Beijer Ref AB (publ)

OM:BEIJ B Stok Raporu

Piyasa değeri: SEK 65.0b

Beijer Ref Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Beijer Ref kazanç ve gelirin sırasıyla yıllık 8.9% ve 5.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 8.9% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 12.1% olacağı tahmin edilmektedir.

Anahtar bilgiler

8.9%

Kazanç büyüme oranı

8.91%

EPS büyüme oranı

Trade Distributors kazanç büyümesi13.6%
Gelir büyüme oranı5.1%
Gelecekteki özkaynak getirisi12.09%
Analist kapsamı

Good

Son güncelleme30 Apr 2026

Gelecekteki son büyüme güncellemeleri

Beijer Ref AB (publ) (STO:BEIJ B) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Apr 26
Beijer Ref AB (publ) (STO:BEIJ B) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Analyst Estimates: Here's What Brokers Think Of Beijer Ref AB (publ) (STO:BEIJ B) After Its Yearly Report

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) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Oct 29
Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

Jul 23
Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

Recent updates

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?

Beijer Ref AB (publ) (STO:BEIJ B) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

Apr 26
Beijer Ref AB (publ) (STO:BEIJ B) First-Quarter Results: Here's What Analysts Are Forecasting For This Year

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.

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?

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).

Here's Why We Think Beijer Ref (STO:BEIJ B) Might Deserve Your Attention Today

Apr 09
Here's Why We Think Beijer Ref (STO:BEIJ B) Might Deserve Your Attention Today

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.

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).

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.

Beijer Ref (STO:BEIJ B) Has Announced That It Will Be Increasing Its Dividend To SEK0.75

Feb 15
Beijer Ref (STO:BEIJ B) Has Announced That It Will Be Increasing Its Dividend To SEK0.75

Analyst Estimates: Here's What Brokers Think Of Beijer Ref AB (publ) (STO:BEIJ B) After Its Yearly Report

Feb 04
Analyst Estimates: Here's What Brokers Think Of Beijer Ref AB (publ) (STO:BEIJ B) After Its Yearly Report

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.

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).

Estimating The Fair Value Of Beijer Ref AB (publ) (STO:BEIJ B)

Jan 28
Estimating The Fair Value Of Beijer Ref AB (publ) (STO:BEIJ B)

Is Beijer Ref AB (publ) (STO:BEIJ B) Potentially Undervalued?

Jan 14
Is Beijer Ref AB (publ) (STO:BEIJ B) Potentially Undervalued?

Beijer Ref (STO:BEIJ B) Has Some Way To Go To Become A Multi-Bagger

Dec 21
Beijer Ref (STO:BEIJ B) Has Some Way To Go To Become A Multi-Bagger

Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares

Nov 14
Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares

Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Oct 29
Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Third-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

Beijer Ref (STO:BEIJ B) Has A Pretty Healthy Balance Sheet

Oct 13
Beijer Ref (STO:BEIJ B) Has A Pretty Healthy Balance Sheet

Does This Valuation Of Beijer Ref AB (publ) (STO:BEIJ B) Imply Investors Are Overpaying?

Sep 29
Does This Valuation Of Beijer Ref AB (publ) (STO:BEIJ B) Imply Investors Are Overpaying?

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.

Beijer Ref's (STO:BEIJ B) Dividend Will Be SEK0.70

Sep 17
Beijer Ref's (STO:BEIJ B) Dividend Will Be SEK0.70

Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70

Sep 03
Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70

At kr162, Is Beijer Ref AB (publ) (STO:BEIJ B) Worth Looking At Closely?

Aug 28
At kr162, Is Beijer Ref AB (publ) (STO:BEIJ B) Worth Looking At Closely?

Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70

Aug 01
Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70

Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

Jul 23
Earnings Update: Beijer Ref AB (publ) (STO:BEIJ B) Just Reported Its Second-Quarter Results And Analysts Are Updating Their Forecasts

Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares

Jul 15
Unpleasant Surprises Could Be In Store For Beijer Ref AB (publ)'s (STO:BEIJ B) Shares

Is Beijer Ref (STO:BEIJ B) A Risky Investment?

Jun 20
Is Beijer Ref (STO:BEIJ B) A Risky Investment?

Is It Time To Consider Buying Beijer Ref AB (publ) (STO:BEIJ B)?

May 26
Is It Time To Consider Buying Beijer Ref AB (publ) (STO:BEIJ B)?

Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70

May 14
Beijer Ref (STO:BEIJ B) Will Pay A Dividend Of SEK0.70

Returns On Capital Signal Tricky Times Ahead For Beijer Ref (STO:BEIJ B)

May 12
Returns On Capital Signal Tricky Times Ahead For Beijer Ref (STO:BEIJ B)
User avatar

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.

Kazanç ve Gelir Büyüme Tahminleri

OM:BEIJ B - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (SEK Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202843,6003,2913,1084,2008
12/31/202741,0552,9892,8473,8618
12/31/202638,6712,6633,0544,0678
3/31/202636,7182,3253,6504,071N/A
12/31/202537,0672,3263,7884,209N/A
9/30/202537,6132,4503,3243,702N/A
6/30/202537,3812,3752,8063,251N/A
3/31/202536,8802,3062,5623,007N/A
12/31/202435,6622,2272,6353,080N/A
9/30/202434,4822,5353,2163,678N/A
6/30/202433,4792,4383,2273,587N/A
3/31/202432,4522,4232,3332,693N/A
12/31/202332,1502,3751,3931,753N/A
9/30/202330,3401,761248695N/A
6/30/202327,8281,625-419-199N/A
3/31/202325,1131,329-261-41N/A
12/31/202222,6381,248-13981N/A
9/30/202221,0921,353-1,050-848N/A
6/30/202219,4541,176-945-743N/A
3/31/202218,0771,069-732-530N/A
12/31/202116,905979-11389N/A
9/30/202116,041908587772N/A
6/30/202115,538905804989N/A
3/31/202114,3157691,2841,469N/A
12/31/202014,0627221,1451,330N/A
9/30/202014,0887231,2961,460N/A
6/30/202014,2037331,4241,588N/A
3/31/202014,8618291,0521,216N/A
12/31/201914,817864N/A1,255N/A
9/30/201914,676845N/A1,221N/A
6/30/201914,330830N/A828N/A
3/31/201913,844820N/A885N/A
12/31/201813,015769N/A690N/A
9/30/201812,123752N/A380N/A
6/30/201811,071660N/A494N/A
3/31/201810,217559N/A360N/A
12/31/20179,830511N/A502N/A
9/30/20179,629464N/A402N/A
6/30/20179,535432N/A236N/A
3/31/20179,296401N/A256N/A
12/31/20169,045389N/A65N/A
9/30/20168,872374N/A243N/A
6/30/20168,746379N/A341N/A
3/31/20168,482364N/A478N/A
12/31/20158,361366N/A495N/A
9/30/20158,124365N/A500N/A
6/30/20157,736351N/A393N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: BEIJ B 'nin tahmini kazanç büyümesi (yıllık 8.9% ) tasarruf oranının ( 1.8% ) üzerindedir.

Kazançlar ve Piyasa: BEIJ B şirketinin kazançlarının (yıllık 8.9% ) Swedish pazarından (yıllık 8.7% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: BEIJ B şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: BEIJ B şirketinin gelirinin (yıllık 5.1% ) Swedish pazarından (yıllık 0.1% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: BEIJ B şirketinin gelirinin (yıllık 5.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: BEIJ B 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 12.1 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/04 17:17
Gün Sonu Hisse Fiyatı2026/05/04 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Beijer Ref AB (publ) 20 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
null nullABG Sundal Collier
Simon JonssonBerenberg
Gerhard OrgonasBerenberg