Added to YB: 2026-09-21
Pitch date: 2026-09-18
BERNER-B.ST [bullish]
Berner Industrier AB
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
N/A
Price Target
214.80 (+206%)
Dividend
1.77%
EV/EBITDA
10.73
P/E
18.11
EV/Sales
1.42
Sector
Electronic Equipment, Instruments and Components
Category
value
Why Berner Industrier share price is depressed
BERNER-B.ST: Berner Industrier is being priced near SEK 70 as a cyclical distributor despite its transformation into a higher-margin serial acquirer. Q2 sales rose 17.3% and EBITA 24.8%, while 0.9x net debt/EBITDA leaves SEK 272m+ of M&A capacity. Clearing Cervantes’ technical selling, portfolio optimization and acquisitions underpin a mean end-2027 target of SEK 133.89, or 93.1% expected return including the 1.8% yield.
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