How Cibus Nordic Real Estate's Q3 Profit Reversal Could Impact OM:CIBUS Investors

• Cibus Nordic Real Estate AB announced its earnings for the third quarter and nine months ended September 30, 2025, reporting sales of €42 million and net income of €19.4 million for the quarter, reversing a net loss for the same period last year.
• The company’s turnaround to positive earnings per share from continuing operations highlights a marked improvement in both profitability and operational performance year-on-year.
• We’ll now explore how Cibus’s significant turnaround in net income could reshape its investment narrative and long-term outlook.

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Cibus Nordic Real Estate Investment Narrative Recap

For those considering Cibus Nordic Real Estate as an investment, the core belief remains centered on the defensiveness and resilience of grocery-anchored retail properties, supported by indexed leases and high occupancy rates in stable Nordic markets. The recent swing to positive net income and operating momentum offers reassurance on short-term profitability, but does not immediately address the key risk of high leverage and exposure to credit conditions, which continues to limit flexibility during tighter capital cycles.

Among the recent company developments, the acquisition of 12 grocery properties in Norway for approximately €40.3 million closely aligns with management's ongoing expansion in urban markets, showing a continued commitment to scaling core operations. While this growth supports recurring revenue and may help offset portfolio risk, it underlines the ongoing dependence on successful tenant relationships and prudent balance sheet management.

But against these operational gains, investors should keep a close eye on the company's elevated debt levels and what it might mean if credit markets begin to tighten...

Read the full narrative on Cibus Nordic Real Estate (it's free!)

Cibus Nordic Real Estate's outlook anticipates €196.7 million in revenue and €114.3 million in earnings by 2028. This scenario is based on analysts projecting 6.4% annual revenue growth and an earnings increase of €74.9 million from the current €39.4 million.

Uncover how Cibus Nordic Real Estate's forecasts yield a SEK197.05 fair value, a 21% upside to its current price.

Exploring Other Perspectives

Retail investors in the Simply Wall St Community assigned fair values for Cibus ranging from €121 to €755 across five opinions. With earnings now in positive territory, your view on the sustainability of debt remains central to the story.

Explore 5 other fair value estimates on Cibus Nordic Real Estate - why the stock might be worth 25% less than the current price!

Build Your Own Cibus Nordic Real Estate Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Cibus Nordic Real Estate research is our analysis highlighting 3 key rewards and 3 important warning signs that could impact your investment decision.
• Our free Cibus Nordic Real Estate research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cibus Nordic Real Estate's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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