BEIJ B Share Price Performance
SEK 0
-157.90 (-100.00%)
Price SEK 0
Fair ValueSEK 160.33
Share Pricen/a
Narrative Update • Jul 06
Beijer Ref AB (publ) Stock Price
- 4 Narratives written by author
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- 18 Fair Values set on narratives written by author
BEIJ B Community Narratives
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Fair Value
·Fair Value SEK 160.33 9.8% undervalued intrinsic discount
Sustainable Refrigerants Will Expand Global HVACR Markets
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AL
Fair Value
·Fair Value SEK 128.82 12.3% overvalued intrinsic discount
The Green Consolidator
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AN
Fair Value
·Fair Value SEK 197 26.5% undervalued intrinsic discount
Natural Refrigerant Demand And OEM Expansion Will Transform Long Term Earnings Power
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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.Read more
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SEK 128.82
12.3% overvalued intrinsic discount
Fair Value
Revenue
6.5% p.a.
Profit Margin
7%
Future PE
25x
Price in 2031
SEK 175.33
Green OEM Order Dependence And M&A Execution Will Weigh On Future Performance
Beijer Ref is leaning hard on big project backlogs and a growing line-up of greener cooling and heating products, but delays, higher costs, or a slowdown in demand could quickly show up in results. Expansion in the U.S. and frequent deal-making add another layer of complexity—if new sites and acquisitions don’t deliver as hoped, returns could disappoint.Read more
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SEK 118.43
22.2% overvalued intrinsic discount
Fair Value
Revenue
4.91% p.a.
Profit Margin
7.13%
Future PE
24.04x
Price in 2029
SEK 143.42
Sustainable Refrigerants Will Expand Global HVACR Markets
Beijer Ref rides a global shift toward greener cooling and heating gear, which could lift demand as rules tighten and emerging markets build out more modern buildings. But the same growth plan leans on smooth rollouts, acquisitions, and inventory changes—any stumble could hit profits and cash flow.Read more
AN
SEK 160.33
9.8% undervalued intrinsic discount
Fair Value
Revenue
5.74% p.a.
Profit Margin
7.55%
Future PE
30.13x
Price in 2029
SEK 194.83
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?Read more
AN
SEK 197
26.5% undervalued intrinsic discount
Fair Value
Revenue
9.23% p.a.
Profit Margin
7.99%
Future PE
31.3x
Price in 2029
SEK 238.2
Trending Discussion
No trending discussion available.
Recently Updated Narratives
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The Green Consolidator
Fair Value: SEK 128.82 12.3% overvalued intrinsic discount
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AN
BEIJ B: U.S. Consolidation Risks Will Challenge Inflation-Backed Bull Case
Fair Value: SEK 118.43 22.2% overvalued intrinsic discount
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AN
BEIJ B: U.S. Consolidation Platform And Inflationary Backdrop Will Support Future Upside
Fair Value: SEK 160.33 9.8% undervalued intrinsic discount
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Snowflake Analysis
Beijer Ref AB (publ) Key Details
Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
Jul 17, 2026
- 4.59
- 32.19%
- 6.33%
- 47.0%
About BEIJ B
- Founded
- 1866
- Employees
- 7082
- CEO
- WebsiteView website
Beijer Ref AB (publ), together with its subsidiaries, provides commercial and industrial refrigeration, heating, and air conditioning products worldwide. It provides commercial refrigeration systems, which are used in shops, catering, cafes, hotels, and small refrigerated warehouses; and central refrigeration systems, freezer, and refrigeration plants for modern food retailing, as well as for a range of applications, including ice rinks, food processing, manufacturing, and offshore industries. The company also offers HVAC or comfort cooling and heating products, such as products for climate control and ventilation in homes, offices, and shops; and provides air-to-water heat pumps, as well as produces chillers and heat pumps based on natural refrigerants, such as carbon dioxide, ammonia, and propane. The company distributes products through its branch network and logistics centers in EMEA, APAC, and North America regions. The company was formerly known as G & L Beijer AB (publ) and changed its name to Beijer Ref AB (publ) in 2014. The company was founded in 1866 and is headquartered in Malmö, Sweden.
