Added to YB: 2025-08-05
Pitch date: 2025-08-02
BERNER-B.ST [neutral]
Berner Industrier AB
+19.78%
current return
Author Info
No bio for this author
Company Info
Berner Industrier AB engages in the technology distribution, and energy and environment business in Sweden, Norway, Finland, and Denmark.
Market Cap
SEK 1.4B
Pitch Price
SEK 73.80
Price Target
N/A
Dividend
1.30%
EV/EBITDA
14.73
P/E
28.90
EV/Sales
1.56
Sector
Electronic Equipment, Instruments and Components
Category
growth
Berner Industrier: A Mid-Game Update
BERNER-B.ST (update): Swedish niche industrial acquirer resuming M&A after 4yr hiatus. Q2'25 leverage at 1.3x EBITDA. Autofric bought at 5.6-7.7x EBITA vs Lagercrantz's 6-8x norm. New leadership showing results w/ double-digit sales growth. 26% CAGR potential through 2027 at 15-30x EBIT multiple. Risks: margin durability, acquisition execution.
Read full article (9 min)