Added to YB: 2025-12-08
Pitch date: 2025-12-04
EMBRAC-B.ST [bullish]
Embracer Group AB (publ)
+0.1%
current return
Author Info
Fjord Alpha shares deep dives on Northern European mid-caps targeting 20%+ CAGR. Private investor with Nordic roots. 25 years in-market. Independent and long-term, looking for non-consensus ideas the market is not pricing. Sign up for the newsletter.
Company Info
Embracer Group AB (publ), together with its subsidiaries, develops and publishes PC, console, mobile, VR, and board games for the games market worldwide.
Market Cap
SEK 19.8B
Pitch Price
SEK 60.53
Price Target
N/A
Dividend
N/A
EV/EBITDA
2.65
P/E
4.17
EV/Sales
0.81
Sector
Entertainment
Category
special_situation
Embracer: The great unbundling
EMBRAC-B.ST: Restructuring complete, spin-off of Coffee Stain (Dec 11) unlocks value from conglomerate discount. Coffee Stain: high-margin (30-40% EBIT) compounder w/ SEK 500M cash for M&A, strong franchises. Fellowship: AAA dev w/ LOTR/Tomb Raider IP, turnaround potential, Metro 2026 pipeline.
Read full article (3 min)