,353 | -1,050 | -848 | N/A |
| 6/30/2022 | 19,454 | 1,176 | -945 | -743 | N/A |
| 3/31/2022 | 18,077 | 1,069 | -732 | -530 | N/A |
| 12/31/2021 | 16,905 | 979 | -113 | 89 | N/A |
| 9/30/2021 | 16,041 | 908 | 587 | 772 | N/A |
| 6/30/2021 | 15,538 | 905 | 804 | 989 | N/A |
| 3/31/2021 | 14,315 | 769 | 1,284 | 1,469 | N/A |
| 12/31/2020 | 14,062 | 722 | 1,145 | 1,330 | N/A |
| 9/30/2020 | 14,088 | 723 | 1,296 | 1,460 | N/A |
| 6/30/2020 | 14,203 | 733 | 1,424 | 1,588 | N/A |
| 3/31/2020 | 14,861 | 829 | N/A | 1,216 | N/A |
| 12/31/2019 | 14,817 | 864 | N/A | 1,255 | N/A |
| 9/30/2019 | 14,676 | 845 | N/A | 1,221 | N/A |
| 6/30/2019 | 14,330 | 830 | N/A | 828 | N/A |
| 3/31/2019 | 13,844 | 820 | N/A | 885 | N/A |
| 12/31/2018 | 13,015 | 769 | N/A | 690 | N/A |
| 9/30/2018 | 12,123 | 752 | N/A | 380 | N/A |
| 6/30/2018 | 11,071 | 660 | N/A | 494 | N/A |
| 3/31/2018 | 10,217 | 559 | N/A | 360 | N/A |
| 12/31/2017 | 9,830 | 511 | N/A | 502 | N/A |
| 9/30/2017 | 9,629 | 464 | N/A | 402 | N/A |
| 6/30/2017 | 9,535 | 432 | N/A | 236 | N/A |
| 3/31/2017 | 9,296 | 401 | N/A | 256 | N/A |
| 12/31/2016 | 9,045 | 389 | N/A | 65 | N/A |
| 9/30/2016 | 8,872 | 374 | N/A | 243 | N/A |
| 6/30/2016 | 8,746 | 379 | N/A | 341 | N/A |
| 3/31/2016 | 8,482 | 364 | N/A | 478 | N/A |
| 12/31/2015 | 8,361 | 366 | N/A | 495 | N/A |
| 9/30/2015 | 8,124 | 365 | N/A | 500 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei BEIJ B ( 9.9% per jaar) ligt boven de spaarquote ( 2% ).
Winst versus markt: De winst van BEIJ B ( 9.9% per jaar) zal naar verwachting sneller groeien dan de Swedish markt ( 6.9% per jaar).
Hoge groeiwinsten: De winst van BEIJ B zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van BEIJ B ( 5.7% per jaar) zal naar verwachting sneller groeien dan de markt Swedish ( -1.5% per jaar).
Hoge groei-inkomsten: De omzet van BEIJ B ( 5.7% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen BEIJ B zal naar verwachting over 3 jaar laag zijn ( 11.8 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/30 15:25 |
| Aandelenkoers aan het einde van de dag | 2026/07/30 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Beijer Ref AB (publ) wordt gevolgd door 20 analisten. 8 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| null null | ABG Sundal Collier |
| Rajesh Patki | Barclays |
| Gerhard Orgonas | Berenberg |