ITAB Group AB (publ)

OM:ITAB Stok Raporu

Piyasa değeri: SEK 3.8b

ITAB Group Yönetim

Yönetim kriter kontrolleri 2/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Bjorn Borgman

İcra Kurulu Başkanı

n/a

Toplam tazminat

CEO maaş yüzdesin/a
CEO görev süresiless than a year
CEO sahipliğin/a
Yönetim ortalama görev süresi2.5yrs
Yönetim Kurulu ortalama görev süresi3.2yrs

Son yönetim güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Yeni Anlatı 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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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Yeni Anlatı 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Görev süresi

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Bjorn Borgman
CEO & Presidentless than a yearVeri yokVeri yok
Andreas Helmersson
Chief Financial Officer1.1yrsVeri yok0.017%
SEK 660.1k
Mikael Nadelmann
Chief Operating Officer2.5yrsVeri yok0.0059%
SEK 225.2k
Teresa Aznar
Chief Information Officer1.5yrsVeri yok0.00039%
SEK 14.9k
Mats Karlqvist
Head of Investor Relationsno dataVeri yokVeri yok
Frida Karlsson
General Counsel5.5yrsVeri yok0.0015%
SEK 56.7k
Annja Mostrup
Chief Sales Growth Officer1.5yrsVeri yok0.0078%
SEK 299.8k
Petra Axelsson
Chief Sustainability & People Officer2.5yrsVeri yok0.0092%
SEK 353.4k
Nick Hughes
Chief Commercial Officer & Senior Vice President of MBU Rest of the World6.5yrsVeri yok0.025%
SEK 945.0k
Klaus Schmid
Senior Vice President of MBU Central Europe5.5yrsVeri yok0.0066%
SEK 252.0k
Jan Andersson
Senior Vice President of MBU North Europe4.2yrsVeri yok0.098%
SEK 3.7m
Jim Murray
Head of Quality2.5yrsVeri yokVeri yok
2.5yrs
Ortalama Görev Süresi
49yo
Ortalama Yaş

Deneyimli Yönetim: ITAB 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 2.5 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Anders Moberg
Independent Chairman of the Board15.5yrsSEK 720.00k0.82%
SEK 31.3m
Madeleine Persson
Independent Director3.2yrsSEK 352.00k0.039%
SEK 1.5m
Fredrik Rapp
Director13.5yrsSEK 308.00kVeri yok
Petter Fagersten
Director10.2yrsSEK 343.00k10.29%
SEK 393.9m
Lars Kvarnsund
Independent Director2.2yrsSEK 458.00k0.014%
SEK 525.4k
Amelie De Geer
Independent Director2.2yrsSEK 368.00k0.014%
SEK 517.3k
Kerstin Anderson
Independent Director1.2yrsSEK 217.00k0.0017%
SEK 66.6k
3.2yrs
Ortalama Görev Süresi
57yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: ITAB 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 3.2 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/21 01:39
Gün Sonu Hisse Fiyatı2026/07/21 00:00
Kazançlar2026/06/30
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 kullanacağınıza dair 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

ITAB Group AB (publ) 7 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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