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Added to YB: 2026-09-21

Pitch date: 2026-09-16

EOLU-B.ST [bullish]

Eolus Aktiebolag (publ)

+0.39%

current return

Author Info

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Company Info

Eolus Aktiebolag (publ) primarily engages in the development, construction, and operation of renewable energy assets in the Nordics region, the Baltics states, Poland, Spain, and the United States.

Market Cap

SEK 1.3B

Pitch Price

SEK 51.00

Price Target

N/A

Dividend

4.39%

EV/EBITDA

-6.10

P/E

-4.32

EV/Sales

0.51

Sector

Construction and Engineering

Category

value

Show full summary:
Eolus: 5x Earnings With a Cash-Funded Valuation Floor

EOLU-B.ST: Eolus trades at 5x earnings and below tangible book, with projected 2028 cash per share exceeding today’s share price, while its 14.8 GW wind, solar and battery pipeline comes at little implied value. Late-stage projects already hold scarce grid connections, but the thesis requires named projects to convert and the bond to be refinanced on schedule; impairments have blocked dividends and buybacks until the May 2027 first call date.

Read full article (2 min)